How to use copilot to take meeting notes 2026, by AiGuidePath on YouTube. 8 min 25 s.
- Video length
- 8 min 25 s
- Time to do it
- 15 minutes
- Difficulty
- Easy
- Steps
- 8
What you need
Steps
Open the meeting in Teams and turn on transcription before it starts. Copilot needs a transcript to build notes, so this setting is the foundation for every recap.
Check which licence you have. Teams Premium unlocks AI recap features inside Teams, while Microsoft 365 Copilot adds Copilot chat and drafting across the meeting.
Before the meeting, add an agenda and any files to the invite. Copilot uses that context to answer questions and shape the summary.
During the call, open Copilot in the meeting window and ask it to list decisions, action items or open questions. You can catch up on points you missed.
After the meeting ends, open the Recap tab in the chat or meeting details. Read the AI summary and check it against the transcript.
Use the speaker summary to see who said what, then generate an executive report if you need a short version for managers.
Apply a custom template to format the recap your way, for example decisions first and action items with owners.
Open your meeting history to revisit past recaps or catch up on a meeting you could not attend.
Tips and common mistakes
Tell everyone at the start that transcription is on, since recording rules vary by region and company.
AI summaries can miss nuance, so skim the transcript before you send a recap to clients.
Name action items with an owner and due date in the meeting so Copilot picks them up correctly.
Questions
Do I need Teams Premium or Microsoft 365 Copilot?
You need at least one of them for AI recaps. Teams Premium covers in-Teams recap features, while Microsoft 365 Copilot adds broader Copilot chat and drafting.
Can Copilot take notes without transcription?
No. Transcription must be on for Copilot to build a summary or recap, so enable it before the meeting starts.
Where do I find the recap after the meeting?
Open the meeting chat or the meeting in your Teams calendar and select the Recap tab to see the summary, speaker notes and reports.
This guide was drafted from the video's details and general task knowledge. It has not been checked against the full video. Check the video and relevant product instructions before following a procedure. Report a correction.
