Turn Teams recordings into summaries, action items and draft emails

Reads your Teams meeting recording and transcript, then drafts a summary, action items, and a follow-up email.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig>"meeting recording and transcript ready"]:::trig s0["extract key points"]:::svc s1["organize into summary"]:::task s2["draft follow-up email"]:::task s3(("review and send email")):::human trig --> s0 s0 --> s1 s1 --> s2 hg(("you review the email")):::human s2 --> hg hg -->|"approved"| s3 hg -. "sent back" .-> s2 out[/"meeting summary and draft email"/]:::out pay{{"no missed action items after meetings"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsVoice & PhoneKnowledge Base & RAGContent Generation & CopywritingWeb Scraping & Data CollectionSurvey & FeedbackScheduling & Calendar
Connects
Microsoft TeamsMicrosoft OutlookMem.aiMicrosoft SharePoint

The problem it solves

After a meeting, notes get scattered, action items go unwritten, and follow-ups slip through the cracks. You or your team end up trying to remember who agreed to do what, days after the fact.

Who it fits

Team leads or project managers who run frequent Microsoft Teams meetings.

How it works

  1. Triggers once a Teams meeting recording and transcript are available
  2. AI reads the transcript and pulls out key points, decisions, and action items
  3. The information is organized into a searchable meeting summary
  4. A follow-up email draft is created with the summary and action items
  5. You review and send the email through Outlook
What you get

Follow-up emails drafted right after the meeting ends

Your Teams meeting recording and transcript become a summary, a list of action items, and a drafted follow-up email.

What you get

An organized meeting summary plus a ready-to-review follow-up email draft.

What you need

A Microsoft 365 account with Teams and Outlook, plus access to Mem.ai and an AI model provider.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Save email attachments to OneDrive and log them in Excel automatically

New Outlook attachments, like invoices, are saved to OneDrive and logged in an Excel table automatically.

Advanced

Automate garage reminders, pickup alerts, and feedback requests

The system tracks each vehicle through service, then sends reminders, pickup notices, and feedback requests by text and email.

Advanced

Save any web page to your knowledge base without duplicates

Send any URL and the system scrapes the clean article text, checks for duplicates, and saves it to your Mem.ai knowledge base.

Standard

Route Microsoft 365 documents through approval automatically

Routes uploaded documents through the right approvers in sequence and files the result automatically.

Advanced
Back to the AI Playbook