This article explains how to create a stakeholder communication in Borealis directly from Microsoft Teams using the Borealis for Microsoft Teams App. Use it when a meeting or relevant Teams conversation should be recorded in Borealis without manually re-entering core meeting details.
⚑ Prerequisite: Ensure the Borealis for Microsoft Teams App is installed, and the Borealis tab has been added to the relevant Teams meeting or chat.
Steps to create a stakeholder communication
- Open the relevant Teams meeting or chat and then open the Borealis tab.
- Connect to your Borealis instance, and then click Login. Enter your username and password to authenticate.
Note: This step is only required if your login session has expired. - A green banner appears at the top of the page indicating that no matching communication record exists in Borealis and that a new communication record will be created.
- Verify the meeting details captured by the Teams app, including the meeting title, organizer and meeting date and time.
- Review the participants detected from the Teams meeting.
- A notification banner indicates how many meeting participants are not yet stakeholders in Borealis and will be created if selected.
- Participants labeled In Borealis already exist as stakeholder records in Borealis.
- Participants labeled New stakeholder do not yet exist in Borealis.
- Use the Select as participant checkbox to determine whether a participant is added to the communication record.
- If a participant is labeled New stakeholder, selecting Send as participant changes the status to New stakeholder • will be created, indicating that a new stakeholder record will be created and linked to the communication when it is sent to Borealis.
- Use the Attended checkbox to indicate whether the participant attended the meeting. This value is automatically populated when attendance information is available from Microsoft Teams (for example, to the meeting organizer). If attendance information is not available, the checkbox is disabled and becomes available only when the participant is selected using the Select as participant checkbox. The Attended value is transferred to the Present column in the communication's Participants table in Borealis.
ⓘ Note: New stakeholder records are created only for selected participants when the communication is sent to Borealis.
- In the Meeting Assets section, select the content you want to include in the communication record, such as conversation messages, transcripts, recordings, or shared files.
- Click Generate summary to create a meeting summary. Review and modify the generated content as needed.Note: If you have Microsoft Teams Premium, we’ll use the summary generated by Teams. Otherwise, we’ll generate one for you.
- Click + Related Records to link the communication to existing Borealis records, if applicable.
- Click + Additional Fields to enter any optional information, such as engagement plan, subject category, or other classification details.
- Click + Task to create follow-up tasks related to the communication, if required.
- Click Send to Borealis.
Image shown for reference.
A confirmation message appears indicating that the communication was created successfully. Select View Communication to open the record in Borealis.