Learn about Copilot, an AI helper in Microsoft’s ecosystem. Discover how it integrates with Teams, its dedicated app, and its capabilities like live recaps, note-taking, and chat generation. Get tips for using Copilot effectively.
This class provides an overview of Copilot, an AI helper within Microsoft's ecosystem that provides suggestions and automates processes. It discusses how Copilot can be integrated into Teams and has a dedicated app that brings full capabilities of Microsoft 365. Copilot can give live recaps, take notes, and generate chats during meetings. The class also provides tips and tricks for using Copilot, including writing clear and concise prompts with enough context and information.
Course Outline ( Free Preview)
Module 00 - Introduction
Amelia introduces Copilot in Microsoft Teams and explains how it can support meetings, chats, channels, and collaboration workflows. You’ll get a clear overview of what the course covers and how each feature fits into real Teams usage. This module sets the foundation for using Copilot as a practical productivity tool, not just a new button in the app.
Module 01 - Experience and Capabilities
Explore the core Copilot experience inside Microsoft Teams. Amelia explains the main capabilities users can expect, where Copilot appears, and how it supports everyday collaboration tasks. You’ll learn what Copilot can help with, what it cannot replace, and how to start thinking about it as an assistant for reviewing, summarizing, and acting on Teams activity.
Module 02 - Meetings, Recordings and Intelligent Recap10 min.
Learn how Copilot helps after meetings through recordings and Intelligent Recap. Amelia covers how recap features can surface key discussion points, decisions, and action items so users do not have to manually review every minute of a meeting. This module helps you understand how to catch up faster while still validating the important details.
Module 03 - Custom Summaries, Meeting Notes, and Follow-Ups9 min.
Go beyond default recaps by using Copilot to create custom summaries, meeting notes, and follow-up items. Amelia shows how to ask for the information you need in a useful format, whether you want a quick summary, a decision list, or next steps for specific people. You’ll learn how to turn meeting content into usable output faster.
Module 04 - Chat and Channel Summarization5 min.
Teams conversations can move quickly, and Copilot can help you catch up. Amelia explains how to summarize chats and channels, identify important updates, and reduce the time spent scrolling through message history. This module focuses on using Copilot to stay informed without missing context from ongoing team conversations.
Module 05 - Real-Time Meeting Assistance7 min.
Learn how Copilot can support you while a meeting is happening. Amelia covers real-time assistance options that can help clarify what has been discussed, summarize current progress, and surface useful context during the conversation. You’ll see how Copilot can help users stay engaged, especially in longer or more complex meetings.
Module 06 - Prompting Best Practices and Common Pitfalls3 min.
Get better results from Copilot by learning how to ask clearer, more specific questions. Amelia shares prompting best practices for Teams scenarios and highlights common pitfalls, such as asking vague questions, assuming outputs are perfect, or skipping review. This module helps users improve consistency and avoid overreliance on AI-generated responses.
Module 07 - Settings, Governance, and Best Practices11 min.
Understand the settings and governance considerations that shape Copilot usage in Teams. Amelia explains why privacy, access, meeting policies, and responsible use matter when working with AI-generated summaries and insights. You’ll learn practical best practices for using Copilot in a way that supports productivity while respecting organizational controls.
Module 08 - Class Wrap Up3 min.
Congratulations on completing Copilot in Microsoft Teams. You’ve explored how Copilot supports meetings, recaps, notes, follow-ups, chat summaries, real-time assistance, and stronger prompting habits. Use these tools thoughtfully to save time, stay aligned, and make Teams collaboration easier to manage.
Amelia Roberts has a Master's in Education and spent 10 years teaching grades K-12 before joining the Pragmatic Works Training Team. Her goal at Pragmatic Works is to provide energetic and engaging training that builds up your confidence in various programs. Her outside hobbies include coaching a dance team, reading, and experiencing life with her son.
