Save pasted text or a transcript file in the meeting wrap-up, replace or remove it, and turn it into notes and action items with AI.
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.
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 > Operations > 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.
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.
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.
Click Generate notes & action items and review the output
Branch preview: 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.
Branch preview: 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 and was excluded from this verification.
Capture a transcript from a meeting (branch preview)
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.
