Teams

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.