This guide describes the steps to integrate Microsoft OneDrive with MeetGeek. Using this integration you can synchronize meeting notes, summaries, and transcripts to your OneDrive folders while creating a separate document file for every meeting.
The integration is simple and straightforward.
Connect Microsoft OneDrive with MeetGeek
Go to Integrations and press on the OneDrive card.
Click the “Connect” button
You will be prompted to grant permission to your OneDrive account.
Once you do so, the integration will be complete.
Now let's review how you can sync meeting transcriptions with your connected OneDrive account. There are two ways to do this: automatic and manual.
Automatically sync meeting transcripts to OneDrive
You can use MeetGeek to sync meeting summaries and transcripts automatically to OneDrive files. To do this, follow these steps:
Go to the Workflows page.
Select OneDrive in the "Send to" field.
(Optionally) Enter a name pattern in the 'Which name contains' filed. E.g. "Demo Call". If left empty, all meetings will be considered.
Press the "Save workflow" button.
After your next meeting with MeetGeek, you should see a OneDrive folder called "MeetGeek Files" in your root folder.
Each meeting has a correspondent folder with a document inside.
When two meetings with the same name are sent to OneDrive, multiple files are created in the same folder.
Note 1: If you move the main MeetGeek folder to another location, MeetGeek will share files in the new location.
Note 2: The automated workflows are included in the paid MeetGeek subscriptions, starting from the Pro plan.
Manually sync to OneDrive
If you don't want to automate this process, you can still manually send notes or transcripts of each meeting to your OneDrive. To do this, follow these steps:
Once you have OneDrive integration enabled, open the page of the past meeting you want to share.
At the top of the Transcript View, press "Share on OneDrive".
A new button will replace the original "Share on OneDrive" called "Copy link". Press on it to copy the link to your clipboard.
Open a new tab and paste the link. You will be redirected to the folder on your OneDrive containing the newly created document with meeting notes.
Note: If you delete the folder MeetGeek created for this meeting, the button will change back to Share on Microsoft OneDrive.
You’re set to go! Explore our Support Center for further guides, frequently asked questions, and tips. Or use the in-app live chat to reach out to our support team.