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Use this page to attach a transcript to a meeting and, if you want, have AI draft meeting notes and action items from it. It is for MSP staff. The transcript step is part of the internal post-meeting wrap-up, and company users never see it.

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Before you start

  • You need Write access to Calendar or Meetings, and an active subscription.
  • The wrap-up must be on for the meeting’s type. Check Settings > Calendar > Post-Meeting. See Configure post-meeting settings.
  • AI generation also needs AI transcript processing turned on in that tab, and AI must be available for your account. You can still save a transcript without AI.

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Open the transcript step

1

Open the meeting

Go to Calendar and open the meeting.
2

Click Wrap-Up

The button is in the page header. If a wrap-up is already started, click Continue wrap-up in the banner instead.
3

Select Transcript & AI

Finish or skip Survey first, or click the Transcript & AI step at the top of the page.

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Paste transcript text

1

Paste the conversation

Click Or paste the transcript and paste the text. Typing alone does not save it.
2

Click Use pasted text

This button appears once there is text. Wait for the Transcript saved message.
3

Check the saved row

A row with the character count replaces the paste box. This confirms the transcript is stored. It does not run AI or change the meeting notes.

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Upload a transcript file

1

Choose the file

Click Upload transcript file, or drag a file onto that area. Supported types are .txt, .vtt, .srt and .md, up to 5 MB.
2

Wait for it to save

The file saves as soon as you choose it. There is no separate Save button. A Transcript saved message confirms it.
MSPortal keeps the conversation text, so VTT and SRT timestamp lines and caption tags are removed and the character count can be lower than the file size. The stored text can be up to 500,000 characters. An empty file shows The file appears to be empty. Keep your original file, because this step has no download button.

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Replace or remove a transcript

Replace transcript button and red trash control for a saved transcript
1

Replace with a file

Click Replace transcript, pick the new file and wait for Transcript saved.
2

Or replace with pasted text

Click the red trash button, confirm Remove the transcript and any AI output generated from it?, then paste the new text and click Use pasted text.
Replacing or removing a transcript clears the AI notes and action items drafted from it. Notes and action items you already added to the meeting stay.
You cannot edit saved transcript text in place. Correct the text in your source and replace it.

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Generate notes and action items with AI

1

Click Generate notes & action items

The button shows under the saved transcript when AI is available. If AI is off, the page says AI is not available for your account, but the transcript is saved with the meeting.
2

Review the draft

Under Review AI output, edit the notes. For each action item, you can change the description, Assignee, priority and due date. Clear the box next to an action item to leave it out.
3

Choose what to add

Tick Add these notes to the meeting notes to append the notes. Leave it unticked to add only action items.
4

Click Add to meeting

Nothing is saved to the meeting until you click this. A message such as Added notes and 3 action items to the meeting confirms it.
After a successful add, the output shows Applied to meeting. Generate again if you replace the transcript and want a fresh draft. Review names and dates before you add them. If an error appears, check the meeting before you retry, because notes and action items are saved separately.

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Finish the step

  • Click Continue to go to Send Summary. The summary step can draft an email with AI right away.
  • Click Skip this step when there is no transcript.
  • Click Save & exit in the page header to leave the wrap-up. Text left in the paste box is not saved, but a saved transcript stays.

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What each button does

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Add transcript action items to personal task lists

1

Upload or paste a transcript

Meeting wrap-up with uploaded transcript and Generate control

Uploaded synthetic VTT transcript.

2

Click Generate notes & action items and review the output

Review notes, task titles, priorities, dates and assignees before Add to meeting

Genuine AI output reviewed before adding to the meeting.

3

Click Add to meeting

Included action items also appear in the assigned staff member’s task list. If an item has no active staff assignee, its staff creator may own the mirrored task. Completing or editing supported fields in either place updates the linked item. The task keeps the meeting’s company.
Applied transcript output with Add to meeting disabled

Applied output is protected against duplicate submission.

After a successful add, Add to meeting is disabled for that output, so a retry does not add duplicates.
See Tasks and notes for task visibility and editing. The Fellow integration is separate.

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Capture a transcript from a meeting

1

Turn on recording for the meeting

In Calendar, enable Record and coach this meeting below Teams meeting, confirm recording permission and save. The feature is off by default and needs administrator setup. It is part of the US staff pilot.
2

Finish the meeting

Wait for capture and transcript recovery to finish.
3

Click Use in wrap-up

In Meeting Coach, click Use in wrap-up to add the saved transcript here. An existing wrap-up transcript is kept. Replacing it needs a separate, explicit action.
See Meeting Coach pilot for recording, scheduling and cancellation.

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Troubleshooting

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Frequently asked questions

No. Click Use pasted text and wait for Transcript saved.
TXT, VTT, SRT and Markdown files up to 5 MB.
No. Keep your original file.
No. Generate the AI draft, review it, then click Add to meeting.
Yes. Saving is separate from AI generation. The summary step can still use the saved text.
The draft is cleared. Notes and action items already added to the meeting stay.