Alex Ruben
Using Copilot Effectively in Microsoft Teams
Copilot is a powerful AI tool now integrated into Microsoft Teams, enhancing your collaboration experience. This guide details how to effectively use Copilot for meetings, both during and after, as well as tips to improve text chat functionality.
Using Copilot in Teams After a Meeting
Copilot helps summarize discussions and highlight key points after meetings.
- Enable Copilot: Go to “Meeting Options” from the calendar or during the meeting (More Actions → Settings → Meeting Options) and set “Allow Copilot”to “During and after the meeting.”
- Access Recap: Post-meeting, click the “Recap” tab, then the “Copilot” button.
- Ask Questions: Enter prompts such as:
- What were the meeting highlights?
- Were there any unanswered questions?
- What was the overall atmosphere?
- Summarize participant contributions.
Click “Send” to receive responses.
Using Copilot During a Live Meeting
Utilize Copilot live while ensuring no recordings are made post-meeting.
- Go to Meeting Options: Set “Allow Copilot”to “Only during a meeting.”
- Save Changes: Use Copilot for real-time summaries and suggestions without saving the session.
Enhancing Meeting Efficiency with Copilot
Copilot can make meetings more effective in real-time.
- Activate Copilot: Click the “Copilot” button during any meeting.
- View Prompts: Select from suggested prompts for instant feedback.
- Custom Queries: Type and send your own questions.
- Wrap Up Prompt: Near the end, ask Copilot for a summary or unresolved topics.
Catching Up on Meetings with Copilot
When joining late, Copilot can summarize missed content.
- Notification: If you join more than five minutes late, click the notification or the “Copilot” button to open it.
- Receive Summary: Copilot will provide a summary of meeting discussions up to that point.
Improving Text Chat with Copilot
Enhance your written communication with Copilot’s assistance.
- Draft Message: Type your message in the chat box.
- Use Copilot: Click the “Copilot” button beneath the message field.
- Select Options: Choose “Rewrite” for a new draft or “Adjust” for specific changes (e.g., tone, length).
- Replace or Discard: Click “Replace” to insert the new version or “X” to revert to your original text.