Playbook · 8 minute read
Use Copilot around Teams meetings with a clear record rule
Prepare questions and draft follow-up while defining consent, transcription, access, correction, and retention first.
Set the meeting boundary
Decide whether transcription or recording is appropriate, who must be informed, who can access the record, and how the organization handles sensitive discussion.
Use it for structure
Ask for topics, open questions, decisions to verify, and assigned follow-up. Do not treat a generated recap as the official record without review.
Correct and distribute
Have the meeting owner confirm decisions, owners, dates, and unresolved issues before sharing or storing the recap.
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