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 organization's policy, sensitivity label, and template settings, you can choose from the following values for the “Allow Copilot” meeting option: 

• During and after the meeting: Transcription is required to use Copilot. Copilot starts as soon as someone in the meeting begins transcribing. Stopping transcription will also stop Copilot. Selecting   Copilot in the meeting controls will send a prompt to start transcription; confirming will start Copilot and transcription for the meeting.

• Only during the meeting: Copilot starts as soon as it’s selected in the meeting controls. Copilot uses speech-to-text data to provide insights about what is said in the meeting. If someone starts transcribing the meeting, Copilot will be available during and after the meeting for portions that were transcribed. After the meeting ends, speech-to-text data that was not transcribed and interactions with Copilot will no longer be available. Selecting   Copilot in the meeting controls will send a prompt to select the correct spoken language for the speech-to-text data; confirming will start Copilot for the meeting.

• Off: Copilot is disabled for the meeting. Recording and transcription are also disabled for the meeting to prevent Microsoft 365 Copilot from accessing any sensitive information that may have been shared during the meeting.

Have a more effective meeting

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

Click on the More Prompts button for 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 in new window to pop out the   Copilot pane into a new window and multitask during your meeting.

Ask questions about shared screen content

Visuals help make meetings more engaging, but they also provide information and data that may not be captured in the meeting transcript or chat. You can ask questions to Copilot in Teams meetings that references the shared screen content.

For example, you can ask Copilot:

• Show me the slide with the project's next steps.

• What are the revenue goals for next quarter?

• Which table outlines the organization's leaders?

For Copilot to reference shared screen content, make sure the following requirements are met:

• The shared content has been shared for at least 10 seconds.

  • For example, if sharing a PowerPoint presentation, information on a single slide can only be referenced by Copilot if that slide was shared for at least 10 seconds.

• The shared content isn't crowded or hard to read. 

  • Content that is too small or too crowded to be legible can't be referenced by Copilot.

• Your questions to Copilot should be about the information in the shared content and not the design of the shared content.

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.

Also, if you turned on the meeting optionTurn off copying and forwarding of meeting chat, live captions, and transcripts, you can't export Copilot's responses to Word or Excel either.

From the meeting chat

Select   Open Copilot in the upper-right corner of the chat. From here, Copilot provides comprehensive information and insights using what was written in the chat and spoken content captured in the meeting transcript. For example, asking “What ideas were discussed?” results in a response that incorporates both those ideas shared out loud and those shared 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. Once transcription starts 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 will be able to use both chat and transcript as sources in the meeting chat. 

From the Recap tab

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. However, any previous conversation history with Copilot in a recurring meeting will no longer be available if a later meeting in the series is transcribed. If the transcript from a transcribed meeting is no longer available, Copilot will be unavailable and all previous conversation history with Copilot will be removed.
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