Connect Microsoft Teams with Borealis.
Overview
The Irth-Borealis Teams App helps users manage stakeholder engagements more efficiently by enabling them to capture, create, and update engagement records directly from Microsoft Teams.
Previously, meeting and chat information often had to be transferred manually into Borealis, which could result in incomplete engagement histories and stakeholder information being spread across multiple tools. The Irth-Borealis Teams App streamlines this process by bringing stakeholder engagement tracking directly into Microsoft Teams, helping improve visibility, data completeness, and efficiency.
Already Using the Borealis Outlook Add-in?
Many of our customers already use the Borealis Outlook Add-in as part of their stakeholder engagement workflow. The Irth-Borealis Teams App extends the Borealis experience to Microsoft Teams, allowing users to work with stakeholder information within their preferred collaboration environment.
Irth-Borealis Teams App
With the Irth-Borealis Teams App, you can:
- Create a new Borealis communication record directly from a Teams meeting or chat.
- Update an existing planned meeting in Borealis with information from Teams.
- Automatically capture meeting details, including participants, date and time, meeting transcript, and recording link when available.
- Classify and organize your engagement records using Engagement Plans, Subject Categories, and other relevant information.
Highlights
- Available directly from the Microsoft Marketplace.
- Easily install and use the app within Microsoft Teams.
- Securely connect your Microsoft Teams account to your Borealis environment.
Requirements
Before using the Irth-Borealis Teams App, ensure that you have:
- A Microsoft Teams environment that supports app installations.
- A Borealis user account with appropriate project access.
- Access to meeting data such as transcripts and recordings, if enabled in your Microsoft Teams configuration
Things to Know
Only authenticated Borealis users can use the integration
Access to create or update communications depends on project permissions
- Access to transcripts, recordings, and attachments in Borealis is governed by Borealis access permissions.
- Some Microsoft Teams meeting data, such as attendance reports, may be available only to specific meeting roles (for example, the meeting organizer).
Getting Started
Learn more about the Irth-Borealis Teams App:
- How to Update the Irth-Borealis App in Microsoft Teams
- Technical Documentation for the Irth-Borealis Teams App
Need assistance? Our team is here to help. If you need assistance setting up or using the Irth-Borealis Teams App, contact us through any of the communication channels listed at the bottom of this page. You can also use our AI chatbot to quickly find answers and access documentation.