The Big Picture: What Copilot Can Do in Teams

Copilot is more than just a note-taker – it’s a dynamic partner that helps you have more productive meetings. Acting as your research assistant, Copilot gathers insights from emails, chats, files and the web to help you prepare. As an agenda builder, Copilot helps structure meeting plans so discussions stay focused and purposeful. During conversations, it serves as a real-time guide, summarising key points and clarifying complex jargon on the spot. After decisions have been made, Copilot becomes your follow-up coordinator, transforming agreements into actionable tasks to ensure progress. Finally, as a minute keeper, it tracks outcomes and progress across recurring meetings, making continuity effortless.

This Knowledge Base will dig deeper into these capabilities, guiding you through how to use them effectively to save hours of time.

Before the Meeting

By failing to prepare, you are preparing to fail. When it comes to effective meetings, the devil is often in the details. The more preparation or research you have done beforehand, the likelier it is you will have a successful meeting.

But with the sheer amount of meetings each week, who can find the time? Unless you’re assigned a specific task or asked to present, it’s more common than not to go into a meeting with minimal prep and work it out on the fly. This is where Copilot comes in. Preparation signals professionalism and builds trust. It also makes asking questions during the meeting and following up after much easier. Copilot makes the research and preparation stage effortless.

We’ll take you through a couple tasks in the videos below, but if you’re tight on time or already know the ropes, check out the quick prompts to get started immediately.

Research Attendees and Companies

Copilot can scan your Microsoft 365 environment to surface relevant details, and search the web for extra information. These two capabilities can help you find out:

• Who you're meeting with and information about their company, if they're a new prospect.
• What existing projects they're involved in, if they're a current client. 
• Recent conversations and shared files.
• And more...
  
  

Quick prompts

We'll show you how to do these things in the quick video below, but if you're short on time, you can use the following prompts as starting points to gather some pre-meeting information.

In Copilot Chat for Work: "Summarise recent emails and documents related to [Company Name] for my meeting with [Contact Name] tomorrow regarding [Topic]."

In Copilot Chat for Web:  "I am meeting [Contact Name] from [Company Name] tomorrow to see if we can help them with [Project]. Please do some research on the company and any recent, relevant news surrounding them.
(Optional: Include their website URL for better accuracy)

Video Tip: Pre-Meeting Research

Build Agendas Automatically

No more blank pages before your meeting. Copilot can help you draft agendas based on:

• Previous meeting notes or summaries, helping you prepare for recurring meetings.
• Shared documents between individuals or groups.
• Chat history and email communications.

Video Tip: Build Agendas with Copilot

During the Meeting

Meetings can move fast, but Copilot can help you keep pace. If you’re transcribing your meeting with Copilot, you can use Copilot chat in Teams (almost) live to ask questions, do some analysis or clarify jargon.

Your Copilot chat will be a few moments behind the transcript at any given time, but it shouldn’t take more than a couple minutes in most cases until you can start sending Copilot some prompts about the meeting, and you can prepare your questions in advance in the chat window. Don’t fret – only you can see the Copilot chat window and the responses you receive.

This can be used to summarise your discussion points near the end of the meeting to help you wrap up and determine next steps, help you qualify leads during a meeting by asking Copilot to analyse the conversation under a certain sales framework e.g. MEDDIC, and can help you clarify jargon or summarise points on the fly.

We don’t have any video tips for these guides at the moment, as it’s difficult to record these on the go, but we’ve included some tips on what it’s capable of, some notes about compliance and some quick prompts that you may want to try in your next meeting.

Live Guidance and Clarifications

You can ask Copilot to:

• Summarise points mid-meeting (though you will have to wait a few moments for the Copilot transcript to catch up).
• Clarify jargon or technical terms.
• Suggest follow-up questions or qualify leads in real time.
  

Quick prompts: How to make use of Copilot during meetings