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How to Use Microsoft Teams AI for Meetings

Produktivität
Produktivität

Learn how to automate notes, improve team collaboration and knowledge exchange, and make Teams meetings more productive with AI-powered features.

Anastasia Muha
February 22, 2025
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5 min read
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Meetings are meant to boost productivity but can get you overwhelmed when you’re trying to take notes, keep track of decisions, and stay engaged in the conversation. It’s easy to forget key points or miss important details.

That’s where Microsoft Teams’ AI Copilot steps in. With automatic summaries, real-time transcription, and smart insights, it captures key moments so you can focus on the conversation instead of taking notes. Copilot lets you ask questions, get action items, and generate meeting summaries instantly. 

In this guide, we’ll show you how to use MS Teams’ Copilot to make your meetings more efficient, organized, and stress-free.

Microsoft Copilot Features for Meetings:

  • Real-time meeting summaries: Copilot gives live updates during meetings, summarizing key points and highlighting areas of agreement or discussion. This makes it easier for meeting participants to stay on track without taking notes.
  • Intelligent recap: Missed a meeting? No problem. After the meeting ends, Copilot provides AI-generated meeting notes, including key topics, decisions, and tasks, so users can quickly catch up.
  • Call recap & highlights: After voice calls, the app also creates AI-powered summaries, noting important discussions and action items, so you don’t have to transcribe things manually.
  • Speaker attribution: Copilot tracks who said what in a meeting, making it easy to follow conversations and review key contributions from specific speakers.
  • Voice isolation: If you're in a noisy environment, Copilot can filter out background noise so only your voice is heard clearly. Perfect for remote work or calls in busy spaces.

How to Set Up Meetings with Teams Copilot

If you're organizing a meeting in Microsoft Teams, you have control over how and when Copilot is used. Even if you don’t have a Copilot license, you can decide if participants can access it based on your organization’s settings. 

Before starting your meeting, you can adjust Copilot settings to decide when it will be available. Depending on your organization’s policies, you can choose from these options:

  • During and after the meeting: Copilot stays active throughout the meeting and even after it ends, but transcription must be turned on for it to work. Copilot will start working as soon as the meeting begins transcribing.
  • Only during the meeting: Copilot will generate insights in real-time while the meeting is in progress, using speech-to-text data. However, once the meeting ends, the data disappears unless transcription was enabled.
  • Off: Copilot is completely turned off, meaning no transcription, recording, or AI-generated notes will be available. This is best for private or sensitive meetings.

Once the meeting starts, you or any participant with access can turn on Copilot:

  • Click the Copilot button in the meeting controls.
  • If transcription isn’t already on, the Teams app will prompt you to start it.
  • Once enabled, Copilot will begin analyzing and summarizing discussions.
Source

NOTE: Your ability to control Copilot settings depends on your organization’s rules, Microsoft license, sensitivity labels, and meeting templates. If you don’t see the option to enable Copilot, check with your IT admin to confirm what’s allowed for your meetings.

How to Catch Up to Speed when You're Late to a Meeting with Teams Copilot:

  1. If you join a meeting more than 5 minutes late, Teams will show a notification that offers a summary. 
  2. Click "Open Copilot", and a recap of the meeting so far will appear on the right side of your screen. This helps you see what’s already been discussed without needing to ask others.
  3. If you want to review the summary while continuing with the meeting, click "Pop Out" to open Copilot in a separate window. This way, you can go through key points while staying engaged in the conversation.
  4. Before the meeting ends, Copilot will provide a summary with the main takeaways and any next steps. 

NOTE: You can also ask Copilot to check if there are any unresolved topics or open questions that need attention.

💡PRO TIP: Need more than just a summary? Click the Copilot button in the meeting controls and choose helpful prompts from Teams AI library, such as:

- Recap the meeting so far
- List action items
- Highlight key discussion points
- Suggest follow-up questions

You can also type in your own questions, such as:

1. Where do we disagree on this topic?
2. How did [a participant] respond to the proposal?
3. What questions can I ask to move the discussion forward?

How to Have More Effective Microsoft Teams Meetings 

Microsoft Teams Copilot is great for summarizing discussions and assisting with meeting insights. Still, if you need a solution that offers additional flexibility and advanced automation to make your meetings more collaborative, MeetGeek’s meeting assistant is the answer. 

Whether you need automatic recordings, AI-generated meeting summaries, or seamless integrations with other tools, MeetGeek complements Teams Copilot in several key areas.

ai note taker for teams

Here’s why you might want MeetGeek for your next Teams meetings:

  • With MeetGeek, meetings are recorded automatically, even if you're not the host. Teams Copilot requires manual activation and works only if transcription is enabled.
  • MeetGeek works across all major platforms — MS Teams, Google Meet, Zoom, and even offline meetings, providing you with an umbrella solution. 
  • Unlike Teams Copilot, which provides summaries within the Microsoft environment, MeetGeek creates detailed, structured meeting summaries that can be shared across different platforms.
  • While Teams Copilot is designed for Microsoft 365 apps, MeetGeek connects with 10,000+ apps including Slack, Notion, Trello, HubSpot through Zapier or Make, making it easier to automate workflows and share meeting insights across different tools.
  • MeetGeek provides valuable insights by tracking trends and speaker engagement. This helps you improve team performance, providing coaching opportunities, and boosting productivity.
teams meeting report
  • MeetGeek transcribes and summarizes meetings in 50+ languages with high accuracy, while Teams Copilot is primarily optimized for English.
  • MeetGeek automates follow-ups, sends personalized meeting minutes, and organizes recordings in a searchable knowledge base. Teams Copilot focuses on real-time insights but doesn’t offer the same level of post-meeting automation.

meetgeek ai meeting assistant

  • Teams Copilot is designed for internal Teams meetings, while MeetGeek works for both internal and external meetings, making it easier to share insights with clients, partners, or stakeholders.

If you're already using Teams Copilot, MeetGeek can be a great addition for better post-meeting automation and workflow integration. And whenever you need an AI meeting assistant that works across different platforms, records without limitations, and helps automate follow-ups and collaboration, MeetGeek is here for you.

By combining MeetGeek with Teams, you can get the best of both worlds: real-time assistance during meetings with Copilot and smarter post-meeting automation with MeetGeek.

How to Automate Note-Taking with Teams Copilot

A. How to Add AI-Generated Notes to a Teams Meeting Invite:

  1. Open Microsoft Teams and go to Calendar on the left side.
  2. Click New Meeting to schedule a meeting.
  3. In the meeting invite window, find the AI-generated notes toggle and switch it on to enable automatic transcription and notes.
  4. Click Save and send the invite as usual.
  5. AI-generated notes will now automatically transcribe and summarize your meeting.
Source

NOTE: This feature only works for scheduled meetings and can’t be used for channel meetings, instant meetings, or Teams calls.

B. How to Add AI-Generated Notes During a Teams Meeting:

  1. Open the meeting controls and click on AI Notes in the meeting chat or at the top of the screen.
  2. Click the Copilot icon, then turn on the AI-generated notes toggle.
  3. Once enabled, the Notes icon will change, showing that AI-generated notes are active. It may take a few minutes for notes to appear as the AI processes the discussion.
Source

NOTE #1: AI-generated notes rely on the meeting transcript, so if transcription is turned off, note-taking will pause until it’s turned back on.

NOTE #2: Only Microsoft 365 Copilot users (organizers or presenters on desktop/web) can turn AI-generated notes on or off, but all participants (except external guests) can view live updates.

NOTE #3: Mobile participants can see live notes being generated but can’t enable or disable them during the meeting.

C. How to Turn off AI-Generated Notes During a Meeting:

  1. Click on the AI-generated notes icon in the meeting controls.
  2. Select the Copilot icon to open the settings.
  3. Turn off the AI-generated notes toggle. Copilot will stop taking new notes, but any notes already captured will remain visible.

D. How to Review AI-Generated Notes after a Meeting:

  1. Open Teams and go to Chat on the left side.
  2. Find the meeting chat where AI-generated notes were turned on.
  3. Click Recap at the top of the meeting chat, or select View Recap from the meeting thumbnail.
  4. Click the AI-generated notes icon to review the notes.
Source

NOTE: AI-generated notes are stored in a Microsoft Loop page, where any participant can edit or update the notes before, during, or after the meeting. You can also check the AI summary tab for a full transcript summary created after the meeting.

💡PRO TIP: Automate Note-Taking for In-Person Meetings with MeetGeek!

MeetGeek’s mobile app
makes taking meeting notes effortless. Whether you’re in a conference room, at your desk, or out at an event, the app can record conversations and automatically create a reliable summary for your team. 

Just open the app and hit record, and MeetGeek will capture everything: meetings, interviews, coaching sessions, or conference talks—so you never have to take notes manually again.
meetgeek mobile app
After the meeting, you can review the notes, listen to the recording, or check the AI-generated summaries directly from your phone. This is especially useful when you’re on the move and need a quick recap before your next meeting.

The app also lets you search for key points in your notes and easily share them with your team whenever needed.

How to Wrap Up a Meeting with Clear Next Steps with Teams Copilot:

  1. A few minutes before the meeting ends, Copilot will send a prompt to help wrap things up.
  2. Click Open Copilot to see a quick summary of what was discussed and any next steps, including tasks assigned to specific people.
  3. If you need more details, ask Copilot things like “Are there any open questions?” or “What still needs to be decided?”
  4. Use the summary to clarify action items so everyone knows what to do next before leaving the meeting.

How to Use Copilot After a Meeting

A. How to Use Teams Copilot After a Meeting From the Meeting Chat: 

  1. Open Teams and go to the meeting chat where Copilot was used.
  2. Click the Copilot icon in the top-right corner.
  3. Ask Copilot questions like “What were the key takeaways?” or “What ideas were discussed?” It will pull information from both the chat and meeting transcript.
Source

NOTE: Copilot will show where it got the data, so you can easily determine if it came from the chat or spoken discussion. If no transcript was recorded, Copilot will only use messages from the chat to summarize the meeting.

As long as the transcript is available, Copilot can analyze both chat and spoken content, making it easy to review what happened.

B. How to Use Teams Copilot After a Meeting From the Recap Tab:

  1. Open Teams and go to the meeting chat where the meeting took place.
  2. Click the Recap tab at the top.
  3. Click the Copilot icon to see a summary of key points, action items, and insights from the meeting.
  4. Ask Copilot questions like “What were the main takeaways?”, “What tasks were assigned?”, or “Are there any unresolved topics?”
  5. If the meeting was transcribed, Copilot will pull details from both chat messages and the transcript to give a complete summary. Keep in mind that if a later meeting in a recurring series is transcribed, previous Copilot conversation history may no longer be available.

NOTE: Copilot’s intelligent recap is available with Teams Premium or Microsoft 365 Copilot, so access depends on your organization’s setup.

💡PRO TIP: Let MeetGeek follow up on your meetings automatically!
ai meeting notes
Sign up for free plan to get AI Meeting Minutes

Frequently Asked Questions

1. How do I enable AI in Teams? 

If your organization has Microsoft 365 Copilot or Teams Premium, AI features like Copilot will be available in Teams. You can enable AI-generated notes in a meeting invite or turn on Copilot during a meeting from the meeting controls. 

If you don’t see these options, check with your IT admin to see if Copilot is available for your account.

2. Is Microsoft Copilot AI free?

No, Microsoft Copilot is not free. It’s included with Microsoft 365 Copilot and Teams Premium, which require a paid subscription. 

Some AI-powered features in Teams may be available through free trials or limited previews, but full access requires a subscription.

3. Is ChatGPT 4 better than Copilot?

If you need AI for workplace productivity, Copilot is better. If you want a conversational AI that maps user intents to user defined actions, ChatGPT-4 is a great choice. 

That's because ChatGPT-4 is a general AI model for answering questions, writing content, and brainstorming ideas. Microsoft Copilot is built into Teams and Microsoft 365, and it's designed to help with meetings, summaries, emails, and work-related tasks. 

Make your Teams Meetings Better with AI! 

Microsoft Teams AI can make your meetings more efficient and organized, helping you stay on track with summaries, action items, and real-time insights. Whether you're using Copilot to catch up on missed discussions or automate note-taking and focus on your business logic instead, it’s a great way to save time and boost productivity.

But if you beedmore automation, flexibility, and advanced AI meeting features, MeetGeek is a great addition. It works across Teams, Zoom, Google Meet, and even offline conversations, giving you detailed summaries, searchable transcripts, and seamless integrations with 10,000+ apps (plus OpenAI API). Try MeetGeek for free and see the difference!

Article updated on 
September 29, 2025
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Erfahren Sie, wie KI-Besprechungsassistenten die Vertriebsproduktivität im Jahr 2026 verbessern, indem sie manuelle Aufgaben eliminieren, Arbeitsabläufe rationalisieren und es den Mitarbeitern ermöglichen, sich auf den Verkauf zu konzentrieren.

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Alle Zoom-Preispläne erklärt und Alternativen

Erhalten Sie eine klare Aufschlüsselung aller Zoom-Preispläne sowie nützliche Tipps zum Speichern oder zur kostenlosen Nutzung von Funktionen.

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Kann ich in Teams einen Screenshot machen? Ihre Fragen, beantwortet

Sie fragen sich, wie Sie einen Screenshot in Teams machen können? Wir erklären, was funktioniert, was nicht und worauf Sie achten sollten.

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Preise und Tarife für Google Meet, vereinfacht

Finden Sie mit unserer übersichtlichen Aufschlüsselung und intelligenten Tipps zum Kostensparen den richtigen Google Meet-Tarif für Ihr Team.

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Where Are Teams Recordings Stored? All Locations, Explained

Wondering where your Microsoft Teams recordings end up? Here’s every storage option clearly explained.

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Find the Best Speech to Text App for Work in 2026 (Free & Paid)

Looking for a speech to text app in 2026? We’ve rounded up top picks to boost productivity and save time at work.

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Managing Security and Compliance Risks Related to AI Note-Takers

Keep your AI-powered meetings secure and compliant! Learn how to manage security and compliance risks, protect sensitive data, and ensure privacy in your virtual meetings.

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How to Write a Business Meeting Follow-Up Email + Templates & ChatGPT Prompts

Learn how to write clear, professional business meeting follow-ups with templates and ChatGPT prompts to save time and boost responses.

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How to Take Minutes for a Meeting Like a Pro [+ Free Customizable Template]

Take flawless meeting minutes every time! Learn expert tips to capture key points, track action items, and impress your team with professional note-taking skills.

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How to Use Microsoft Teams AI for Meetings

Learn how to automate notes, improve team collaboration and knowledge exchange, and make Teams meetings more productive with AI-powered features.

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The 5 A's of Effective Communication: A Startup Guide to Better Team Collaboration

Startup success isn’t just about great ideas—it’s about how well your team communicates. Discover the 5 A’s framework to improve collaboration, reduce friction, and turn conversations into action.

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Teams Meeting Attendance Report: What It Is & How to Use It

Demystify the Teams Meeting Attendance Report! Learn how to access, interpret, and leverage it to track engagement and improve your virtual meetings effortlessly.

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How to Create & Use Google Meet Breakout Rooms

Master Google Meet breakout rooms! Learn how to create, manage, and use them to foster collaboration and engagement in your virtual meetings.

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Fireflies vs. Otter: Which One’s the Best

Compare Fireflies.AI and Otter.AI to find out which meeting transcription tool fits your needs best. Explore features, pricing, and more to make the right choice!

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How to Make the Most of the Zoom AI Companion as Your AI Meeting Assistant

Learn how to use Zoom AI Companion features to enhance your meetings, save time, and boost productivity with helpful features and tips for a smoother workflow.

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How to Schedule a Zoom Meeting in Outlook on Any Device

Learn to schedule Zoom meetings in Outlook across devices with our step-by-step guide. Streamline your planning process for efficient meetings.

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How to Write a “Thank You” Email After a Sales Meeting with Examples

Learn to craft compelling thank you emails after sales meetings with examples, to accelerate deals and foster strong client relationships.

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How to Record a Teams Meeting with any Microsoft 365 Subscription

Discover our easy-to-follow steps for recording a Teams Meeting. Effortlessly save discussions, presentations, and collaborative sessions to never miss out on important details again!

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How to Record Google Meet Sessions without Special Permissions in 2026

Discover how to easily record a Google Meet in our comprehensive guide. Read this article to never worry about missing important information again!

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Best 60+ Sales Motivational Quotes for Your Sales Team in 2026

Looking for sales motivation? Find the best sales quotes for 2026 to empower your team, encourage a positive mindset, and keep everyone focused on hitting targets.

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How to Professionally Handle Any Schedule Conflict

Learn how to handle schedule conflicts professionally. This guide offers practical tips to manage overlaps, reschedule meetings, and maintain strong relationships.

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How to Use the Google Meet AI Note-Taker

Learn how to make the most of Google Meet’s AI note-taker to automatically capture meeting details, stay organized, and save time on follow-ups and summaries!

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The 10 Most Effective Types of Note-Taking

Unveiling the top 10 note-taking methods to skyrocket your productivity. Don't miss out on these game-changing strategies!

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30+ Sales KPIs to Track in 2026

Unlock the secrets to sales success in 2026 with this guide to over 30 essential sales KPIs. Learn what to track to drive your team’s performance and revenue growth.

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How to Create a Zoom Transcript: 3 Ways

Discover how to effortlessly create Zoom transcripts with our guide on three simple methods, perfect for capturing every key discussion point.

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7 Best Loom Alternatives in 2026

Discover the top 7 Loom alternatives in 2026. Find the best tools for video messaging and team collaboration.

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Microsoft Teams vs Zoom: What Works Better in 2026?

Discover which is better for you in 2026: Zoom or Microsoft Teams? Compare features and make the best choice for your needs!

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Land More Appointments With a Meeting QR Codes

Read this handbook to learn all about meeting QR Codes. Dive into their practical use cases, benefits, and step-by-step instructions to create these for your needs.

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How to Ace Remote Closing in 2026: Top Tips & Strategies

Discover how to stand out in the remote closing industry with these expert-approved tips and strategies!

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How to Take Great Meeting Notes (+Free Template)

Are you struggling to take meeting notes during your team meetings? Follow these tips to get it down to a science and ace your next meeting!

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Find the Perfect Employee Performance Review Template

Discover the best employee performance review templates to streamline your evaluation process and boost workplace productivity.

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Where Do Zoom Recordings Go? 3 Places You Should Check

Find out where your Zoom recordings are stored with this easy guide. Learn how to locate, access, and manage your recorded meetings in just a few simple steps.

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How to Generate a Podcast Transcript: A Complete Guide

Discover easy steps to generate a podcast transcript with this comprehensive guide. Boost accessibility and engagement for your audience today!

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How to Switch to and from DST Using a Time Zone Meeting Planner

Unlock seamless time transitions with a time zone meeting planner! Effortlessly switch between DST and standard time. Plan better, stress less!

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How Do I Share My Google Calendar for Better Collaboration?

Are you getting the most out of your Google Calendar app? Learn how to share your Google Calendar with others to boost your productivity here!

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9 Tips to Achieve Ultimate Meeting Productivity

Are you tired of being stuck in an endless cycle of unproductive meetings? Follow our 9 tips to help you achieve maximum meeting productivity!

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How to Record Yourself on Zoom, Step-by-Step

Master the art of recording on Zoom with our straightforward guide. Learn how to capture your meetings or personal notes effortlessly.

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How to Generate ChatGPT Meeting Notes [+Free ChatGPT Prompts]

Discover simple steps to generate meeting notes with ChatGPT. Follow this guide to capture key points, action items, and more for organized and efficient meeting records.

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12 Effective Sales Team Management Strategies

Discover 12 powerful strategies for managing your sales team more effectively. Boost productivity, enhance teamwork, and drive sales success!

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15 Tips to Run Effective Team Meetings

Team meetings are an important tool for motivating your team and driving success. Learn how to plan and execute effective meetings that inspire and engage your team!

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Essential Productivity Tools for Customer Success Managers

15 best tools for calendaring, emailing, customer success activities, project management, and meetings gathered by our partner Custify

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Easy Guide for Installing Zoom for Windows

New to Zoom? Follow this simple guide to install Zoom on your Windows computer. Get set up in no time and start joining meetings with ease. Perfect for beginners.

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How to Generate a Microsoft Teams Transcription as a Standard User

Unlock the power of every word spoken in your meetings with our guide to Microsoft Teams Transcription – perfect clarity in every conversation!

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How to Send a Teams Meeting Invite from Any Device

Discover how to invite people to your Teams meetings in only a few steps with this guide!

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Every Way You Can Transcribe Audio to Text: A Comparative Guide

Explore the best ways to transcribe audio to text, covering options to suit every need and budget. Simplify your approach to productivity today!

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What Is Conversation Intelligence & Why You Need It

Learn how conversation intelligence can change how you do business and what tools to look for by reading this article!

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Como Gerar uma Transcrição do Microsoft Teams como um Usuário Padrão

Desbloqueie o poder de cada palavra falada em suas reuniões com nosso guia para Transcrição do Microsoft Teams – clareza total em todas as conversas!

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Best Sales Training Software in 2026: Pros, Cons & Pricing

Uncover the leading sales training software of 2026 with our analysis on their advantages, disadvantages, and pricing options.

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How Sales Call Recording Can Help Your Team Close More Deals

Sales call recording is a game-changer for any sales team. Read this article to discover how it can help sales reps and managers alike refine their sales process and close more deals!

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How to Create AI Notion Meeting Notes, Automatically

Read this article to learn how to hack notion meeting notes with minimal effort on your part — in only a few steps!

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Where to Find Google Meet Recordings + How to Manage Them

Discover where to find your Google Meet recordings with this complete guide. Learn how to access, manage, and share your recordings easily and efficiently.

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How to Create a Killer Talk Track Your Sales Team Will Use

A good talk track is a tried and tested way to engage potential customers in conversation and boost your sales. Here’s what you need to know!

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How to Create a Culture of Knowledge-Sharing Across Your Company

How do you create a culture of knowledge-sharing across your company? Read this article, where we share our 7 tips to help you achieve that!

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Why You Need to Set Meeting Goals and How to Do That

The first step to a successful meeting is defining your meeting goals. Read this article to learn how high-performing teams do this!

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