Gong + Microsoft 365: Smarter Revenue Workflows

Connect conversation intelligence with your productivity suite to turn sales insights into immediate action across Teams and Outlook.

Sync Calls to Meetings

Link Gong recordings directly to Outlook calendar events and Teams channels.

Surface Revenue Signals

Push Gong deal alerts and next steps into the tools your team already uses.

Reduce Manual Follow-Up

Auto-generate follow-up emails and tasks from call summaries without leaving Microsoft 365.

What You Can Automate

Post-Call Email Drafting

Generate and send follow-up emails in Outlook using Gong call summaries immediately after meetings.

Deal Risk Alerts in Teams

Route Gong deal risk flags to the relevant Teams channel so reps and managers act fast.

Calendar-Linked Recordings

Attach Gong call recordings to corresponding Outlook calendar entries for easy reference.

Coaching via Teams Chat

Share Gong call snippets and coaching recommendations directly inside Teams conversations.

Pipeline Review Prep

Pull Gong deal intelligence into shared Word or OneNote docs before pipeline review meetings.

Onboarding Call Libraries

Organize Gong recordings into SharePoint folders by rep or product for structured onboarding.

How It Works

Connect your accounts

Link Gong and Microsoft 365 to Neotask in under two minutes with secure OAuth.

Describe the workflow

Tell the agent what you need, such as summarizing a call and drafting a follow-up email.

Get results in context

Neotask pulls Gong intelligence and delivers output directly into Outlook, Teams, or wherever you need it.

Capabilities

Gong Action Microsoft 365 Action Use Case
Pull call summary Draft Outlook email Post-call follow-up
Flag deal risk Post Teams message Deal alert
Retrieve recording link Attach to calendar event Meeting archive
Extract next steps Create Teams task Action items
Summarize account calls Write OneNote page Account review
Identify coaching moments Share clip in Teams Rep coaching

Why Gong and Microsoft 365 Work Better Together

Gong captures what happens on every sales call. Microsoft 365 is where your team lives: drafting emails in Outlook, running meetings in Teams, documenting strategy in OneNote.

What the Integration Enables

When connected through Neotask, call summaries become draft emails. Deal risk flags become Teams notifications. Recordings get attached to calendar events.

Revenue Intelligence Meets Productivity

Sales teams that use Gong alongside Microsoft 365 see faster follow-up, better pipeline visibility, and less time copying notes between tools.

How It Works

Neotask acts as the bridge - understanding your intent, pulling the right Gong data, and delivering it inside the Microsoft 365 experience your team already trusts.

Try Asking Neotask

Pro Tips

Tip

Use specific account names or date ranges in your prompts so the agent pulls the most relevant Gong calls.

Tip

When routing deal alerts to Teams, specify the channel name to avoid the agent defaulting to a general channel.

Tip

For follow-up emails, mention the tone you want so the draft matches your communication style.

Frequently Asked Questions

Does this require a direct Gong-Microsoft 365 native integration?

No. Neotask connects to both platforms independently and acts as the intelligent layer bridging them.

Which Microsoft 365 apps can Neotask interact with?

Neotask works with Outlook, Teams, OneNote, and SharePoint depending on your connected permissions.

Is Gong call data stored by Neotask?

Neotask retrieves data in real time to fulfill your request and does not store your Gong call recordings.

How does the agent know which call to reference?

It uses context from your prompt - account name, date, rep name, or deal stage - to query Gong.

Turn Every Sales Call Into Action

Connect Gong and Microsoft 365 with Neotask and stop losing deal momentum between tools.

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Plans

Free

$0/mo

Download without a card and start for free.

Individual

$50/mo

The full personal agent platform for one person.

Enterprise

$200/mo

Multiple workspaces and capacity for larger teams.

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