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.
The Borealis for Microsoft Teams App adds a Borealis tab to Microsoft Teams
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. - Verify the meeting details captured by the Teams app, including the meeting title, organizer, participants, and meeting date and time. Update the information as needed.
- 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.