Get meeting recaps instead of taking notes
Who did it: Project managers at Presidio
Project managers use Copilot meeting recaps and transcription so they can engage in customer meetings instead of note-taking.
Time saved: About 6 hours per week for project managers (per source)
Steps
- Turn on transcription in the Teams meeting (tell attendees).
- After the call, ask Copilot for a recap and action items.
- Check and send to attendees.
The prompt
Example prompt written by FirstAIWin to match the documented task, not the original user's words. Replace the [brackets].
Summarise this meeting in 5 bullets, then list action items as: owner — task — due date. Flag any decision that wasn't clearly agreed.
Source:Microsoft customer story (Vendor case study)