FYI + Microsoft Teams Events

Create notes in FYI from new transcriptions in Microsoft Teams Events

Whenever a new transcription is created in Microsoft Teams Events, this workflow swiftly moves to generate a corresponding file note in the FYI app. It serves as the perfect bridge between the two platforms, ensuring that essential transcript details are methodically recorded and readily retrievable in FYI. You can streamline your note-taking process and save time with this reliable automation.

When this happens...
New Transcription
Triggers when a new transcription is created.
TriggerInstant
automatically do this!
Create File Note
Create a File Note.
ActionWrite

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Supported triggers and actions

- Search QueryRequired
Trigger
Polling
Try It
- WebinarRequired
Trigger
Polling
Try It
- TeamRequired
- Private ChannelRequired
- Member to RemoveRequired
Action
Write
- WebinarRequired
- SessionRequired
Action
Write
- TeamRequired
- ChannelRequired
- Message IDRequired
Action
Search

- Webinar IDRequired
Action
Search
- Create client if it doesn’t exist yetRequired
- Export to xero if connectedRequired
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write

- Create group if it doesn’t exist yetRequired
- New NameRequired
Action
Write
- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- SubjectRequired
- Start DateRequired
- Due DateRequired
- Create task if it doesn’t exist yetRequired
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write

- OrganizerRequired
Trigger
Instant
Try It
- TeamRequired
- MemberRequired
- Private ChannelRequired
- Add as owner?
Action
Write
- TeamRequired
- ChannelRequired
Action
Write
- TeamRequired
- PrivateChannelRequired
- Member EmailRequired
Action
Search
- TeamRequired
- ChannelRequired
- Parent Message IDRequired
Action
Search
- WebinarRequired
- Registration IDRequired
Action
Search
- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
Action
Write
- Name
- Create job if it doesn’t exist yetRequired
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- NameRequired
- HTMLRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write

About FYI

FYI is a document management service for professionals

Related categories

Accounting

About Microsoft Teams Events

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective. Requires tenant admin consent.

FYI + Microsoft Teams Events

Create notes in FYI from new transcriptions in Microsoft Teams Events

Supported triggers and actions

Message Query

New Webinar Registration

Remove Member From Private Channel

Create Webinar Attendance Report

Get Message

Find Webinar

Create or Update Client

Create or Update Client Group

Create Web Link

Create or Update Task

New Transcription

Add Member to Private Channel

Update Channel

Find Private Channel Member

Get Message Replies

Find Webinar Registration

Create Document

Create or Update Job

Create File Note

About FYI

Related categories

About Microsoft Teams Events

Related categories