Copilot (licence) - Use Facilitator notes after a meeting Video

Discover how to maximize post-meeting impact with facilitator notes. This video walks you through live note-taking, recap tabs, and turning actions into tracked tasks in Planner. Learn to use the notes, follow-up, AI and custom summaries, mentions, and transcript tabs to capture decisions, assign clear next steps, and speed up reporting. Tags: copilot (licence), discovery, collaborate. Titled: use facilitator notes after a meeting.

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Parteger

Available in AI - Artificial Intelligence

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facilitator remains available from the meeting chat

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and makes it easy to find everything that was produced during the discussion.

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During the meeting,

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the agent updates the notes live in the notes tab,

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which helps structure the agenda,

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key information,

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and follow-up actions.

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Once the meeting ends,

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you simply open the related chat,

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then select the option that displays the recap.

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This space brings together in one place the useful elements you need

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to resume work without having to scroll through the entire chat history.

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In the recap window,

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several tabs are available.

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The notes tab is often the best starting point

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because it presents the content in a clear and organized way.

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You will find the agenda entered before the meeting,

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then notes structured by themes,

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which makes rereading easier for a beginner.

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This section also lets you quickly revisit decisions

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and check that everyone understood the same thing.

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In the same tab,

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the follow-up task section is particularly useful

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because it groups the actions identified during the meeting.

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You can correct the wording,

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add a detail,

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then validate the tasks so they are transferred to planner.

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In practice,

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this means the meeting actions do not remain only in a report.

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They become tracked tasks in the planning tool,

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which makes organization and long-term follow-up easier.

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The recap also offers an AI summary tab,

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which provides a ready to use synthesis.

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This view is useful when you want to understand the essentials in a few seconds,

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for example,

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to retrieve key points,

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decisions,

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and next steps.

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If the meeting has a transcript,

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the summary is usually more accurate and more complete

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because it is based on richer content.

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The custom summary tab goes further by adapting the synthesis to a specific need.

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It can be used,

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for example,

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to produce a short version to share,

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a decision-focused version,

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or an action-centered version,

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which avoids rewriting the report manually for different recipients.

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To complete the recap,

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the mentions tab helps you quickly find the moments when a person was mentioned,

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which is useful to confirm a commitment or a request.

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Finally,

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the transcript tab lets you reread what was said faithfully,

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especially when you want to confirm a detail or clarify a decision.

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To use facilitator effectively after a meeting,

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a simple method is to start with the notes tab

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to review the content

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and make sure the actions are clearly worded,

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then validate the follow-up tasks so you can find them in planner.

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Next,

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the AI summary or the custom summary can be used to obtain a usable report quickly,

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while mentions and the transcript help you

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locate a specific point without wasting time.

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