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Connect Microsoft Teams and Trale posts there too: meeting summaries in the channels you pick, any meeting sent by hand, and your own briefings and summaries in your chat with yourself.

Customer meetings

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Today

Trale13:40

Meeting prep

Demo with Fjordbygg AS

Today, 14:00 · Brede Kristensen, Fjordbygg AS

Goal for this meeting

Agree on the scope of phase one and a date for the board meeting.

Where you left off

- Brede asked for the offer split into two phases, with the roof first. - Phase two waits for the board in March.

Open in Trale

Trale14:52

Demo with Fjordbygg AS

Thursday, October 22, 2026 · 45 min · Google Meet

Summary

Brede wants the offer split into two phases, with the roof first. Phase one has an approved budget; phase two waits for the board in March.

Action items

- Send the revised offer in two phases

Attendees: Brede Kristensen, Marcus Ruud

View in TraleMeeting link

Trale Agent14:53

Trale Agent suggests 1 follow-up

From Demo with Fjordbygg AS · nothing is written to your apps until you approve

1. Send the revised offer in two phases

Create HubSpot task "Send the revised offer in two phases" · due Friday

“Could you send it as two phases, roof first?”

ApproveReject

Open Trale inbox

Suggestions expire in 7 days.

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What Trale does in Teams

Summaries in your team's channels.
Every meeting, or only the ones that match the rules you set per channel. Adding a channel turns it on.
ConnectionsChannels
Send any meeting by hand.
From a meeting's Share dialog, whenever you want.
ShareIntegrations
Your briefing before the meeting.
Background on the people you are about to meet, last time's recap for a recurring meeting, or where you left off, in your chat with yourself or in a channel.
SettingsNotifications
Your meeting summaries.
Sent to you in Teams, in your chat with yourself or in a channel you pick.
SettingsNotifications
Your coaching digest.
Your coaching digest arrives in Teams.
SettingsNotifications
Suggestions to approve.
After a meeting, the Agent's suggestions arrive as a card with Approve and Reject.
SettingsNotifications
Follow-ups that stalled.
Every Monday, a short list of follow-ups that have not moved, where your suggestions arrive.
SettingsNotifications

Good to know

Will it start posting straight away?: No. Nothing is posted until you add a channel.
Whose name do the posts come under?: Yours. Messages come from your own Teams account, so colleagues see who shared them.
Do I need IT to approve it?: Maybe. Some organisations ask an admin to approve apps before they can post in Teams.
What if Teams cannot take a message?: It comes by email instead, so a notification meant for you always arrives.
Why did I not get notified?: Teams does not notify you of your chat with yourself. Check it before your meetings.
Can anyone approve from the card?: No. Approve and Reject open Trale and are checked there. The card carries no keys.

Three steps to connect

1
Connect Microsoft Teams.You
Sign in with your Microsoft work account.
Connections
2
Add a channel.You
Pick a team and channel, then All meetings or Only matching.
ConnectionsChannels
3
Send a test.You
Check that the card arrives where you expect.
ConnectionsTest send
4
Choose what comes to you.You
Pick Teams for the notifications you want there.
SettingsNotifications

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