Manage meetings and collaboration using Microsoft Copilot
Microsoft Learn
Last updated October 6, 2026
Manage meetings and collaboration using Microsoft Copilot is a free Microsoft Learn module on using Copilot before, during and after meetings, and in the shared work that follows them. It covers summarizing email threads to prepare for a meeting or follow one up, capturing insights and notes while the meeting runs, producing a summary with action items afterward, and drafting the follow-up email. A second lesson turns to collaboration, using Copilot Chat, Pages and Notebooks for shared planning and deeper analysis, and a 25-minute exercise puts both lessons into practice. It is also part of Microsoft's Enhance business workflows with AI learning path. The exercise needs a Microsoft 365 subscription with a Microsoft 365 Copilot license.
What you'll learn
- Summarizing email threads with Copilot to prepare for meetings and follow them up
- Capturing insights and taking notes automatically while a meeting is in progress
- Producing a post-meeting summary with action items
- Drafting follow-up emails
- Using Copilot Pages and Notebooks for shared planning and deeper analysis
Frequently asked questions about Manage meetings and collaboration using Microsoft Copilot
Who is Manage meetings and collaboration using Microsoft Copilot for?
Microsoft 365 users who spend much of their week in meetings and want to use Copilot to prepare for them, capture what was said and follow up.
Is Manage meetings and collaboration using Microsoft Copilot free?
Yes — Manage meetings and collaboration using Microsoft Copilot is free to take. The exercise needs a Microsoft 365 Copilot license, which is sold separately.
What are the prerequisites for Manage meetings and collaboration using Microsoft Copilot?
Basic functional experience with Microsoft 365 services. No coding required.
Why we suggest this course
This module stays on meetings and the collaboration around them instead of surveying everything Copilot can do. The hands-on exercise takes more than a third of its time, which suits a reader who learns by doing. The collaboration lesson takes it past the meeting itself, to shared planning and analysis in Pages and Notebooks.