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 data directly from providers like Google Workspace and Microsoft 365.

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.