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Copilot in Teams meetings: recap and action items

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Copilot in Teams meetings: recap and action items

How Copilot in Teams meetings works: the transcription dependency, intelligent recap vs in-meeting Copilot, action items, Facilitator, and the policies.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-teams-meetings-recap-and-action-items

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01

The transcript is the product

Copilot in a meeting has no ears of its own. It reads the live transcript. No transcription, no Copilot — the button is greyed out, or Copilot politely explains it has nothing to work with. That leads to the first conse…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-teams-meetings-recap-and-action-items

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02

Two things called "recap"

The requirement chain for recap: transcription or recording ran, the transcript was retained, the user viewing has Copilot or Premium. Miss any one and users see the plain recording page and ask why "Copilot didn't work…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-teams-meetings-recap-and-action-items

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03

Action items and follow-ups

The recap's follow-up tasks section lists things Copilot heard as commitments — "Sam to send the revised quote by Friday" — attributed by speaker. In practice:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-teams-meetings-recap-and-action-items

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04

The Facilitator agent and collaborative notes

Alongside the Copilot pane, Teams has the Facilitator agent (a Copilot-licensed feature that came out of the older collaborative notes Loop component). When enabled for a meeting, it maintains live AI notes in a Loop co…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-teams-meetings-recap-and-action-items

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05

The settings to decide up front

Decide those five with legal and the works council before the licence assignment, not after. Copilot in meetings is a genuinely good feature; unmanaged transcription of everything the organisation says is not a policy a…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-teams-meetings-recap-and-action-items

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