Using Copilot to summarize a Teams or Zoom meeting

Copilot can provide a meeting summary, important bullet points, and action items based on a transcription of the meeting.

Follow the steps under Teams or Zoom to generate a transcript, then use Copilot to summarize.

Teams

At the start of the Teams meeting, click More > Record and transcribe > Start transcription.
The meeting will now be live transcribed. If the Transcription panel does not appear, click More > Record and transcribe > Show transcript.
After the meeting has ended, find the transcript in the team channel (click 'See details).
Open the transcript, highlight the content, and copy it to the clipboard (or download it and open in a Word document, then highlight everything and copy).
Go to the Copilot section below to continue.

Zoom

At the start of the Zoom meeting, click More > Transcript, and choose the language.
The Transcript panel will open and display the live transcript of the meeting.
Before ending the meeting, click ‘Save transcript’ at the bottom of the Transcript panel.
1. Warning! If you forget to save the transcript before ending the meeting, it will be lost. To avoid this, turn on cloud recording for the meeting. Then you can find the transcript under Recordings & Transcripts within your Zoom account on the web.
Open the transcript, highlight the content, and copy it to the clipboard.
Go to the Copilot section below to continue.

Copilot

Open Copilot within Teams or in the Edge web browser (or other browser although you may need to sign into Copilot with your SU account).
In the Copilot message box, enter the phrase ‘provide a summary, action items, and key bullet points for this meeting’. Press shift-enter on the keyboard to add a new line and paste in the transcript that you copied earlier.
Copilot will return a meeting summary, action items, and key bullet points that can be exported to email or PDF.