iThink Connect SmartFlo
Overview
What if documentation just… happened?
You’ve just finished a Teams meeting. It was productive, decisions were made, actions were agreed, but now comes the part no one looks forward to: summarising, writing, structuring, formatting, and sending.
What if you could skip that?
With iThink Connect SmartFlo, the moment your Microsoft Teams meeting ends, your documentation begins. Automatically, accurately, effortlessly.
So, What is Connect SmartFlo?
It’s not just another app.
It’s a smart, intuitive Microsoft Teams add-in that turns your meeting transcripts into clean, branded, structured documents, without you lifting a finger.
Some say it’s like having a personal assistant in every meeting.
Others call it their secret productivity hack.
But for those who use it, it’s simply… essential.
Here’s How it Works:
- You host your meeting in Microsoft Teams.
Whether it’s internal, with clients, or cross-functional, just run your meeting as usual. - Microsoft Teams automatically generates a transcript.
There’s no extra setup; Teams captures the conversation as part of the call. - SmartFlo gets to work.
As soon as the meeting ends, SmartFlo securely accesses the transcript through Microsoft Teams. - Your content is analysed using the latest AI technology.
Key information like decisions, actions, summaries, and insights are extracted with precision. - Your document is created, branded, structured, and ready to go.
SmartFlo applies your reusable templates to generate a polished document that reflects your business’s style and voice. - You will receive a notification with the final document.
No waiting, no editing, just review and share.
Challenges You’ve Probably Faced
- You missed an opportunity in a meeting because you were not fully present.
- You’ve stared at a transcript, wondering where to start.
- You’ve had to “tidy up” someone else’s meeting notes.
- You’ve wasted hours turning chaos into clarity.
- You’ve missed sending something important because time ran out.
SmartFlo changes that.
With one click, it pulls the insights, highlights the decisions, and formats everything, your way.
This product delivers the following
- Consistency you can count on. One tone, one format—every time.
- Speed that surprises. From meeting to document in minutes.
- Brand alignment built-in. Use your own templates, again and again.
- AI that understands context. It pulls the right pieces and ignores the noise.
- Productivity unlocked. Focus on the conversation, not the paperwork.
- Works with Microsoft 365 and Teams. Seamless, secure, and simple.
Who is this product aimed for?
You already know if this is for you.
- You have Microsoft 365.
- You are looking for ways to leverage AI in your organisation.
- PAs who don’t have time to chase notes.
- Project managers juggling multiple teams.
- Client service professionals needing polished follow-ups.
- HR and board coordinators documenting performance and reviews.
If meetings are central to what you do—and time is always in short supply—this was built for you.
Who is this product not aimed for?
- You do not have Microsoft 365.
- You are not looking for ways to use Generative AI in your organisation.
- If your meetings don’t result in actions…
- If consistency and professionalism aren’t priorities…
- If you enjoy rewriting notes and managing multiple formats by hand…
How do I get started?
We are now live! Sign up for a trial and we will be in touch to get you onboarded.
SmartFlo FAQs
Everything you need to know about how SmartNote works, how it compares to other tools, and what’s coming next.
Q1: What is the key advantage of using SmartFlo over Teams Premium AI note summary?
The key advantage lies in control and customisation. SmartFlo allows you to generate Word documents using your own templates including branded formats, bullet points, tables, and tailored sections. Rather than manually checking, copying, and pasting transcription data, SmartFlo uses AI to extract only the relevant content based on your chosen template. The result? A professional, ready-to-send document with minimal effort.
Q2: How does SmartFlo handle meeting context compared to Teams Premium AI note summary?
Teams Premium AI summaries don’t understand the context or goals of your meeting and you can’t guide it. While Microsoft 365 Copilot allows some prompting, the final output still needs reformatting. SmartFlo , on the other hand, gives you full control through multi-step AI prompts built into custom templates. Each section of your output is intelligently filled based on the exact format and detail you specify.
Q3: What future enhancements are planned for SmartNote?
We’re just getting started. Coming soon:
- Fully automated SmartFlo generation triggered by the end of a meeting.
- Notifications when your document is ready.
- Additional export options, including Teams posts, CRM integrations (e.g. Dynamics, Salesforce), and internal approval workflows.
Q4: Is SmartFlo a long-term contract? What are the subscription terms?
No long-term commitments. SmartFlo is a monthly rolling subscription. You’re not tied into a contract and can cancel any time before the next billing date. It’s a flexible, hassle-free model that fits around your needs.
Q5: What types of meetings is SmartNote best suited for?
SmartFlo works for all meetings, but great for recurring or structured meetings, such as:
- Customer onboarding and account updates
- Sales discovery calls and demos
- HR reviews and performance discussions
- Board and leadership meetings
- Health and safety risk assessments
- Project reviews and stand-ups
If your meetings follow a similar format and require regular documentation, SmartFlo will save you hours.
Q6: How do I customise templates in SmartFlo ?
Each template is fully customisable. You can define the structure, section prompts, language style, and even apply your organisation’s branding. This lets you generate consistent documents for different meeting types tailored to your audience, whether internal or external.
Q7: Is SmartFlo secure? What happens to my meeting data?
Yes, SmartFlo is built with data privacy and compliance in mind. All meeting transcripts and documents are securely stored and processed in line with GDPR and best practice standards. Your data is used solely to generate documents and is never shared externally or used for any other purpose.
Q8: Do I need Teams Premium or Copilot to use SmartNote?
No. SmartFlo works with standard Microsoft Teams transcription, so there’s no need for costly Microsoft Premium or Copilot licenses. It’s a lightweight, accessible tool designed to work with the tools you already use.
Q9: How do I get started with SmartNote?
Just register your interest and we’ll help you set up SmartFlo in your Microsoft Teams environment. Our team will guide you through onboarding and template setup so you can start automating your meeting documentation right away.
Still have questions?
Reach out to us at support@ithink365.com and we’ll be happy to help!
Want to find out more?
Fill out the form below and one of our team will be in touch.