Microsoft Teams Call Recording- Timeline/ Staircase Integration

Hi ​@rreynolds ,

Have you tried following these steps: Microsoft Teams Integration?

We use the AI Follow-up feature to record AI generated notes/follow-up/sentiment to the Gainsight Timeline by pulling from Microsoft Teams meetings. In order for the meetings to be turned into Timeline Activities, 3 conditions have to be met: 
#1 - The “owner” of the meeting has to be someone who is included in the M365 group that is connected to the AI Follow-up feature (so be sure all of your CSMs are included in that group).
#2 - Transcription must be on for the meeting in Microsoft Teams. For our meetings, this can be setup by the meeting organizer only. The participants get a banner notification that the meeting is being recorded and the organizer can turn off the transcription for the meeting if they choose for the meeting not to be recorded.
#3 - At least one person attending the meeting must be a using an email associated to a contact on a Company in Gainsight. This is how it knows which company to put the Timeline entry on and so that internal meetings don’t get recorded to the Timeline.

So, I think your question is about requirement #2 and if it can just “always be on” for customer meetings? We just have our users choose to turn it on for meetings where it is appropriate. We have some customers where it is not allowed to record/transcribe the meetings and therefore we leave it in the hands of the meeting organizer to make that decision.

I hope this helps!