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Teams Copilot’s Real-Time Meeting Pane for Live Notes, Actions, and Q&A

Meetings move fast—ideas fly, decisions form, and tasks stack up long before anyone can type them out. Enabled directly inside Microsoft Teams, Copilot’s Real-Time Meeting Pane captures the conversation as it happens: summarizing key points, logging action items, answering on-the-spot questions, and letting participants interact with the AI without derailing the flow. Below is a practical walkthrough of the feature as of May 2025, plus advice for turning every session into an automatically documented, follow-through-ready event.

1 · What the Live Meeting Pane Does

  • Captures speaker turns, decisions, and commitments in bullet-point form that update continuously on the side panel.

  • Highlights action items with owners and due-date suggestions you can send straight to Planner.

  • Answers natural-language queries mid-call—type “What did Maria say about timeline?” and Copilot surfaces the exact quote.

  • Marks unanswered questions so nothing falls through the cracks once the meeting ends.


2 · Step-by-Step: Using Copilot During a Teams Meeting

Step

Action in Teams

1

Start or join a scheduled meeting (recording permission is required to enable Copilot).

2

Click Copilot on the meeting toolbar; the pane opens on the right.

3

Watch as live Key Points and Action Items populate automatically.

4

Type a question in the Ask Copilot box (“Summarize budget discussion so far”).

5

Assign any action item by clicking the checkbox, selecting an owner, and setting a date.

6

After the call, choose Send recap to distribute the autogenerated summary and tasks.

Tip Use speaker-attribution settings to tag notes with names—especially useful for follow-ups and accountability.

3 · Inside the Pane at a Glance

Section

Purpose

Typical Entries

Key Points

Running summary of decisions, facts, and consensus statements

“Approved pilot budget cap at 50 k”

Action Items

Tasks with owner chips and suggested deadlines

“John D – Draft marketing brief by 17 May”

Open Questions

Unresolved issues Copilot detects from interrogative phrases

“Need confirmation on vendor lead time”

Ask Copilot

Query box for live Q&A, quick rewrites, or clarification requests

“List risks mentioned so far”


4 · What’s New in 2025

  • Multilingual transcription — participants speak different languages; Copilot summarizes in each user’s preferred display language.

  • Dynamic Agenda tracking — Copilot checks time spent per topic and nudges the organizer when items run long.

  • Real-time sentiment gauge — an optional meter shows overall meeting sentiment (positive, neutral, tense) based on tone and language.

  • Voice commands — say “Copilot, capture this as an action” to log tasks without toggling mute or typing.


5 · Five High-Impact Use Cases

  1. Project stand-ups — auto-compile yesterday’s blockers, today’s tasks, and owner assignments while the team talks.

  2. Client workshops — capture decisions and scope changes, then export an agreed-upon action list before leaving the call.

  3. Design reviews — flag unresolved feedback items so design and dev teams see a clean to-do list in Planner.

  4. Incident response calls — log timeline, containment steps, and next actions in real time for audit-ready documentation.

  5. Executive town-halls — allow attendees to ask Copilot clarifying questions in chat without interrupting the presenter.


6 · Best Practices for Reliable Results

Do

Don’t

Start recording at kickoff—Copilot relies on the transcript stream.

Expect perfect attribution if multiple people share one microphone.

Display the pane so all can see evolving notes and call them out.

Let tasks remain unassigned—always pick an owner on the spot.

Use natural language when asking follow-ups (“What tasks are mine?”).

Depend on Copilot for confidential content; pause recording if needed.

Review the recap immediately—edit sensitive phrasing before sending.

Assume sentiment gauge equals engagement; still solicit direct feedback.


7 · Looking Ahead

Microsoft is piloting Visual Whiteboard Sync, where sketches or sticky-note boards shared during the meeting become structured tasks and timelines in the pane. Hybrid-Room Capture—using cameras and room mics to identify in-person speakers—is slated for release in the next feature wave, closing the gap between virtual and on-site participants.

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