🤝 Sales

Get a Teams meeting recap and next steps for a sales call

🤝 SalesMicrosoft 365 CopilotBeginner★ Popular

Task · Meeting notes
Time saved · 15 min per call (estimate, not measured)

Steps

1. Open the file, email or meeting in the Microsoft 365 app
2. Open the Copilot pane
3. Enter the prompt
4. Check output against the source content

Prompt / template

Summarize the key points from this meeting, the customer's concerns and agreed next steps with owners.

Source · https://support.microsoft.com/en-us/topic/get-started-with-copilot-in-microsoft-teams-meetings-0bf9dd3c-96f7-44e2-8bb8-790bedf066b1
Last checked · 2026-10-16

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