Microsoft 365 Copilot (Teams): Recap a customer meeting with action items
Copilot in Teams summarizes key points, who said what, and suggested action items during or after a transcribed meeting, so next steps don't get lost.
How to do it
- Turn on transcription in the customer meeting (with notice)
- Open Copilot and ask for a recap and action items
- Paste the action items into your follow-up and CRM
Source
Source: Microsoft · https://support.microsoft.com/en-us/teams/copilot/catch-up-on-meetings-with-microsoft-365-copilot-in-teams · Checked Oct 24, 2026
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