Your recorded Teams calls appear in the AI Sidekick on their own, with a recap, the key points, and your next steps already pulled out. There is nothing for you to connect or turn on. An Account 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. Find your calls
Open the AI Sidekick. Your calls sit under Recent calls, with a count beside the heading.
Each call shows you 4 things at a glance.
| On the card | What it tells you |
|---|---|
| The call title | Taken from the Teams meeting title |
| A people count | How many were on the call |
| A length | How long it ran |
| A date | When it happened, as a date or as "last Friday at 2:13pm" for recent ones |
ℹ️ Note: the AI Sidekick also runs inside Microsoft Teams itself, as a Spekit tab. You do not have to leave Teams to read a call.
2. Open a call
Select View details on any call. It opens in place and shows 4 sections.
| Section | What you get |
|---|---|
| Participants | Everyone on the call, as chips. Some show a name, some an email address, depending on what Teams had |
| Call recap | A short paragraph on what the call was about |
| Key points | The main topics, 1 line each |
| Next steps | What to do next, pulled from what was said |
Each section collapses, so you can keep just the one you need open. Select Hide details to close the call again.
💡 Pro Tip: Next steps is the fastest way back into a deal after a few days away. It is usually shorter than the recap and more useful than the transcript.
3. See the calls on a deal
The AI Sidekick also groups calls by deal, which is more useful than a flat list when you are preparing for a specific conversation.
- Open All deals in the AI Sidekick.
- Select the account you want.
- You will see the deal name, its stage, and its close date.
Under that, you get a link to the deal's Deal Room, and a Review calls with [account name] section with a count and every call on that deal.
ℹ️ Note: this list shows every call on the deal, not only your Teams calls. If your company also uses Gong, Zoom, or Dialpad, those calls appear here too, each with its own icon.
4. 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 |
If a call is still missing after a day, see Troubleshooting the Microsoft Teams Integration.
5. Use cases
Here is what reps actually do with a Teams call once it is in the AI Sidekick.
| Use case | How to use it |
|---|---|
| Prepare for the next call | Read Key points from the last one instead of the full transcript |
| Write the follow-up email | Next steps is usually the skeleton of the email already |
| Pick up a deal from a colleague | Open the deal and read its call history, even the calls you were not on |
| Check what you promised | Open Next steps rather than trusting your notes |
| Turn the call into deal content | Attach it as a source in the AI Content Builder and draft from what was said |
| Brief your manager | Send them the Call recap instead of retelling the call |
6. 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 |
| Open the call the same day | Next steps is most useful while you still remember the conversation |
💡 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.
7. 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 Recent calls. If the call matched a deal, you can see it on that deal and in its Deal Room.
Can my manager read my call transcripts? They see the calls attached to a Deal Room, like everyone else at your company.
Why do some participants show an email address instead of a name? Spekit shows what Teams had for that person. A guest who joined without a display name appears as their email address.
Will my old calls from before setup come in? No. Only meetings held after Teams was connected.