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Getting started with Microsoft Copilot: Automatically generate a meeting report

In the modern work environment, technology plays a crucial role in improving our efficiency and productivity. One of the most groundbreaking tools of the last year is Microsoft Copilot.

This AI assistant is designed to make your daily tasks easier and faster. In this blog, discover how Microsoft Copilot can help you transcribe and summarize meetings, and how you can get started with this powerful tool right away.

Why Microsoft Copilot?

Efficiency and Time Saving

One of the biggest advantages of Microsoft Copilot is the ability to transcribe and summarize meetings. This not only saves time, but also ensures that you never miss important information from meetings. Instead of taking notes manually, Copilot can automatically generate an accurate transcription.

Accuracy and Reliability

Thanks to advanced AI technology, Copilot provides accurate transcripts and summaries. This reduces the risk of errors and ensures that all participants have the same information, which is crucial for making informed decisions.

Accessibility and Collaboration

With Copilot, meetings can be easily shared with colleagues, even if they were not present. Transcripts and summaries are accessible to everyone on your team, promoting collaboration and communication.

How does Microsoft Copilot work?

Step 1: Integration and Setup

To get started with Microsoft Copilot, you must first integrate it into your existing Microsoft 365 environment. Follow these steps:

  1. Installation: Make sure you have the latest version of Microsoft 365 installed.
  2. Configuration: Navigate to the Copilot settings in your Microsoft 365 dashboard and configure the tool according to your preferences.
  3. Permissions: Give Copilot the necessary permissions to access your calendar, email and other relevant applications. (Administrator settings)

Step 2: Transcribing Meetings.

Once installed and configured, you can start transcribing meetings. You do this as follows:

  1. Start the Meeting: Open your meeting application (for example, Microsoft Teams) and start the meeting as you normally would.
  2. Activating Transcription: During the meeting, you can activate Copilot to start transcription. This can be done easily by a voice command or a button in the application.
  3. Save and Share: After the meeting ends, the transcript is automatically saved in your Microsoft 365 environment. You can then share it with colleagues or save it for future use.

Step 3: Summarize with Prompts

Composing summaries is one of Copilot's most powerful features. Here's how to do it:

  1. Create Prompt: Create a prompt that tells Copilot what information you want to summarize. This can be as simple as "Summarize the main points of the meeting" or more specific such as "What are the action items and decisions made during the meeting?"
  2. Generate Summary: Copilot then generates a concise and clear summary based on your prompt.
  3. Review and Modification: You can review the summary and modify it if necessary before sharing it with your team.
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