Microsoft Teams Integration Guide

How to install, use, and uninstall Note Genie for Microsoft Teams.

Last updated: April 2026

Overview

Note Genie for Microsoft Teamsuses Microsoft's official Graph API to receive cloud recordings and auto-generated transcripts the moment your Teams meetings end — without sending a bot to the meeting and without per-meeting consent dialogs for your users.

This is a tenant-wide integration. Your IT admin grants Note Genie application permissions once at the Microsoft 365 tenant level. From that point forward every Teams meeting hosted in your organization is automatically captured, transcribed, and summarized — using Microsoft's own transcripts (no Deepgram or third-party transcription cost), with speaker labels and word-level timestamps already attached.

Unlike participant bots, Note Genie never appears in the participant list, never causes a join sound, and never asks individual users to authorize anything. The integration is invisible by design.

Requirements

• A Microsoft 365 tenant with Microsoft Teams
• Cloud recording enabled in Teams (most enterprise tenants have this on by default)
• An IT administrator who can grant application permissions for the tenant
• A Note Genie account (sign up at notegenie.org)

Installing the integration (admin only)

The install is a one-time consent flow that takes about 60 seconds. It must be performed by a user with the Global Administrator or Cloud Application Administrator role in Microsoft Entra ID (Azure AD).

1. Sign in to Note Genie at notegenie.org/login.
2. Navigate to notegenie.org/integrations.
3. Find the Microsoft Teams (Tenant-wide) card and click Connect for organization.
4. You will be redirected to Microsoft's admin consent page for your tenant. Review the requested application permissions (see "What we collect" below) and click Accept.
5. You will be redirected back to the Note Genie integrations page with a confirmation that Microsoft Teams is connected. The card will show your tenant name.

Within seconds of admin consent, Note Genie creates the Microsoft Graph subscriptions that listen for new recordings and transcripts. Every Teams meeting hosted from this point forward will flow through Note Genie automatically.

Application permissions requested

Note Genie requests the minimum set of Microsoft Graph application permissions needed to read meeting recordings and transcripts. These are application permissions (not delegated user permissions) and are scoped to the entire tenant.

• OnlineMeetings.Read.All — read meeting metadata (subject, start/end time, organizer) so we can attribute imports to the right Note Genie user
• OnlineMeetingRecording.Read.All — download cloud recording media after meetings end
• OnlineMeetingTranscript.Read.All— download Microsoft's auto-generated transcripts (with speaker labels and word-level timestamps)
• User.Read.All — resolve organizer Azure AD object IDs to email addresses for routing to the correct Note Genie user

Using the integration

Once installed, Note Genie for Teams is fully automatic. There are no per-meeting buttons to click and no in-meeting UI to manage.

1. Host or join a Microsoft Teams meeting as you normally would. No change to your workflow.
2. Make sure cloud recording is started for the meeting. If your tenant policy auto-records meetings, this happens automatically.
3. End the meeting when you're done. Microsoft Teams will generate a cloud recording and an AI transcript within a few minutes.
4. Within 1–3 minutes the meeting appears in your Note Genie library. The transcript, recording video, and AI-generated summary (key takeaways, decisions, action items, next steps) are all ready to view at notegenie.org/library.

Each meeting is attributed to whichever Note Genie user matches the meeting organizer's email address. If no Note Genie user exists for that organizer, the meeting is logged but not imported (so no data is lost — your IT admin can review the audit trail).

Privacy and data handling

Note Genie takes meeting privacy seriously. Here's exactly what we collect via the Microsoft Teams integration and what we don't.

What we collect

• Cloud recording video files for meetings hosted in your tenant
• Microsoft-generated transcripts with speaker labels and word-level timestamps
• Meeting metadata: meeting ID, subject, organizer email, start time, duration
• The Azure AD object ID of the meeting organizer (for routing)

What we do not collect

• In-meeting chat messages
• Whiteboard or shared document content
• Loop / OneNote / Planner content shared in the meeting
• Any data from meetings that did not generate a cloud recording
• Data from meetings outside of when our integration is actively connected

How we store it

• All meeting data is encrypted at rest in our infrastructure
• Application access tokens for your tenant are encrypted with AES-256-GCM in our PostgreSQL database
• Recordings are stored encrypted in Cloudflare R2 (US region)
• All connections between Microsoft, Note Genie, and our storage providers use TLS 1.2 or higher
• Microsoft Graph notification payloads are encrypted in transit using a 4096-bit RSA key registered with Microsoft (only Note Genie can decrypt them)

Subscription encryption

Microsoft Graph subscriptions with includeResourceData=true require us to register a public encryption key. Microsoft encrypts every notification payload with that key before delivery, so meeting metadata and resource pointers are safe even if the webhook URL leaks. Note Genie generates a fresh 4096-bit RSA keypair for this purpose, stores the private key encrypted at rest, and rotates the keypair annually.

Uninstalling the integration (admin only)

Disconnection takes effect immediately and stops all future data collection. Existing recordings and transcripts in your Note Genie library are unaffected.

Option 1 — Disconnect from Note Genie

1. Sign in to Note Genie at notegenie.org/login as the user who originally consented (or another admin in your organization).
2. Navigate to notegenie.org/integrations.
3. Find the Microsoft Teams (Tenant-wide) card and click Disconnect.
4. Note Genie immediately deletes the Microsoft Graph subscriptions and removes the encrypted application access token from our database.

Option 2 — Revoke from Microsoft Entra ID admin center

1. Sign in to entra.microsoft.com as a Global Administrator.
2. Navigate to Identity → Applications → Enterprise applications.
3. Search for Note Genie for Microsoft Teams.
4. Click into the app and select Properties → Delete, then confirm.
5. Microsoft revokes our application's access immediately. Our Graph subscriptions return 401 on the next renewal attempt and are automatically marked inactive.

After disconnection, your existing recordings, transcripts, and summaries in Note Genie are unaffected — they remain available unless you explicitly delete them. To permanently delete all your Note Genie data, go to notegenie.org/settings and delete your account, which cascades to all recordings, transcripts, and tokens within 30 days.

Troubleshooting

My Teams meetings aren't showing up in Note Genie

After ending a meeting, recordings and transcripts typically appear in your library within 1–3 minutes. If you don't see one within 10 minutes:

• Confirm the integration shows as Connected on notegenie.org/integrations
• Confirm cloud recording was actually started for the meeting (Microsoft Teams will not generate a transcript if the meeting wasn't recorded)
• Confirm the meeting organizer has a Note Genie account with a matching email address (we route imports by organizer email)
• Check your tenant's Microsoft 365 Compliance Center to confirm the recording exists in OneDrive/SharePoint

How does this differ from sending a bot to the meeting?

Bot-based notetakers (like the Note Genie cloud bot for non-Microsoft platforms) join the meeting as a visible participant, capture the audio in real time, and run their own transcription. The Microsoft Teams native integration is fundamentally different: there is no bot. We receive the recording and transcript that Microsoft itself generates, after the meeting ends, via the official Graph API. This means no participant slot, no in-meeting indicator, no audio capture latency, and no transcription cost (Microsoft does the transcription for us as part of your Microsoft 365 subscription).

What happens during a meeting that isn't recorded?

Microsoft only generates transcripts for meetings that have cloud recording enabled. If your tenant policy doesn't auto-record, individual meetings without manual recording won't flow through Note Genie. You can either enable auto-recording at the tenant level or fall back to the Note Genie cloud bot for those meetings (the bot dispatch is automatic for users with calendar integrations enabled).

Support

Questions about the integration? Email us at support@notegenie.org or visit our support page. We typically respond within one business day.