Microsoft Teams
List Chats
Find the meeting chat to access transcript and context.
Use this recipe
Connect these apps through Metorial, then paste the prompt into Claude, ChatGPT, Cursor or any MCP client.
After a Teams meeting ends, the agent retrieves the meeting transcript, summarizes key decisions and action items, creates Jira tickets for each commitment, and posts the summary to the relevant Teams channel thread. Use Microsoft Teams and Jira through Metorial. Tools to use: List Chats, List Chat Messages, List Projects, Search Users, Create Issue, Send Channel Message.
How the workflow runs
The scenario uses specific integration tools at each step, while Metorial keeps access scoped and visible.
- 1
Retrieve meeting chat and messages
List recent meeting chats and pull messages to capture decisions, commitments, and context discussed during the session.
- microsoft-teams:list_chats
- microsoft-teams:list_chat_messages
- 2
Extract action items and create Jira tickets
Parse the meeting content for explicit commitments and action items, resolve the Jira user IDs for each owner, and create a labeled Jira task for each item with the correct assignee and due date.
- atlassian-jira:list_projects
- atlassian-jira:search_users
- atlassian-jira:create_issue
- 3
Post meeting summary to Teams channel
Send a structured meeting summary to the relevant Teams channel including key decisions, a list of created Jira tickets with links, and any open questions.
- microsoft-teams:send_channel_message
Integrations used in this scenario
Microsoft Teams
List Chat Messages
Retrieve meeting chat messages for context alongside the transcript.
Jira
List Projects
Identify the right Jira project for each action item.
Jira
Search Users
Resolve Jira user IDs for attendees who own action items.
Jira
Create Issue
Create a Jira task for each extracted action item with assignee and due date.
Microsoft Teams
Send Channel Message
Post the meeting summary and Jira ticket links to the Teams channel.
Connected systems
Integration
Microsoft Teams
Send, read, edit, and delete messages in Microsoft Teams channels and chats, with @mentions. Create and manage teams, channels, members, and tags. Schedule and look up online meetings, read user presence, and manage Shifts schedules. Connect a Teams bot to receive and reply to messages in chats and channels.
Integration
Jira
Create, read, update, and delete issues across projects. Search issues using JQL queries. Manage projects, boards, sprints, and epics for agile workflows. Log work time, add comments and attachments, and transition issues through workflow statuses. Create and manage project versions/releases, issue links, filters, and dashboards. Query users, groups, and permissions.
Expected outcomes
- Action items from meetings are tracked in Jira automatically without manual note-taking
- Meeting participants see a clear summary with ticket links in their Teams channel
- Nothing committed in a meeting falls through the cracks
How Metorial powers this scenario
Metorial is the governed connection layer between your AI agents and the tools your company runs on. It turns workflows like summarize microsoft teams meeting transcripts and create jira action items into something you can deploy quickly, safely, and at scale.
Fast
Ready for your entire team
Connect 1000+ verified integrations through one Magic MCP URL instead of building and maintaining bespoke connectors for each system in this workflow.
Secure
Guardrails on every action
Protoguard inspects every message and tool call for prompt injection and policy violations before an agent touches your systems.
Enterprise
SSO, policies, and audit trails
Agents act on real identity under company SSO, with per-user and per-group access policies and a complete, searchable record of everything that happens.
Team ready
Reusable across your org
Package this workflow as a skill, attach the tools it needs, and let teammates run it through Portals — governed by admins, owned by the people who do the work.
Products behind this workflow
The Metorial products that connect, govern, and observe this scenario.
Connectivity
Integrations
Start from 1000+ verified integrations or bring your own, and give every one a governed path to your agents under existing SSO and access policies.
Connectivity
Magic MCP
A single URL your AI client connects to. Sign in with the login you already use and your agent reaches every integration and tool you allow — no per-app setup.
Identity
Access Control
Sign in with company SSO, set policies per user and group, and let agents act on real identity across every connected system in this workflow.
Governance
Protoguard
Metorial’s security layer reviews every message and tool request before an agent acts — catching prompt injection and blocking anything outside your policies.
Observability
Tracing
A complete, searchable record of everything your agents, team, and machines do across these integrations, so you can trust the workflow in production.
Governance
Portals
Let teammates connect agents to the integrations and skills your company already uses, with admins deciding who gets access to what.
Built for your whole team
However you adopt AI, Metorial has a path for connecting it safely.
Solution
For Agents
Give the agents behind this scenario governed access to every tool and integration they need, with one connection layer instead of bespoke glue code.
Solution
For Enterprise
SSO, granular access control, security review, and full audit trails so this workflow meets enterprise governance and compliance requirements.
Solution
For your Workforce
Let the people who do this work connect their own AI agents to approved integrations and reusable skills — safely, without waiting on engineering.
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