Meetings

Microsoft Teams + AutomateNexus CRM

Teams meetings from the CRM, with notes captured.

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MTAN
01What you can do

Microsoft Teams, wired into your pipeline.

Teams meetings from the CRM

Create Teams meetings from records and chat threads with the invite attached.

Notes captured for you

The AI notetaker can join Teams calls and file the summary, action items, and transcript to the record. Plans include 180 notetaker minutes a month by default.

Follow-ups drafted

Karrie drafts the next step from the summary.

02How it works

Connected in three steps.

01

Connect Microsoft 365

Authorize under Settings → Integrations → Meetings.

02

Make it a default

Per team or per user.

03

Invite the notetaker

Toggle per meeting, or auto-join from the calendar.

Native connector

Microsoft Teams is connected with OAuth and maintained by us.

Automations

Microsoft Teams activity can trigger agents and automations the moment it happens.

No code

Authorize, choose defaults, and go — no developer required.

More Meetings integrations

View all →
ZO

Zoom

Auto-schedule calls and capture meeting briefs.

GM

Google Meet

Schedule Meet calls from chat; the notetaker can join.

WE

Webex

Schedule Webex meetings and capture the notes.

Put Microsoft Teams to work.

Start your 7-day free trial and connect Microsoft Teams on day one. No credit card, no middleware.

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