Module 10: Copilot in Teams
Lesson 10.3: Using Copilot During Meetings
Lesson Promise
Use Copilot during meetings to clarify discussion, track decisions, and surface unanswered questions without derailing the room.
Real-World Scenario
A product review meeting is moving quickly, and the facilitator needs to track decisions, risks, and open questions in real time.
Core Concept
Copilot in Teams meetings can answer questions about the meeting and help summarize discussion where meeting policies, transcript, and feature availability support it.
During-meeting prompts should help the group focus: what was decided, what is unresolved, what risks were raised, what questions have not been answered, and who owns next steps.
Use Copilot as a private facilitation aid or shared prompt source depending on meeting norms and privacy expectations.
Step-By-Step Workflow
- Confirm meeting settings, transcript expectations, and participant norms.
- Ask for the current decisions and unresolved questions.
- Ask for risks, blockers, and repeated concerns.
- Use Copilot to generate a closing recap before the meeting ends.
- Confirm action items verbally with owners.
- Capture final decisions in meeting notes or follow-up.
Prompt Lab
Bad Prompt
What is happening?
Better Prompt
List the decisions made so far, unresolved questions, risks raised, and action items that still need an owner.
Expert Prompt
Act as a meeting facilitator. Based on the meeting so far, create a live facilitation brief with confirmed decisions, proposed decisions, unresolved questions, risks, blockers, action items without owners, and a closing recap I can read aloud. Flag uncertainty and avoid assigning ownership unless stated.
Hands-On Exercise
Use a mock transcript and create a facilitator brief plus closing recap.
Deliverable
A live meeting facilitation brief with decisions, questions, risks, and owner-confirmation prompts.
Teams Review Checklist
Common Mistakes
- Relying on a meeting summary without checking the transcript, chat, or source context.
- Assuming Copilot can see every private chat, channel, file, transcript, or meeting artifact.
- Turning suggested action items into commitments before owners confirm them.
- Using Copilot during sensitive meetings without understanding recording, transcript, tenant, and policy settings.
- Confusing Teams Premium intelligent recap features with Microsoft 365 Copilot features or assuming all users have both.
Quiz / Checkpoint
What should you confirm before using Copilot during sensitive meetings?
Meeting policies, transcript or recording expectations, participant norms, privacy needs, and whether Copilot is available in that meeting.
Official Sources To Verify
- How to use Copilot in Microsoft Teams chats and channels
- Get started with Copilot in Microsoft Teams meetings
- Use Copilot in Microsoft Teams meetings
- Recap a meeting in Microsoft Teams
- Intelligent recap in Microsoft Teams Premium
- Microsoft 365 Copilot in Teams helps you stay organized
- Microsoft 365 Copilot in Teams helps you stay focused
- Microsoft 365 Copilot in Teams helps you stay on track
- How Copilot Chat works in Microsoft 365 apps
- What Copilot license do I have
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