Flowmeets
Integrations / Microsoft Copilot

Give Copilot more of the customer conversation.

Copilot helps you work with information in Microsoft 365. Flowmeets takes care of the customer conversation: the meeting around a table, the hybrid call, the phone call and the email afterwards.

Copilot

What have we promised Nordvik Bygg since the site review, and what is still open?

Copilotvia Flowmeets MCP

Four conversations since 6 November. You promised a revised phase 1 budget by Friday and a pilot start on 14 November. Still open: the data protection questions from the call with Sara Lind and the delivery times Johan Ek asked about by email.

Site review on site6 Nov · In the room · 55 minFollow-up with Sara Lind10 Nov · Microsoft Teams · 32 minCall with Sara Lind12 Nov · Phone · 11 minRe: Delivery times phase 113 Nov · Email from Johan Ek
Ask Copilot
Blikk
Proact
Futuremeets
Brave
A_Space
Hailey HR
Shomei
Interfi
NetSymphony
Leasify
Defentry
Cash IT
Headcount HR
Perific
Maxkompetens
Worko
SSG
Splay One
Blikk
Proact
Futuremeets
Brave
A_Space
Hailey HR
Shomei
Interfi
NetSymphony
Leasify
Defentry
Cash IT
Headcount HR
Perific
Maxkompetens
Worko
SSG
Splay One

Keep Copilot. Build on what you already use.

You do not have to choose between Flowmeets and Copilot. Copilot helps in Teams, Outlook and the rest of Microsoft 365. Flowmeets brings conversations about a customer, deal or project together and makes them useful after the meeting, too.

Notes, decisions and next steps stay in Flowmeets. If you have a CRM, summaries and tasks can be written there automatically. Copilot can then use information from Flowmeets through MCP when you ask questions or create new material.

Copilot

Draft a follow-up to Sara Lind after today’s site review, in our usual tone.

Copilotvia Flowmeets MCP

Hi Sara, thanks for today. As agreed, the revised phase 1 budget comes on Friday and the pilot starts on 14 November. I have noted your two questions on data protection and will come back on both before then.

Site review with Nordvik ByggToday · Microsoft Teams · 42 min
Ask Copilot
A man laughing with a client across a table in a bright meeting room, a phone on the table capturing the conversation
9:41
Record
Record the meeting you are sitting in. Everyone at the table is separated in the transcript.
Site reviewfrom calendar
14:00 · Site review
24:18
Recording
PauseDiscard
Keeps recording with the screen locked. Pause or end it at any time.
HomeRecordMemo

From the meeting room to the call on the way back.

The customer conversation does not stop at a Teams invitation. Flowmeets captures it wherever it happens and keeps it in one customer history.

In-person and hybrid meetings: record on your computer or phone. Flowmeets separates the voices in the room.

Online meetings: joins Teams, Meet and Zoom as a visible participant from your calendar.

Calls and email: phone calls through your carrier or IP telephony are transcribed and summarised, and Outlook email sits alongside your meetings.

What does Copilot do, and what does Flowmeets add?

AreaMicrosoft 365 CopilotWhat Flowmeets adds
MeetingsMicrosoft 365 CopilotHelp in Teams with questions, summaries and follow-up. Support also exists for Teams Rooms and hybrid meetings.What Flowmeets addsMeeting context from Teams, Meet, Zoom and direct recording in Flowmeets on a phone or computer, brought together around the customer.
Phone callsMicrosoft 365 CopilotCopilot in Teams Phone supports VoIP and PSTN calls.What Flowmeets addsCalls through a connected mobile carrier or IP telephony service, in the same customer history as your meetings.
EmailMicrosoft 365 CopilotHelp summarising and drafting in Outlook.What Flowmeets addsEmail alongside the customer's meetings and calls in Flowmeets.
CRM and customer contextMicrosoft 365 CopilotAvailable capabilities depend on your Microsoft products, connections and permissions.What Flowmeets addsAutomatic CRM updates through Flowmeets CRM integrations, and access to Flowmeets context through MCP.

Microsoft features depend on licences, settings and what your organisation has enabled. Flowmeets complements that setup. The point is not that Copilot lacks meeting, phone or email features.

From Flowmeets to Copilot, through MCP.

Copilot pulls customer context from Flowmeets, so its answers build on what was said in your meetings.

Your IT team enables: the Flowmeets agent package is installed in Microsoft 365 Copilot.

You sign in: with your Flowmeets account, and Copilot only sees what you can see.

You ask: Copilot pulls notes, decisions and next steps through MCP.

Microsoft 365 Copilot
Hi Anna, what shall we dig into today?
Message Copilot
+Flowmeets×
+Add agent›
Manage agents

Flowmeets
Enabled by your IT team · Signed in as Anna Lund
What did we promise?Draft a follow-upUpdate the deck
Dynamics 365Sales HubSearch
HomeRecentPinnedMy workDashboardsActivitiesCustomersAccountsContactsSalesLeadsOpportunities
SaveSave & CloseNewClose as WonClose as LostRecalculate
Nordvik Bygg - Phase 1Opportunity · Opportunity
14/11/2026Est. close date
SEK 240 000Est. revenue
OpenStatus
Anna LundOwner
Opportunity Sales ProcessActive for 35 days
QualifyDevelopDevelopProposeProposeClose
SummaryProduct line itemsQuotesRelated
Opportunity information
TopicNordvik Bygg - Phase 1
ContactSara Lind
AccountNordvik Bygg AB
Purchase timeframe--This Quarter
Budget amount--SEK 240 000
Purchase processUnknownCommittee
Timeline
Search timeline
Enter a note...
Appointment from Anna Lund2:00 PM
Site review with Nordvik Bygg
2:00 to 2:42 PM · Microsoft Teams · Sara Lind, Mikael Holm
Description
Summary

Nordvik confirmed the pilot for phase 1. Sara Lind owns the budget and confirmed 240 000 SEK, excluding options. Mikael Holm leads the pilot on site.

Decisions
  • A three-week pilot with the site managers
  • The pilot starts after signing on 14 November
Open questions
  • Who signs for the second site
  • Whether the pilot covers calls from the field
Next steps
  • Send the revised proposal and the site plan on Thursday
  • Book the pilot start with Mikael Holm
Written by Flowmeets after the meeting
Stakeholders
SLSara Lind
Decision maker
MHMikael Holm
Site managerCreated by Flowmeets
Sales team
ALAnna Lund
Account manager

Keep the customer picture current in Dynamics.

If you use Microsoft Dynamics, Flowmeets can write summaries and tasks to the account, contact and opportunity matched by domain. You choose which other fields may be updated. Private, internal and sensitive meetings are not synced.

This is separate from MCP: the CRM integration updates Dynamics, while MCP lets Copilot retrieve information from Flowmeets. You do not need a CRM to use Flowmeets.

Questions

Frequently asked questions

No. Flowmeets captures and organises customer conversations and helps with notes, next steps and CRM updates. Copilot can use that context through MCP. You keep your Microsoft tools.

Yes. Microsoft provides support through products including Teams Rooms, Teams Phone and Outlook. Flowmeets adds connected customer context from the channels you connect, including meetings outside Teams.

Your IT team first needs to install and enable the Flowmeets agent package for Microsoft 365 Copilot. Users then sign in with their Flowmeets accounts. We help you check the requirements.

Only information the user's account is allowed to see in Flowmeets. Connecting does not automatically expose colleagues' or the team's private conversations.

Flowmeets is GDPR-aligned and a DPA is included. Primary storage is in the EU, and you control access and retention. Copilot can only read in Flowmeets, not change or delete anything. When you use Copilot, your organisation's Microsoft terms and settings also apply. We review the full data flow with your IT team. More on Security.

Contact us

See what Flowmeets can add to your Copilot setup.

We show how Flowmeets brings the customer conversation together and review how your IT team can enable access from Microsoft 365 Copilot.

Book a demoTalk to sales