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Institute of Digital Government

Summarise Teams chats with Copilot

Learning Pathway:

AI 201: Copilot in Everyday Tasks

3 August 2026

Use Copilot in Teams to summarise a conversation, investigate further and draft a reply.

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Why this matters

Microsoft 365 Copilot in Teams can help you do three useful things in one workflow:

  1. Summarise a discussion or project

  2. Investigate a specific issue, decision or action

  3. Draft a reply in Teams based on what you found

That makes it useful when you are joining a project late, returning after leave, or responding to a colleague after a long discussion.

Today's exercise: Catch up on a Teams conversation.

Imagine you have been added to an active Teams project. Rather than searching through the full history yourself, you will use Copilot to do the heavy lifting.

Here's what you need for this exercise

Tools and inputs required:

🛠️ Tool 

Teams

🔗 Feature 

Copilot Chat in Teams

📂 Your input 

Your Teams conversations

Step 1: Summarise the conversation

☑️ Open your Teams chat, and click the Copilot on the top right.

Click copilot

☑️ Ask Copilot for a summary of the discussion. You can use the prompt below.

Prompt
Ready-to-use prompt

Summarise this Teams conversation for someone who has just joined the project.

Include: the main topic, the current status, key decisions made, open issues, actions and owners, important dates or deadlines.

Keep it concise and use bullet points.

☑️ Copilot will generate a summary based on the Teams conversation.

Summary of teams conversation

Step 2: Investigate further

☑️ Once you have the summary, ask Copilot to investigate one specific point that still needs clarity. You can use the prompt below.

Investigate further
Ready-to-use prompt

Investigate the discussion around [insert topic].

Tell me:

  • what has already been said

  • whether a decision has been made

  • who is responsible

  • whether there are any disagreements or unresolved questions

  • what I should check before replying

☑️ Copilot will provide more detailed information on the topic.

Copilot's reply.

Step 3: Craft a reply with Copilot

☑️ Use Copilot to help craft your reply. You can use the prompt below as a guide:

Copilot prompt
Ready-to-use prompt

Based on the points below, craft a friendly Teams message to the team:
1) [point A]
2) [point B]
3) [point C]

☑️ Review and edit your draft, before sending it in the Teams chat.

Copilot crafted reply

Now it is your turn to try!

Open a Teams thread you need to respond to and ask Copilot to:

  1. Summarise the discussion

  2. Investigate [specific issue] and;

  3. Draft a reply with [these points].

That gives you a simple workflow for understanding the conversation first, checking the detail second, and writing the response last.

↩️Return to: AI 201 Learning Pathway

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