Maximizing Productivity with Copilot in Microsoft Teams

During a Teams Meeting

Utilize Copilot for Real-Time Actionable Insights

With Copilot, you can streamline your meetings by outlining discussion points and proposing actionable steps in real time.

Key Points:

• Copilot requires meeting transcription unless enabled explicitly by the meeting organizer without transcription.
• Copilot functionality is restricted in external meetings.

Stay Updated with Missed Content

Missed the start of a meeting? No worries. Copilot can give you a concise summary.

Join a Recorded/Transcribed Meeting Late:

• Prompt Copilot when joining a meeting 5 minutes after it starts for a summary notification.

Enable Copilot Summary:

• Select “Open Copilot” from the meeting controls at the top of the window.
• Wait for the summary to display on the right side.

Enhance Meeting Productivity

Engage effectively by using the prompts in the Copilot compose box next to your meeting window:

• Identify areas of disagreement.
• Evaluate participants’ responses.
• Propose questions to drive the meeting forward.
• Outline discussed ideas, including their benefits and drawbacks.

Additional Prompt Examples:

• Summarize meeting progress.
• Compile action items.
• Recommend follow-up queries.
• Identify unresolved queries.
• Present various perspectives on each topic.
• List primary topics discussed.
• Generate meeting notes.

Conclude Meetings with Clarity

Receive a prompt from Copilot a few minutes before the meeting ends to help wrap up effectively.

View Summary of Key Discussion Points:

• Click “Open Copilot” to view a summary and agreed-upon next steps.

Address Remaining Issues:

• Use Copilot to discuss open agenda items or ask important questions to conclude the meeting.

After a Teams Meeting

Continue Utilizing Copilot Post-Meeting

Copilot remains accessible within the Recap tab in Teams meetings. Here’s how you can make the most of it:

Navigate to the Recap Tab:

• Access Copilot within the “Recap tab” in your Teams meeting chat.

Utilize Post-Meeting Prompts:

• Review questions asked, answered, and pending.
• Assess the meeting atmosphere.
• Summarize participants’ remarks in simple terms.
• Understand why a participant supports an idea.
• Identify the main concerns and sources of enthusiasm for each participant.
• Share participant ideas with the product team.
• Compose an email summarizing the session details and action items.