Facilitator in Microsoft Teams meetings

In Teams meetings, Facilitator keeps your meetings organized and effective with automated notetaking based on the discussion during the meeting that everyone can edit and add to, along with follow-up tasks and actions that everyone can see.

Additionally, Facilitator helps moderate meetings in chat by leveraging the set agenda from the meeting invite or identifying the goal from the meeting discussion. At the halfway point and before wrapping up the meeting, Facilitator recaps the decisions made and open questions, ensuring that important follow-up tasks and details aren't missed.

Lastly, eligible meeting participants can ask open-ended questions to Facilitator in the meeting's chat, just as if Facilitator is sitting in the meeting. Like all Facilitator's skills, each meeting participant can see the @mentions to Facilitator and its responses.

Notes:

Facilitator in Teams is available as part of the public preview program and might undergo further changes before being released publicly. To get access to this and other upcoming features, switch to Teams public preview.
Only Microsoft 365 Copilot licensed users can add Facilitator to a meeting or turn it on during a meeting. However, any meeting participant (excluding external participants) can see all real-time updates in Chat and Notes.

Add Facilitator to a meeting invite

There are three potential ways you can add Facilitator to a meeting through its meeting invite:

Use the Facilitator toggle in the meeting invite.
Use the Turn on option for Facilitator in the meeting invite.
Use the Meeting options pane.

Once Facilitator is turned on, your meeting is automatically transcribed.

Note: Facilitator can only be added to scheduled meetings, and can't be added to channel meetings, instant meetings, or Teams calls.

Use the Facilitator toggle

Go to Calendar on the left side of Teams.
Select New Event and then Event.
Turn on the toggle next to Facilitator in the meeting invite.

Use the Turn on option for Facilitator

If you don't see a Facilitator toggle in the meeting's invite options, complete the following steps instead.

Go to Calendar on the left side of Teams.
Select New Event and then Event.
Next to the Teams meeting toggle, find the Facilitator is off for this meeting text.
Select Turn on next to the Facilitator is off for this meeting text.

Use the Meeting options pane

You can also add Facilitator to a meeting invite by changing the meeting's options.

In the meeting invite, select Meeting options.
On the Meeting options pane, select Copilot and other AI from the left-side menu.
On the Copilot and other AI page, make sure Allow Copilot is set to During and after meeting.
Check that the Facilitator toggle is turned on.
Select the Apply button.

Add Facilitator during a meeting

Select More actions from the meeting controls.
Select Turn on Facilitator from the menu.

When you turn on Facilitator, you'll be asked to select a language if a language for the meeting hasn't already been selected.

Once Facilitator is on, your meeting is automatically transcribed, and content capturing continues as long as the transcript is on. If the transcript is turned off, content capturing stops until the transcript is turned back on.

Moderation skill for the Facilitator agent working in a Teams meeting.

The Notes icon in meeting controls will change to AI-generated notes icon , indicating that AI-generated notes are on. AI-generated notes won't appear immediately but will start a few minutes later based on the discussion captured in the transcript.

Note: Mobile meeting participants can see live notes being generated. Only meeting participants who are organizers or presenters and on web/desktop can turn on or off Facilitator during a meeting.

Turn off Facilitator during a meeting

Select More actions from the meeting controls.
Select Turn off Facilitator from the menu.

Turning off Facilitator stops automated notetaking but won't remove notes that have already been taken.

Review AI-generated content after a meeting

Any content generated by Facilitator during the meeting can be accessed both through meeting chat and meeting notes in Recap after a meeting ends.

Go to Chat on the left side of Teams.
Select a meeting chat where you turned on Facilitator.
Select Recap at the top of the meeting chat. You can also open the meeting chat and select View recap from the meeting thumbnail.
Select Notes.

Finding AI-generated notes after the meeting is over in the Recap tab of a Teams chat.

AI-generated meeting notes are stored in a Microsoft Loop page, and any meeting participant can edit the Loop page before, during, or after the meeting, as well as edit the AI-generated notes during and after the meeting. In addition to the real-time AI-generated notes in the Notes tab, the AI summary tab includes a full-transcript summary generated after the meeting.

Ask questions to Facilitator in a meeting chat

Facilitator acts as a collaborative team member in the meeting chat and can help search the web and answer questions about the conversation in the meeting. Just mention @Facilitator to:

Get quick summaries to catch up.
Ask questions about the meeting/chat or shared documents.
Find answers about the conversation or general topics.
Keep the team updated with key insights.
Search the web for relevant information to share.

Facilitator in Microsoft Teams meetings

Add Facilitator to a meeting invite

Use the Facilitator toggle

Use the Turn on option for Facilitator

Use the Meeting options pane

Add Facilitator during a meeting

Turn off Facilitator during a meeting

Review AI-generated content after a meeting

Ask questions to Facilitator in a meeting chat

Need more help?

Want more options?

Was this information helpful?

Thank you for your feedback!