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How does Microsoft Teams integration work?
How does Microsoft Teams integration work?
Hai Ta avatar
Written by Hai Ta
Updated over 5 months ago

Wudpecker joins your meetings as an AI assistant that records, transcribes, and generate high-quality notes for your meetings.

Here’s how Wudpecker integrates with Microsoft Teams to take your notes.

Step 1: Wudpecker fetches your upcoming meetings

In the home page, you will see the meetings that the Wudpecker Notetaker will join to record, whether it's a Zoom, Google Meet or Teams call.

Upcoming meetings that Wudpecker is joining

These are fetched from your calendar, hence the necessity for integration. Wudpecker joins your meetings through a calendar event based on the meeting link (in the event's location) and the event start time.

The notetaker needs the meeting link and the event's start time

Step 2: Wudpecker joins your meeting

When you see Wudpecker.io Notetaker in your meeting, that means Wudpecker is doing its job to record the conversation.

gif showing someone admitting the wudpecker notetaker into a meeting

Wudpecker joins your meetings

Once the meeting ends, the Notetaker starts doing its magic. The recording gets transcribed and summarized.

Step 3: The results

After the meeting about 5 to 10 minutes later, you will see the finished result. This includes the transcript, recording, action items and summary generated by Wudpecker.

Now keep in mind, Wudpecker generates the best summaries in action items for recordings that are longer than 5 minutes.

Wudpecker generates summary and action items after the meeting is done

Special cases and common questions:

The 3-step process above is the common scenario for most of our users. Occasionally, some questions or challenges naturally arise. Below are the most common "extra" questions we have come across.

Does Wudpecker have to join meetings to record?

if you are using the meeting bot, you would then need to let the bot join the meeting and after that it can record your meetings effortlessly. However, some participants may find the bot's presence distracting.

With the new Wudpecker desktop app, the notetaker bot no longer needs to "join" meetings in the traditional way. Wudpecker now provides a better alternative recording method.

Using the desktop app, you can start, pause, resume and stop the recording on your own without the bot joining the meeting. This allows for a more natural flow of conversation and gives you the flexibility to capture only the most important parts of the discussion.

Remember that you are responsible for starting and stopping the recording. It's also important to inform participants that the meeting is being recorded, as it's not automatic like with the bot.

The best choice for you depends on your priorities and the nature of your meetings. The bot provides a hands-off approach, while the desktop app gives you more discretion and control over the recording process.

Pro tip: How to get the Notetaker to join an impromptu meeting

There are cases when you have a meeting link to join right now. It is not a scheduled event.

How does Wudpecker work in this situation?

Wudpecker's "Invite Notetaker" feature, available in both Plus and Pro versions, has you covered. Here's how it works:

Here's a step-by-step breakdown:

In the main menu, press "Invite notetaker".

Then, insert the meeting title name and the link of the meeting.

Enter meeting title and meeting link

Then hit "Send notetaker". A notetaker is on your way, ETA 1-2 minutes!

Note: if you don't admit the notetaker in the meeting within two minutes, it will automatically leave the lobby.

Telling Wudpecker to not join certain meetings

You can toggle it off in the home page if you don't want the note taking to join.

Toggling to decide whether Wudpecker notetaker joins

When the meeting begins, you can expect the note taker to wait in the lobby.

You can still deny or kick it out during the meeting.

Kick the notetaker out before the meeting starts, or during the meeting

What if I have multiple meetings a week that I don’t want to record?

I don’t want to go to Homepage everyday to toggle off the notetaker.

Based on our users’ experience, it is more intuitive to show up at a meeting, and reject the notetaker joining.

Even if the participants join before you and let the notetaker in, you can still remove it when you joined.

But if you really want to have the notetaker not auto-joining meetings by default, we have the advanced notetaker control in the premium. Check out our pricing page.

Automatic quality online meeting notes: Try Wudpecker for free

Sharing & Collaboration

Share notes only

You can copy all the notes simply by pressing "Copy Note". Additionally, you can manually highlight a specific part of the notes you want to copy.

After copying, you can paste the notes anywhere you need.

Share recording, transcript and notes

Just press "Share" and you can paste a link containing notes, transcript and recording to email, Slack, or anywhere else.

Share the recording

Ask Wudpecker to extract knowledge and information

Is there something you want to know about the meeting that was not covered thoroughly in the summary? Try Ask Wudpecker. This is a powerful way to extract further detailed insights.

Chat with Wudpecker to get answers about the meeting

In this example, the user is asking Wudpecker about the discussion regarding the prospect’s user retention rate. It is a granular detail that might have required the user to dive into the transcript. Instead, just asking resurfaced the answer.

Time to try Wudpecker!

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