Copilot (licence) - Enable Facilitator before a Teams meeting Video

Discover how to enable a facilitator before a Teams meeting and have notes ready the moment it opens. This guide walks you through creating the invite, turning on the facilitator via the AI options, and setting permissions. Learn to add an agenda with draft prompts, tailor content with rewrite options, and ensure Teams and facilitator are enabled before you click send. A practical, step-by-step to boost productivity and collaboration.

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we will enable facilitator before a team's meeting starts,

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directly from the invitation,

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so that note taking is ready as soon as the meeting opens.

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Start by creating your meeting in the calendar.

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Enter the title,

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the date,

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the time,

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and the participants.

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Then check that the team's meeting option is enabled in the invitation.

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When this option is enabled,

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a message appears nearby indicating that

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facilitator is disabled for this meeting,

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along with an enable link.

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To enable facilitator immediately,

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click turn on.

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The tool is then prepared for this meeting

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with no additional configuration.

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If the enable link does not appear,

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or if you want to check the applied settings,

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open the meeting options.

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In the side menu,

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select co-pilot and other AI.

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You access the AI related settings for the meeting.

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Find the section allow co-pilot and facilitator.

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Depending on your organisation's configuration,

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this setting may be editable or locked.

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When the option is available,

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select the appropriate permission,

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for example,

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during and after the meeting.

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Then enabled the facilitator toggle located just below.

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Then close the window.

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The change is saved for this meeting.

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Once facilitator is enabled,

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it is recommended to add an agenda to structure the meeting before it starts.

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In the dedicated area,

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you can enter your agenda manually or use the command draft,

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an agenda for me.

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When generation starts,

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a waiting message is displayed,

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then a proposal is inserted into the text area.

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You can then adjust the content to your needs using the rewrite options,

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especially to shorten it,

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simplify it,

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or adjust the tone.

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To finalize,

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check that the meeting is properly configured with teams,

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meeting enabled,

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facilitator enabled,

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and an agenda in place,

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then click send.

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On the day of the meeting,

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the notes space is ready,

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and you can focus on the discussion.

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