Before you start
Make sure your organization has the right subscriptions:
Microsoft Teams: You need a Microsoft 365 work account with a qualifying business or enterprise Teams license. Recording and transcription must be enabled by your organization's IT admin.
Google Meet: Your Google Workspace edition must be Business Standard, Business Plus, Enterprise Standard, or Enterprise Plus. (Business Starter and free accounts don't support transcription.)
Zoom: Your Zoom account must be a paid version (Pro or above).
Important – Microsoft Teams users: If your meetings aren't showing transcripts, your IT administrator must enable Transcript API access in the Teams admin center. See Microsoft Teams transcript troubleshooting guide for IT administrators] for instructions to share with them. This is a common blocker and only takes a few minutes to fix.
Connect your meeting platform
Navigate to an opportunity in Mercury Nexus and open the Notes tab.
Click Import Transcript.
You'll see three options: Microsoft Teams, Google Meet, or Zoom. Select the platform you used for your meeting.
Microsoft Teams
On first use:
Click Connect Microsoft Account.
Sign in with your Microsoft 365 work account.
If Microsoft asks you to approve the "Mercury CRM Transcript" app, approve it (or ask your administrator to do this for your organization).
Once connected, you'll see a list of your meetings from the past 30 days. Select the meeting you want to import.
Note – Only meetings with transcription enabled will show a transcript. If you see a meeting in the list but no transcript is available, transcription may not have been enabled during that call, or it might still be processing.
Google Meet
On first use:
Go to Admin → Integrations → Google Meet.
Click Link Google Account (Meet).
Sign in with your Google Workspace user account.
Once connected, select a meeting from the past 30 days.
Zoom
Note – Zoom uses shared credentials, so your administrator sets this up once for your organization. You don't need to connect your own Zoom account.
On first use (administrator only):
Go to Admin → Integrations → Zoom.
Enter your:
Client ID
Client Secret
Account ID
Click Save.
Once set up, select a meeting from the past 30 days.
Review and process the transcript
After selecting your meeting, review the transcript and edit it if needed (e.g., correct speaker names or unclear phrases).
Check the filename or meeting title. This will be used as the title of the note in your opportunity. You can change it at this stage.
Click Analyse Transcript to proceed.
Mercury Nexus will analyse the transcript and automatically identify:
Tasks for you or your team
Actions for your customer
Review and confirm tasks
For each task the system generates:
Tick the checkbox to include it in your opportunity.
Edit the subject if needed.
Set a due date (optional).
Assign a priority.
If no tasks are generated, you can still continue to the next step.
Manage customer actions
Review the actions identified for your customer. You can:
Edit any action text to refine the wording.
Remove irrelevant items by clicking the × icon.
If no actions are found, you can continue to the next step.
Send a summary email to your customer
Review the AI-generated email before it's sent. The email includes:
From: Your email profile.
To: Customer contact emails (editable).
Subject line (editable).
Message: AI-generated meeting summary (editable).
Note – The email will also be saved as a note against the opportunity for your records.
If you don't want to send an email to your customer, untick Send summary email to client. You can still proceed with creating the note and tasks.
Click Next: Confirm for final review.
Finalize and confirm
Review the note that will be created, the tasks that will be generated, and the email your customer will receive.
Click Finalize to:
Create the note in your opportunity.
Create any tasks on your task list.
Send the summary email to your customer.
Upload a transcript manually
If you can't connect to your meeting platform, you can upload a transcript file instead.
Navigate to the opportunity and open Notes → Import Transcript → Upload Transcript.
Drag a transcript file into the upload area, or click to browse your device and select a file.
The system will show a preview. You can edit the filename to change the meeting title.
Click Analyse Transcript to proceed with task and action generation.
Note – Accepted file formats are .docx, .vtt, .srt, .txt, and .pdf. Refer to your meeting platform's support documentation for how to export transcripts.
Disconnect your account
To disconnect your Microsoft Teams, Google Meet, or Zoom account:
Open Import Transcript.
Go to the platform tab (MS Teams, Google Meet, or Zoom).
Click Disconnect [your account name].
To reconnect later, follow the connection steps above.
Troubleshooting
No meetings are showing in the list
Microsoft Teams: Make sure your account has access to both Teams and Outlook. Only meetings from the past 30 days will appear. If you still don't see meetings, check with your IT administrator that Transcript API access is enabled in the Teams admin center.
Google Meet: Only meetings from the past 30 days will appear.
Zoom: Double-check that your Zoom credentials (Client ID, Client Secret, Account ID) have been entered correctly in Admin → Integrations → Zoom.
Transcript not available or not showing in the list
Transcription may not have been enabled for the meeting, or it could still be processing. Check the meeting recording in your platform to see if transcription is available there.
Microsoft account error
Ensure you're signing in with a valid Microsoft 365 work or school account, not a personal Microsoft account.
No tasks or actions are generated
This can happen if the meeting discussion didn't contain clear action items. You can still send the summary email manually as a fallback, or manually create tasks and actions within the opportunity.
Additional information
The meeting transcript import feature helps you:
Capture key decisions and action items automatically.
Reduce time spent on manual note-taking after calls.
Send professional meeting summaries to your customers instantly.
Keep all follow-up items organized in one place.
Need help?
If you need help importing transcripts, setting up integrations, or troubleshooting connection issues, contact your Partnership Manager or email [email protected].