01Ask Copilot about the meeting while it runsVerified
Select Copilot in meeting controls to open a private chat and ask about points, speakers, and action items. If you join 5+ minutes late, Copilot offers to catch you up.
- Select Copilot in meeting controls
- Pick from View prompts or type a question
- If you joined late, select Open Copilot from the notification
- On desktop, pop Copilot out into a new window
Make a table of the revision comments raised so far, by material: material, comment, speaker, cited source.
Follow participant notice and company policy for recording/transcription. Copilot does not work in meetings hosted outside your organization. Verify key points against the transcript. Output can be wrong. Check it against the original email, notes, or transcript before use.
Supporting passage from the source
Copilot summarizes key discussion points, including who spoke and what they said. It also suggests action items and answers any questions you have, in real time during or after a meeting.
02Set how Copilot can be used in your meetingVerified
Organizers choose During and after the meeting, Only during the meeting, or Off. During and after requires transcription; Off also disables recording and transcription.
- Open a meeting you organize
- Go to Online meeting options > Copilot and other AI
- Choose During and after the meeting / Only during the meeting / Off
- Select Apply
(Setting, no prompt.) Rule of thumb: committees that keep minutes = During and after; no-record discussions = Only during; no AI = Off.
Available values depend on org policy, sensitivity labels, and templates. Match your company's meeting-record rules and tell participants in advance.
Supporting passage from the source
As a meeting organizer, you can decide how and if participants can use Copilot. Even if you don’t have a license, you're in control of Copilot for meetings you organize.
03Use Copilot without transcription or recordingVerified
With Only during the meeting, Copilot can take notes and list tasks without recording or transcription. Afterward, untranscribed content and the Copilot conversation are not available.
- Calendar > your meeting > Options
- Copilot and other AI > Only during the meeting > Apply
- In the meeting, select Copilot, then Turn on
- Copy anything you need before the meeting ends
List what has been decided so far and who does what by when.
Even without recording or transcription, Copilot prompts and responses may be retained under Microsoft Purview policies and be discoverable. External participants cannot use this mode. Do not tell attendees that nothing is kept.
Supporting passage from the source
Depending on your org’s Microsoft Purview retention policies, Copilot prompts and responses during meetings may be retained for compliance purposes, even if recording and transcription are turned off.
04Ask Copilot after the meeting in chat or RecapVerified
After the meeting, open Copilot from the meeting chat or the Recap tab. A transcript is required to ask about what was said.
- Open the meeting chat and select Open Copilot
- Send a prompt
- Check the cited sources
- If transcribed, open the same history from the Recap tab
List decisions, open items, owners, and due dates from today's review committee, with the transcript passages that support each.
Without a transcript, Copilot uses only the meeting chat. In recurring meetings, transcribing a later instance removes earlier Copilot history. Check against the transcript before using as minutes.
Supporting passage from the source
You can access Copilot after the meeting from the meeting chat and from the Recap tab. To ask questions about what was said in the meeting after it ends, there must be a meeting transcript available.
05Review AI notes and tasks in intelligent recapVerified
In the Recap of a recorded or transcribed meeting, review AI-generated notes, follow-up tasks, and speaker or mention markers.
- Open the Recap tab (or View recap)
- Select AI summary for notes and follow-up tasks
- Use speaker/mention markers to jump to the recording
(Mainly UI.) After reading AI summary tasks, ask Copilot in the meeting chat: 'Which of these tasks have no due date?'
AI summary needs a meeting of 5+ minutes transcribed in a supported language. Mentions work only if transcript names match display names. Only invited people in your org can view it. Output can be wrong. Check it against the original email, notes, or transcript before use.
Supporting passage from the source
View AI-generated notes and follow-up tasks from an event by selecting AI summary. AI summaries are available for events transcribed in a supported language. The event must also be five minutes or longer in duration.
06Catch up on chats and channelsVerified
Select Open Copilot in a chat or channel post to summarize key points, actions, and decisions. Default scope is 30 days. Channel threads also have Summarize thread.
- Open the chat or channel post
- Select Open Copilot
- Pick a suggested prompt or ask with a time frame
- Check Sources
- For channel threads, More actions > Summarize thread
List unresolved comments on the [product] materials in this channel over the past two weeks, with who raised them and when.
Images, Loop components, and shared files are not summarized. Thread summary needs at least 1000 characters. Confirm follow-ups in the original posts. Output can be wrong. Check it against the original email, notes, or transcript before use.
Supporting passage from the source
Copilot references information from the message thread in which it is opened, with a 30-day history as the default time frame unless you specify otherwise. Copilot can't summarize images, loop components, or files shared in the chat thread.
07Rewrite and adjust a message before sendingVerified
In the compose box, Rewrite improves grammar and style; Adjust changes length and tone. It also works when editing a sent message.
- Write in the compose box (or select part)
- Select Rewrite with Copilot
- Choose Rewrite or Adjust
- Select Replace (or X to keep original), then Send
(Mainly menu.) Adjust > Make it sound: professional to soften a note returning a draft to another team.
Rewrites can change facts or numbers; compare before Replace. Wording about efficacy or safety still needs your company's review.
Supporting passage from the source
The Rewrite tool generates another version of your message that improves its grammar and style.
08Run the meeting with FacilitatorVerified
Facilitator writes shared AI notes, tracks the agenda and time, and answers questions in the meeting chat. Content is available afterward in Recap > Notes.
- When scheduling: Options > Copilot and other AI; set Allow Copilot and Facilitator to Only during or During and after
- Turn on the Facilitator toggle > Apply
- During a meeting: More actions > Turn on Facilitator (choose language)
- @mention Facilitator in chat for agenda or timers
- After: meeting chat > Recap > Notes
@Facilitator, here's the agenda: previous comments (10 minutes), new materials (30 minutes), next date (5 minutes)
Prompts and replies are visible to everyone in the meeting. AI notes do not inherit the meeting's sensitivity label, copy protection, or watermarks. Encrypted invites/notes cannot be read for agendas. Not available in external, channel, or instant meetings.
Supporting passage from the source
A Microsoft Copilot license is required to add Facilitator to a meeting or turn it on during a meeting. However, any meeting participant (excluding external participants) can see all real-time updates in Chat and Notes.
09Add Copilot to a group chat (preview)Verified
@mention Copilot in a group chat to ask it questions in front of everyone. Answers use the asker's data; if they draw on sources others can't access, the asker previews and approves sharing.
- Add agents and bots > Copilot, or @mention Copilot
- Ask Copilot a question
- If a preview appears, review and Approve or Reject
@Copilot Summarize this chat over the last week and provide next steps for the upcoming week.
Responses may include information some members lack permission to see; check before Approve. Not available in meeting chats or self-chats.
Supporting passage from the source
Copilot in Teams chats is available as part of the public preview program and might undergo further changes before being released publicly.
10Ask Copilot about a recorded call in the Queues app shared call historyNeeds check
Open a recorded call in the Queues app shared call history and ask questions about it in the Copilot Chat sidecar.
- Open the completed, recorded call in the shared call history in the Queues app
- Open the Recap tab
- Ask questions about the call in the Copilot Chat sidecar
List what the caller asked for in this call and the follow-up actions that were agreed.
Answers are based on the recording and transcript; check important points against the call record. Safety-related information such as adverse events must be handled by the responsible person under internal procedures.
Supporting passage from the source
After a recorded call is completed, users with Copilot can now open the call record in the shared call history, access the Copilot Chat sidecar from the Recap tab, and ask questions about the call.
11Open Copilot from a message or selected text in a Teams conversationNeeds check
Open Copilot from a message or selected text in a Teams conversation, with the relevant context already included.
- Select the message or text in a Teams conversation
- Open Copilot from it
- Ask your question with the context already included
Summarize the points of this message in three items and list what I need to reply to.
The text does not name the exact control, so confirm it on screen. Check answers against the original conversation and follow internal rules for confidential information.
Supporting passage from the source
Open Copilot from a message or selected text in a Teams conversation, with the relevant context already included, making it easier to gain insights, explore questions, and move work forward without needing to re-explain information.
12Find past meetings by topic or keyword in CopilotNeeds check
Copilot can find meetings by topics or keywords in the meeting body, chat and transcript. Transcript search covers meetings in the last two months.
- Open Copilot and enter a topic or keyword in the search box.
- Review the list of meetings that include the keyword in the body, chat, or transcript.
- Select a meeting to view details and related content.
Find last month's meetings where we discussed post-marketing case accumulation, and list the dates and attendees.
Transcript search covers only the last two months, so older meetings may not appear. The text says "will be able", so the rollout timing cannot be confirmed from it. Follow internal rules for meeting content.
Supporting passage from the source
Copilot will be able to find meetings based on topics or keywords from relevant data like meeting body, chat, and transcription. The search for meetings based on transcript text is based on meetings in last two months.
13Ask Copilot from the Teams search barNeeds check
As you type in the Teams search bar, an option to ask Copilot appears alongside search results. Select Ask Copilot on the results page to turn the query into a Copilot conversation.
- Type your query in the Teams search bar.
- Select the option to ask Copilot that appears.
- From the search results page, select Ask Copilot to turn the query into a conversation.
- Ask follow-up questions.
What actions were decided at last week's regular pharmacovigilance meeting?
The source gives only a planned GA date, so it is not confirmed that the feature is already available. Check answers against the original messages and meeting records, and have a person confirm.
Supporting passage from the source
As you type in the Teams search bar, you'll see an option to ask Copilot alongside search results.