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Turn Teams calls into tasks, CRM updates and follow-up.

Seamlessly retrieve Microsoft Teams transcripts. Automate transcription into structured tasks, prepare approved Dynamics CRM updates, and manage follow-ups across Outlook & Microsoft To Do.

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Microsoft Teams
MS Teams Call Transcript
ManFriday Intelligence
Meeting Summary Key Action Items Deadlines Follow-up Emails Data Insights
CRM Update
New Tasks
O
Email Follow-up
Microsoft 365 sign-in Selected users only Review-first or automatic Dynamics, To Do and SharePoint

Empowering post-meeting workflows across sectors

Recruitment Professional Services Management Consulting Enterprise SaaS Legal Tech

The problem

Good meetings still fail when follow-up is manual.

Actions stay buried in transcripts.
CRM notes arrive late or never get written.
Tasks are unowned, duplicated or forgotten.
Managers cannot see what was agreed without replaying the call.

How it works

From Microsoft Teams call to reviewed workflow updates.

1

Meet in Teams

Your team books, joins and runs meetings as normal.

2

Turn on transcription

ManFriday works after Microsoft Teams publishes the transcript.

3

Retrieve the record

Meeting owner, attendees, duration, word count and transcript are captured for selected users.

4

Apply the AI lens

Auto detect, sales follow-up, task capture, project delivery, executive briefing, audit note and more.

5

Review or automate

Approve sensitive updates first, or allow clear items to flow automatically.

6

Send selected outputs

Dynamics, Microsoft To Do, Outlook, Calendar and SharePoint receive the approved updates.

What gets captured

Enough context to follow up without replaying the call.

Meeting owner
Date and time
Duration
Attendees
Transcript
Word count
Detected client or internal context
Decisions
Actions
AI suggestions
Corrections
Destination status
Audit record
Cost record

Where it goes

Prepared outputs land where the work already happens.

Dynamics 365 / Dataverse

CRM-ready notes and activities when the match is confident or approved.

Microsoft To Do

Internal tasks for users in scope, with owner and date checks.

Outlook draft

Follow-up emails prepared for review before sending.

Calendar reminder

Clear checkpoint dates can become reminders.

SharePoint / OneDrive

Structured meeting records saved after approval.

Internal workspace

Solo and internal work can stay out of CRM when that is the right fit.

Approval queue

Uncertain CRM, owner, date, price or compliance items are held for review.

Sample output

Meeting intelligence first. Destination updates second.

ManFriday prepares a reviewed result before anything is sent to CRM, tasks, calendar or files.

Client Requirements Review

Detected lens: Sales follow-up

Review-first
CRM match
Northstar Recruitment, 94%
Policy
Review-first

Summary

The call confirmed the client's shortlist criteria, timeline and decision process. Two follow-up items need approval before CRM and To Do are updated.

Actions

  1. Send shortlist criteria to Letitia today.
  2. Schedule account review for Friday.
  3. Add decision-maker notes to Dynamics opportunity.

AI suggestions

  • Confirm whether budget approval sits with Letitia or the finance lead.
  • Check whether the Friday review needs a Teams invite or only an email follow-up.
Dynamics CRM note: Ready Microsoft To Do: 2 ready, 1 needs owner check Outlook draft: Ready

Meeting CRM Review Curation Concept

Meeting CRM Review Curation Concept

AI lenses

The same transcript can be read through the right business lens.

Auto detect

Choose the best output shape from the meeting context.

Everyday follow-up

Summary, decisions, actions and next steps.

Task capture

Solo or internal spoken task lists grouped into clean work.

Project delivery

Workstreams, blockers, dependencies and dated actions.

Sales follow-up

Needs, objections, buying signals and CRM-ready notes.

Recruitment follow-up

Role requirements, shortlist actions, interviews and feedback.

Customer issue

Issue, impact, workaround, owner and escalation risk.

Executive briefing

Background, pain points, expectations, risks and to-do list.

Audit note

Faithful record of discussion, decisions and evidence-led actions.

Integrations

Built for Microsoft teams that live in calls.

Microsoft Teams
Microsoft 365 sign-in
Dynamics 365 / Dataverse
Microsoft To Do
Outlook
Calendar
SharePoint / OneDrive

Security and control

Controlled automation, not hidden recording.

This does not replace Microsoft Teams.
This does not secretly record meetings.
This does not process everyone by default.
This does not update CRM blindly when the match is uncertain.
This does not require staff to type CRM notes manually.

Pricing preview

Built for Microsoft follow-up, not just meeting notes.

Personal

£29/mo

1 user, 50 meetings. Best for owners, consultants, or solo operators.

Professional / Team

£99/mo

3 users, 150 meetings. Best for small CRM teams requiring Dynamics review-first.

Enterprise / Managed

Bespoke

60+ users, custom Dataverse integration, managed approval rules, and full rollout support.

Compare plans

FAQ

Common questions

Does ManFriday join my meetings?

No. Your team keeps using Microsoft Teams. ManFriday works after Microsoft Teams publishes the transcript for selected users.

Can it update CRM automatically?

Only when your approval policy allows it and the CRM match, owner and destination are safe. Uncertain items are held for review.

Is a credit card required for the trial?

No. The trial is 14 days, one verified Microsoft 365 user and 10 processed meetings.

Try ManFriday on one real Microsoft Teams transcript.

Start with one selected user, review the output, then decide which Microsoft destinations to connect.

Try for Free