CSG’s mini Copilot series #9

Using Copilot to summarise Teams meetings

Using tools to quickly summarise meeting points is essential when you’re trying to save time on the day-to-day tasks in your role. The tools provided in Copilot help capture the essence of discussions, ensuring that no critical information is lost.

Through providing concise summaries, Copilot in Teams allows team members to stay informed and focused on their tasks without spending excessive time on notetaking. This efficiency not only improves productivity but also supports better decision making, as everyone has access to clear and accurate records of what was discussed and agreed upon. These tools are help support remote and mobile workers, enabling your team to stay connected and up-to-date, regardless of their location.

Here are some tips on how to effectively use Copilot in Teams and how it supports the ethos of flexible working, allowing employees to work from home and on the go!

Setting up Copilot for meetings

Enable transcription: before your meeting starts, ensure that transcription is enabled. This is crucial as Copilot relies on the meeting transcript to generate summaries. You can enable transcription by going to the meeting options and selecting “start transcription”.

Start transcription during the meeting: If you forgot to enable transcription beforehand, you can start it during the meeting. Simply click on the “more actions” button (three dots) in the meeting controls and select “start transcription”.

Accessing Copilot: during the meeting, you can access Copilot by selecting it from the meeting controls. This will open the Copilot pane on the right side of your meeting window.

Using Copilot to summarise meetings

Generate summaries: once transcription is enabled, you can ask Copilot to summarise the meeting. Click on “view prompts” below the Copilot compose box and choose options like “recap the meeting so far,” “list action items,” or “generate meeting notes”.

Ask specific questions: you can also ask Copilot specific questions about the meeting, such as “what are the unresolved questions?” or “What are the main items we discussed?” This helps you get targeted information quickly.

Reviewing summaries: after the meeting, you can review the summaries generated by Copilot. These summaries will include key discussion points, action items and any follow-up questions.

Tips for using Copilot effecitively

Prepare in advance: enable transcription and set up Copilot before the meeting starts. This ensures that you don’t miss any important information and that Copilot can generate accurate summaries.

Use real-time summaries: during the meeting, use Copilot to get real-time summaries. This helps you stay on top of the discussion and ensures that you don’t miss any critical points.

Focus on key points: let Copilot handle the note-taking so you can focus on participating in the meeting. Use the summaries to quickly review key points and action items after the meeting.

Share summaries with team nembers: after the meeting, share the Copilot-generated summaries with your team. This ensures that everyone is on the same page and can follow up on action items effectively.

Customise prompts: edit the prompts you use with Copilot to suit your specific needs. For example, if you need a detailed list of action items, ask Copilot to “list all action items discussed.”

Stay updated: keep an eye on new features and updates for Copilot. Microsoft regularly enhances Copilot’s capabilities, making it even more powerful and efficient.

Supporting flexible working

Work from Anywhere: Copilot supports the ethos of flexible working by allowing employees to access meeting summaries and action items from anywhere. Whether you’re working from home or on the go, you can stay updated on meeting outcomes and tasks.

Time Efficiency: By automating the summarisation of meetings, Copilot saves valuable time that employees can use to focus on more important tasks. This is especially beneficial for remote workers who need to manage their time effectively.

Enhanced Collaboration: Copilot facilitates seamless collaboration by providing clear and concise summaries that can be easily shared with team members. This ensures that everyone is aligned, regardless of their location.

Reduced Meeting Fatigue: With Copilot handling the note-taking, employees can participate more actively in meetings without worrying about missing important details. This leads to more engaging and productive meetings.

Accessibility: Copilot’s ability to generate real-time summaries and action items makes it easier for employees to catch up on meetings they couldn’t attend. This ensures that remote workers are always in the loop and can contribute effectively.

By using Copilot in Teams effectively you can make the most out of your Copilot subscription so that you don’t get left behind in a world that is becoming centered around AI.

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