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Copilot in Teams & Outlook

Cut through the noise in your two busiest communication tools — with AI that summarises meetings, drafts replies and catches you up in seconds.

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About Copilot in Teams & Outlook

For most knowledge workers, Teams and Outlook together account for the majority of their working day — meetings, chats, email and calendar. Copilot embedded inside both apps is where the time savings are most immediately visible: a one-click meeting summary, a catch-me-up on a 200-message thread, a first draft of a reply written in your tone in ten seconds. Unlike prompting from scratch in the Copilot app, these features sit directly in the flow of communication work, requiring no context-switching and minimal prompting skill to get real value.

This session covers both apps together because the workflows overlap: preparing for a meeting, catching up on what happened, following up afterwards and managing the resulting email thread are one continuous flow. It's best suited to anyone who spends a significant portion of their day in meetings or managing communication — managers, executives, project leads, sales teams, HR business partners, executive assistants and customer-facing roles.

Training Session

A focused session designed to build real-world skills fast.

Copilot in Teams & Outlook
  • How Copilot in Teams and Outlook differs from Copilot Chat — contextual AI vs. general AI
  • Requirements and availability — what features need transcription, recording or a Copilot licence
  • Copilot in Teams Meetings — using Copilot during a live meeting to ask questions and track key points
  • Enabling transcription and the relationship between Copilot and meeting recordings
  • Post-meeting Copilot — generating a summary, action items and follow-up questions after a call ends
  • Asking follow-up questions about a meeting hours or days later
  • Recap tab — navigating meeting intelligence, chapters, speakers and action items
  • Copilot in Teams Chat — summarising a long channel or chat thread you missed
  • Catch me up — surfacing the most important messages from a conversation
  • Highlights and suggested replies in Teams chat
  • Copilot in Outlook — summarising a long email thread in one click
  • Drafting a reply with Copilot — setting length, tone and key points to include
  • Coaching — using Copilot to refine a draft for clarity, tone and reader impact
  • Briefing yourself before a meeting from Outlook — email history, attendees and related files
  • Calendar intelligence — using Copilot to prepare for back-to-back meetings
  • Suggested follow-ups — turning meeting output into tracked actions and replies
  • New Outlook vs. Classic Outlook vs. Outlook on the Web — where Copilot features are available
  • Privacy and consent — what meeting participants can see and how transcription works
  • Building a daily rhythm with Copilot — morning inbox catch-up, meeting prep and end-of-day wrap

Ready to train your teams on Copilot in Teams & Outlook?

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