Every Teams meeting already generates a transcript. Right now, it just sits there. Our agent turns it into structured meeting notes — decisions, action items, follow-ups — formatted to your template and saved to SharePoint. No chasing notes after the fact. No bot ever joins the call. Your data never leaves your tenant.
From a 47-minute meeting
Meeting Notes — Acme Financial Quarterly Review
15 Mar 2026 · 47 min · 3 participants
Attendees
James Walsh, Sarah Chen (Acme), David Liu (Acme)
Key Decisions
Sarah proposed portfolio rebalance — James agreed. Increase defensive allocation to 40%.
Action Items
Flags
Advice provided on asset allocation. Risk profile discussed and confirmed.
The problem
A team of 10 people. 6 meetings each per week. 20 minutes writing up each one. That's 260 hours a month on admin — the equivalent of a full-time hire, doing nothing but typing up what people said.
When a bot joins your call, your data leaves your control. It's processed on someone else's servers, under someone else's policies. For any business that cares about confidentiality — or just doesn't want to explain an extra participant to a client — that's a problem.
Built-in AI assistants give you a paragraph summary and call it done. No branded documents. No custom templates. No output that matches how your team actually works. You end up rewriting it anyway — which defeats the purpose.
What you get
Here's what actually happens when your meeting ends.
Summaries, decisions, action items with owners — all formatted to your Word template and saved to SharePoint. The agent knows who said what, so your notes read "Sarah proposed increasing the budget, James agreed" — not "the budget was discussed." Documents that match how your business already works, so nobody has to rewrite them.
No bot joins your call. No data leaves your Microsoft 365 environment. Delegated auth only — the server never has application-level access, never stores tokens, never caches transcripts. IT and security teams sign off on this in days, not months.
Your terminology. Your document structure. Your templates. Your branding. Whether you need client meeting notes, project updates, call summaries, or board minutes — the agent adapts to your business, not the other way around.
Every set of meeting notes saved to SharePoint is automatically indexed by Microsoft 365 search. "What did we decide about the rebrand?" "Who owns the follow-up from Friday?" "Show me every meeting with Acme this quarter." Ask in Teams chat, get answers in seconds — pulled from your full meeting history, not just the last conversation.
Configure the agent to flag whatever matters to your business — regulatory disclosures, project risks, client commitments, budget approvals. If it was said in the meeting, the agent can surface it. Teams in finance, legal, and healthcare use this for compliance. Everyone else uses it to stop things falling through the cracks.
Every set of meeting notes is generated as a branded Word document from your template and saved to the right SharePoint library. When someone asks for documentation from Q2 — a client, a manager, an auditor — you send a link instead of scrambling.
How it works
Teams transcription captures everything natively. No bot joins. No recording device. No extra software. Nobody in the room knows anything is different.
Open Teams chat and type: "Process my meeting with Acme today." The agent searches your calendar, finds the right meeting, pulls the transcript, and applies your rules. You don't need to know meeting IDs or dig through recordings. Just say which meeting, and it handles the rest.
Structured meeting notes appear in chat. Branded Word doc saved to SharePoint. Action items extracted with owners. Custom flags raised. You move on to your next meeting.
Under the hood
The short version: the agent lives in your Microsoft 365 environment. Our server processes the transcript but never stores it. Your IT team can verify every part of this.
A Copilot Studio agent is deployed inside your Microsoft 365 environment. It runs under your security policies, your data governance, your admin controls. It's yours — we configure it, you own it.
When you ask the agent to process a meeting, it calls our server on Azure. The server reads the transcript, applies your rules, generates the output, and returns it. Nothing is stored, cached, or logged. The transcript is in memory for the duration of processing and then it's gone.
The server uses OAuth 2.0 On-Behalf-Of flow. In plain terms: it can only access what the signed-in user can already access. No service accounts with broad permissions. No admin consent for the whole tenant. If a user can't see a transcript in Teams, the server can't see it either.
For your IT & security team
2,400+
meetings processed
18 min
average time saved per meeting
< 3 min
from transcript to meeting notes
100%
data stays in customer tenant
What teams are saying
"We were spending the first 20 minutes after every client meeting writing up notes. Now it's done before we've left the room. The output matches our template exactly — we just review and send."
Sarah Mitchell
Senior Financial Adviser
"Our security review took two days. No third-party data processing, no bot in calls, delegated auth only. It was the fastest vendor approval I've seen in three years."
James Thornton
IT Director
"I used to lose track of action items from Monday's meetings by Wednesday. Now every meeting has structured notes in SharePoint with owners assigned. Nothing falls through the cracks anymore."
Rachel Okonkwo
Head of Client Services
Use cases
Every team runs meetings differently. The agent adapts to each one.
Structured meeting notes with decisions, next steps, and owners — saved to the client's SharePoint folder. Your client gets a professional document. You get 20 minutes back.
Deal intelligence, objection tracking, and coaching insights from every conversation. Your pipeline stays updated. Your manager stops asking "what happened with that prospect?"
Blockers, decisions, and action items pulled from your daily stand-up and formatted into a status update. No more "can someone write up what we just said?"
Compliance-ready meeting documentation with regulatory flags for financial services, legal, and healthcare. AFSL, MiFID II, SEC, ABA — the agent knows your framework and applies it automatically.
Executive summaries, strategic decisions, and accountability items — documented consistently, every time. The kind of meeting minutes that actually get read.
The agent is configured to your rules and templates. If your team has meetings and needs structured output from them, it works. We've seen use cases we never designed for — and the agent handled them.
Why this exists
I built this because I kept solving the same problem.
I'm Daniel Anderson, a Microsoft MVP and Copilot Studio consultant. For the last few years, I've been building AI agents for enterprises — and the same request kept coming up: "We need our meeting transcripts turned into proper documentation."
Sometimes it was a financial services firm that needed compliance-ready meeting documentation. Sometimes it was a consulting team drowning in 20-minute write-ups after every client call. Sometimes it was a sales org that wanted structured call summaries without a bot joining the meeting. Different industries, different templates, same underlying problem.
They'd tried the alternatives. Third-party transcription tools failed their security reviews. General-purpose AI assistants gave them generic summaries they had to rewrite anyway. Manual notes were inconsistent and eating hours every week.
So I kept building the same custom agent. Different client, same architecture, same problem.
At some point, you stop building the same thing for the tenth time and turn it into a product. That's what this is.
The architecture is the same one I've deployed in real consulting engagements — your agent runs in your Microsoft 365 environment, your data never leaves your tenant, and the processing server never stores a thing. The output is different for every customer, but the platform underneath is proven.
Pricing
A 25-person team spending 20 minutes per meeting on notes wastes 500+ hours a month. $499 to get that back. The maths isn't close.
Starter
For teams that want structured meeting output fast. Standard templates, deployed into your tenant, ready to go.
Flat fee, not per user. One-time setup: $1,500 AUD.
Start saving 20 minutes per meetingProfessional
For teams that need custom templates, branded output, and rules tailored to their business. Most teams start here.
Flat fee, not per user. One-time setup: $3,000 - $5,000 AUD.
Book a 15-minute callEverything in Starter, plus:
All prices in AUD. Minimum 3-month term. Larger teams: get in touch. Requires Microsoft 365 with Teams transcription and a Copilot Studio entitlement — we'll confirm exact licensing during setup.
FAQ
Teams already has transcription built in. When it's enabled, Teams captures everything and stores the transcript in Microsoft Graph. Our agent reads that transcript after the meeting ends — it never joins the call, never records anything, and never has access during the meeting. Your participants don't see an extra name in the call. There's nothing to notice.
Nowhere outside your Microsoft 365 tenant. The agent runs in Copilot Studio within your environment. Our processing server handles transcript data in-memory only — it never stores, caches, or persists anything. Authentication uses the OAuth 2.0 On-Behalf-Of flow, which means the server can only access what the signed-in user can already access. If you can't see it in Teams, neither can we.
Any Microsoft 365 plan that includes Teams (Business Standard, E3, E5, etc.) supports the transcription feature we use — it just needs to be enabled by your admin. You'll also need a Copilot Studio tenant license (USD $200/month for 25,000 credits, shared across your whole organisation — not per user). Your team members don't need individual Copilot Studio licenses to use the agent. If your team already has M365 Copilot licenses, the agent usage may be included at no extra credit cost. We confirm the exact setup during onboarding.
Built-in AI tools give you a paragraph summary. We give you structured meeting notes in your Word template, with action items assigned to owners, custom flags, and the finished document saved to SharePoint. General-purpose assistants do a bit of everything. We do one thing — meeting intelligence — and we do it properly, at a flat monthly fee regardless of team size.
Starter: typically within a few days. We deploy the agent into your tenant, configure your templates, test it with a real meeting, and walk your team through it. Professional: about a week, because we run a discovery session, build your custom configuration, test with your real meeting data, and do a team walkthrough. Most of that week is waiting for your calendar, not ours.
Yes. It's a configuration change, not a migration. Your existing setup stays intact — we layer on custom templates, business rules, and branded output. No downtime, no redeployment. A lot of teams do this: start with Starter to prove the value, then upgrade once they see what it does with their real meetings.
Daniel Anderson, Microsoft MVP and Copilot Studio specialist. This isn't a venture-backed startup trying to figure out product-market fit. It's a productised version of something I've built repeatedly in real consulting engagements across multiple industries. The architecture is proven. The use case is proven. I just got tired of rebuilding it from scratch every time.
Quick call to understand how your team runs meetings and whether this solves the problem. No commitment. No sales deck.
Built by a Microsoft MVP. Your data never leaves your tenant. From $499/month.