How to Setup and Use Copilot in Teams like a Pro
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Microsoft integrated Copilot in Teams to assist you in organizing, summarizing, and following up meetings.
But getting started with Copilot can feel overwhelming.
In this article, we’ll walk you through step-by-step instructions on how to activate and use Copilot for your Teams meetings. Plus, we’ll introduce you to a tool that offers more precise meeting summaries and follow-ups.
Activating Copilot in Teams is straightforward but requires a few prerequisites to be in place. Follow these steps to ensure everything is set up correctly:
To use Copilot, your organization needs a Microsoft 365 subscription that includes the Copilot feature. This is usually available with Microsoft 365 E3, E5, Business Premium, or higher. Without this, you won’t be able to activate Copilot. Speak with your IT administrator if you're unsure about your current plan.
For Copilot to work effectively during your Teams meetings, transcription or recording must be enabled. You can either set this up to start automatically at the beginning of each meeting or enable it manually once the meeting starts. Keep in mind that if your meeting isn’t being recorded or transcribed, Copilot will have limited functionality.
Once your meeting is live, look for the Copilot icon in the Teams meeting toolbar. Clicking this icon opens Copilot in a side panel. From here, you can send prompts like “Summarize the meeting so far,” “List action items,” or “Highlight disagreements”. These features allow you to interact with Copilot in real time, making your meetings more organized and efficient.
You can adjust some settings in Copilot depending on your meeting needs. For instance, enabling the "Copilot without transcript" option allows you to use Copilot without recording the meeting, but only during the live session. It won’t be available afterward unless the meeting was transcribed or recorded.
As your meeting draws to a close, Copilot will prompt you to wrap up by summarizing key points, identifying next steps, and assigning tasks. This ensures that everyone leaves the meeting with a clear understanding of what’s been discussed and what needs to happen next
Once Copilot is activated in your Teams meeting, you can immediately start using its features to make your meetings more efficient and focused. Here’s how to get the most out of it:
If you join a meeting late, Copilot makes it easy to catch up. It provides a real-time summary of what’s been discussed so far, including key points and action items. Simply click the Copilot icon, and it will summarize everything for you, so you can jump right in without missing important details.
During the meeting, Copilot acts as a smart assistant by offering insights based on the conversation. You can prompt Copilot to list unresolved questions, highlight areas of agreement or disagreement, and even suggest follow-up questions to keep the discussion productive. These features make it easier to ensure that all critical points are covered before the meeting ends.
One of Copilot’s most useful features is its ability to respond to prompts in real time. You can ask Copilot to recap the meeting so far, list action items, or create a table with pros and cons discussed. This allows you to stay organized and keep the meeting moving efficiently. With a single click, you can also access a list of more prompts if you're not sure what to ask
As the meeting wraps up, Copilot helps you make sure everyone leaves with clear action items. You can ask Copilot to identify the tasks that were assigned during the meeting and who is responsible for them. It even suggests next steps, helping your team stay aligned and focused on follow-ups
After the meeting, Copilot continues to be useful by providing a detailed recap of the discussion, including action items and any unresolved topics. You can access this information through the Recap tab in Teams, ensuring that nothing is forgotten
While Copilot is a powerful tool for summarizing meetings, Noota takes your meeting data to the next level. By seamlessly integrating with Microsoft Teams, Noota enables you to record, transcribe, and generate structured meeting summaries with more accuracy and customization :
Want to ensure your Teams meetings are not only productive in real-time but also well-documented and actionable afterward? Try Noota for free.
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