Microsoft Teams + Karbon
App integration via Karbon — Automatically import recorded and transcribed Microsoft Teams meetings into Karbon client timelines for better visibility, compliance, and follow-through.
When a Teams meeting is recorded and transcribed, the transcript is automatically imported into Karbon and attached to the relevant client contact timeline. Matching is based on participant email addresses, ensuring transcripts stay private to the correct contacts while giving teams a complete record of client conversations without extra steps after the meeting.
- Automatic transcript capture: Recorded and transcribed Microsoft Teams meetings are imported directly into Karbon timelines.
- Centralized client records: All meeting transcripts live alongside emails, notes, and work to give your team one place to review client conversations.
- Improved compliance and audit trails: Maintain clear, chronological records of client communications without relying on individual inboxes or file storage.
- No manual uploads: Eliminate post-meeting admin and reduce the risk of incomplete or outdated client timelines.
About Microsoft Teams
Microsoft Teams is a collaboration and meeting platform that enables teams to chat, meet, call, and collaborate in real time. It’s widely used by firms to host internal and client meetings, making it a natural fit for capturing and preserving important client conversations inside Karbon.
