Creating and sharing: productivity tools
This section covers the connections between Beedeez and the tools your organisation already uses: the design tools your authors open to produce a visual, the channels that carry information to your teams, and the applications inside which Beedeez itself can be opened. Each integration is enabled on its own, independently of the others, and each one involves a different person, which is usually what decides how long it takes to set up.
Creating and sharing: productivity tools
This section covers the connections between Beedeez and the tools your organisation already uses: the design tools your authors open to produce a visual, the channels that carry information to your teams, and the applications inside which Beedeez itself can be opened. Each integration is enabled on its own, independently of the others, and each one involves a different person, which is usually what decides how long it takes to set up.
What these integrations do
They create a visual without leaving the back office. Canva and Excalidraw open from the media picker, in the Create a new visual tab. You design the image where you are already working, and the result is added to your media library and applied to the element you were editing.
They carry information out of Beedeez. Slack posts a content into a channel. Calendar Sync sends a calendar invitation when a training session is created or updated. Neither one grants access to anything: a learner who receives the message still needs the content to be assigned to them.
They create the link for a remote session. When you publish a remote session, the Teams or Google Meet meeting link is generated and attached to it, so the trainer has nothing to paste.
They open Beedeez from another application. The Microsoft Teams application and WeChat make the platform reachable from a tool your learners already have. Accounts and progress records stay the same: only the way in changes.
Who has to authorise them
Most of these integrations are not the training team’s to enable on its own, and that is the part to anticipate.
Excalidraw is switched on by a Beedeez administrator under Configuration > Integrations > External Services, and needs nothing else. Canva is enabled the same way, but each author then connects their own Canva account from their profile before they can import anything.
The other integrations rely on an authorisation granted outside Beedeez: a Slack administrator for the workspace, a Microsoft 365 administrator or a Google Workspace Super Admin for calendar synchronisation, a Microsoft Teams administrator for the Teams application, and an official WeChat account for your company. If that authorisation is removed on the provider side, Beedeez loses the access it was granted.
Creating visuals in the back office
- Designing visuals with Canva: connecting your personal Canva account, importing a design, and reopening it later to update the image already used in a capsule.
- Drawing a diagram with Excalidraw: the whiteboard built into the back office, with no account to connect, and how to reopen a drawing to change it.
Reaching your teams in their tools
- Sharing a capsule in Slack: posting a content into a channel, and why sharing does not give access to it.
- Syncing sessions with Outlook or Google Calendar: connecting one calendar provider, testing that Beedeez can reach a real calendar, and reading the error messages when it cannot.
To notify your learners inside Beedeez itself, see Notifications.
Running remote sessions
- Generating Teams or Google Meet meetings: the automatic meeting link, the service account it relies on, and why attendance stays outside Beedeez.
Opening Beedeez from another application
- Deploying Beedeez as a Microsoft Teams app: the package to request, the difference between authorising and installing the application, and the sign-in test to run before announcing it.
- WeChat: reaching learners in China, and why the official account has to be requested very early.