Zentrik + Microsoft Teams

• Use a Microsoft 365 work account that can see the scheduled Teams meetings you want to import.
• Make sure meeting transcription is enabled for the calls you care about.
• For a first test, pick a recent scheduled Teams meeting where Microsoft has already finished processing the transcript.
• If your company restricts Microsoft apps or transcript access, a Microsoft 365 admin may need to approve Zentrik before users can complete OAuth.

1. Open Settings → Integrations.
2. Select Microsoft Teams.
3. Choose Connect your Microsoft Teams account.
4. Pick your Microsoft 365 work account and approve the requested permissions.
5. Return to Zentrik and confirm the integration shows your connected account.

You can also start from Discovery → New → Bring in data → Microsoft Teams. If you are not connected yet, Zentrik prompts you to connect before it lists meetings.

Microsoft transcript access uses an admin-restricted Graph permission. In many tenants, the first user who connects will see an admin-approval message.

Ask a Microsoft 365 admin to approve the Zentrik app for the tenant. After approval, each Zentrik user still connects their own account so imports use that user's calendar visibility and transcript access.

1. Open Discovery and choose Microsoft Teams from the import sources.
2. Choose a date range that includes the meetings you want to review.
3. Open Import rules when you need to narrow by organizer, participant, participant domain, or internal/external audience.
4. Scan the meeting list for transcript-ready rows.
5. If a meeting is missing, confirm it is a scheduled Teams meeting on the connected user's calendar and inside the selected date range.

Microsoft may show a meeting before transcript text is ready. Zentrik keeps those rows visible but prevents import until a transcript is available.

Select the meetings you want to bring into Discovery, preview transcript text when needed, then import. Each imported transcript becomes a signal for the same signal → insight workflow used by other conversation sources.

Choose whether to save reliably external attendees as People. Zentrik uses the connected Microsoft identity and professional domain to avoid creating internal teammates. Missing Account creation is a separate opt-in. If the connected identity is unavailable, attendees can reuse one exact existing Person but do not create new People.

Choose Save for reuse to keep the same account, meeting filters, Product, and Account-matching policy. In Settings → Integrations → Imports, test that draft before activation, then run it now or give it an interval. Scheduled runs use the explicitly named Microsoft account even when that teammate is signed out.

Use this for product discovery evidence: customer calls, implementation conversations, onboarding discussions, and internal stakeholder meetings where the transcript explains product demand or workflow friction.

Reconnect when Zentrik prompts you, when your Microsoft 365 admin changes app policy, or when permissions have changed.

Open Settings → Integrations → Microsoft Teams, then connect again with the same Microsoft account. Reconnecting refreshes the existing account connection instead of creating a duplicate.

Zentrik uses delegated Microsoft Graph access to identify the connected user, list scheduled calendar meetings, check Teams transcript readiness, and read transcripts selected by a user or matched by that user's saved import.

Zentrik uses Microsoft authorization and never asks for or stores Microsoft passwords.

Meeting chat is not requested. Microsoft's separate delegated chat permission also covers the user's one-to-one and group chats, so Zentrik will not add it as an incidental import option.

This connector supports scheduled Teams meetings visible to the connected user.

It does not provide tenant-wide meeting export, channel-message ingestion, chat history import, ad hoc call capture, or organization-wide recording sync.

Disconnect from Settings → Integrations → Microsoft Teams to stop Zentrik from using that connected account. Users or admins can also revoke app access from Microsoft account or tenant app management.

Disconnecting stops future Microsoft calls and removes stored OAuth credentials. Transcript text already imported into Zentrik remains workspace content until your team deletes those Discovery records through normal product actions.