Introduction

This document explains the additional steps to enable the SmartFlo Automation and Auto Job functionality to work within SmartFlo and Microsoft 365.

This will enable the Teams Meeting experience tab, automatically add SmartFlo to your meetings and enable you to automate the execution of SmartFlo based on meeting criteria.

 

The image shows a digital interface displaying a schedule for a user's meetings, with tasks such as creating a sales proposal and receiving project team notifications, for the month of July 2026. AI-generated content may be incorrect.

 

Process

The processing of SmartFlo Auto Jobs will take up to 24 hours to complete following the configuration below. This is because SmartFlo has to register itself with your Microsoft 365 Tenant to receive notifications when a Microsoft Teams Meeting Transcription is created. The process takes place overnight (UTC).


Enable Elevated Calendar

Browse to SmartFlo https://apps.smartflo.ithink365.co.uk

Click on Settings

Choose Extra Features

Ensure that both options are enabled for Elevated Calendar and Auto Smart Jobs.

Click save after enabling each.

Note: if you cannot see the options for Elevated Calendar and Auto Smart Job speak with iThink 365 Support desk who will enable the feature for you.

The image shows a Microsoft 365 interface with options to enable or disable features like Elevated Calendar Access and Auto Smart Job Feature. AI-generated content may be incorrect.

Install Microsoft Teams PowerShell Module

Install Microsoft Teams PowerShell - Microsoft Teams | Microsoft Learn
 

Run Powershell 7 as Administrator
 Install-Module -Name MicrosoftTeams -Force -AllowClobber

Restart PowerShell


Setup Application Access Policy

Using PowerShell connect to Microsoft Teams

 

Connect-MicrosoftTeams

 

  • Use an account that has the Microsoft Teams Administrator Entra ID Role

 

New-CsApplicationAccessPolicy -Identity iThinkConnectSmartFlo -AppIds " 8c46462b-337d-420e-9b90-68df4e944fd9" -Description "Allow iThink Connect SmartFlo to access Microsoft Teams meetings to get transcriptions"   


Grant-CsApplicationAccessPolicy -PolicyName iThinkConnectSmartFlo -Global