A video meeting with participants joining remotely.

Connected meetings

Bring the meeting into the formal record.

Connect Zoom or Microsoft Teams to Boardmate Companion and bring meeting transcripts into the minutes workflow, alongside your agenda and supporting papers.

01 Zoom

Live meeting scheduling and available source material in Companion.

02 Microsoft

Microsoft sign-in and Teams transcripts in Companion.

03 Review

The meeting team reviews and approves the formal record.

Meeting integrations at a glance

  1. Connect Zoom or Microsoft Teams to Boardmate Companion.

  2. Schedule the meeting and bring available source material into its record.

  3. Review the draft before approving the minutes.

  4. Microsoft sign-in is available.

  5. Teams transcripts feed the same reviewed minutes workflow.

Zoom in Boardmate Companion

Connect your Zoom account to schedule meetings and bring attendance and available cloud transcripts into the meeting record. Board support can then prepare formal minutes using the transcript and supporting papers.

  • Each user authorises their own Zoom account.
  • Cloud recording and transcript availability depend on the Zoom account and meeting settings.
  • Your organisation may require an administrator to approve the connection.

Microsoft Teams in Boardmate Companion

Bring Teams meeting transcripts into Companion to prepare formal minutes with the agenda and supporting papers. Your team reviews the draft, gathers feedback and approves the final record.

Microsoft sign-in

Sign in to Boardmate with your Microsoft account.

Teams transcripts

Use available meeting transcripts as source material for the draft. Availability depends on your Microsoft 365 permissions and meeting settings.

Getting connected

We can help your meeting team and Microsoft 365 administrator agree the setup for your organisation.

Microsoft AI Cloud Partner Program

Boardmate Limited is enrolled in the Microsoft AI Cloud Partner Program under Partner ID 7146904.

Keep people in control of the record

Connected meeting material becomes source material for a draft. Reviewers add feedback, and the chair or delegated team decides what changes and when the minutes are approved.

Common questions

Questions about this Boardmate workflow.

Are live meeting integrations included in Lite?

Lite focuses on importing historical material and clearing minutes backlogs. Connected live meetings belong in Companion.

What do we need to connect Microsoft Teams?

Your Microsoft 365 permissions and meeting settings need to allow access to the transcript. We can walk through the setup with your team and administrator.