Microsoft Teams Setup

Get IdeaLift running in your Teams workspace in under 5 minutes.

Prerequisites

An IdeaLift account at idealift.app
GitHub, Linear, or Jira connected in IdeaLift settings
Microsoft Teams admin or permission to install apps

Step 1: Connect Microsoft Teams

Sign in to your IdeaLift dashboard
Go to Settings → Integrations
Click Connect Microsoft Teams
Sign in with your Microsoft account and authorize

Step 2: Install the Teams App

In Microsoft Teams, click Apps in the sidebar
Search for IdeaLift
Click Add to install
Add IdeaLift to the teams or channels where you want to capture ideas

Step 3: Start Capturing Ideas

Slash Commands

/idea https://example.com/feature

Capture a URL as an idea

/idea https://example.com Customer wants dark mode

Capture with a description

/idea capture 5

Summarize last 5 messages as an idea using AI

idea meeting <teams-meeting-url>

Extract feature requests and bugs from a meeting transcript

/idea help

Show all available commands

Reaction Capture

React to any message containing a URL with a thumbs up emoji. IdeaLift will automatically capture it as an idea and sync to your issue tracker.

All Commands

Command	Description
/idea <url>	Capture a URL as an idea
/idea <url> <description>	Capture with a description
/idea capture	Summarize last 10 messages
/idea capture <count>	Summarize last N messages
idea meeting <url>	Extract items from meeting transcript
/idea help	Show help information

Meeting Capture

IdeaLift can analyze your Teams meeting transcripts and automatically extract feature requests, bug reports, and product ideas — turning conversations into actionable tickets.

How to Use

idea meeting <teams-meeting-url>

Paste any Teams meeting link. IdeaLift will fetch the transcript, analyze it with AI, and present extracted items for you to review before creating tickets.

What IdeaLift Extracts

IdeaLift uses AI to identify actionable product work. It categorizes items into four types:

Features

Explicit capability requests or user needs ("We need bulk export", "Customers can't find X")

Bugs

Broken behavior or things not working as expected ("Login fails after 5 minutes")

Ideas

Product-related ideas that are less concrete ("What if we added AI to search?")

Action Items

Clear engineering/product tasks mentioned in the meeting

What Gets Filtered Out

IdeaLift is trained to skip non-product conversations:

Scheduling and logistics ("Let's meet next week")
Status updates ("It's deployed now", "The PR was merged")
Decisions without implementation work ("We agreed to use React")
Generic brainstorming ("We should do a hackathon")
Vague improvements without specifics ("Make it better")

Requirements for Meeting Capture

Meeting transcription must be enabled in your Teams admin settings
The meeting must have a transcript (recording not required — just transcription)
You must be the meeting organizer, or your admin must configure Application Access Policy for ad-hoc meetings

Troubleshooting

Bot not responding?

Make sure IdeaLift is installed in the channel and your workspace is connected at idealift.app

Ideas not syncing?

Verify your GitHub, Linear, or Jira integration is connected in Settings → Integrations

Permission errors?

Ask your Teams admin to approve the IdeaLift app for your organization

Can't access meeting transcripts?

For "Meet Now" (ad-hoc) meetings, your admin needs to configure Application Access Policy. See the Admin Setup Guide

Advanced: Admin Configuration

For full meeting transcript access including ad-hoc "Meet Now" meetings, your Teams administrator needs to configure Application Access Policy.

When is this needed?

Not needed: Scheduled meetings where you are the organizer
Needed: "Meet Now" ad-hoc meetings
Needed: Accessing meetings organized by others

View Admin Setup Guide→