Copilot in Teams: Before, During and After the Meeting (Live Demo)

The meeting ended and nobody wrote down who owes what.

You watch the instructor use Copilot to write a briefing, an agenda and three questions for a client status meeting, and put the agenda and questions in the invitation. Before the meeting the instructor turns on the three options Copilot depends on: Allow Copilot, Transcription and Meeting recap. During the meeting the instructor asks Copilot what has been covered and what is still open, and compares the private Copilot pane with the shared Facilitator notes. Afterward the instructor opens the transcript and the recap, drafts a follow-up email from the recap, and checks it against what was said.

What you will see

• A pre-meeting briefing and an agenda written with Copilot
• The meeting options for Copilot, transcription and recap
• Copilot answering questions during a meeting
• The private Copilot pane next to the shared Facilitator notes
• The transcript and the recap after the meeting
• A follow-up email drafted from the recap and checked

Copilot license: Anyone can watch. To use these steps in your own meetings, you need Copilot Premium (the paid license).

Who it is for: Anyone who spends their day in Teams meetings.

What you need

• No license is needed to watch. To use these steps in your own meetings, you need the paid Microsoft 365 Copilot license, or Microsoft 365 E7, which includes it. Teams meeting transcription must be turned on by the organization. The recap needs the Copilot license or Teams Premium, and a transcribed meeting. Facilitator is not turned on in every organization.
• Uses Teams daily. No Copilot license needed to watch.
• A computer with a reliable internet connection. The online meeting link is sent after you register.

You receive: Lab exercise handout, so you can repeat the steps in your own meetings.

Length: 90 minutes. Level: Beginner. Format: Live demonstration. The instructor runs every step in a Teams meeting. Attendees watch and ask questions.

Your instructor: Cecil Renshaw is a Microsoft Certified Trainer (MCT) and Project Management Professional (PMP) with more than 18 years of Microsoft 365 training and consulting for government agencies, corporations and small businesses. He writes his own courseware. SharePoint Business Solutions, Inc. (SBSI), sharepointmentoring.com.

Refunds: Full refund up to 7 days before the class. The class runs with at least 4 registrations. If SBSI cancels the class, you get a full refund.

Private sessions: This class can be run for your team, online or on-site. Contact cecil.renshaw@sharepointbiz.com or (217) 741-7165.