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Copilot Smart Routines: meetings

Smarter meetings with Copilot, with an agenda beforehand and a recap with action points afterwards

Classroom, Remote
2 hours
1-12 people
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Description

Prepare, meet and follow up: Copilot helps at every step.

In this two-hour workshop we walk through a complete meeting. Before the meeting you set up an agenda in Outlook, Teams, OneNote and Loop. During the meeting you discover what Copilot in Teams does for you, even if you're late or have missed something.

Then you get to work with the recap: AI notes, transcript, speakers and chapters. From there you create a to-do list in Loop.

What's in it for you?

  • Meetings with a clear agenda and follow-up

  • Everyone knows the decisions and action points afterwards

  • Less time on minutes, more time for the conversation itself

After this training you can

  • Prepare a meeting with an agenda in Outlook, Teams and Loop

  • Use Copilot in Teams during the meeting itself

  • Make use of the AI notes, the transcript and the recap afterwards

  • Turn action points into a shared to-do list with owners

Target audience

Teams that often meet online or in hybrid settings and want to improve their preparation and follow-up.

Prerequisites

No prior knowledge required. Participants have a Copilot for Microsoft 365 licence.

Contents

  • Introduction and agenda (15 min)

  • Refresher: where to find Copilot and how to build a prompt (10 min)

  • Reflection: how do you organise a meeting today? (15 min)

  • Before the meeting: Outlook, Teams, OneNote and Loop (20 min)

  • During the meeting: Copilot in Teams, with an exercise (20 min)

  • After the meeting: recap, AI notes, transcript and Loop (20 min)

  • Takeaways and Q&A (20 min)

How do you take this workshop?

You take this workshop as part of a programme, such as the Copilot literacy programme or the AI literacy programme. It cannot be booked separately. We are happy to discuss which programme suits your organisation.

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