Hi team
I have a use case requiring the development of a bot or agent capable of performing the following tasks:
Integrate with Microsoft Teams Account
Monitor Meetings
Start the Meeting
Start Transcript or Recording
Retrieve Transcript
Analyze with AI and Generate Meeting Notes
Post Notes to Meeting Chat
I am working on integrating a service with Microsoft Teams and am unsure how to proceed with this requirement. Please provide guidance on how to move forward.
Thanks
Naresh
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Hi @Naresh_Upadhyay
- Integrate with Microsoft Teams Account - Get Microsoft Teams connector from Integration Service or install the Microsoft Teams activities package in Studio.
- Monitor Meetings - what you want to monitor??
- Start the Meeting - Use
Create Online Teams Meeting
activity or direct Graph API call.
- Start Transcript or Recording - Use Graph API’s for meeting controls
- Retrieve Transcript -Use Graph API or Teams activities by using the
Get Meeting Transcript
or similar activity
- Analyze with AI and Generate Meeting Notes - UiPath GenAI Activities, Use “Summarize Text”, “Content Generation”, or other available LLM integration to automatically extract.(https://www.youtube.com/watch?v=TyPk6_R0P6s&t=1s)
- Post Notes to Meeting Chat - Use the Send Message activity.
PS: will need Graph API access.
I hope this helps.
Thanks for responding to this thread. Yes, your suggestions are helping me get started.
The idea behind this use case is to create a bot account, add the bot to the meeting as a participant, and have the bot perform the required actions.
The bot should monitor the Outlook or Teams calendar and automatically join/start the meeting at the scheduled time.
As far as I understand, the “Create Online Teams Meeting” activity can schedule a meeting or add an event to the calendar, but it doesn’t actually start the meeting. Please correct me if I am mistaken.
Could you also suggest the relevant Microsoft Graph APIs for controlling Teams meetings (e.g., starting/joining meetings, starting transcription or recording, retrieving transcripts, etc.)?
Regards
Naresh
To build this solution using Microsoft Integration Services and UiPath, you’ll need to combine:
UiPath (for automation, orchestration, and AI integration),
Microsoft Graph API (for interacting with Teams),
Azure AD App registration (for authentication),
and optionally Power Automate or Logic Apps for simplified workflow tasks.
You want a UiPath bot/agent to:
- Integrate with Microsoft Teams
- Monitor Meetings
- Start the Meeting
- Start Transcript or Recording
- Retrieve Transcript
- Analyze Transcript with AI
- Post Notes to Teams Meeting Chat
Implementation Plan Using UiPath + Microsoft Integration Services.
- App Registration in Azure AD
Register an app in Azure AD
Register an App in Azure
Give API permissions to:
OnlineMeetings.ReadWrite
Chat.ReadWrite
User.Read.All
Files.Read.All
Generate:
Client ID
Tenant ID
Client Secret
Use UiPath Microsoft 365 Integration or HTTP Request activity to authenticate via OAuth 2.0 Client Credentials Flow.
Sample Workflow in UiPath
[Microsoft 365 Scope]
Authenticate using Client ID + Secret
HTTP Request: Get Meetings
If Meeting Start → Wait or Notify
HTTP Request: Get Transcript File (OneDrive)
Read File Content
HTTP Request: Call Azure OpenAI API
Extract Notes from Response
HTTP Request: Post Message to Teams Chat
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