Use Copilot in Microsoft Teams meetings

Set up meetings with Copilot

As a meeting organizer, you can decide how and if participants can use Copilot. Even if you don’t have a license, you're in control of Copilot for meetings you organize.   

Depending on your org's policy, sensitivity label, and template settings, you can choose from the following values for the Allow Copilot and Facilitator meeting option.

This setting is available in the meeting scheduler under  Online meeting options > Copilot and other AI. 

Have a more effective meeting

Copilot helps you stay on track by reasoning over the discussion and meeting chat to answer to your questions about the meeting. Select   Copilot from the meeting controls to start your private chat with Copilot.

Select   View prompts in the  Copilot pane to see prompt suggestions or ask Copilot questions of your own using the compose box. Here are some ideas:

• Where do we disagree on this topic? 

• How did [a meeting participant] respond to this proposal? 

• What questions can I ask to move the meeting forward? 

• Where are some holes in [a meeting participant's] argument? 

• Create a table with the ideas discussed and their pros and cons. 

• List the ideas, including people's feedback, from transcript and chat.

Visit the Copilot Prompt Gallery ​​​​​​​to explore more prompts and learn about how to get the most out of Copilot.

If you join a meeting more than 5 minutes after it started and Copilot is active, Copilot will send a notification offering to catch you up. Select Open Copilot ​​​​​​​and wait for the summary to generate on the right side of your meeting window.

While using the Teams desktop app, select   Open private Copilot in new window to pop out the   Copilot pane into a new window and multitask during your meeting.

Edit Copilot's responses in Word or Excel

Copilot in Teams for meetings can help your team get started on important documents that can be exported to Word or Excel for further collaboration.

• If Copilot's response is over 1300 characters, select   Open in Word to open Copilot in Teams' response in Word.

• If Copilot's response is formatted as a table, select   Open in Excel to open Copilot in Teams' table in Excel.

If you added a sensitivity label to your meeting that doesn't allow participants to export content from the meeting, you can't export Copilot's responses to Word or Excel.

If you turned on the meeting option Turn off copying and forwarding of meeting chat, live captions, and transcripts, you can't export Copilot's responses to Word or Excel.

From the meeting chat

Copilot provides comprehensive information and insights using what was written in the chat and spoken content captured in the meeting transcript, if one is available.

To get started, select   Open Copilot in the upper-right corner of the chat. Then, send a prompt in the compose box. For example, asking “What ideas were discussed?” results in a response that incorporates ideas shared out loud and in the chat. Copilot’s response will also cite which sources were used to provide the answer. ​

Before the meeting starts, you can use Copilot in the meeting chat thread, just like any other chat. If someone starts transcription in the meeting, Copilot will include chat data from up to 24 hours before the meeting along with the transcript. As long as the transcript is available, Copilot can use both chat and transcript as sources in the meeting chat. 

From the Recap tab

If transcription was turned on during the meeting, Copilot can also be accessed from the Recap tab in the meeting chat. Open  Copilot to see the same conversation history with Copilot as the one accessed from the meeting chat.
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