video1.0<iframe src="https://www.loom.com/embed/167f495226114d63a44ea86794a53b0d" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/os/loom-media-content/loom/620cc116-a356-4476-bbe9-70e70565f639/d7c4cb82-5080-4d69-9772-f78722e1e06b/sessions-thumbnails-167f495226114d63a44ea86794a53b0d-f6961d4163108955.gif/binary?authToken=eyJraWQiOiJtaWNyb3MtZ3JvdXAvdGRwLW9zLWFyY2hldHlwZS9xOXVsZGNqYTRwbnE3Y2N1IiwiYWxnIjoiUlMyNTYifQ.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.KuwbZt9VC6DLZA7Ph6BIj2q6VleKliBV7RaG3E0Aqes3AilHNKk8yFrl-t5WM_lQfV90Jv9av1H4CKPX4v2hlKA1Gn_7KstKWlfE8xY86oSvFAwzDLeTPQC60uqUZmrzs8sDpktK38DmwrtxNGhHJro3C27Jp0T8gcofyGcE1TwXx_-8AaiZwSRCPHmiY4LzEzbMu-ka0fW3xpHpGhO0iVNeqx6FvrlhQzfk_S_7I_qIsKiQZIw9Qi5WpAXH8kIEdsN3_uDV4PnFDB2RUune0CrZ2622mLx7XJrUje3vRhzB4eATdSlyLX3MbGXmSjYZTFomJoOdeXBEbA3MdSmCow&Expires=1793797226&Signature=olrqhp%7ERmIOiTZwmr0W-wi4t5ohbkmwd3ZZVD5P4gbji6EXh9nvjWhxhpTiG39aKICMrvBTmtPzJkOxpysAyIr8VxUgmvonEA6nPoSfKGGN-fIxG9WJzju29V3YVmpR6gHGksDSIT93c%7ETAlcqu%7EczvTq4CGJacejNz%7E2vGD8pTZMELG3-07fT-5kASdkjTpYle8rlaIMRDVgtUcROE2lJs%7E0qD4bZp7Gc94Ase%7EGTNDJcmX9jQ-JWWzhCxRTNtckEE9uzg7aZooIMMQRZbbl6FjVGSlKVm%7EzAUsBOrqiGUkmLJhX4VSR31iRBhF0YC1LiesCM4z226uu1fIkIqQSw__&Key-Pair-Id=KQOSYIR44AIC0164.010667Setting Up Plannr Integration WalkthroughThis Loom explains how to set up and use the Planner integration in the Settings area. The presenter navigates to Settings, Integrations, finds “Planner,” and clicks Connect to enter Planner credentials, then confirms the integration is connected. They demonstrate managing client links by using “Manage Clients” to match dummy clients to corresponding Planner clients, including an option to rerun “find matches” and to link a client manually if needed. They also show how, from a meeting or documents, you can send the transcript and summary or documents to the linked Planner client, with a green tick confirming successful sending.