a team of office workers brainstorming
7 Tips for Using Copilot in Teams

Teams conversations move fast, often causing decisions to get buried and context to get lost. With Copilot, you no longer have to scroll through endless threads to catch up.  Whether you’re late to a meeting or behind on a channel, Copilot can surface key points, suggest next steps, and answer specific questions.

Copilot in Teams allows you to:

  1. Catch up when you’re late
  2. Ask specific questions
  3. Pull out decisions and action items
  4. Use Copilot in chats and channels
  5. Add time frames to prompts
  6. Turn summaries into documents
  7. Drive alignment

Using Copilot in Teams

Microsoft Copilot in Teams boosts productivity by keeping you informed across meetings, chats, and channels. It catches you up when you join late, extracts decisions and action items, and even summarizes conversations without endless scrolling. You can ask questions to find conflicts, gaps, and next steps, as well as export results for collaboration and follow-through.

1. Catch up when you’re late

Microsoft Copilot in Teams helps you catch up instantly if you join a meeting late, eliminating the need to interrupt others or scroll through chat history. When you arrive more than five minutes after the scheduled start time with transcription enabled and Copilot active, Teams automatically notifies you with a “Catch you up?” prompt. Just select Open Copilot in the meeting window for a real-time summary on the right side of the screen.

You can directly ask Copilot, “What did I miss?” to get: 

  • Key discussion points 
  • Who said what 
  • Unresolved questions 

You can also get suggested action items based on the transcript and chat so far.

This feature works during live meetings, pulling from ongoing conversation data without requiring a full recap. For best results, verify AI outputs against the live discussion, as Copilot focuses on highlights like decisions and speakers but may miss nuances.

2. Ask specific questions

office workers sitting at a table using copilot in teams

Specific prompts unlock the full power of Copilot in Teams meetings, far outperforming vague requests like “summarize the meeting.” Instead of a generic recap that is overwhelming with details, ask targeted questions such as “What is the disagreement around the budget?” to pinpoint conflicts quickly.

Microsoft’s guidance highlights prompts that reveal: 

  • Unresolved questions 
  • Holes in arguments 
  • Key speaker perspectives 

This helps you grasp nuances without sifting through transcripts. 

For example, try, “What are the main points of contention?” during or after a meeting. Copilot analyzes chat and audio to deliver concise insights on tensions or gaps. This level of specificity yields actionable answers, saving time and driving better decisions.

3. Pull out decisions and action items

Copilot in Teams transforms vague discussions into clear execution by extracting decisions and action items from meeting transcripts and chats. Simply ask “List out decisions and action items” during or after a meeting, and it scans the conversation to identify commitments like, “Sarah will finalize the budget by Friday,” or “the team agreed to prioritize Feature X.”

Copilot turns raw talk or typed content into trackable tasks by suggesting: 

  • Owners 
  • Deadlines 
  • Next steps 

In chats and channels, Copilot reviews threads to surface main points and decisions without endless scrolling. For example, prompt, “What are the action items from this channel?” for instant clarity. This shifts teams from talk to action seamlessly.

4. Use Copilot in chats and channels

Copilot extends its value far beyond meetings, making Teams chats and channels easier to navigate without endless scrolling. Open Copilot in any chat thread or channel to summarize the message history as well as surface key takeaways, action items, and decisions from ongoing conversations. This makes it perfect for catching up on project updates or team discussions.

It pulls from the specific thread where you activate it, defaulting to a 30-day history unless you specify a different timeframe, like “summarize the last week.” You can also try prompts such as “What did I miss?” or “List open items from this channel” for instant clarity on priorities. This keeps you aligned even in fast-moving group threads.

5. Add time frames to prompts

Anchor your prompts for Copilot in Teams with specific time frames to get precise, relevant results from: 

  • Chats 
  • Channels 
  • Meetings 

Instead of a broad “Summarize this thread,” try “Summarize messages from last week,” “List key decisions in December 2025,” or “Detail action items from this month.” These anchor Copilot to the exact period you need.

Clearer time frames help Copilot focus on the right messages, limiting results to your intended scope rather than overwhelming you with everything. This is especially valuable in active channels or long project threads, where it boosts accuracy for summaries and follow-ups without irrelevant noise.

Woman showing her coworkers how to use copilot

6. Turn summaries into documents

Copilot in Teams makes it easy to turn lengthy summaries into editable documents for team collaboration. When a meeting response exceeds 1,300 characters or includes tables, look for “Open in Word” or “Open in Excel” buttons right in the Copilot pane. You can click them to instantly convert the output.

This feature lets you refine draft agendas, recaps, or action trackers without copy-pasting. This allows long text to flow into Word for formatting, while tabular data like task lists opens in Excel for sorting and assignments. It’s ideal for project teams needing polished deliverables from raw meeting notes in seconds.

7. Use Copilot to drive alignment

Use Copilot in Teams to drive team alignment and faster decisions by surfacing hidden tensions and perspectives from discussions. Ask it to: 

  • “List different perspectives on the budget proposal” 
  • “Compare pros and cons of each option”
  • “Determine what unresolved questions remain”

Prompts like these clarify disagreements without manual note-taking.

Copilot’s strength is in identifying speaker viewpoints, argument gaps, and contentious points, while community tips highlight turning these into tables for group review. This moves teams from debate to action, ensuring everyone understands trade-offs and next steps before the meeting ends.

TenHats Helps Get the Most Out of Microsoft Copilot in Teams

As Knoxville’s only Microsoft Direct Cloud Solution Provider (CSP), TenHats works directly with Microsoft to deliver faster response times and priority support. We help organizations get the most from Microsoft Teams by providing optimized Teams configurations that empower seamless collaboration, alongside: 

  • Streamlined workflows 
  • Robust security 
  • Strategic advising

Every solution is customized to your business’s needs, ensuring Teams and the broader Microsoft 365 environment are set up to drive real productivity and operational efficiency. 

copilot in teams

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