# Meeting Transcript Sync

### 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 provider 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

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FqaPTsvoXyGX5qgZLLGso%2FMonosnap%20yoxel__Yoxel%20Manager%20%7C%20Salesforce%202026-04-01%2020-26-37.png?alt=media&#x26;token=ca7141fa-ec68-4bd1-aed3-b04cac69cd3a" alt=""><figcaption></figcaption></figure>

#### **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

{% hint style="info" %}
For more information, see the documentation: [Activating Yoxel Sync from the add-on](https://helpdocs.yoxel.com/yoxel-addons/activating-yoxel-sync-from-the-add-on).
{% endhint %}

#### 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.

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FuNX2pHOXWyKTyE8NUPSv%2FMonosnap%20Meeting%20%7C%20Salesforce%202026-04-01%2020-40-22.png?alt=media&#x26;token=225ce546-e5ee-4254-addd-5631787aa8c0" alt=""><figcaption></figcaption></figure>