Meetwise + Microsoft Planner

From meeting to the right context in Microsoft Planner

Configure approved action items as Planner tasks with an owner, due date and meeting reference in the plan selected during implementation.

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Microsoft Planner

What this workflow uses

Calendar and participant context
Approved meeting outcomes
Targeted follow-up inside Microsoft 365

Configured workflow

We configure the exact record matching and follow-up action around the API, permissions and workflow available to your organization.

Microsoft workflow

How the connection works

Automate the write-up while keeping record selection, access and external delivery reviewable.

Stay within your tenant

The connection uses the Microsoft identity, tenant and permissions explicitly approved by the organization.

Connect meeting context

Calendar time, subject and attendees help Meetwise link the recording to the right meeting and people.

Deliver targeted follow-up

Only the selected mail, task, transcript or document action is executed, with review wherever the workflow requires it.

Clear boundaries before activation

Together we determine which records, permissions and actions are required. Private meetings are never silently delivered externally, and a context link never grants additional access to the meeting.

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Explore Microsoft Planner with your own workflow

In twenty minutes we map one real meeting flow and show which context, control and follow-up Meetwise can take over.