How to Use Copilot in Teams

Copilot is now included in all the major Microsoft apps, like Word and Excel, and Teams is no exception. With the power of Copilot AI, you can improve your Teams experience by taking notes during brainstorming sessions, keeping track of your meetings and conferences, and more.

Let’s see how to use Copilot in Teams.

How to Use Copilot in Teams After a Meeting

Copilot is particularly effective in the post-meeting stage, giving you an overview of what was said, highlighting key talking points, and suggesting some follow-up thoughts.

Step 1. Enable Copilot via the “Meeting Options” menu. You can find it by either clicking on a meeting in the “Calendar” or clicking “More Actions” once a meeting has begun and then going to “Settings,” followed by “Meeting Options.” Next to “Allow Copilot,” set it to “During and after the meeting.”

Step 2. When the meeting is over, go to the “Recap” tab and click the “Copilot” button to open it.

Step 3. You can then type in prompts to ask Copilot what you want to know. Some sample prompts for post-meeting chats are:

• Give me the highlights of that meeting.
• Which questions have been left unanswered?
• What was the general vibe of the meeting?
• Sum up what each participant said.

Click the “Send” button to submit a prompt and wait for Copilot to answer.

How to Use Copilot in Teams Meeting Live

You can also configure Copilot to work only during a meeting but not afterward. That way, there’s no need to record or transcribe what was said – this may be useful if you’re discussing sensitive topics and don’t want a full recording that could end up in the wrong hands.

Here’s how to set this up.

Step 1. Go to the “Meeting Options.” You can do this either via selecting a meeting in the “Calendar” or during a meeting itself by clicking “More Actions,” then “Settings,” and then “Meeting Options.”

Step 2. Set the “Allow Copilot” setting to “Only during a meeting.”

Step 3. Click save. You can then go ahead and have the meeting, using Copilot during it to get summaries and suggestions, but it won’t show up in the “Recap” tab once the meeting’s over.

How to Use Copilot in Teams to Make Meetings More Efficient

As long as you have Copilot enabled during meetings, you can use it on the fly to make those meetings more effective, interesting, and efficient.

Step 1. Click the “Copilot” button at any time during a meeting.

Step 2. Click “View prompts” to see some relevant sample prompts you can click on for instant responses from Copilot. These prompts might include “Give us a recap of what we’ve discussed so far” or “Suggest a follow-up topic.”

Step 3. Alternatively, you can type in your own prompts or questions to Copilot and hit “Send” to see what it has to say.

Step 4. Towards the scheduled end of the meeting, Copilot will send a prompt letting you know it’s nearly over. You can then click the “Copilot” button and ask it to wrap things up, summarize what’s been said, or suggest some unresolved topics to address in the next meeting.

How to Catch Up on Teams Meetings with Copilot

You might sometimes join a meeting late on Teams and worry about what you’ve missed. With Copilot, there’s no need – you can get an instant recap of the meeting so far and get up to speed in no time.

Step 1. If you join more than five minutes after the start, Copilot will automatically notify you. Click that notification or click the “Copilot” button to open it.

Step 2. Copilot should then automatically create a summary of the meeting up to that point.

How to Improve Text Chat in Teams with Copilot

Copilot is useful for more than just the audio and video side of Teams. You can also use it when you’re chatting by text, too, to improve the flow and directness of your messaging.

Step 1. Write a text message in the chat.

Step 2. Click the “Copilot” button below the message text box.

Step 3. Choose “Rewrite” to get a whole new version of your message written for you, with fixes to grammar and flow, or try “Adjust” to change your message in a more specific way, like making it shorter, longer, less or more professional-sounding, and so on.

Step 4. Once you see a version of the message you’re happy with, click “Replace” to add it in and then “Send” to send it. You can also click the “X” if you’re not happy with Copilot’s suggestions and want to return to your original text.

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