How to use Copilot in Teams for AI meeting notes

Why AI meeting tools matter for better notes

If your day is full of back‑to‑back discussions, planning sessions, and quick team syncs, you’re probably familiar with “meeting fog”—that hazy moment where details blur and follow‑ups slip through the cracks. AI meeting tools help cut through that noise.

Copilot in Teams isn’t just another meeting bot.¹ It’s an intelligent meeting assistant that listens, organizes, and highlights what matters, so you can focus on connecting with people rather than capturing every word. Think of it as someone quietly keeping you on track, without interrupting your flow.

What Copilot in Teams can do (AI meeting notes, transcription, and more)

Before you turn it on, it helps to know exactly what Copilot brings to the table. When Copilot is active in Teams,¹ it works quietly behind the scenes to support you with:

• Real‑time meeting transcription that keeps every word captured accurately
• AI‑powered meeting notetaking that flags key points, decisions, and action items²
• Meeting recaps and summaries delivered after the call
• Follow‑up support, like drafting emails or outlining next steps
• Cross‑app intelligence, pulling context from chats, files, and tasks

How to use Copilot as your AI notetaker in Teams

Copilot in Teams makes it easy to stay fully present by capturing the details, decisions, and action items for you—automatically.²

Step 1: Turn on Copilot (and meeting recording, if needed)

Join or start your meeting in Microsoft Teams. From the meeting toolbar, select Copilot.¹ When you turn it on, Teams may prompt you to enable transcription. Go ahead and switch it on. Transcription is the fuel Copilot uses to understand what’s happening in the meeting.

You can also enable meeting recording if you want a full video playback to complement your AI-generated notes.

Tip: Get in the habit of turning on transcription at the very start of every meeting. It ensures Copilot captures full context from the first hello.

Step 2: Let Copilot capture notes automatically

Now the magic begins. As the conversation unfolds, Copilot in Teams:²

• Recognizes key themes
• Identifies decisions
• Extracts action items
• Surfaces important context

That means you don’t have to keep track of every detail yourself. Copilot helps sort and organize things in the background so you can stay present.

Step 3: Ask Copilot follow‑up questions

This is where Copilot in Teams² becomes truly interactive. You can ask questions during or after the meeting, whatever works best for you.

Try things like:

• “What were the main decisions today?”
• “Summarize marketing updates from the last 10 minutes.”
• “Create action items for the engineering team.”

The more specific you are, the more helpful Copilot becomes.

Helpful hint: Don’t wait until after the meeting. Use Copilot mid‑conversation to stay aligned in real time.

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AI-powered meeting organization tools

Once the meeting wraps, Copilot doesn’t just wave goodbye. It gets to work organizing everything you need to keep momentum going.

Here’s what it creates for you:

• A polished AI meeting recap with highlights
• Summaries you can share with your team or leadership
• Draft follow‑up emails so you never procrastinate next steps
• Structured action plans grouped by owner or theme

Think of this as your post‑meeting productivity booster. No more staring at a blank email thinking, “How do I even start?”

Tips for getting the most out of Copilot in Teams

With the right setup and habits, Copilot becomes a powerful partner in every meeting.

Use AI meeting tools consistently

Keeping transcription and recording on ensures Copilot has full context.

Revisit meeting transcription for clarity

Search, confirm next steps, and refine summaries as needed.

Ask clarifying questions

The clearer your prompts, the clearer your AI meeting notes will be.

Use Copilot across Microsoft 365 apps

You’ll get connected insights that help you prepare for the next discussion.¹

Use AI meeting notes create clarity in every Teams discussion

Copilot in Microsoft Teams¹ brings clarity, structure, and momentum to your workday. With real‑time transcription, smart summaries, interactive Q&A, and organized follow‑ups, you reclaim time and reduce the mental load that comes with nonstop meetings. Try Copilot in Teams in Microsoft 365 today.

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