Get minutes and summaries and run meetings by conversation

What moves

The Copilot reads meetings, chat, transcripts and minutes and, after you confirm, creates, moderates, records, drafts minutes and manages governance through the same permissions as the screens.

Before you start

• Meetings and AI Copilot in your plan
• An AI provider set up for your company
• The user holds the matching meeting permission
• The person holds the permission the action needs

Step by step

1. ManagerAI Copilot

   Asks Copilot to find last week's project review and summarise what was decided.

   You see:Copilot lists the meeting and reads its minutes.

2. SystemMeetings & Video

   Checks the manager's permissions and which meetings they may open before answering.

   You see:Only meetings the manager can see are returned.

3. ManagerAI Copilot

   Asks Copilot to draft minutes and link the earlier review.

   You see:Copilot shows what it will do and asks for confirmation.

4. ManagerMeetings & Video

   Confirms.

   You see:The minutes are drafted and the meetings linked exactly as if done on the page.

5. HR managerAI Copilot

   Asks Copilot to place a legal hold on a recording.

   You see:The hold is placed and the action is audited.

Related

• AI Copilot
• Meetings & Video
• Lay out a follow-up plan across a team in one request
• Plan posts and read social results by conversation
• Put a version live or take a website offline by conversation
• Vendor bills are loaded by one person and approved by another
• A heavy user hits the limit and an admin raises it
• Connections between modules