Convo sends Microsoft Teams meeting summaries, action items, and key insights straight to Trello. No manual note-taking, no copy-pasting, no forgotten follow-ups. Your Trello stays up to date after every call without extra work.

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Sync Microsoft Teams Meeting Notes to Trello Automatically

Keep Trello up to date with notes from your Microsoft Teams calls.

How it works

HOW IT WORKS

How Convo connects Microsoft Teams to Trello

Send your Microsoft Teams call notes to Trello through Zapier or Make.

[01]
Record with Convo

Microsoft Teams audio is transcribed and summarized automatically

[02]
Connect an automation

Connect Convo to Trello using Zapier, Make or IFTTT to send call notes automatically.

[03]
Map your data

Choose which fields — summaries, action items, transcripts — flow to Trello

Choose what data flows to Trello

Pick exactly what you need — send everything or just specific fields.

Transcript
Full speaker-attributed conversation
Summary
Key points organized by topic
Action Items
Tasks with owner and priority
Decisions
Key decisions from the discussion
Follow-up Email
AI-drafted email from meeting content
Custom AI Query
Ask any question about the meeting

What you can do with Microsoft Teams + Trello

Convert talk into tasks

Someone says "we need to..." on Microsoft Teams—it becomes a Trello task with assignee and due date automatically.

Update sprint status

Standup mentions from Microsoft Teams calls update task status in Trello boards without manual clicking.

Link related discussions

When Microsoft Teams meetings reference specific Trello tasks, Convo creates bidirectional links for context.

Track blockers and dependencies

"Blocked by..." or "waiting on..." phrases trigger Trello dependency flags automatically.

FAQ

Common questions

How does Convo access my Microsoft Teams calls?

Convo runs locally on your computer, capturing Microsoft Teams system audio. It never joins as a visible bot—other participants don't see it. Audio processes on your device before syncing to Trello.

Will other people on the Microsoft Teams call know I'm using this?

No. Unlike Fireflies or Otter, Convo doesn't add a "recording bot" to your Microsoft Teams call. It's completely invisible. Only you know it's running.

How does the data actually get to Trello?

Convo connects to Trello through automation platforms — Zapier, Make, or IFTTT. After your Microsoft Teams meeting, Convo triggers your configured automation, which sends the data you've chosen (transcripts, summaries, action items) to Trello. Set it up once, then it runs automatically. Developers can also use Convo's REST API directly — see docs.itsconvo.com for details.

How does Convo know who to assign tasks to in Trello?

It listens for "John will..." or "@Sarah can you..." on Microsoft Teams and maps names to Trello user accounts. You can review assignments before they're created.

Can it update existing Trello tasks or only create new ones?

Both. If a Microsoft Teams discussion references a Trello task ID or name, Convo updates that task. Otherwise, it creates new tasks with proper linking.

What happens if the AI misinterprets a task on Microsoft Teams?

You get a review screen before Trello sync. Edit the task, change assignees, adjust due dates. Over time, corrections train Convo to be more accurate for your team.

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Automate Microsoft Teams to Trello in minutes