Teams meetings

How to leverage Copilot to optimize Teams meetings?

• Microsoft Copilot
• Microsoft Teams

1250 € per session, excl. VAT

In short

This course is for project managers and management. It teaches them how to query their Teams meetings with Copilot and structure relevant information. Participants will produce a report clearly distinguishing decisions, actions, and unresolved points, thus leading to more effective utilization of professional exchanges.

Why this training?

The problem

Teams struggle to quickly extract key information from meetings for effective follow-up.

What it costs today

Decisions made are poorly documented, actions are assigned late, and unresolved points persist.

Why this skill

This skill is necessary to organize and structure professional exchanges to ensure their usability, particularly with Microsoft Copilot and Microsoft Teams.

What you gain

The participant and the company gain reliable and actionable reports, improving the quality of decisions and the reliability of follow-up.

Objectives of this training

• Verify access and necessary configurations for meeting functionalities before its commencement.
• Query a meeting with Microsoft Copilot to extract relevant information and reference passages.
• Clearly distinguish decisions from proposals and disagreements expressed.
• Assign actions justifiably and only if they are confirmed.
• Validate an accurate report consistent with the exchanges.
• Prepare action follow-up with stakeholders.

Who is it for and what are the prerequisites?

Roles and tasks concerned

• Project managers responsible for task coordination
• Managers in charge of strategic decision-making
• Team supervisors overseeing operational workgroups
• Unit leaders responsible for monitoring deliverables

Prior skills

• AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
• Understanding of meeting business objectives
• Familiarity with basic Microsoft Teams functionalities
• Ability to identify key information during discussions
• Knowledge of internal follow-up processes
• A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

• A computer per participant with access to the tools.
• Verification of necessary access, licenses, and authorizations.
• A business case to work on, based on fictitious or anonymized data.

What you will work on

1. Prepare the meeting

   The participant will be able to ensure that the technical and organizational conditions for leveraging the meeting are met.

2. Leverage exchanges

   The participant will be able to query the meeting to retrieve key information and arguments.

3. Structure the report

   The participant will be able to classify extracted information to distinguish decisions and validated actions.

4. Share the follow-up

   The participant will be able to have the report validated and prepare the follow-up steps.

What you take away

• A report distinguishing decisions, actions, and unresolved points.
• Practical support materials and completed templates for future meetings.

Method and assessment

• Demonstrations with explanations using a concrete case
• Guided exercises followed by application to your role
• Peer review of results and source verification
• An individual or team action plan

Assessment is formative: participants complete and review a practical case linked to the intended deliverable (Meeting notes separating decisions, actions and unresolved issues). Criteria include meeting the brief, accuracy, checks performed and the ability to explain decisions. Each participant identifies an application to test in their own work.

Frequently asked questions

What is the concrete benefit of this approach for the team?

The team benefits from greater clarity in decisions and more rigorous action follow-up. This reduces misunderstandings and increases collective efficiency. Essential information is quickly accessible to everyone.

Who should attend this training and what prior knowledge is useful?

Project managers, general managers, and anyone involved in organizing or following up on meetings should participate. It is useful to have an understanding of meeting business objectives and basic Microsoft Teams functionalities.

What types of data or documents will be used and how is confidentiality ensured?

We will use fictitious data or anonymized cases for practical exercises. Sensitive organizational information will be protected or not used. Participants commit to respecting confidentiality.

What type of practical exercise will be conducted on a specific organizational case?

Participants will query a demonstration meeting using Microsoft Copilot and structure the information. They will then apply this method to an anonymized business case to develop a detailed report.

What are the limitations of the tools used and how is the outcome validated?

Microsoft Copilot is an AI-based assistant; it always requires human review and validation of information. Report validation is the final step in the process and must be performed by the relevant stakeholders.

How is the training content adapted to the specifics of my industry or my organization's cases?

The training is designed to be applicable in various professional contexts. We can adjust examples and discussions to reflect your organization's specific challenges, without altering the core modules. The emphasis is on the adaptability of the methods.