Meeting Transcript Sync

Automatically sync meeting transcripts, AI summaries, and attendance reports to Salesforce as event attachments.

Overview

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Meeting Transcript Sync allows you to automatically sync meeting-related artifacts into Salesforce, including:

• Transcripts — full meeting text

• AI summaries — key takeaways generated by the provider

• Attendance reports — participant activity and join/leave data

These files are synced as attachments to calendar events.

This feature works without recording bots and retrieves meeting artifacts directly from the meeting provider (Google Workspace or Microsoft 365).

Requirements and limitations

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Meeting Transcript Sync is subject to the following limitations:

• Transcripts are available only for meetings organized by the synced user.

• Meetings must be longer than 1 minute for Google Workspace or Microsoft 365 to generate transcripts.

• AI summaries require an AI license (such as Microsoft Copilot or the equivalent Google AI license). Without an AI license, only the transcript is synced when available.

Microsoft 365 Configuration

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For Microsoft 365, a Teams administrator must enable Microsoft Graph access to meeting transcripts at the organization level. By default, this setting is disabled, which prevents apps from accessing Teams meeting transcripts through Microsoft Graph, even when the required API permissions are granted.

To enable transcript access:

1. Open Teams Admin Center

2. Go to Settings & policies > Global (Org-wide default) settings

3. Under Meetings & events, open Meetings

4. Find Transcript API access

5. Turn Microsoft Graph access = On

6. Select Configure

7. Turn Include speaker attribution = On

8. Save the changes

Important: Both Microsoft Graph access and Include speaker attribution should be enabled for Yoxel to retrieve speaker-attributed transcripts from Microsoft Teams. The Microsoft Graph access setting is a tenant-level control and is independent of the app's Microsoft Graph permissions.

For more information, see the Microsoft documentation: Manage transcript API access for Teams meetings.

Configuration

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Update Sync Template

1. Open Yoxel Manager

2. Select a Sync Template

3. Navigate to the Calendar section

4. Enable transcript sync "Attendance report and AI summary (transcript if AI is unavailable)"

5. Save changes and Publish the template

Re-authorization

After publishing the updated template, users must re-authorize their sync connections.

This step is required to grant permissions for accessing meeting artifacts.

Re-authorization can be performed via:

• Yoxel Add-in

• Yoxel Sync tab in Salesforce

For more information, see the documentation: Activating Yoxel Sync from the add-on.

Verify sync results

Once re-authorization is complete, Yoxel will start syncing meeting artifacts.

Each synced meeting may include the following attachments:

• transcript

• ai-summary

• attendee-report

These files will appear in the related Salesforce event.