Microsoft Teams

Microsoft Teams recording to a CRM summary in English

Microsoft Teams recording to a CRM summary in English: send the file and get the text with the timecodes. One file may be up to 30 minutes on the free plan, no minute limit on Pro.

3 files a day up to 30 minutes, free99+ languagesSpeaker separation and timestamps
In short

What the Microsoft Teams stores is what the engine needs. The English speech becomes the CRM summary in the sections Context, Needs and pains, Objections; one file may be up to 30 minutes, and 3 files a day are free.

How it works

How to get the file and turn it into a CRM summary

  1. 1

    Read the transcript

    The recording is played back with the closed captions and the transcript of the meeting

  2. 2

    Send the recording to the bot

    The engine takes the Microsoft Teams recording from the widget of the page; the speech is in English, and the CRM summary comes back with the timecodes.

  3. 3

    Apply the instruction of the task

    The transcript of the Microsoft Teams recording goes to the instruction that is written for the CRM summary, and the sections of the answer are Context, Needs and pains, Objections.

  4. 4

    Tell the engine what it hears

    The speech of the Microsoft Teams recording is English, one of the 99+ languages the engine reads, and the widget is left on English while the CRM summary is written.

  5. 5

    Check the file before the upload

    The recording of a meeting can get an automatic transcription, so the recording is played back with closed captions and the transcript is read next to it

The result

What comes back from the engine

  • TXT

    One segment per line, the way a person wrote it down. It is the format to paste into a ticket, a chat or a document.

  • TXT, CSV

    The start and the end time of every segment, and the speakers named separately when you ask for it.

  • SRT, VTT

    SRT and VTT with the time of every line, so the recording can carry its own subtitles.

  • Markdown, DOCX

    The transcript is edited through the API and exported as Markdown for a wiki, or as DOCX for a review.

The facts

What Microsoft Teams keeps, and what it says about it

Where Microsoft Teams keeps the file, and what it says about it
WhatWhat the platform says
Where the file isThe recording of a meeting is uploaded to the OneDrive of the organizer of the meeting, and to SharePoint for a meeting in a channel.
What the file isThe recording is linked in the chat of the meeting and is shown in the Recordings and Transcripts tab of the meeting in the Teams calendar.
What can go wrongThe recording of an event is published as a video on demand, and an event is recorded by default.
What the platform saysThe recording of a meeting can get an automatic transcription, so the recording is played back with closed captions and the transcript is read next to it.
What the platform saysThe files of a recording are stored the same way as any other file of OneDrive, and the permissions of OneDrive apply to them.
Length of one fileup to 30 minutes on the free plan, no minute limit on Pro
Free plan$0: 3 files a day, up to 30 minutes per file, no card
Pro plan$10 a month when you pay yearly ($120 a year), or $20 a month
The case

What the recording does not give you

The file of the Microsoft Teams recording is what the Microsoft Teams keeps. The recording of an event is published as a video on demand, and an event is recorded by default. The engine reads the English speech, and the sections Context, Needs and pains, Objections come out of it.

Tips

  • The instruction of the CRM summary is already written.

  • The language of the widget is the language of the Microsoft Teams recording.

  • Rename the file of the Microsoft Teams recording before you send it.

  • In the events for a large audience, such as town halls, the participants cannot open the recording through the chat.

  • The external participants cannot record a meeting; the exception is a third-party compliance recording.

FAQ

Questions about Microsoft Teams recording and a CRM summary

Which problems can come with the Microsoft Teams recording?

The recording of an event is published as a video on demand, and an event is recorded by default. The engine does not change the file of the Microsoft Teams recording; it reads it as it is and writes the CRM summary.

What does the Microsoft Teams keep for the Microsoft Teams recording?

The external participants cannot record a meeting; the exception is a third-party compliance recording. The file of the Microsoft Teams recording is the input of the engine, and the CRM summary is written from it.

Who reads the CRM summary after the Microsoft Teams recording is sent?

the person who enters the deal. The transcript of the Microsoft Teams recording is read first, and the CRM summary comes out of it in the sections Context, Needs and pains, Objections.

What do I get without a card?

3 files a day of up to 30 minutes every day, and the export of the text in the formats of the service, so the CRM summary comes back in every one of them.

Do I need an account for the Microsoft Teams recording?

The file of the Microsoft Teams recording and the widget are enough: the engine reads the English speech and writes the CRM summary.

Reading: 4 minutesUpdated Transcribsi editorial team

Drop a recording — the text arrives in a minute

Speakers by name, a time on every line, export to TXT, SRT, VTT, CSV and Markdown.

3 files a day up to 30 minutes, free99+ languagesSpeaker separation and timestamps