Teams

Klu captures your Microsoft Teams meetings and sends notes and tasks straight into Teams channels or Planner.

Most organizations rely on Microsoft Teams for collaboration. With Klu, meetings are automatically captured, summarized, and shared where your team already works.

• Summaries posted in Teams channels.
• Action items synced into Planner as tasks.
• CRM updates logged automatically for sales teams.

What Gets Synced

• Meeting summaries → Posted in Teams channels.
• Action items → Added to Planner with owner + due date.
• Highlights & decisions → Shared in channel posts.
• CRM context → Synced with HubSpot or Pipedrive if connected.

Common Automations

• Client meeting → Summary shared in #sales channel.
• Sprint planning → Tasks added to Planner automatically.
• Leadership sync → Decisions posted in #leadership.

How to Connect

1. In Klu, go to Settings → Integrations → Microsoft Teams.
2. Click Connect and sign in with your Microsoft account.
3. Approve access to Teams and Planner.
4. Choose which channels and Planner boards to use.
5. Run a test meeting to confirm sync.

Permissions & Security

• Limited to Teams channels you approve.
• Write access to Planner tasks.
• Data encrypted in transit and at rest.
• SOC 2 + GDPR compliant.

Who Benefits

• Enterprise teams: Share decisions across departments instantly.
• Project managers: Sync meeting tasks to Planner boards.
• Sales teams: Log sales meeting outcomes directly into Teams + CRM.

FAQs

Q: Can I send notes to more than one channel?
A: Yes, you can configure multiple channels.

Q: Does it work with Microsoft Planner?
A: Yes, action items sync to Planner tasks automatically.

Q: Can I stop syncing certain meetings?
A: Yes, you can filter by calendar or keywords.

Q: Is this secure for enterprise use?
A: Yes, Klu is SOC 2 certified and GDPR-compliant.

Connect Microsoft Teams | Try Klu Free