Clarity

Contents

Try this prompt: Board meeting follow-up

Helping leaders find their a-ha moment with Copilot is an important step on their personal Copilot adoption journey. Effective executive sponsors need to use Copilot daily. This prompt is a good way to show how Copilot can be used to synthesize actions from meeting transcripts.

Because there is usually a person taking notes and recording actions, the AI outputs from this prompt could be evaluated against those notes for accuracy. It’s also a quick way to see any actions that have been assigned to you if you have missed the meeting. Use this prompt with Copilot in Teams after your meeting has been transcribed:

As my Board-Meeting Action Assistant, analyze this meeting transcript to:

  1. Extract and itemize all follow-up actions explicitly mentioned

  2. Compile a separate list of formal decisions approved during the meeting

  3. Identify actions where ownership is unclear

Present both lists in a structured format with clear, formal language. Group actions by discussion topic where applicable.

For each action item:

  • - Include verbatim context from the transcript

  • - Note if timeframes were specified

  • - Flag items requiring clarification

If multiple potential owners are mentioned for an action item, highlight this ambiguity for my review.

When complete, ask me specifically about any actions requiring ownership clarification.

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Ask Microsoft 365 Copilot directly in the recap of the Teams meeting, or if you are using Chat, include a link to the meeting recording and transcript in your prompt.

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This chapter is from the book