# Automate Microsoft Teams meeting analysis with Outlook: n8n workflow

> Started by someone submitting a form, and works across Outlook and Postgres. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/automate-microsoft-teams-meeting-analysis-with-outlook (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Scheduling](https://millionrounds.com/workflows?category=Scheduling#library)

# Automate Microsoft Teams meeting analysis with Outlook

Started by someone submitting a form, and works across Outlook and Postgres. It hands the judgement calls to OpenAI. 51 steps, 2 branches, 1 loop or waits: large, and worth reading before you trust it with anything live.

Large Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-microsoft-teams-meeting-analysis-with-outlook)

**51 steps** Large: read it before trusting it with anything live

**2** Branches: places the flow splits

**1** Loop or waits

**2** Services it connects to

## The flow

Starts it 7 Model 4 Logic 25 Service 15

The steps in the order they run, from what starts it.

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 3 **Web Page** Webhook *Starts it*
- 4 **Next Action** Webhook *Starts it*
- 5 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 6 **On form submission** Form trigger *Starts it*
- 7 **Merge1** Merge *Logic*
- 8 **AI Agent Create Summary** Agent *Model*
- 9 **Get Meeting Row1** Postgres *Service*
- 10 **Get Meeting Row** Postgres *Service*
- 11 **AI Agent Draft Follow Up** Agent *Model*
- 12 **Code2** Code *Logic*
- 13 **Get Microsoft 365 Profile** Http Request *Service*
- 14 **Set JSON** Set *Logic*
- 15 **Respond With WebApp HTML** Respond To Webhook *Starts it*
- 16 **Markdown** Markdown *Logic*
- 17 **Set Email JSON** Set *Logic*
- 18 **If2** If *Logic*
- 19 **Email HTML** Html *Logic*
- 20 **Summary HTML** Html *Logic*
- 21 **Switch** Switch *Logic*
- 22 **Send Follow Up** Microsoft Outlook *Service*
- 23 **Set Transcription & Subject2** Set *Logic*
- 24 **Set Time Range** Set *Logic*
- 25 **End Analysis Notification** Microsoft Outlook *Service*
- 26 **Save Data** Postgres *Service*
- 27 **Mem Note** Http Request *Service*
- 28 **Respond With Code 200** Respond To Webhook *Starts it*
- 29 **Merge** Merge *Logic*
- 30 **Get Call Records** Http Request *Service*
- 31 **Loop Over Items** Split In Batches *Logic*
- 32 **Respond to Webhook1** Respond To Webhook *Starts it*
- 33 **Code1** Code *Logic*
- 34 **Filter for Join Url1** Filter *Logic*
- 35 **Get Online Meeting Details1** Http Request *Service*
- 36 **Split Out Meetings1** Split Out *Logic*
- 37 **Remove Duplicates** Remove Duplicates *Logic*
- 38 **Sort1** Sort *Logic*
- 39 **Check if Processed** Postgres *Service*
- 40 **Filter No Items** Filter *Logic*
- 41 **Keep Matches** Merge *Logic*
- 42 **Get Items** Code *Logic*
- 43 **Get Transcript Data** Http Request *Service*
- 44 **Split Out Transcriptions** Split Out *Logic*
- 45 **Search OneDrive for Meeting** Http Request *Service*
- 46 **Get Transcript** Http Request *Service*
- 47 **Split Out3** Split Out *Logic*
- 48 **Set Transcription & Subject** Set *Logic*
- 49 **List Transcripts2** Http Request *Service*
- 50 **Get Transcript1** Http Request *Service*
- 51 **Set Transcription & Subject1** Set *Logic*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 51, with 2 branches, 1 loop or waits
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Outlook, Postgres
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Outlook and Postgres accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 51 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 51 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-microsoft-teams-meeting-analysis-with-outlook)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Outlook](https://millionrounds.com/workflows?service=Outlook#library)[Postgres](https://millionrounds.com/workflows?service=Postgres#library)

## Workflows like it

Also scheduling, with the same services where possible, closest in size first.

- [**Automated customer reservations with Postgres and WhatsApp** 39 steps · Postgres, WhatsApp](https://millionrounds.com/workflow/automated-customer-reservations-with-postgres-and-whatsapp)
- [**WhatsApp appointment scheduling with Google Calendar** 32 steps · Google Calendar, Postgres](https://millionrounds.com/workflow/whatsapp-appointment-scheduling-with-google-calendar)
- [**Automated multi-platform sales agent with Gemini** 75 steps · calls a model · Google Calendar, Postgres](https://millionrounds.com/workflow/agente-de-ventas-automatizado-multiplataforma-with-gemini)
- [**Send pre-meeting context briefings with Outlook and SharePoint** 26 steps · Outlook](https://millionrounds.com/workflow/send-pre-meeting-context-briefings-with-outlook-and-sharepoi)
- [**AI chatbot call center: Taxi booking worker** 25 steps · Google Calendar, Postgres](https://millionrounds.com/workflow/ai-chatbot-call-center-taxi-booking-worker)
- [**Schedule low-risk deployment windows with OpenAI and Slack** 21 steps · calls a model · Google Calendar, Postgres](https://millionrounds.com/workflow/schedule-low-risk-deployment-windows-with-openai-and-slack)