How to Manage Meeting Minutes and Tasks with Copilot and Teams

Introduction 

In this video, we explore the process of handling meeting minutes generated by Copilot and integrating them into the Meeting Loop component. This method ensures that meeting notes and tasks are efficiently managed, assigned, and tracked, enhancing overall productivity and collaboration.

Generate Meeting Notes and Tasks 

When you record your meeting and use Copilot to transcribe, Copilot automatically generates detailed meeting notes and follow-up tasks shortly after the meeting ends. This feature helps capture all essential information and action items without manual effort.

Save and Assign Tasks 

The video demonstrates how to take the Copilot output and save the meeting summary and tasks into the actual Microsoft Teams Meeting. From the tasks, you can automatically create To-do actions for everyone involved. The Meeting Loop component, which is automatically added to Teams Meetings, plays a crucial role in this process.

First, copy the generated notes and tasks from Copilot and paste them into the dedicated Meeting Notes area of the Loop component. If needed, amend the generated notes. Then, cut and paste each generated task from the Meeting Notes area into the dedicated Follow-up tasks area of the Loop component. Assign each task to one or more individuals and set a due date for each. Additionally, you can add a task for all individuals to review and update the meeting notes, correcting any errors or omissions.

Integration with Microsoft To Do

The tasks entered are assigned and automatically integrated into Microsoft 365 To Do. This integration ensures that assigned individuals receive notifications and reminders. Individuals can view and update their assigned tasks by clicking the Planner icon in Microsoft Teams.

Review and Update

In the next review meeting, you can easily revisit the meeting minutes and tasks to ensure all actions are tracked and updated as necessary. This step helps maintain accountability and ensures that all tasks are completed on time.

Conclusion

This process streamlines the handling of meeting minutes and tasks, leveraging Copilot's capabilities to enhance efficiency and collaboration. By using the Loop and To Do components, you can effectively record, assign, and track actions, ensuring that nothing falls through the cracks.