Taking notes while you're talking rarely works well. With Microsoft 365 Copilot in Teams, the AI follows along through the transcript. During the meeting you ask for a quick summary, and afterwards you have meeting minutes with decisions and action items in a few clicks. You need a Microsoft 365 Copilot license; Teams Premium gives you intelligent recap, but not open-ended questions to Copilot.
What do you need?
- A Microsoft 365 Copilot license. You don't have to install anything; Copilot appears in Teams once the license is assigned.
- A transcript of the meeting. The organizer can also choose to have Copilot work only during the meeting, without keeping the transcript.
- The admin has to allow transcription and Copilot in the meeting policy in the Teams admin center.
Use Copilot during the meeting
- In the meeting, click Copilot at the top.
- Start the transcript if Copilot asks you to.
- Pick a suggested prompt or type your own question. Your questions and answers are visible only to you.
Useful prompts:
- Summarize what has been discussed so far.
- Which questions are still unanswered?
- Create a table with the arguments for and against.
- What did Sarah say about the timeline?
Create meeting minutes afterwards
- Open the meeting chat or the calendar event and choose the Recap tab.
- Review the AI notes, the suggested tasks and the chapters.
- Open Copilot in that tab and ask, for example: Write meeting minutes with decisions, action items with owners and open questions.
- Copy the result into an email, a Loop page or a Word document, and review it.
Keep track of minutes
- Store minutes of recurring meetings in one place, for example in a channel or a shared OneNote.
- Turn action items into tasks in Planner.
- With Copilot Chat you can later ask questions about meetings you attended, as long as the transcript still exists.
Tips and caveats
- Tell participants a transcript is running. Teams shows a notice about it too.
- Copilot summarizes what was said. What wasn't said out loud won't be in it.
- Always check names, numbers and agreements yourself before you send the minutes.
Also see intelligent recap in Teams meetings and what generative AI is.
Nederlandstalige versie: Met Microsoft 365 Copilot een vergaderverslag maken in Teams
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