Meeting transcriptions with AI: Microsoft Copilot, Teams, and Word

What you will learn

Meetings take up a lot of time, and the course helps your staff spend less time on paperwork afterwards and follow up on what was decided.

By the end of the course you can:

• Record and transcribe online, in-person, and hybrid meetings.

• Steer the result with prompts and templates, so minutes follow your own format.

• Decide when Copilot is enough and when the task calls for an agent or an automation.

About the course

Details and modules

• Lessons

  All day you work with real meetings: The morning's round of introductions and a Teams meeting the class holds together. The course has seven lessons:

  • Introduction to AI and Copilot: Learn enough about AI to follow what Copilot does during the day, and why it sometimes gets things wrong.
  • Prompting for meetings: Using the morning's round of introductions, build a prompt from six elements: Task, context, format, tone, role, and source. The source element makes Copilot stick to what was said and write "not decided" when nothing was decided.
  • The meeting: Before, during, and after: Write the agenda in Word, send the invitation from Outlook, and set up Teams so the meeting is transcribed. Hold a real meeting together, with recording, captions, and Copilot along the way. Afterwards, you see what Copilot gives you automatically in Outlook and Teams, and what you still have to ask for.
  • Your own format: Turn the morning's agenda into a minutes template in Word with an instruction in every row, and let Copilot fill it in from the meeting.
  • Group exercise: In groups, build a template for a meeting with no agenda and run it on the round of introductions. The groups present their versions, and then you see a model answer.
  • Physical and hybrid meetings: Get minutes from a meeting that does not happen in Teams: Teams on a phone, recording in the Copilot app, dictation and transcription in Word, and a photo of a whiteboard.
  • The agent and automation: Build a minutes agent with the template and a glossary of names and terms. One run gives you the minutes, a draft follow-up email, and a task list with owners. Finally, you see a demo where a flow writes the minutes without anyone opening Word.

  Changes: New features are continuously added to Copilot. When appropriate, we incorporate these in the course to ensure coverage of the newest functionalities. Thus, the above topics may change accordingly.

• Target audience

  The course is for you if you want to use AI for meeting minutes and follow-up, whatever your industry. It especially suits people in administration, project management, education, marketing, finance, and IT.

• Prerequisites

  You do not need to know about AI. If you have worked a little with Microsoft 365 and want to try something new, you are ready.

• Duration and location

  The course lasts a full day (7 hours). We agree on the date and location with you, and you choose whether it runs on-site or online.

  Online, we draw on our experience from the YouTube channel to keep the teaching lively and interactive on screen.

  On-site, we come to you. Travel and accommodation are added to the price by agreement.

• Equipment and licences

  The course runs on the participants' own computers via your Microsoft Copilot licence.

• Format

  The course combines live teaching with practical exercises. Participants work through examples and tasks themselves, with help from the instructor.

• E-learning

  Participants get access to our e-learning during the course and can use it afterwards at their own pace. It lives on I Love Automation, where the content is kept up to date. There are also active communities where participants can get help applying what they learned to their own work.

• Number of participants

  We recommend up to about 15 participants per course. That leaves room for everyone to take part, ask questions, and get help from the instructor.

• Terms and conditions

  Our services follow clear business terms built on mutual trust and simple transactions. Note that all services require prepayment and are non-refundable. Read our terms and conditions for details.

• Price and booking

  The price is fixed regardless of the number of participants, which makes the course a good fit for teams that want thorough teaching at a good price.

  Call Stine on +45 30 13 41 84 or email info@andersjensen.org. We are also happy to arrange a meeting or a short call about your needs.

Instructor

Anders Jensen

Instructor in automation and AI

Anders shows how automation works in practice, without long PowerPoint presentations and without drowning you in theory. His YouTube videos have millions of views, and his automation and AI tutorials are among the most watched in the world.

Microsoft has named him a Most Valuable Professional (MVP) five years in a row, most recently in both Microsoft 365 Copilot and Microsoft Copilot Studio.

The teaching style is always practical. Anders explains theory while building solutions live, so both beginners and experienced professionals can take concrete lessons with them.

anders@andersjensen.org