What does this feature do?
The meeting transcript import feature lets you:
Import transcripts from Teams or Zoom into opportunity notes
Automatically generate broker tasks and customer actions
Create and send a meeting summary email to your customer
This reduces manual note-taking and helps you follow up faster.
Connect your account and import a meeting transcript
Navigate to an opportunity and open the Notes tab.
Click Import Transcript.
3. Select your prefered account to connect
Microsoft Teams
Note: To use the Microsoft Teams transcript integration, you must sign in with a Microsoft 365 work account that has a qualifying business or enterprise Teams license, and recording/transcription must be enabled by your organization’s IT admin.
On first use:
Click Connect Microsoft Account.
Sign in with your Microsoft 365 work account.
Zoom
Note: Zoom accounts must be paid versions (Pro and above) to enable this functionality for Mercury.
On first use:
Zoom requires a one-time configuration by your administrator.
Go to Admin → Integrations → Zoom
Enter:
Client ID
Client Secret
Account ID
Then click Save.
Note: Zoom uses shared credentials. You do not need to connect your own Zoom account.
Once connected:
Select a meeting from the past 30 days
Review and edit the transcript if needed
Click Analyse Recording
Review and create tasks
After importing your transcrip, Mercury Nexus analyses the transcript.
It identifies:
Any tasks (for you or your team)
Actions for your client
Managing broker tasks
For each task:
Tick the checkbox to include it
Edit the subject if needed
Set a due date (optional)
Assign a priority
Manage customer actions
Edit any action text
Remove irrelevant items using the × icon
Continue your workflow
In the next step the system will generate an email summary to send to your client.
Note: If no actions/tasks are found, you can continue to the next step.
Send a summary email
Review the AI-generated email before it is sent out. You can choose to not send an email to your client by unticking the checkbox “Send summary email to client”.
Leave this ticked if you would like the system to generate a summary email to send to your client.
Fields include:
From: your email profile
To: contact emails (editable)
Subject line (editable)
Message (editable meeting summary)
Note: The email will also be saved in notes against the opportunity.
Once you are happy with the content of the email, click Next: Confirm to do your final review.
At this step you can review the note that will be created, any tasks that will be created and the email that will be sent to your client.
Click Finalise to create, note, tasks and send the summary email to your client.
Disconnect your Microsoft account
To disconnect MS Teams:
Open Import Transcript
Go to the MS Teams tab
Click Disconnect [your account name]
Troubleshooting
If no Teams meetings are shown, first make sure your account has access to both Teams and Outlook. Also note that only meetings from the past 30 days will appear.
If a transcript isn’t available, transcription may not have been enabled for the meeting, or it could still be processing.
If no Zoom recordings are visible, double-check that your Zoom credentials have been set up correctly.
If you encounter a Microsoft account error, ensure you’re using a valid work or school Microsoft 365 account.
If no tasks are generated, you can still send the summary email manually as a fallback.
Need help?
If you need help importing transcripts or setting up integrations, contact your Partnership Manager or email [email protected].