Most teams record their meetings in Teams. Fewer teams actually get anything out of them once the call ends.
In this episode of How TekStack Uses TekStack, Marc walks through what happens to a meeting after it’s over, and why that part matters more than the meeting itself.
“If you weren’t part of the meeting, you don’t necessarily have access to any of the great content that came out of it.”
That’s the problem most teams just live with. TekStack doesn’t.
From recap to record
Every Teams meeting recap gets ingested as an AI Insight, right inside the CRM. It’s automatically tied to the correct opportunity or project, so the notes don’t just sit in a chat thread only the attendees can find.
“It automatically finds its way into the CRM, and associates itself to the right thing.”
That means sales managers, product, and marketing can all pull insight from meetings they were never in.
From notes to next steps
Action items don’t stay buried in a transcript either. TekStack pulls them out and turns them into tasks, attached directly to the opportunity.
“Not only do we adjust the AI insight to be an activity record… we also generate and create activities that are associated to that opportunity.”
For a seller, that’s one less thing to remember after a demo. For a manager, it’s a live, accurate view of what’s actually happening on a deal.
From transcript to coaching
The same transcript that feeds the CRM also gets used to improve how the meeting was run. Marc runs a real demo transcript through TekStack’s agent in Copilot to get direct feedback on what worked and what didn’t.
“It’s funny how you can always improve the demos after thirty years. You can still always do a better job demoing.”
Watch the full session
The full recording is below.
Full Transcript
Hey, everybody. Marc here. TekStack. Got a little series: How does TekStack use TekStack?
So, one of the first topics I wanted to cover — I think everybody’s familiar with Microsoft Teams. And if you’re using Teams to record meetings, probably one of the biggest frustrations I have is that if you weren’t part of the meeting, you don’t necessarily have access to any of the great content that came out of it. So TekStack fixed that. I’m gonna show you how it works.
You obviously know how the meeting recaps show up, almost like a chat, that you can actually filter. So this is a typical meeting recap. We’ve got a bunch of meeting notes, and then you’ve got these follow-up tasks. In this case, this was for a demo I did of our CRM product to a prospect — now a customer.
And one of the first things that we do is actually ingest this meeting into something called an AI Insight. So you can see here I’ve got a bunch of AI Insights. The TekStack CRM demo was the meeting I just referenced. You can see it’s automatically associated to the right opportunity, and you can see the meeting recap right there. The exact same content found its way into this AI Insight, which is essentially an activity of record. So it automatically finds its way into the CRM and associates itself to the right thing — could be a project or an opportunity, with a bunch of logic to figure out where it should get associated.
I’ll show you in a quick sec with another opportunity how that all gets laid out on the opportunity record. But we have the action items that fall out of it. So one of the things as a seller I always found kind of difficult is: coming off a demo or a discovery call, what are all the things that you promised to do in that meeting?
These action items are AI generated. And what we do is not only adjust the AI Insight to be an activity record that’s available in the CRM for everybody to see, but we also generate and create activities that are associated to that opportunity. So if I open this opportunity — it’s a closed one, but on the timeline you would have seen all the activities associated to this opportunity, including the tasks.
I’ll open up this other one instead. If you go to the timeline, you’ll see all the tasks that were created that fell out of that meeting. So that’s pretty handy. As a seller, super cool — you don’t have to remind yourself of all the things you need to do. As a sales manager, you can get access to all of the meetings you weren’t necessarily part of. And if you’re in product or marketing, there’s lots of insight you can glean from customer meetings or sales meetings and use going forward.
So, with our TekStack agent — this is running in Copilot, we run it in Teams as well — what I’m asking here is for demo pointers using the transcript from the recent prospect demo. Because we have the transcripts coming into the CRM, I can just upload the transcript directly. And here we go.
So here’s the transcript from the TekStack CRM demo — things that went well. Of course, it’s AI, it’s not gonna completely beat you down. And here’s some stuff you can do better as well: lean in harder, structure the demo as a story, not a tour. Some really good actionable insight that I can use for my next demo. It’s funny how you can always improve after thirty years — you can still always do a better job demoing.
So in summary, that’s one way we use TekStack. We have the Teams meeting recaps getting ingested as an AI Insight right into the CRM. Having it there means people who weren’t at the meeting still have access to the notes, so you build a great repository over time. The second thing is once a meeting gets ingested, we can generate tasks and associate them to the opportunities — that updates the opportunity record with the most recent activity, which is pretty key, but also helps the seller remember what they need to do for a prospect. And the third part is you can use the transcripts that come out of these meetings for coaching, to improve how you deliver information in the future.
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