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Copilot in Microsoft Teams: Top 5 Uses (with Prompts)

Artificial intelligence is the current headline technology of the 2020s. With so many ways for organisations to use AI in 2024, ensuring you’re up to date with the latest advancements in AI will ensure that you have an edge against the competition.

Microsoft’s revolutionary AI chat tool, Microsoft Copilot, is transforming how organisations operate. Powered by advanced artificial intelligence, Copilot offers a wide range of functionalities and tools that can be accessed with a simple prompt, making workflows more efficient and empowering the workplace with new knowledge and capabilities.

As Copilot is integrated into all of the Microsoft 365 applications, in this blog, we’ll review the top 5 use cases for Copilot in Microsoft Teams. Rest assured, your organisation’s communications and collaboration capabilities are in safe hands, as Copilot is designed with robust security measures to protect your data.

Top Copilot in Microsoft Teams Uses

Summarise Meeting Notes

Microsoft Teams is the epicenter of workplace meetings. These meetings are vital, but the only way you can take advantage of them is by applying what was said in the meeting. This is why notes are so handy; they let you turn a discussion into an actionable list.

However, taking meeting notes can be a pain. It’s difficult to keep up with everything that’s been said, and you might miss key details or even have messy and unclear notes. 

Microsoft Copilot is a user-friendly tool that can be easily integrated into your Microsoft Teams meetings. To turn your meeting into a set of summarised notes, simply ask Copilot, either during the meeting or afterwards in the recap screen, with a prompt such as ‘Summarise the meeting in simple notes’. Copilot will then generate a concise summary, making note-taking a breeze.

You can also further this by customising your prompts to suit your needs better. For example, if you want to summarise the meeting and create a list of locations mentioned, you can ask Copilot to do so, and it will.

Catch-up when Attending Late

Sometimes, being late can be unavoidable. Even the most organised people are sometimes hit by delays, clashes, or traffic. Microsoft Copilot will easily ensure that you can catch up with what you’ve missed by summarising it so you can ensure that you’re in the loop as you go forward.

Even if you’re late to a meeting, Microsoft Copilot ensures you’re not left behind. A simple prompt like ‘summarise the meeting so far, with all the key points’ is all it takes for Copilot to provide you with a comprehensive summary. This time-saving feature allows you to be fully involved in the conversation without feeling overwhelmed.

Using Chat to Create Agendas

As much as post-meeting actions are important, ensuring that your meeting is productive and successful is also vital. This is done by using an agenda, and Microsoft Copilot helps you create agendas faster than ever.

All you need to do is ask Copilot to create a compelling agenda for a meeting, such as ‘make an agenda for my meeting with Claire about business operations’, and it’ll use your organisational data to do so.

You can then chat with Copilot to adjust this however you need. Talk to your Copilot to tell them precisely what you want from your agenda to make sure it’s perfect. Doing so can create a much better and more in-depth agenda far more quickly than having to do it yourself.

Capture and Assign Actions

You can use Copilot to summarise meeting notes and ensure that the post-meeting actions are clear. However, you can also use Copilot to capture exactly who is meant to do what action and have it presented.

By doing so, everyone is clear about what they need to be doing, meaning the meeting will have been more productive and effective. All it takes is a simple prompt.

All you need to do is ask Copilot to ‘summarise everyone’s post-meeting actions,’ and it will do so. This will give you a clear list of who is meant to do what without having to remember back or rely on notes, and prevent responsibilities from getting tangled.

Catch-up on Messages After Leave

When you’re on company leave, you miss a lot of information. And while you can use your emails and memos to get a good idea of what you’ve missed, you miss many day-to-day conversations. However, going back through missed Teams messages can just take time and be confusing.

Copilot helps with this immensely. You can ask Copilot to ‘summarise everything I’ve missed in the R&D chat since I went on holiday’, and Copilot will do the rest, summarising everything that’s happened since you went away.

However, going further than this, you can also ask Copilot if certain things have been discussed or addressed in that time. Simply ask a question, such as ‘Has the R&D team developed the second prototype name since I went on holiday?’ and Copilot will be able to use its organisational data to be able to work out the answer.

How to Get Started

Microsoft Copilot is a vital piece of technology that genuinely enriches Microsoft Teams and lets you take the capabilities of the premier communications software to the next level. Using Copilot, you can easily shorten tasks that would take hours, and make sure that you’re in the loop at all times, no matter what.

If you’re eager to start using Copilot but unsure where to begin, don’t worry. Reach out to our experts today. We’re here to guide you through the setup process, ensuring Copilot is optimally configured for your organisation. We’re also ready to answer any questions you may have, providing you with the support you need to make the most of this powerful tool.

Get in touch with us now and see how we can help!