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. Scan the meeting list for transcript-ready rows.
4. 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.

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 the transcript only for meetings the user selects.

OAuth credentials are stored server-side and removed from integration/account API responses. The frontend never receives Microsoft tokens.

This connector is intentionally scoped to 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 a Gong-style organization-wide recording sync. Those paths need a different Microsoft application-permission and tenant-access design.

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.