Transcribing and summarizing Teams calls

Having a call via Microsoft Teams? If you start the transcription in Teams, SpinOffice puts a report in the contact's archive after the call. Works in Pro+ and Enterprise.

Please note: this only works once your IT administrator has connected Microsoft Teams to SpinOffice, via an app registration in Azure. Just turning on AI isn't enough. Read how: Connecting Microsoft Teams

What do you get?

• A transcript of the call.
• A summary.
• The action items.
• A follow-up email you can edit and send.

What do you need?

• The Teams integration, set up once by your IT administrator. Read how: Connecting Microsoft Teams
• AI is turned on in SpinOffice. Read how: Overview of the AI features
• A Microsoft 365 account connected to SpinOffice. Read how: Connecting Microsoft 365 or Outlook
• The contact is in SpinOffice with the same email address you use to invite them to the call.

Recording a call

1. Schedule the call in Teams or Outlook and invite your contact via their email address.
2. Start the transcription in Teams as soon as the call begins. In the meeting, click More > Record and transcribe > Start transcription. You need to do this yourself for every call: it can't be done automatically.
3. After the call, SpinOffice puts the transcript in the contact's archive. SpinOffice recognizes the contact by the participant's email address.
4. Open the transcript in the archive and choose what you want: the summary, the follow-up email or one of your own instructions.

Please note: tell the people you're talking to that the call is being recorded. Read how we handle call recordings in our privacy policy (in Dutch).

Adding your own instructions

Besides the standard summary, you can create your own instructions (prompts), for example 'Write a proposal email' or 'What was said about the price?'. You then choose them for each transcript in the archive.

1. Go to ☰ > Administration > AI Settings > Transcripts.
2. Click +.
3. Give the instruction a name and write under Text what the AI should do with the call.
4. Click Save.

Use the arrows to put the instructions in the order you want, and the trash can to delete one. The Summary instruction is fixed and can't be deleted.