Session
From Meeting to Done: Using Copilot and Planner to Turn Conversations into Action
Meetings rarely fail in the room. The trouble starts twenty minutes later, when the team leaves with three versions of what was decided and nobody knows who owns what.
We'll follow one meeting from start to finish. You'll use Copilot Chat to build an agenda, then upload a sample transcript I provide and pull out the recap, decisions, and action items. Next, you'll turn those actions into a Planner plan with owners and dates, using templates so the next meeting starts ahead. The core lab needs no Copilot license, and licensed attendees get bonus challenges with Facilitator and Planner Agent. This hands-on workshop is in person, so bring your laptop and leave with a follow-up habit your team will love!
What you will learn:
- A prompt pattern for agendas people follow
- Clean recaps and action items from a transcript
- Planner plans with owners, dates, and reusable templates
- What changed in Planner this year and what to do about it
Who should attend: Team leads, project managers, and collaboration owners who run more meetings than they'd like.
Prerequisites: Your laptop and a work or school account with Copilot Chat and Planner. No Copilot license required, but bonus options are available for attendees who have one.
Shari Oswald
Microsoft MVP | MCT Alumni | Productivity and O365 Adoption Expert | Technology Evangelist | SharePoint Consultant | eLearning Author | International Speaker
Colorado Springs, Colorado, United States
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