Playbooks Microsoft 365 Co-pilot
Microsoft 365 Co-pilot Microsoft 365 Co-pilot

Summarize Meeting Notes and Extract Action Items

Turn raw meeting transcripts into a concise summary and a clear, assignable list of next‑step action items in minutes.

Takes
Document Text
Produces
Text Document
What you'll produce
Input
Full transcript of a 45‑minute product sync meeting covering roadmap timeline, feature priorities, and assigned owners.
Output
Summary: • Reviewed Q3 roadmap and confirmed release dates. • Prioritized feature X and Y for next sprint. Action Items: 1. Alice to finalize UI mockups by Sep 10. 2. Bob to update API documentation by Sep 12. 3. Carol to schedule user testing session for Oct 1.

The Workflow

7 steps · click a step number to mark it done

Open Microsoft 365 Co-pilot and have it ready before you start

Open Microsoft 365 Copilot and switch to Work mode to access your organization’s files

In Word, create a new document and paste the full meeting transcript or upload the .docx file

Select the transcript text, then type the prompt: “Summarize the main discussion points in three concise bullet points” and press Enter

Below the summary, type the prompt: “List every action item mentioned, include the responsible person and any due date” and press Enter

Review the generated summary and action‑item list, editing any details for accuracy

Copy the action‑item table and paste it into Excel to create a structured tracker

Save the summary as a Word file named ‘Meeting Summary – [Date]’ and share it with all attendees via Outlook

Ready to run this workflow?

Open Microsoft 365 Co-pilot and follow the steps above.

Open Microsoft 365 Co-pilot
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