Using CoPilot to Summarize Meetings and Create Action Points – without taking notes!

1. Start with a Teams Meeting Recording and Transcript:

• Ensure your meeting is conducted in Microsoft Teams with transcription enabled.
• Once the meeting ends, the transcript and recording will be available in Microsoft Teams or Outlook.

2. Access Copilot in Microsoft 365:

• Open Microsoft Teams, Outlook, or Word—wherever you manage meeting content.
• Use Copilot by clicking the Copilot icon or typing a prompt in the command field.

3. Ask for a Meeting Summary:

• Use a prompt like: “Summarize the key points from the [Meeting Name] held on [Date].”
• Copilot will analyze the transcript and highlight the main discussion topics, decisions made, and any important insights.

4. Generate Action Items:

• Prompt Copilot with: “List the action items from this meeting and assign them to the relevant participants.”
• Copilot will extract tasks, match them with the people mentioned during the meeting, and present them in a checklist or table.

5. Refine and Distribute:

• Review the summary and action items for accuracy.
• You can ask Copilot to format the output into an email, Teams post, or Word document: “Create an email summarizing the meeting and action items for each participant.”

6. Follow Up:

Use the action points generated to track progress in Microsoft Planner or To Do by assigning tasks to individuals.

By leveraging Copilot, you save time on manual note-taking and ensure clear accountability after every meeting.

What’s not to like?

For more information on using CoPilot with Teams, check out this post by Microsoft.