Copilot in Microsoft Teams is like having a smart assistant right in your meetings. It can recap what’s been discussed, suggest follow-up questions, and share real-time insights to keep everyone aligned. This guide will show you how to make the most of Copilot’s features to boost your meeting productivity.

Pre-requisite: for Copilot in Teams to activate, the meeting must be transcribed or recorded. As meeting organizers, consider recording all your internal and external meetings to provide for the latest Copilot-enabled experiences for users (only available to M365 Copilot-licensed users within your business). As a best practice, make sure you have the participants’ permission to record the meeting – and always comply with your business’s policies for meeting recordings.

Recap Meetings:

Copilot can provide real-time summaries of ongoing meetings, helping participants stay on track and understand the key points discussed. This is also helpful if you join a meeting late.

How to Summarize a Meeting:

  • 1

    During the meeting, open the Copilot sidebar.

  • 2

    Ask Copilot to “Summarize the meeting so far” or “List the main topics.”

  • 3

    Copilot will generate a summary based on the live transcript, highlighting key points and discussions.

Suggesting Follow-Up Questions:

Copilot can suggest relevant follow-up questions during a meeting, helping participants engage more effectively and ensure all important topics are covered.

How to Get Follow-Up Questions:

  • 1

    Open the Copilot sidebar during the meeting.

  • 2

    Ask Copilot to “Suggest follow-up questions.”

  • 3

    Copilot will provide a list of potential questions based on the ongoing discussion.

Accessing Meeting Recaps:

After the meeting, Copilot generates a detailed recap, including a summary of the discussion and a list of next steps. This feature is particularly useful for participants who missed the meeting or need a quick reference.

How to Access Meeting Recaps:

  • 1

    Go to the “Recap” tab in Microsoft Teams after the meeting.

  • 2

    Review the automatically generated summary and next steps.

  • 3

    Share the recap with other participants if needed.

Real-Time Insights:

Copilot can provide real-time insights during a meeting, helping participants understand the context and make informed decisions.

How to Get Real-Time Insights:

  • 1

    Open the Copilot sidebar during the meeting.

  • 2

    Ask Copilot questions like “What are we talking about?” or “What did [participant] say about [topic]?”

  • 3

    Copilot will provide relevant information based on the live transcript.

What about Teams Premium?

Copilot can provide real-time insights during a meeting, helping participants stay on track. The static Meeting Recap (described in step #3 above), however, is available to both Copilot and Teams Premium users in your organization. As such, there are a variety of licensing options to consider as you enter the Generative AI arena.

ROI with Copilot for Meetings:

Using Copilot in meetings results in a significant return on investment (ROI) for your business by enhancing productivity and efficiency. With the ability to deliver real-time insights and automated recaps, Copilot ensures that time spent on redundant discussions is curbed and that every participant remains focused on the objectives. This leads to faster decision-making and the timely execution of action items.

How Copilot Drives ROI:

  • 1

    Time Savings: By providing instant access to critical information and summarizing key points, Copilot reduces the time spent on note-taking and follow-up, allowing employees to focus on high-value tasks.

  • 2

    Improved Decision-Making: With real-time insights, participants can make informed decisions during the meeting, avoiding delays and costly mistakes. This accelerates project timelines and enhances overall business agility.

  • 3

    Enhanced Collaboration: Copilot’s ability to keep everyone on the same page fosters better communication and collaboration among team members, leading to more innovative solutions and successful outcomes.

Conclusion:

Copilot makes meetings smoother and more productive by keeping everyone on the same page. With its ability to summarize discussions, suggest follow-up questions, and provide real-time insights, you can run meetings that are more efficient. In addition, your participants can fully engage in the conversation – making for a more effective meeting experience for everyone involved.

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Andrew Reade

ANDREW READE

Andrew is our Digital Marketing Manager and oversees web-based marketing strategies and content creation for the organization. As a marketing veteran, Andrew has worked with organizations of all sizes in a diverse group of industries, from Risk Management to Transportation. Joining the organization in 2021, Andrew is based in Mobile Mentor’s Nashville, TN office.