Integrations: Connecting Microsoft Teams to Nutshell

Nutshell’s Microsoft Teams integration gives you flexibility in how you track your calls—You can log them automatically or choose to do it manually. Each meeting includes a transcript, call recording, and an AI-generated summary, helping you revisit conversations, pull out key points, and keep your records accurate.

Find Microsoft Teams under Sales > Meetings > Microsoft Teams to get started.

Follow the prompts to connect your Microsoft Teams account and start using the integration.

To generate a transcription and AI summary, Microsoft meetings must be recorded to the cloud. This allows Nutshell to process the audio and create a detailed transcript and summary of the conversation.

Note: As a non-admin, your administrator will need to grant you access to Nutshell Microsoft permissions. Here’s a quick guide:

1. Enter Microsoft Azure as an administrator

2. Select Microsoft Entra ID

3. Select Enterprise applications

4. Select Nutshell

5. Select Permissions

6. Select “Grant admin consent for Nutshell”

7. Login as an admin

8. Review permissions and Accept

Once connected, the MS Teams page will display a list of all completed calls, with the ability for users to:

In the Settings tab, you can decide how MS Teams calls are logged. Choose to add them manually or let Nutshell handle transcription, summarization, and activity logging automatically.

To log a Teams meeting in Nutshell, go to the Microsoft Teams page and click Log as activity.

You can also log a call directly from a Person, Company, or Lead page. Look for the MS Teams meeting in the Activities list, marked with a video icon.

Click the activity to open the MS Teams activity dialog, where you can review meeting details, access the transcript and recording, and include your own notes.