Microsoft Teams meeting recaps are powerful — if you can use them
The meeting happened. Now what?
Microsoft Teams and Copilot generate rich meeting recaps: transcripts, notes, follow-ups, even speaker engagement. But most of that information disappears into chat threads or inboxes, never making it into the systems where work actually happens.
“For the most part, these meeting recaps just disappear into the ether.”
— Marc DiGiorgio
The problem isn’t the recap. It’s what happens after.
Why Teams Meeting Recaps need better integration
Meeting content often includes sensitive decisions, next steps, and context that teams need later. But if it’s buried in chat history or locked in a transcript file, it’s not helping anyone.
“You more or less have to search for it in these chats… and even these chats don’t show up by default.”
Recap+ solves this by capturing Teams meeting data — notes, transcripts, follow-ups — and syncing it directly into your CRM and project timelines.
How Recap+ syncs meeting notes to CRM and Project Timelines
Recap+ introduces a “phantom guest” that can be invited to any meeting. This internal user ensures the meeting recap is captured and made available to the right people, even if they weren’t in the room.
“You just invite that phantom guest… and TekStack will consume all this information into our little app.”
From there, Recap+ uses the Microsoft Teams API to extract meeting data and push it into your system of record, whether it’s a project timeline or an opportunity in CRM.
Automate follow-ups and action items from Teams Meetings
Meeting actions don’t belong in someone’s inbox. Recap+ automatically creates tasks based on follow-ups and decisions, mapped to the right project or opportunity.
“So now in the project, the PM can see automatically… these are the next actions, this is who it was assigned to.”
It’s not just about visibility — it’s about accountability and momentum.
Enable Copilot and AI agents with structured meeting data
Once meeting data is stored in Dataverse, it becomes accessible to Copilot Studio agents. That means your AI can answer questions based on real meeting history, not just structured CRM fields.
“We can skim it into a table called AI insights and make it available for Copilot as a knowledge source.”
This unlocks powerful use cases for sales, customer success, and project teams without manual data entry.
Recap+ Works Across Sales, Delivery, and Project Workflows
Recap+ supports both CRM and project management workflows. Whether it’s a discovery call or a weekly stand-up, the recap gets captured, structured, and synced to the right place.
“You wanna be able to capture the next actions and the summaries… and quite often that’s a manual task for the seller to update the opportunity. Almost never happens.”
Recap+ makes it automatic.
Watch the Webinar
The full recording is available below.
