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Microsoft workflow

Configured workflow

Meetwise + SharePoint

From meeting to the right context in SharePoint

Configure reviewed summaries or exports for the right SharePoint library while preserving the site's existing access model and document structure.

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SharePoint

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.

01

Stay within your tenant

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

02

Connect meeting context

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

03

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.

Explore SharePoint 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.

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