After a meeting with several stakeholders
Review the transcript to check the requirements and concerns raised in the discussion. Use the summary to decide what needs a separate follow-up conversation.
Meet the buying group in Microsoft Teams. SalesViking captures the conversation’s audio on your Mac so you can return to the concerns and commitments after the meeting.
Microsoft Teams is compatible with Mac call-audio capture. This does not connect the wider Microsoft 365 workspace.
Capture a Teams account review’s Mac audio. Copy the next step from the summary into a follow-up you review yourself.
What should we bring to the account review?
Illustrative sources for the fields above. All customer details are fictional.
Use the saved transcript to check the summary before you follow up. This example uses Mac capture, not imported provider history.
Review the transcript to check the requirements and concerns raised in the discussion. Use the summary to decide what needs a separate follow-up conversation.
Return to the commitments from the earlier Teams call. If you are signed in, ask what you promised and check the answer against the conversation.
Take the Teams call on your supported Mac and grant SalesViking Microphone and System Audio Recording permissions. You can separately connect Outlook Calendar for meeting times, attendees and join links.
Explore Free call notesAudio compatibility does not provide access to Teams chats, Outlook mail or SharePoint files. Capture records sound played through the Mac; unrelated Mac sounds can also enter the transcript.
Let participants know when you capture a conversation. Signed-in Free accounts include 100 Ask questions a week.
See the current plansNo. The available behavior captures the call’s Mac audio. Outlook Calendar is a separate available connection, and Microsoft 365 mail activity is planned.
Microsoft Teams is compatible with Mac call-audio capture. This does not connect the wider Microsoft 365 workspace.
Take the Teams call on your supported Mac and grant SalesViking Microphone and System Audio Recording permissions. You can separately connect Outlook Calendar for meeting times, attendees and join links.
Audio compatibility does not provide access to Teams chats, Outlook mail or SharePoint files. Capture records sound played through the Mac; unrelated Mac sounds can also enter the transcript.
Start with call notes on your Mac. Choose the connections that fit your work.
Get for Mac