Meeting Transcript Sync

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

Overview


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 data directly from providers like Google Workspace and Microsoft 365.

Configuration


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

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For more information, see the documentation: Activating Yoxel Sync from the add-onarrow-up-right.

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.

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