{"id":445709,"date":"2024-11-27T07:00:00","date_gmt":"2024-11-27T01:30:00","guid":{"rendered":"https:\/\/www.guidingtech.com\/?p=445709"},"modified":"2024-11-29T18:25:08","modified_gmt":"2024-11-29T12:55:08","slug":"how-to-use-copilot-in-teams","status":"publish","type":"post","link":"https:\/\/www.guidingtech.com\/how-to-use-copilot-in-teams\/","title":{"rendered":"How to Use Copilot in Teams"},"content":{"rendered":"\n

Copilot is now included in all the major Microsoft apps, like Word and Excel, and Teams is no exception. With the power of Copilot AI, you can improve your Teams experience by taking notes during brainstorming sessions, keeping track of your meetings and conferences, and more.<\/p>\n\n\n\n

Let\u2019s see how to use Copilot in Teams.<\/p>\n\n\n\n

How to Use Copilot in Teams After a Meeting<\/h2>\n\n\n\n

Copilot is particularly effective in the post-meeting stage, giving you an overview of what was said, highlighting key talking points, and suggesting some follow-up thoughts.<\/p>\n\n\n\n

\"how<\/figure>\n\n\n\n

Step 1. <\/strong>Enable Copilot via the \u201cMeeting Options\u201d menu. You can find it by either clicking on a meeting in the \u201cCalendar\u201d or clicking \u201cMore Actions\u201d once a meeting has begun and then going to \u201cSettings,\u201d followed by \u201cMeeting Options.\u201d Next to \u201cAllow Copilot,\u201d set it to \u201cDuring and after the meeting.\u201d<\/p>\n\n\n\n

Step 2. <\/strong>When the meeting is over, go to the \u201cRecap\u201d tab and click the \u201cCopilot\u201d button to open it.<\/p>\n\n\n\n

\"how<\/figure>\n\n\n\n

Step 3. <\/strong>You can then type in prompts to ask Copilot what you want to know. Some sample prompts for post-meeting chats are:<\/p>\n\n\n\n

    \n
  • Give me the highlights of that meeting.<\/li>\n\n\n\n
  • Which questions have been left unanswered?<\/li>\n\n\n\n
  • What was the general vibe of the meeting?<\/li>\n\n\n\n
  • Sum up what each participant said.<\/li>\n<\/ul>\n\n\n\n

    Click the \u201cSend\u201d button to submit a prompt and wait for Copilot to answer.<\/p>\n\n\n\n

    How to Use Copilot in Teams Meeting Live<\/h2>\n\n\n\n

    You can also configure Copilot to work only during a meeting but not afterward. That way, there\u2019s no need to record or transcribe what was said \u2013 this may be useful if you\u2019re discussing sensitive topics and don\u2019t want a full recording that could end up in the wrong hands.<\/p>\n\n\n\n

    Here\u2019s how to set this up.<\/p>\n\n\n\n

    Step 1. <\/strong>Go to the \u201cMeeting Options.\u201d You can do this either via selecting a meeting in the \u201cCalendar\u201d or during a meeting itself by clicking \u201cMore Actions,\u201d then \u201cSettings,\u201d and then \u201cMeeting Options.\u201d<\/p>\n\n\n\n

    Step 2. <\/strong>Set the \u201cAllow Copilot\u201d setting to \u201cOnly during a meeting.\u201d<\/p>\n\n\n\n

    \"how<\/figure>\n\n\n\n

    Step 3. <\/strong>Click save. You can then go ahead and have the meeting, using Copilot during it to get summaries and suggestions, but it won\u2019t show up in the \u201cRecap\u201d tab once the meeting\u2019s over.<\/p>\n\n\n\n

    How to Use Copilot in Teams to Make Meetings More Efficient<\/h2>\n\n\n\n

    As long as you have Copilot enabled during meetings, you can use it on the fly to make those meetings more effective, interesting, and efficient.<\/p>\n\n\n\n

    Step 1. <\/strong>Click the \u201cCopilot\u201d button at any time during a meeting.<\/p>\n\n\n\n

    Step 2. <\/strong>Click \u201cView prompts\u201d to see some relevant sample prompts you can click on for instant responses from Copilot. These prompts might include \u201cGive us a recap of what we\u2019ve discussed so far\u201d or \u201cSuggest a follow-up topic.\u201d<\/p>\n\n\n\n

    Step 3. <\/strong>Alternatively, you can type in your own prompts or questions to Copilot and hit \u201cSend\u201d to see what it has to say.<\/p>\n\n\n\n

    Step 4. <\/strong>Towards the scheduled end of the meeting, Copilot will send a prompt letting you know it\u2019s nearly over. You can then click the \u201cCopilot\u201d button and ask it to wrap things up, summarize what\u2019s been said, or suggest some unresolved topics to address in the next meeting.<\/p>\n\n\n\n

    How to Catch Up on Teams Meetings with Copilot<\/h2>\n\n\n\n

    You might sometimes join a meeting late on Teams and worry about what you\u2019ve missed. With Copilot, there\u2019s no need \u2013 you can get an instant recap of the meeting so far and get up to speed in no time.<\/p>\n\n\n\n

    Step 1. <\/strong>If you join more than five minutes after the start, Copilot will automatically notify you. Click that notification or click the \u201cCopilot\u201d button to open it.<\/p>\n\n\n\n

    Step 2. <\/strong>Copilot should then automatically create a summary of the meeting up to that point.<\/p>\n\n\n\n

    How to Improve Text Chat in Teams with Copilot<\/h2>\n\n\n\n

    Copilot is useful for more than just the audio and video side of Teams. You can also use it when you\u2019re chatting by text, too, to improve the flow and directness of your messaging.<\/p>\n\n\n\n

    Step 1. <\/strong>Write a text message in the chat.<\/p>\n\n\n\n

    Step 2. <\/strong>Click the \u201cCopilot\u201d button below the message text box.<\/p>\n\n\n\n

    Step 3. <\/strong>Choose \u201cRewrite\u201d to get a whole new version of your message written for you, with fixes to grammar and flow, or try \u201cAdjust\u201d to change your message in a more specific way, like making it shorter, longer, less or more professional-sounding, and so on.<\/p>\n\n\n\n

    Step 4. <\/strong>Once you see a version of the message you\u2019re happy with, click \u201cReplace\u201d to add it in and then \u201cSend\u201d to send it. You can also click the \u201cX\u201d if you\u2019re not happy with Copilot\u2019s suggestions and want to return to your original text.<\/p>\n\n\t\t\t

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