How to Use Copilot to Keep Teams Meeting Minutes and Action Points

Meetings are an essential part of business communication, but keeping track of every discussion and action point can be a challenge, especially when meetings stack back-to-back. Enter Microsoft Teams Copilot, your digital assistant for meeting management. Here’s how you can use Copilot to capture and summarise your meeting minutes. The result? No action point slips through the cracks.
05.06.24 Charles Griffiths

With each new piece of tech that is launched, there is always an investment consideration on the back of it. Whether this be time, resource or monetary investment.

This is the same for Microsoft Copilot for 365. However, with the ability to capture meeting minutes and action points from Microsoft Teams alone, we feel that every small-to-medium business will see a return on their investment.

Let us explain by showcasing how simple it is to use Copilot to take meeting minutes and action points for you.

Meetings are an essential part of business communication, but keeping track of every discussion and action point can be a challenge, especially when meetings stack back-to-back. Enter Microsoft Teams Copilot, your digital assistant for meeting management. Here’s how you can use Copilot to capture and summarise your meeting minutes. The result? No action point slips through the cracks.

How to use Copilot to capture meeting minutes and action points

Step 1: Record Your Teams Meeting

Start by recording your Teams meeting. Once done, you’ll have access to a transcript if you’ve enabled this feature. For video meetings, the recording will be available alongside the transcript.

Step 2: Access Copilot for Intelligent Recap

With Teams Premium, you get the intelligent recap feature, which highlights when and what each participant spoke during the meeting. To access Copilot, look for the Copilot icon and click on it to open the chat window.

Note: You do not need Copilot if you are just using intelligent recap.

Step 3: Summarise Meeting Discussions

Even if you join a meeting late or miss it entirely, Copilot can help you catch up. Ask Copilot to summarise what was discussed, and it will provide you with a concise overview. For example, if the meeting was about adopting a four-day working week, Copilot can recap the proposal, the concerns raised, and the support for the idea.

Pro Tip: Create a Pros and Cons Table

To extract specific details of the meeting, such as the pros and cons discussed, you can ask Copilot to generate a table. This feature is particularly useful for breaking down complex discussions into easily digestible points. For instance, Copilot can list the benefits of a four-day working week, like improved employee health and cost savings, alongside potential drawbacks.

Step 4: Identify Action Items

Copilot doesn’t just help with understanding the meeting’s content; it can also pull-out actionable items. Ask it to outline the steps discussed for implementing the four-day working week, and it will provide a list of tasks, such as proposing the idea as a pilot project to the CEO and monitoring various performance metrics. All of this will be complete with who is assigned the action, and a link to the discussion in the transcript.

Step 5: Review and Refine

If you feel that Copilot hasn’t captured the essence of the meeting accurately, you can always refine your query. Copilot will reassess the transcript and provide a revised summary or action list.

CoPilot Gif

The Power of Copilot in Meetings

Does this feature alone deliver a return on investment for Microsoft Copilot? It passes with flying colours for us.

With Copilot, you can stay fully engaged in the conversation without worrying about note-taking. It works in the background, capturing all the details, so you can focus on the discussion. It also doesn’t miss a beat, from the minute you begin the recording to the end. It will even provide you with a summary of answered questions before the end of the meeting.

This tool really comes into its own when you have a day packed with meetings, ensuring that you retain all the critical information from each one.

By following these steps, you can take the power of Copilot, and improve your day-to-day by keeping accurate meeting minutes and track action points effortlessly.

If Microsoft Copilot is something that AAG can help your business discover, please book a call with our team today using the calendar below.

How to use Copilot in Teams
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