Generate a project workback schedule from a meeting transcript

Step 1: Capture the planning meeting transcriptTeams

Get the transcript from the kickoff or planning session where milestones, deliverables and rough dates were discussed.

Step 2: Ask the Planner agent to build the workback scheduleCopilot

Hand the Planner agent the full transcript rather than a summary of it — the specific wording around sequencing ("we can't start the migration until the audit finishes") is exactly what it needs to catch to infer a real dependency, and a paraphrase tends to lose that connective detail.

Prompt idea:

Build a workback schedule from this kickoff transcript. Identify each deliverable, the target date mentioned, and what has to finish before it can start. Flag any deliverable with no stated dependency or owner.

Step 3: Fill in the gaps the agent flaggedTeams

For deliverables with no clear owner or dependency in the transcript, go back to the project lead rather than guessing — a wrong dependency chain compounds into a wrong schedule.

Step 4: Sanity-check the dependency chainPlanner

Walk through the schedule end-to-end and confirm the sequencing makes sense — a task the agent placed as dependent on another may actually be able to run in parallel.

Step 5: Publish to Planner and sharePlannerTeams

Push the confirmed schedule into Planner with owners and dates, then share the board link in the project's Teams channel.

Check the work

• Confirm every date in the schedule traces back to something actually said in the transcript, not inferred typical timelines.
• Verify dependency order with the task owners before treating it as fixed.
• Check that no deliverable is missing an owner in the final Planner board.

Source: Office 365 for IT Pros, "Planner Agent Delivers AI Help for Tasks" (March 2026)