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Overview

Connecting your Microsoft Teams to Dovetail enables you to share Dovetail content with rich previews, get updates about changes in your projects, and receive comments in Microsoft Teams. You can also import your Teams video calls into Dovetail automatically. On the Enterprise plan, anyone in your organization can also query Dovetail and talk to Digital Twins in Teams. See Chat in Slack and Teams. Microsoft Teams is a connected app: each user connects their own Microsoft Teams account. The exception is querying Dovetail in Teams, which a workspace admin connects once for the whole workspace. Learn more about connected apps →

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Set up Teams integration

If you are setting up the Teams integration for the first time:It’s common that Teams workspace owners may have turned on app approval to require admin approval for installing new apps, including Dovetail. If this is the case for your Teams workspace, we recommend seeking approval from your internal IT team and sharing this article to provide an outline of the integration’s capability and requested permissions.
If Dovetail is an approved app for your Teams workspace, you can connect your Teams account to receive notifications, share data, and engage with comments from your Dovetail workspace.
  • To connect your Teams account to Dovetail, go to Settings → Connected apps and find Microsoft Teams under App connectors.
  • From there, select Connect, then turn on Product notifications under Personal connections. To confirm the connection, you will then be prompted to log in to your Microsoft Teams account and review requested permissions.
If you get an error saying “No organization found for this Microsoft Teams account”, this means you’ve tried to integrate with a personal Microsoft account which our app does not support.

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Set up to import Teams recordings

Connecting Teams along with your Outlook Calendar accounts means you’ll no longer need to import recorded meetings manually. You can configure which calendar you’d like to pull event recordings from, define any keywords that meeting titles must contain, and select which project you’d like events to be imported into.
  • To do this, go to Settings → Connected apps and select Connect next to Microsoft Outlook.
  • In the dialog, select Connect, then sign in to or select the Microsoft account that you want to connect.
  • From there, under Video conferencing source, select Microsoft Teams and continue to authenticate.
  • Once you have connected Microsoft Teams, select your desired calendar, and project that you want your Teams recordings to be imported to, and press Save.
There may be times that your internal Microsoft Teams Workspace has settings preventing the integration from being able to access the Teams authentication. To troubleshoot this, you will have to contact your Teams admin or IT department first to ensure that the Dovetail integration is on the “allow” list.

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Share content in Microsoft Teams

When you share a Dovetail link in Microsoft Teams, all the relevant information related to the link will be displayed directly in Microsoft Teams for you and your colleagues to see. The supported links are notes, highlights, tags, docs, project readme, and people.

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Share a highlight

When you share a highlight, you will also get a video embed of the highlight that your team can play right from Microsoft Teams. If you are using the desktop or mobile app, to play the highlight you’ll need to go through an authentication flow.
  • To do this, copy the link provided, paste it into your browser, and login to Dovetail.
  • From there, copy the one-time password (OTP) then enter the OTP in Microsoft Teams.
Entering a Dovetail one-time password in Microsoft Teams

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Ask questions to Dovetail in Teams

Available on the Enterprise plan. On some legacy paid plans, it’s available as an add-on.
There are two main ways to ask questions to Dovetail in Teams – by mentioning the Dovetail app in a channel or group chat, or in a DM with the app. To ask a question, first add the bot to the group chat or channel.
  • In a chat, click on the people icon in the top right corner, click Add agents and bots, and selectDovetail.
  • In a channel, type @ into the text box, click Get bots, then select Dovetail.
Once Dovetail has been added, type @Dovetail followed by your search question.
  • For example – @Dovetail what are our users’ top pain points?
Your search query will instantly be posted, and Dovetail will respond. When messaging the Dovetail app directly, you do not need to mention the app. To talk to a Digital Twin, type @Dovetail + followed by the twin’s name and your question — for example, @Dovetail +Churned SMB customer What made you decide to cancel?. The twin stays in persona for the rest of the thread. Only people whose Teams account is linked to a Dovetail user can talk to a twin. See Talk to a Digital Twin in Slack or Teams. Where relevant, Dovetail will provide citations in the response, allowing users to trace evidence back to data within Dovetail. For anyone without a Dovetail account, they will be required to sign up before viewing any data in your Dovetail workspace.

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Scheduled summaries in Teams

Agents can’t post to Teams. Weekly wraps and other scheduled summaries are created with Dovetail agents and posted to Slack. See Send scheduled summaries to Slack.

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Manage your Microsoft Teams connection

You can update how you receive notifications or disconnect Teams from Dovetail any time in settings. You can disconnect your Teams account at any time in Settings. When you disconnect Dovetail, we will no longer have access to your Teams recordings or your Teams user information. Any recordings that you have imported into Dovetail before disconnecting will not be deleted and will remain in Dovetail.
  • To disconnect Dovetail from your Teams account, go to Settings → Connected apps and select Configure next to Microsoft Teams.
  • From there, select Remove connection next to each of your connections, then select Disconnect to confirm.
Workspace admins can also remove other users’ connections. See Connected apps.

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Requested permissions

When you connect your Microsoft Teams account to Dovetail, you will grant Dovetail access to:
  • Read your organization’s app catalog: Allows us to find the internal ID of our Microsoft Team’s app.
  • Read and write our Microsoft Team’s app for a user: Allows us to install our Microsoft Team’s app for the user, as well as retrieving the installation ID used to retrieve the conversation ID.
  • Access profile information: Allows us to view user’s name, email address, organization name, and preferred language.
  • Receive messages and data: Limited to what the user provides in a channel or a chat.
  • Send messages and notifications: Allows for notifications in both a channel or chat.
  • Access team or chat information: Allows us to view team or chat name, channel list and roster (including team or chat member’s names and email addresses), and use this information to contact them.
  • Offline access: Allows us to regenerate user’s authorization via a refresh token.
We will never perform unexpected actions, such as joining all public channels by default or taking actions, unless prompted by the user.Querying Dovetail in Teams uses AI and large language models (LLM). Please note that responses generated may occasionally be inaccurate. We encourage you to verify any AI-generated content before relying on it. The AI model we use is Claude 3 Sonnet.

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Data Retention

We only keep your data on our servers while your request is being processed, which will be done in the region of your Dovetail workspace. Your Teams data is used solely for conversational search and is processed within the LLM environment.

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What We Don’t Do

We don’t use your Teams data (messages, files, etc.) to train or improve any AI models.We are committed to ensuring a secure and transparent experience for all users. If you have any questions or concerns, feel free to reach out at support@dovetail.com.