Ravical &
Microsoft Teams
Connect your agentic AI directly to Microsoft Teams and unlock instant access to meeting recordings, channel conversations, and collaboration data—powering smarter, data-driven advisory workflows.
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Ravical connects the tools you already use, so you can deliver faster insights without adding complexity.
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Microsoft Teams
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01
Bring advisory intelligence into every team conversation
Ravical integrates with Microsoft Teams to monitor internal and client-facing conversations for advisory signals, and to deliver timely opportunity alerts directly where your team works.
Advisory alerts in your workflow | Ravical delivers opportunity notifications and recommendation briefs directly into Teams channels — so advisors are informed without switching tools.
Client meeting intelligence | Ravical analyses Teams meetings and call transcripts with clients to identify topics, questions, and signals that indicate unmet advisory needs.
Cross-team collaboration | When an opportunity requires expertise from another service line or office, Ravical routes the right information to the right team member in Teams automatically.
02
Coordinate your entire firm's advisory capacity from Teams
Professional services firms run on collaboration. Ravical's Teams integration ensures that advisory opportunities don't fall through the cracks between meetings, offices, and service lines.
5–10 hours saved per advisor per week | By delivering prepared recommendations inside Teams, Ravical eliminates the context-switching and manual preparation that slows senior advisors down.
Firm-wide knowledge in every conversation | Ravical surfaces relevant precedents, templates, and expert contacts directly in Teams — so every advisor has the full strength of the firm behind them.
Real-time visibility for managers | Practice leaders can see advisory pipeline, opportunity status, and team activity in Teams without asking for manual updates or running reports.
Frequently Asked Questions
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