Unclear meeting follow-up? Draft action items with Teams Copilot
Use an accessible Teams transcript to ask Copilot for draft decisions, owners and deadlines. Leave unstated details blank and confirm them with participants.
Execution environment and usage
AI / software
Microsoft 365 Copilot in Teams
Where to operate
Copilot in the Teams meeting chat or Recap.
Getting started
- Open the meeting chat or Recap in Teams.
- Select Copilot, enter the request and compare its answer with the transcript.
Setup and plan requirements
Organizational licensing and policy approval; post-meeting questions about spoken content require an accessible, lawfully recorded transcript. Meetings hosted outside your organization are excluded.
Prompt portability limits
A text tool can summarize a transcript you may supply. A prompt alone does not grant Teams meeting access.
Usage limitations
General Microsoft Copilot chat is not Teams meeting access. This workflow does not send messages or assign work automatically.
Environment sources
適用情境 / When to use
Use an accessible Teams transcript to ask Copilot for draft decisions, owners and deadlines. Leave unstated details blank and confirm them with participants. Availability depends on licensing, policies and transcription settings.
步驟 / Steps
- Confirm organizational permissions, meeting settings and recording consent.
- Ask Copilot to separate decisions, action items and unresolved questions.
- Check the transcript and have relevant participants confirm the formal version.
提示詞 / Prompt
From this meeting, separate explicit decisions, action items and open questions. For actions, include an owner and deadline only when stated; otherwise write “Needs confirmation.” Provide traceable support and highlight disagreements. Produce a draft only; do not send messages or create tasks.
留意事項 / Cautions
- Availability depends on licensing, policies and transcription settings.
- Leave unstated owners and deadlines unassigned rather than inventing them.