Connect with Microsoft Teams to automatically import recordings and transcripts into Aha! Discovery after a meeting concludes. This saves you the time and effort of exporting and importing recordings manually for analysis — so you can focus more on capturing the most valuable insights in your research.The two main functions of the Microsoft Teams integration are to generate a Microsoft Teams meeting URL for interviews scheduled in Aha! Discovery and to import video and transcript recordings of those meetings into Aha! Discovery automatically.
This article provides you with prerequisites and instructions on how to set up and use the integration.
Click any of the following instructions to skip ahead:
Prerequisites
Integration type |
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Aha! Discovery level |
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Required Aha! Discovery permissions |
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Supported record types |
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Aha! Discovery plans |
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Microsoft Teams plans |
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Microsoft Teams admin settings |
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Configure admin settings in Microsoft Teams
To save and export videos and transcripts from Microsoft Teams, you must first enable recording and transcripts for your organization. An administrator in your Microsoft Teams account can do this for you.
Sign in to the Microsoft Teams admin center and expand Meetings.
Select Meeting policies.
Select the policy you want to edit.
Toggle Meeting recording to On.
Toggle the Transcription setting to On.
Click Save.
Meeting hosts will be able to record them own meetings as long as an admin has enabled recording and transcription in the meeting policy.
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Microsoft Teams support resources |
Configure personal settings in Microsoft Teams
Microsoft Teams admins manage recording and transcription settings, but they cannot control whether meeting attendees identities will display in transcripts. Meeting participants configure individually whether they want to reveal their identify in captions and transcripts from their profile settings.
For the best experience identifying meeting participants in transcripts, all meeting attendees should have their profile configured to identify themselves in captions and transcripts. Meeting participants can do this from their Microsoft Teams profile settings:
From profile settings, select Captions and transcripts.
Use the toggle to enable the Automatically identify me in meeting captions and transcripts setting.
Authenticate to Microsoft Teams
Authenticate to Microsoft Teams from your personal settings in Aha! Discovery to connect the integration:
In your Aha! Discovery account, navigate to User menu -> Settings -> Personal -> Meeting services.
Next to Microsoft Teams, click Link account.
Click to Allow Aha! Discovery the appropriate permissions.
Your Microsoft Teams account will now be linked. Click Unlink account at any time to unlink your Microsoft Teams account.
Use the integration
You can begin using the Microsoft Teams integration as soon as you link your account.
Before a meeting
Participant self-scheduling
Set up a scheduling page for your study so participants can self-schedule, and make sure a Meeting host is configured. This allows the integration to generate a meeting URL automatically when a new interview is scheduled:
Open your study and click Schedule.
In the Meeting link section, select Use automatically generated URL.
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In the Meeting host field, choose the person who will host and record in Microsoft Teams.
Note: Meeting hosts must be connected to Microsoft Teams and added to the study as a researcher to appear here.
Manual scheduling
If you schedule an interview manually, ensure the meeting URL is added to the interview so the recorded meeting uploads automatically. You can do this in two ways:
Paste in a Meeting URL
Schedule a meeting in Microsoft Teams and copy the meeting URL.
Open the interview.
Paste the link into the Meeting URL field.
Send the URL to the participant.
Generate a Meeting URL from Aha! Discovery
Navigate to the interview.
Select [User name] (Teams) in the Meeting host field. You can select yourself or another researcher who has integrated with Microsoft Teams.
Click Generate URL.
Send the URL to the participant.
You can click the generated meeting link from your interview record at any time to start the interview. Remember to record the meeting.
After a meeting
When your Microsoft Teams meeting concludes, the recorded video and transcript will upload to your interview's Details page as soon as it is processed. It will take some time for Microsoft Teams to finish transcribing the interview and make the recording available. As soon as it is available, Aha! will upload it into your account.
A transcript will not automatically upload if one already exists in the interview record. If there are multiple recordings for an interview, only the first one will be uploaded.
The transcript will load in the main body of the interview's Details page. From here, you can manually highlight insights or use AI-powered transcript analysis (available in Aha! Discovery Advanced) to capture key learnings, analyze sentiment, and more.
The video will display in the upper-left corner of the interview's Details page. When you play the video, dialogue will be underlined in the transcript so you can follow along.