Important: this needs to be done by someone who is an admin of the GetAccept entity and a Microsoft Suite admin.
To be able to use our Microsoft Teams integration you will need to authorize it via your GetAccept settings for Integrations.
By connecting the two platforms, you will be able to import Microsoft Teams transcripts into GetAccept Deal Rooms, helping buyers and sellers stay aligned with one shared source of truth.
How to connect GetAccept to Microsoft Teams
Under the tab All integrations or Engage scroll down to find the Microsoft Teams integration
Select Connect
4. You'll be prompted to sign in to your Microsoft Teams account.
Once you have successfully connected GetAccept to Microsoft Teams, you will be able to import Microsoft Teams meeting transcripts into Deal Rooms.
Adding Microsoft Teams meetings to Deal RoomsYou can easily import meetings directly from Microsoft Teams into GetAccept Deal Rooms. That means that transcripts, discussion notes and action points can be added and shared with stakeholders. This is a great way of creating a single source of truth for everyone involved in the deal, including your buyers.
To add Meetings from Microsoft Teams, ensure the integration is connected, then head to a Deal Room. Check that the Meetings feature is enabled by going to your functionality settings.
Under the Meetings tab, you'll see the option to add a meeting. You can either add a meeting from Microsoft Teams, or by creating it manually.
Choose the meeting you want to import. This will include the transcript from the meeting, participant details, title and date, and will automatically generate meeting notes and next steps. Participants will be automatically connected to the people already in the Deal Room.
You can only import meetings in which you are a participant, and which are not marked as private.
Keeping meetings up-to-date
Imported meetings are not automatically updated when changes are made in Microsoft Teams.
Go to the Meetings settings and select Check for updates, and we'll update the Meetings page with the latest transcript and summaries from Microsoft Teams.

