How to Use Copilot in Microsoft Teams Meetings

How to Use Copilot in Microsoft Teams Meetings

Overview

Microsoft 365 Copilot in Teams meetings helps you stay productive by summarizing discussions, tracking action items, and answering questions in real time. This guide explains how to enable Copilot during meetings, use its features effectively, and access post-meeting insights.

Before the Meeting

1. Check Requirements
• You must have a Microsoft 365 Copilot license (the $18/month add-on).
• The meeting must be hosted by your organization. Copilot does not work in meetings organized by external tenants.
• Ensure transcription is enabled in meeting settings for full functionality.
  
  
2. Enable Copilot
• When scheduling a meeting, go to Meeting Options and confirm that Copilot is allowed.
• Choose from:
• During and after the meeting (requires transcription).
• Only during the meeting (limited functionality).
• Off (Copilot disabled).
  
  

During the Meeting

1. Start Copilot
• In the meeting controls, select Copilot.
• If transcription is off, you’ll be prompted to enable it.
  
  
2. Ask Questions
• Use the Copilot pane to type prompts like:
• “Summarize what’s been discussed so far.”
• “Where do we disagree on this topic?”
• “List action items from this meeting.”
  
  
3. Get Real-Time Insights
• Copilot can:
• Summarize key points and decisions.
• Highlight unresolved questions.
• Create tables of pros and cons for discussed ideas.
  
  

After the Meeting

1. Access Meeting Recap
• Go to the meeting chat or Teams calendar entry.
• View Copilot-generated summary, including:
• Key decisions.
• Action items with owners.
• Links to shared files.
  
  
2. Use Audio Recap (Optional)
• If recording was enabled, listen to a podcast-style summary of the meeting.
  
  

Best Practices

• Speak clearly for accurate transcription.
  
  
• Use specific prompts for better results.
  
  
• Confirm your organization’s privacy and sensitivity settings allow Copilot features.
  
  

Quick Prompts to Try

• “What questions can I ask to move the meeting forward?”
• “Summarize the discussion on [topic].”
• “Create a table of ideas with pros and cons.”

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Microsoft Teams Knowledge Article Index