- What Is Microsoft Copilot in Teams?<\/a><\/li>
- What You Need Before Using Copilot in Teams<\/a><\/li>
- How to Use Copilot in Meetings<\/a><\/li>
- Using Copilot in Chats and Channels<\/a><\/li>
- Using Copilot Chat in Teams<\/a><\/li>
- Tips for Getting the Most Out of MS Copilot in Teams<\/a><\/li>
- How ClickUp Brain Enhances Team Meeting Productivity<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n
What Is Microsoft Copilot in Teams?<\/h2>\n\n\n
\n![\"How](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/04\/image-276-1400x838.png\")
via Microsoft<\/a><\/figcaption><\/figure><\/div>\n\n\n Microsoft Copilot in Teams is an AI companion powered by large language models that sits inside your communication hubs. It reads transcripts, chat history, and shared files to generate summaries, answer questions, and draft follow-ups.<\/p>\n\n\n\n
You’ll find Copilot across four main surfaces in Teams:<\/p>\n\n\n\n
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- Copilot icon in chats:<\/strong> Opens a side panel where you can ask questions about your conversation history<\/li>\n\n\n\n
- Meeting toolbar:<\/strong> Gives you real-time AI assistance during live calls<\/li>\n\n\n\n
- Recap tab:<\/strong> Provides structured, AI-generated meeting notes after a call ends<\/li>\n\n\n\n
- Compose box:<\/strong> Helps you rewrite and adjust message tone before sending<\/li>\n<\/ul>\n\n\n
\n\ud83e\udde0 Fun Fact: <\/strong>The Rule of 7<\/a> suggests that meetings become ineffective when more than 7-8 people are involved. As group size increases, participation drops, coordination becomes harder, and decision-making slows down. That\u2019s why many teams cap attendee lists for working sessions.<\/p>\n\n\n<\/div>\n\n\n
What You Need Before Using Copilot in Teams<\/h2>\n\n\n\n
To access Copilot, you need a Microsoft 365 subscription that includes it. If you’re not sure whether your plan qualifies, check with your IT admin.<\/p>\n\n\n\n
A few other things to have in place:<\/p>\n\n\n\n
- \n
- The latest version of Microsoft Teams installed<\/li>\n\n\n\n
- Live transcription turned on during meetings, because without it you won’t be able to prompt Copilot about the meeting or see its conversation history after the meeting ends<\/li>\n\n\n\n
- Copilot set up by the meeting organizer via Meeting Options<\/strong>, under Online meeting options<\/strong> > Copilot <\/strong>and other AI<\/li>\n<\/ul>\n\n\n\n
\ud83d\udea8 Note:<\/strong> Microsoft Copilot won’t work in meetings hosted outside the participant’s organization.<\/p>\n\n\n<\/div>\n\n\n
How to Use Copilot in Meetings<\/h2>\n\n\n\n
Copilot summarizes key discussion points, including who spoke and what they said, suggests action items, and answers questions in real time during or after a meeting. Here’s how to use it at every stage. \ud83d\udc47<\/p>\n\n\n\n
Step 1: Set up Copilot before the meeting<\/h3>\n\n\n
\n![\"How](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2026\/04\/image-278.png\")
via Microsoft Support<\/a><\/figcaption><\/figure><\/div>\n\n\n As the meeting organizer, go to the meeting scheduler and open Online meeting options > Copilot and other AI. You’ll see three settings to choose from:<\/p>\n\n\n\n
- \n
- During and after the meeting:<\/strong> Transcription is required. Copilot starts as soon as someone begins transcribing<\/li>\n\n\n\n
- Only during the meeting:<\/strong> Copilot uses speech-to-text data while the meeting runs. Once it ends, that data is discarded and Copilot won’t be available in the Recap tab<\/li>\n\n\n\n
- Off:<\/strong> Copilot is fully disabled, and recording and transcription are also turned off<\/li>\n<\/ul>\n\n\n\n
Pick the one that fits your meeting. For most working sessions, During and after\u2019 is the most useful.<\/p>\n\n\n
\n\ud83d\udcd6 Also Read: <\/strong>How to Use Microsoft Copilot in Word<\/a><\/p>\n\n\n<\/div>\n\n\n
Step 2: Open Copilot during the meeting<\/h3>\n\n\n\n
Once you’re in the meeting, select Copilot from the meeting controls to open the private side panel. Nobody else in the meeting can see your conversation with it.<\/p>\n\n\n\n
Select \u2018View prompts\u2019 to browse suggestions, or just type your own in the compose box. Some prompts worth trying:<\/p>\n\n\n\n
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- Where do we disagree on this topic?<\/em><\/li>\n\n\n\n
- What questions can I ask to move the meeting forward?<\/em><\/li>\n\n\n\n
- Create a table with the ideas discussed and their pros and cons<\/em><\/li>\n<\/ul>\n\n\n\n
Watch this video to learn more about writing prompts for Microsoft Copilot<\/a>:<\/p>\n\n\n\n
- What questions can I ask to move the meeting forward?<\/em><\/li>\n\n\n\n
- Only during the meeting:<\/strong> Copilot uses speech-to-text data while the meeting runs. Once it ends, that data is discarded and Copilot won’t be available in the Recap tab<\/li>\n\n\n\n
- During and after the meeting:<\/strong> Transcription is required. Copilot starts as soon as someone begins transcribing<\/li>\n\n\n\n
- Meeting toolbar:<\/strong> Gives you real-time AI assistance during live calls<\/li>\n\n\n\n
- What You Need Before Using Copilot in Teams<\/a><\/li>