Get meeting recaps instead of taking notes

Who did it: Project managers at Presidio

Project managers use Copilot meeting recaps and transcription so they can engage in customer meetings instead of note-taking.

⏱ Time saved: About 6 hours per week for project managers (per source)

Steps

1. Turn on transcription in the Teams meeting (tell attendees).
2. After the call, ask Copilot for a recap and action items.
3. Check and send to attendees.

The prompt

Example prompt written by FirstAIWin to match the documented task — not the original user's words. Replace the [brackets].

Summarise this meeting in 5 bullets, then list action items as: owner — task — due date. Flag any decision that wasn't clearly agreed.

Source: Microsoft customer story (Vendor case study)