Using Copilot for Summaries
If your sales or service team relies on Microsoft Teams for meetings and CRM in Salesforce, you probably rely on notes or summaries. If the follow-up work relies on information from those meetings, going back and forth for critical information can become an issue.
Not needing to switch between platforms or digging through meeting recordings or logs can save hours of time and effort. Exactly this is the goal set by Q!365. By integrating Copilot’s summaries of Teams Meetings within your Salesforce you can now access all important information right away. Whether it’s key notes, updates and information or the latest numbers.
This, in turn, ensures better follow-ups, collaboration and customer satisfaction.
Let’s define the new feature together
While the API is close to GA, we’d like to define the final functions for our own meeting component with Teams and Copilot customers. As a matter of fact, this is not just a Copilot API, it is the first Copilot API.
We’re always looking to improve the way Teams and Salesforce work together.
What features would you like to see?
- Attendance reports?
- Direct link to the Teams recap page?
- Sharing the recording both with internal and external contacts?
- Accessing the full the transcript of the meeting?
These and more features are already possible today!
Feel free to share your wish-list ideas with us or reaching out directly. Customer feedback has always been one of the key building blocks in Q!365’s development. We’re listening!
Connect the worlds of Salesforce and Microsoft like never before with Q!365.
If you have any questions or would like a demonstration, please feel free to contact us at any time.
Would you like to find out how Q!365 can help your organization?
Book a meeting to discuss your use case!
Seely Schmidt
Customer Success Manager
Don't hesitate to contact me and ask anything about the product or book a meeting with me directly.