Meet·Beginner·5 min·Updated Oct 1, 2026

Customize how Copilot formats your meeting recap

Prompt Copilot to shape a meeting recap to match how you actually work instead of accepting the default format every time.

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Microsoft 365

Works With

Business Outcome

Meeting recaps people actually read, formatted the way they actually use them.

Workflow Overview

Teams
Copilot

Step 1: Decide what format actually works for how you review recapsTeams

Think about how you actually scan a recap today — do you jump straight to the action items, or do you need the narrative context to remember why a decision was made? Pin down that preference (a strict decisions-and-actions list vs. a narrative summary with sections) before you prompt, since a vague "make it better organized" request just gets you a different generic default.

Step 2: Prompt Copilot to shape the recap to that formatCopilotTeams

Ask directly for the structure you want instead of accepting a preset you then have to mentally reformat every time.

Prompt idea:

Format this meeting's recap as: decisions made, open questions, and action items with owners — skip the narrative summary.

Step 3: Check that visual references came throughTeams

If the meeting included shared slides or screens, confirm the recap includes the relevant visual references, not just a text description.

Step 4: Save your preferred format as a standing instruction if it's availableTeams

If you find yourself requesting the same format every time, see whether it can be set as your default rather than re-specifying it per meeting.

Check the work

  • The recap's structure actually matches what you asked for.
  • Visual references from the meeting are included where relevant.
  • Nothing material from the meeting was lost in reformatting.

Source: Microsoft Tech Community, "What's New in Microsoft Teams — May 2026 (Build Edition)"

Expected Outcome

A meeting recap in the format you specified, with visual references included where relevant.

✓

AI is the right call here

Deciding what counts as a decision versus an open question in a recap is the same judgment call regardless of format — customizing the structure just makes that output usable for how you actually review it.

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