Your recorded Teams calls show up in Spekit on their own, with the transcript and AI summaries of what was said. There is nothing for you to connect, install, or turn on. An admin connects Teams once for the whole company.
ℹ️ Note: only calls that were transcribed in Teams reach Spekit. If nobody started transcription or recording, there is nothing to bring in.
1. What you get
Your calls land in 2 places, and they show different things on purpose.
| Where | What you see | Who else sees it |
|---|---|---|
| AI Sidekick, Meetings list | Your own calls and their transcripts | Only you |
| 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 the room |
In the Deal Room, each call shows who was on it, how long it ran, and when. It also gives you 4 things pulled from the conversation.
| Output | What you get |
|---|---|
| Next steps | What each side committed to, as a short list |
| Key points | The main topics from the call |
| Call recap | A few lines on what the call was about |
| Participants | Everyone who was on it |
Each one has Copy to clipboard, so you can drop it straight into a follow-up. Each call also has Open in Microsoft Teams and Open in Salesforce.
2. Which calls you will see
A Teams call reaches Spekit only when all 5 of these are true. This is by design.
| Rule | What it means for you |
|---|---|
| The call was transcribed in Teams | Start transcription at the beginning, not halfway through |
| The organizer is one of your own colleagues | A meeting set up by the buyer, or by anyone outside your company, is not picked up |
| At least 1 person with a Spekit account was invited | If you were not on the invite, ask the organizer to add you |
| At least 1 person from outside your company was invited | Internal-only calls are not kept |
| The meeting happened after Teams was connected | There is no history. Older calls never arrive |
For a call to also land in a Deal Room, someone on the invite has to match a Salesforce contact who has a role on an open opportunity.
ℹ️ Note: being on the invite is what counts. If you join through a link a colleague forwarded you, Spekit does not see you as an attendee.
3. How long it takes
Most calls appear within minutes. Microsoft controls the first part, so it is not instant.
| Stage | How long |
|---|---|
| Teams finishes the transcript after the meeting ends | Microsoft decides this. It varies |
| The call reaches Spekit after that | A few minutes |
| If Microsoft's notice did not reach us | Up to 1 day, when the daily check runs |
4. Use cases
Here is what reps actually do with a Teams call once it is in Spekit.
| Use case | How to use it |
|---|---|
| Turn the call into content | Build a Spek or update your Deal Room straight from the transcript |
| Prepare for the next call | Read the AI recap of the last one instead of the full transcript |
| Pick up a deal from a colleague | Open the Deal Room and read the call history, even the calls you were not on |
| Check what you promised | Search the transcript rather than trusting your notes |
| Write a follow-up in the buyer's own words | Keep the transcript open in the AI Sidekick while you draft |
| Bring your manager up to speed | Point them at the Deal Room instead of retelling the call |
5. Best practices
These 4 habits decide whether your call arrives at all, so they are worth the few seconds they cost.
| Practice | Why it helps |
|---|---|
| Start transcription before the small talk ends | The recap is only as good as what was captured |
| Send a proper invite instead of forwarding the link | Forwarded joiners do not count as attendees |
| Add the buyer as a Salesforce contact with an opportunity role before the call | A call only joins a Deal Room if the contact and role already exist when the call arrives |
| Add a missing colleague to the invite after the meeting | They can still get the call in their own Meetings list |
💡 Pro Tip: if transcription was stopped and started again during the meeting, you may see the call twice. The first part arrives first, then the full call. Use the longer one.
6. Common questions
Do I need to connect my own Teams account? No. An Account Admin connects Teams once for the whole company.
Can I see a call I was not invited to? Not in your Meetings list. If the call matched a deal, you can see it in that Deal Room.
Can my manager see my calls? They see the calls attached to a Deal Room, like everyone else at your company. Your Meetings list is your own.
Will my old calls from before setup come in? No. Only meetings held after Teams was connected.
Why is yesterday's call not here? Run through the 5 rules in section 2 first. If all 5 are true and it has been more than a day, ask an Account Admin at your company to submit a request.