Use Copilot during a meeting

- Copilot can summarize, answer questions, and offer information about meetings while those meetings are in progress. But first, you should know that Copilot depends on a transcript of what is said during a meeting. So there are a few setup steps that you should be aware of. So, I'll go over to the Calendar section. I'll click the Calendar button in the sidebar on the left. And first I need to join a meeting. For now, I'll just click the button at the top that says, Meet now and Start a meeting. And I'll be alone in this meeting, but that will be just fine. We can still see the controls that we need. Now I see that there is a Copilot button up at the top. With the default configuration, Copilot will only work if there is an active transcript during the meeting. So if I click that Copilot button, it will ask me if I want to start the transcript. Anything that is said after the transcript has started, will be searchable using Copilot. Now, for now, I'm just going to dismiss this. I'm not going to start the transcription yet because there is another option. You can click the button with three dots in the toolbar at the top and go to where it says Record and transcribe. And you'll see that I have two options. One to start the meeting recording and one to start the transcription. But I want you to see if I just start the recording, it shows me a message telling me that recording and transcription have both started. So just keep an eye out as you start this. However you do it, you just need to make sure that the transcript is running and that it has been running for at least five minutes. And then you can use Copilot in a meeting. And if you do have the transcription visible, you can click this X to close it and you can continue, you don't have to leave it on the screen. Okay, so I'm going to leave this meeting. Now, in the rare case that you do want people to be able to use Copilot in a meeting, but you do not want to save a transcript of the meeting, you do have another option, but this option can only be set by the person who creates the meeting. To see this, I'm going to create a new meeting. I'll click the New meeting button up at the top. And if you're setting up a new meeting, you can put in the title, put in the people you want to invite and all of the other details, but the important thing that I want to see is listed under more options. So on the left, I'll click where it says More options. And I do think it's interesting to see that there's an option here where you can set it to have the recording start automatically when the meeting starts, so you don't have to remember to start the recording. That could be useful, but that's not what we're looking for here. I'll scroll down to this menu where it says Copilot. And in this menu you can set Copilot to work with a transcript or without a transcript. If you choose without transcription, Copilot would keep track of what people say in this meeting, but it would not save it in a transcription. If you make a change here, make sure you click the Save button here and then you can join that meeting and that's how it'll work. But for now, I'm not going to use this meeting, so I'll just close this and I'll close this as well. Okay, so that's what you need to get set up. To actually use Copilot, I'm going to join a meeting on my calendar. I have that meeting here, and in this case, some of my coworkers are already in that meeting and I've already missed the beginning, but I'm not worried because Copilot can catch me up. I'll click the Join button here, make sure that my camera and my audio are all set up. Then click Join now and I'll join that meeting. And hello everybody. Sorry to interrupt your meeting. I want to show how Copilot works here. Thanks for helping out. Okay, so now that I'm in this meeting, before I do anything, I want to confirm, Matt, when you started this meeting, you opened up Copilot and you started the transcription, correct? - I sure did. - Okay, great. So that has to be running for at least five minutes or this will not work, and I can actually see this panel here letting me know that that's running as well. So now I can close this and I can click the Copilot button up at the top. If you don't see that Copilot button, just click where it says More and you'll see it there. Or just make the window a little bit bigger like this. And then you should see that Copilot button there. So when I click that, I see the Copilot panel over here on the right. And then I can use this to ask questions about this meeting. And I think one of the most common questions you might ask if you're late to a meeting is, what did I miss? So I'll type that in, hit the Return key and give it a moment. And it gives me information about what they discussed when I was not here. Another way to get caught up is to ask it to make a table of information from the meeting. So I'll type make a table of milestones discussed. Now keep in mind, I don't know what they talked about before I was here. Maybe they didn't talk about milestones yet, but let's see what results we get. And it looks like they did talk about some milestones and it has enough information to put in a table for me here. That's great. I also like to ask direct questions sometimes. So in that text field, I'll ask which clients were discussed? Hit the Return key, and it shows me the specific clients they were talking about. So I can check this and get caught up without disrupting the meeting. Of course, there are other suggested prompts, so you can click the More prompts button down at the bottom and you can see some suggestions if you just want to get some ideas of other types of questions that you can ask. So that's how you can set up a meeting for Copilot and how to use Copilot while the meeting is in progress.