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End-User Guide: How to Use AI Meeting Transcripts in Teamflect

Learn how to use AI Meeting Transcripts in Teamflect to capture and review key information from your meetings.

Written by Myka

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Teamflect's AI-powered Meeting Intelligence helps you get more value from your Microsoft Teams meetings by turning meeting transcripts into AI-generated summaries and suggestions.

Once enabled by your Teamflect administrator, you can use this feature to review key discussion points, identify follow-up actions, and keep track of important information from your meetings.

This guide explains how to use AI Meeting Intelligence in Teamflect.

Before You Start

To use AI Meeting Intelligence, make sure:

  • Your Teamflect administrator has enabled Meeting Intelligence for your organization.

  • You have access to the relevant meeting in Teamflect.

  • The meeting is held in Microsoft Teams and has a transcript available.

  • Your organization's Microsoft Teams settings allow meeting transcription.

📌If you're a Teamflect Admin, you can configure and manage the Meeting Intelligence feature from the Admin Center. For step-by-step instructions, see our Admin Guide: How to Enable and Manage AI-Powered Meeting Intelligence.

How to Use AI Meeting Intelligence

Step 1: Join Your Microsoft Teams Meeting

Join your scheduled Microsoft Teams meeting as you normally would. Make sure the meeting is transcribed so Teamflect can use the conversation to generate AI-powered summaries and suggestions.

If transcription is not started automatically, you may need to start it during the meeting, depending on your organization's Microsoft Teams settings.

Step 2: Open the Meeting in Teamflect

After your meeting, open Teamflect and navigate to the relevant 1-on-1 meeting. if AI Summaries have been enabled by your organization, you should be able to see the AI Summary enabled.

You can access your meeting from the Meetings module and select the appropriate meeting from your meeting history.

Step 3: View the AI Summary

Once the meeting transcript has been processed, the AI-generated summary will be available in the meeting view.

The summary helps you review the main topics discussed without having to go through the entire transcript.

Depending on the meeting, AI-generated content may include:

  • A summary of the conversation

  • Key discussion points

  • Suggested talking points

  • Suggested follow-up tasks or action items

Step 4: Review the Suggested Talking Points and Tasks

Review the AI-generated suggestions and identify any items that require follow-up.

You can use the suggested talking points to continue discussions in future meetings and review suggested tasks to help keep track of action items.

Make sure to review AI-generated suggestions for accuracy and relevance before using them.

Step 5: Use the Summary for Follow-Up

Use the meeting summary and suggestions to support your ongoing conversations and follow-up activities. For example, you can:

  • Review important decisions made during the meeting.

  • Prepare talking points for your next 1-on-1.

  • Identify action items that need to be followed up on.

  • Keep track of discussions and progress over time.

What If I Don't See the AI Summary?

If the AI summary is not available in your meeting, check the following:

  • Meeting Intelligence is enabled: Contact your Teamflect administrator to confirm that the feature is enabled for your organization.

  • The meeting has a transcript: AI Meeting Intelligence requires a Microsoft Teams meeting transcript to generate summaries.

  • The meeting is available in Teamflect: Make sure you are viewing the correct meeting.

  • The summary is still being generated: Depending on the meeting and the amount of transcript data, processing may take some time.

If the feature is not enabled, you may see a message in the meeting view prompting your administrator to enable Meeting Intelligence.

Frequently Asked Questions

Can I use AI Meeting Intelligence for meetings that are not held in Microsoft Teams?

AI Meeting Intelligence is designed to work with Microsoft Teams meeting transcripts. Meetings held on other platforms may not be supported.

Do I need to enable Meeting Intelligence myself?

No. Meeting Intelligence must first be enabled by your Teamflect administrator. Once enabled, you can use the feature for eligible meetings.

Can I use the AI summary instead of reviewing the full meeting?

The AI summary is intended to help you quickly review important information from your meeting. However, it may not capture every detail, so refer to the original meeting or transcript when you need additional context.

What happens if I turn off transcription during a meeting and turn it back on?

If transcription is paused or turned off during a meeting and then restarted, AI Meeting Intelligence will continue capturing the transcript from where it left off. The meeting summary and suggested actions will be generated based on the available transcript.

Use Cases:

  • Summarize meeting discussions: Quickly review key topics, decisions, and important takeaways without going through the entire transcript.

  • Track action items: Identify suggested tasks and follow-up actions discussed during the meeting.

  • Prepare for your next 1-on-1: Review previous meeting summaries and action items to continue conversations and follow up on outstanding topics.

  • Keep track of important decisions: Refer back to meeting summaries to recall decisions, agreements, and next steps.

  • Improve meeting productivity: Spend less time taking notes and more time engaging in the conversation.

Final Thoughts

AI Meeting Intelligence helps you turn conversations into useful summaries and follow-up suggestions, making it easier to stay organized and maintain continuity between meetings.

By reviewing your AI-generated summaries and suggestions, you can spend less time revisiting meeting details and more time acting on what was discussed.

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