Unaric Meetings for Microsoft Teams automatically imports meeting transcripts into Salesforce when transcription is enabled in Teams.

By bringing transcripts into Salesforce, teams can take advantage of Einstein features to generate intelligent meeting Recaps, ensuring that key points, decisions, and action items are captured and easy to review. This makes every meeting more actionable and searchable - directly inside the tools your teams already use.

Access to full transcripts makes it easier for teams to review conversations, extract action items, and follow up with accuracy.

Rather than relying on memory or manually-written notes, users can refer to the full meeting content in Salesforce.

This supports consistent engagement with customers and internal stakeholders, especially in long-running deals or support cases where detail matters.

Unaric Meetings for Microsoft Teams gives you full control over transcript handling.

Transcript import can be turned on or off within Salesforce, allowing your organization to decide whether meeting transcriptions should be automatically captured. When enabled, transcripts are fetched after each meeting concludes and linked to the corresponding Salesforce record -provided transcription was active in Microsoft Teams.

This flexibility ensures teams only capture the level of detail that matches their needs and compliance preferences.

By capturing full transcripts in Salesforce, Unaric Meetings enhances data accuracy, knowledge sharing, and internal alignment.

Team members can quickly search and reference specific discussions, reducing time spent hunting for information. With customer conversations stored securely alongside your CRM data, every team member can stay aligned on what was said and what comes next.

Use full meeting transcripts to train AI agents and improve automation.