Get summaries of meetings and chats in Teams

- In this video, we will see how to use Copilot in Microsoft Teams, both in chat conversations and in video meetings. And we'll start by going to the Chat section. So I'll click the Chat button in the sidebar on the left, and I'll select this chat conversation I've been having with Henry. In Chats, you can have direct text-based conversations with another person or a group of people. With this chat selected, I'll click the Copilot button near the top right, and we see something that's pretty important to see. I have not sent many messages with Henry, so there's just not enough content for Copilot to review in this conversation. However, if I select this conversation I've been having with Stewart, then click the copilot button near the top right, there's a much longer chat history with Stewart, so this will work here. And from here I could do something like get a summary of this conversation. I could type that prompt directly into the text field at the bottom, or I could keep it simple and just type in summarize, then hit the Return key or click the Send button. And after a moment, it gives me a brief point by point summary of my entire chat history with Stewart. Another useful thing is to ask a direct question about the content of this conversation. So we were talking about some print materials that needed to be shipped. So in the text field, I'll type in a question about that. Then hit the Return key or click the Send button, and it gives me an answer based on information it finds in that conversation. And it even includes a footnote. So I can click this number right here and it will scroll to the exact message where it found this information. Okay, so that's what you can do in a chat, but Copilot can also help you during a meeting. To see that, we'll go to the calendar section. So on the left, I'll click the Calendar button. Now I have this meeting here on my calendar, which I'm going to join in a minute. But first I want to start a different meeting just so we can see something important. So up at the top, I'll click Meet Now and I'll start a new meeting. Make sure that my camera and audio are working. And then I'll click Join Now. So when you are in a meeting, you should find this Copilot button up at the top. If you click that, it will ask you if you want to start the transcription. The meeting summary features offered by Copilot will depend on a transcription in the meeting. So before you can use any of these features, you have to start the transcription. But with that in mind, I'm not going to start it here. I'm just going to dismiss this and I'm going to leave this meeting, and instead I'm going to join this meeting which is already in progress. Some of my coworkers are already in this meeting, so I'll click Join Now. Oh, hello, everybody. So I've got a few of my coworkers here helping me out and I'm sorry to interrupt your meeting, but I want to show how to use the Copilot features. Now, before I do this, when you started this meeting, you clicked on the Copilot button and you started the transcription, correct? Okay, so now since I've joined the meeting, when I click on that Copilot button since the transcript is already running, it just opens that Copilot panel over on the right. And so now I can ask questions about this meeting, but this will only work if somebody has started the transcription and if more than five minutes have passed in that meeting, but now I can go into the Copilot panel and ask a question. So I'll just click on the text field here and type something in. What did I miss? And then hit the Return key or the Send button. And it will take a moment to look at the transcript so far and give me an answer to that question. And there we go. We can get a quick summary of what they talked about when I was not in the meeting. Let's ask a more specific question. Which new clients were discussed? Click the Return key or hit the Send button. It will look at the transcript and it will answer that question. Great. So if you come to a meeting late, this is a great unobtrusive way to get caught up. But remember, this only works if somebody started the transcription and the meeting has gone for over five minutes. So we've seen what we needed here. For now, I'm just going to close the Copilot panel, and thanks, everybody, for helping out. I'll see you later. Then I'll click the Leave button here to leave that meeting and close this panel. Now one more thing that Copilot can do is give you those same options to get summaries and ask questions after a meeting is over. So you can go back to your calendar later, double click on that Meeting. Then up at the top you'll see this tab labeled Recap. Now we're not able to see all of the information here because the meeting is still in progress, but when the meeting is over, we'll be able to look at the transcript and ask questions using the Copilot panel. So Copilot can really help you get caught up on old conversations or meetings in Microsoft Teams.