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

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.

02:53
117 views
Parteger

Available in AI - Artificial Intelligence

00:00:04

facilitator remains available from the meeting chat

00:00:07

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

00:00:11

During the meeting,

00:00:12

the agent updates the notes live in the notes tab,

00:00:15

which helps structure the agenda,

00:00:17

key information,

00:00:19

and follow-up actions.

00:00:21

Once the meeting ends,

00:00:22

you simply open the related chat,

00:00:25

then select the option that displays the recap.

00:00:29

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

00:00:33

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

00:00:38

In the recap window,

00:00:39

several tabs are available.

00:00:41

The notes tab is often the best starting point

00:00:44

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

00:00:48

You will find the agenda entered before the meeting,

00:00:51

then notes structured by themes,

00:00:53

which makes rereading easier for a beginner.

00:00:56

This section also lets you quickly revisit decisions

00:00:59

and check that everyone understood the same thing.

00:01:03

In the same tab,

00:01:04

the follow-up task section is particularly useful

00:01:08

because it groups the actions identified during the meeting.

00:01:11

You can correct the wording,

00:01:13

add a detail,

00:01:14

then validate the tasks so they are transferred to planner.

00:01:18

In practice,

00:01:19

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

00:01:23

They become tracked tasks in the planning tool,

00:01:26

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

00:01:30

The recap also offers an AI summary tab,

00:01:33

which provides a ready to use synthesis.

00:01:36

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

00:01:40

for example,

00:01:40

to retrieve key points,

00:01:42

decisions,

00:01:43

and next steps.

00:01:44

If the meeting has a transcript,

00:01:46

the summary is usually more accurate and more complete

00:01:49

because it is based on richer content.

00:01:52

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

00:01:57

It can be used,

00:01:58

for example,

00:01:59

to produce a short version to share,

00:02:01

a decision-focused version,

00:02:03

or an action-centered version,

00:02:05

which avoids rewriting the report manually for different recipients.

00:02:09

To complete the recap,

00:02:11

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

00:02:15

which is useful to confirm a commitment or a request.

00:02:19

Finally,

00:02:20

the transcript tab lets you reread what was said faithfully,

00:02:23

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

00:02:28

To use facilitator effectively after a meeting,

00:02:31

a simple method is to start with the notes tab

00:02:34

to review the content

00:02:35

and make sure the actions are clearly worded,

00:02:38

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

00:02:42

Next,

00:02:43

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

00:02:48

while mentions and the transcript help you

00:02:50

locate a specific point without wasting time.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

E-learning Débutant

Vu 1654 fois

Microsoft Video Training Copilot - Copilot at the Service of Communication

Master Microsoft 365 Copilot to improve communication and collaboration. Interactive course on Microsoft Copilot with Microsoft Teams and Outlook for increased productivity.

E-learning Intermédiaire

Vu 2030 fois

Microsoft Video Training Copilot - Discover and Learn to Use Microsoft Copilot

Master Microsoft Copilot in Microsoft 365 with our video training. Discover how AI can transform your work, enhancing productivity and creativity.

ALL COURSES