CLIO IQOutlook & Teams
Auto-join & transcribe Teams calls. Sign in with Microsoft 365 — scheduled Teams meetings get the same automatic recording and transcript.
Setup
Sign in with your Microsoft 365 account. ClioIQ reads your Outlook calendar and joins scheduled Teams meetings automatically — no separate setup per meeting.
Same behavior, one more platform
Zoom, Google Meet, and Teams are all supported the same way — connect once per platform, and every future call on it is covered without a separate step.
What gets captured
Full transcript with speaker labels, a summary, and a deal risk score — filed against the linked contact or deal automatically, the same as every other connected platform.
Enterprise-friendly
For teams already standardized on Microsoft 365, this means no separate meeting tool to roll out — the calls already happening in Teams are the ones that get captured.
One sign-in covers both Outlook calendar and Teams calls.
Walk through a real filed record.
We'll show you a transcript become a CRM entry, end to end.