Spekit brings your company's recorded Microsoft Teams calls into the AI Sidekick and your Deal Rooms, with the transcript and AI summaries of what was said. Teams is connected once for the whole company. After that, calls arrive on their own. No rep connects anything.
ℹ️ Note: if there is no Microsoft Teams card on your Connect page, Teams meetings is not turned on for your account yet. Submit a request and Spekit Support will turn it on.
1. What your team gets
Once Teams is connected, a recorded call shows up in 2 places.
| Where | What your people see | Who sees it |
|---|---|---|
| AI Sidekick, Meetings list | The call and its transcript | Each person sees only the calls they were invited to |
| Deal Room, Calls & AI Recommendations tab | The calls that matched that deal, under a Calls heading with a Microsoft Teams badge | Everyone at your company who can open that Deal Room |
In the Deal Room, each call shows its participant count, length, and date, plus 4 things Spekit generates from the conversation.
| Output | What it gives you |
|---|---|
| Next steps | The commitments and follow-ups from the call |
| Key points | The main topics, each in a line |
| Call recap | A short summary of what the call was about |
| Participants | Everyone who was on it, by name or email address |
Each one has Copy to clipboard. Each call also has Open in Microsoft Teams and Open in Salesforce buttons.
ℹ️ Note: Spekit reads the transcript, the meeting title, the meeting link, and the invite list. It does not read your calendar.
2. How a call reaches Spekit
A call passes through 4 stages between the meeting ending and the call showing in Spekit. Microsoft controls the first 2.
| Step | What happens |
|---|---|
| 1 | Someone turns on transcription or recording in the Teams meeting |
| 2 | Microsoft tells Spekit the transcript is ready |
| 3 | Spekit reads the transcript, the title, the meeting link, and the invite list |
| 4 | The call appears in the AI Sidekick, and in the Deal Room if it matched a deal |
Calls usually appear a few minutes after Microsoft finishes the transcript. Microsoft decides how long that takes. If Microsoft's notice does not reach us, a daily check picks the call up instead, so it can take up to 1 day.
3. What Spekit keeps, and what it skips
A call has to meet all 5 rules below. This is by design, not a fault. Most "missing call" tickets are 1 of these 5.
| Rule | Why |
|---|---|
| The call was transcribed in Teams | No transcript means there is nothing to bring in |
| The organizer is one of your own Microsoft users | Meetings organized by a guest or by an outside company are not seen |
| At least 1 person with a Spekit account was invited | Spekit only keeps calls its own users took part in |
| At least 1 person from outside your company was invited | Internal-only calls are not kept |
| The meeting happened after Teams was connected | Older meetings are never picked up. There is no history import |
For the call to also land in a Deal Room, an invited attendee has to match a Salesforce contact who has a role on an open opportunity.
ℹ️ Note: people must be on the invite. Someone who joins through a forwarded link does not count toward these rules.
4. Who does what during setup
Setup involves up to 4 people, and it happens once. At many companies the 2 Microsoft roles are the same person.
| Who | What they do |
|---|---|
| Spekit Support | Turns on Teams meetings for your account, so the Microsoft Teams card appears on your Connect page |
| Your Spekit Account Admin | Generates the connect link and sends it to your Microsoft admin |
| A Microsoft Global Administrator or Privileged Role Administrator | Approves Spekit's access for your whole company |
| Your Teams Administrator | Runs 2 PowerShell commands and turns on 1 Teams admin setting |
Full steps are in [Admin Guide] Setting up the Microsoft Teams Integration.
5. Use cases
Teams calls in Spekit are more than a recording. Here is what teams get out of them.
| Use case | How it helps |
|---|---|
| Turn a call into content | Reps can build a Spek or update a Deal Room straight from the Teams transcript, the same way they can from a Gong call |
| Get ready for a follow-up call | Read the AI recap instead of the whole transcript |
| Bring a teammate up to speed | A Deal Room shows a deal's calls to everyone at your company. A manager or a new rep can see the history without having been on the invite |
| Hand a deal to someone else | The calls stay with the deal, so the next owner does not start from nothing |
| Coach from real calls | Managers can point to what was said rather than what was remembered |
💡 Pro Tip: the Deal Room view is the one most people miss. Reps look in the AI Sidekick and only see their own calls. The deal's full call history lives in the Deal Room.
6. Best practices
These 4 habits prevent the problems customers most often report after setup. All 4 are easier to do before a call than to fix afterwards.
| Practice | Why it helps |
|---|---|
| Connect Teams before a big deal cycle starts | Spekit cannot go back and pick up older calls |
| Tell reps to add the Salesforce contact and their opportunity role before the call | A call only joins a Deal Room if the contact and role already exist when the call arrives |
| Ask people to invite properly instead of forwarding the meeting link | Forwarded joiners are not counted as attendees |
| Do setup with your Account Admin and your Microsoft admin in the same sitting | The connect link expires after 30 minutes |
💡 Pro Tip: before you raise a missing call with Support, run through the 5 rules in section 3. Most missing calls are an internal-only meeting, or a meeting nobody transcribed.
7. Common questions
Can each rep connect their own Teams account? No. One connection covers the whole company.
Will our old calls come in? No. Only meetings held after the connection was made.
Can a manager see calls they were not on? In a Deal Room, yes. Everyone at your company sees the calls attached to that deal. In the AI Sidekick, each person sees only their own calls.
Does Spekit read our calendars? No. Microsoft grants 4 read-only permissions: meeting transcripts, meeting details, the user list, and attendance reports.
Which Spekit roles can connect Teams? Only Account Admins. Team Admins, Experts, and Viewers cannot.