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How to Use Copilot in Teams Meetings for AI Summaries

Copilot | By 365 Training Hub | October 10, 2024
How to Use Copilot in Teams Meetings for AI Summaries

In today’s fast-paced digital world, staying on top of meeting notes and action items can be a challenge. Microsoft Teams’ Copilot feature is here to help, offering AI-powered summaries that make it easier to keep track of important discussions and decisions. In this blog, we’ll walk you through the steps to use Copilot in Teams meetings, ensuring you get the most out of this powerful tool.

What is Copilot in Teams?

Copilot is an AI assistant integrated into Microsoft Teams that helps you manage your meetings more efficiently. It can generate summaries, highlight key points, and even suggest action items based on the conversation. This means you can focus more on the discussion and less on taking notes.

Step-by-Step Guide to Using Copilot in Teams Meetings

  1. Set Up Your Meeting in Teams

    • Open Microsoft Teams and go to the Calendar tab.

    • Click on “New Meeting” to schedule a meeting.

    • Fill in the meeting details such as title, date, time, and participants.

    • Click “Save” to schedule the meeting.

  2. Enable Copilot for Your Meeting

    • Once your meeting is scheduled, open the meeting details.

    • Look for the “Meeting Options” link and click on it.

    • In the Meeting Options, find the “Enable Copilot” toggle and switch it on.

    • Save your changes.

  3. Start Your Meeting

    • At the scheduled time, start your meeting by clicking “Join.”

    • Ensure all participants are aware that Copilot is enabled and will be generating summaries.

  4. Interact with Copilot During the Meeting

    • As the meeting progresses, Copilot will listen to the conversation and start generating summaries.

    • You can interact with Copilot by typing commands in the meeting chat, such as:

      • @Copilot summarize the last 10 minutes

      • @Copilot highlight action items

      • @Copilot list key decisions

  5. Review and Edit Summaries

    • After the meeting, Copilot will provide a summary of the discussion.

    • Go to the meeting chat and access the 'Recap' tab to find the AI summary.

 

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