CoachingUgosay

Auto-Generate Meeting Minutes in Microsoft Teams

by Vijayakumar Mayilsamy

📌 What You'll Get in This Guide

This complete step-by-step guide will show you:

  • How to create MoMs manually using Microsoft Teams and OneNote
  • How to use Microsoft 365 Copilot for auto-generated summaries
  • The best AI tools (like Otter.ai and Fireflies.ai) that do all the work for you
  • A copy-paste MoM template you can use instantly
  • Visual examples to walk you through each step

🧠 Why Minutes of Meeting (MoM) Matter More Than Ever

Did you know? 64% of employees forget key meeting points within just 1 day. And yet, over 70% of teams don’t regularly record or summarize their meetings. 🤯

Having clear and structured MoMs helps teams:

  • 📌 Stay accountable
  • 💡 Remember key decisions
  • 🧭 Avoid misunderstandings
  • 📈 Deliver projects faster

📝 Method 1: Manual MoM Creation in Microsoft Teams

✅ Step 1: Prepare Before the Meeting

  • Assign a note-taker
  • Create a basic MoM template (scroll down for a free one)

✅ Step 2: Capture Notes During the Meeting

Use:

  • Teams chat
  • A shared Word doc or OneNote
  • Focus on:
    • Key decisions
    • Tasks and owners
    • Deadlines

✅ Step 3: Finalize and Share After the Meeting

  • Format the notes cleanly
  • Share via Teams or Email
  • Save in a shared folder or Teams channel

🔍 Method 2: Use Microsoft Teams Features

🎥 Record and Transcribe the Meeting

How To:

  • Start recording and enable transcription before or during the meeting
  • After the meeting → Go to Teams → Calendar → Meeting Recording
  • Open transcript → Export it as text or Word document

Use the transcript as your raw material to summarize the MoM.

📓 Take Notes with OneNote

  • Open OneNote
  • Click on Meeting Notes
  • Select your calendar meeting
  • Write notes with full meeting context automatically linked

🤖 Method 3: Generate MoMs Automatically with Microsoft Copilot

If you're lucky enough to have Microsoft 365 Copilot, it can do this automatically.

How It Works:

  • After your meeting ends, go to the Meeting Recap
  • Click “Summarize with Copilot”

Copilot will generate:

  • A complete summary
  • Action items
  • Key decisions
  • Follow-ups with deadlines

Time saved per meeting: Up to 20 minutes per person!


🤝 Method 4: Use Smart AI Tools That Work with Teams

Want something even faster? These third-party AI tools integrate directly with Teams and do the work for you.


🔥 Otter.ai

  • Joins Teams calls automatically
  • Records, transcribes, and summarizes in real time
  • Sends meeting summary to your email or app 🔗[ Try Otter.ai →](https://otter.ai)

🚀 Fireflies.ai

  • Works with Teams, Zoom, Meet
  • Tags action items and decisions
  • Integrates with Slack, Notion, and CRMs 🔗[ Explore Fireflies.ai →](https://fireflies.ai)

🧠 Tactiq

  • Chrome extension that captures live notes
  • Highlights decisions, keywords, and speakers
  • Lets you save or export summaries easily 🔗 Get Tactiq →

💡Productivity Fact: Teams using AI note-takers report 30% fewer missed tasks and faster project turnarounds.


📄 Free Minutes of Meeting Template (Copy & Use)

Here's a ready-to-use format you can use in Word, OneNote, or even directly in an email.

Meeting Title: [Project Update Call] Date: [30 July 2025] Time: [10:00 AM – 11:00 AM IST] Attendees: [Alice, Bob, Chandru, FUEiNT]


Agenda:

  1. Review sprint progress
  2. Discuss blockers
  3. Confirm next steps

Discussion Summary:

  • Backend integration complete (Alice)
  • Deployment issues flagged (Bob)

Decisions Made:

  • Delay frontend release by 2 days
  • Start QA tomorrow

Action Items:

TaskOwnerDeadline
Fix login bugBob31 July 2025
QA Regression TestingQA Team1 Aug 2025
Release checklistChandru31 July 2025

Next Meeting: [3 August 2025, 10:00 AM IST]

📌 Pro Tip: Save this format as a reusable template in your company's shared drive or inside Teams channels.


🙋‍♀️ Frequently Asked Questions (FAQs)

❓ Do I need Copilot to generate MoMs in Teams?

You can manually generate MoMs without Copilot using transcripts, OneNote, or shared docs. Copilot just automates the process.

❓ Are Otter.ai and Fireflies.ai safe to use?

Yes, they offer enterprise-grade security and are trusted by thousands of businesses. Always review privacy settings before using.

❓ What if I forgot to enable transcription in Teams?

If the meeting wasn't recorded or transcribed, you'll need to rely on manual notes or an AI tool that was already joined (like Otter.ai).

❓ Can I use these tools in hybrid meetings (virtual + in-room)?

Yes! Most AI tools work with both in-person audio (if mic access is granted) and virtual meetings.


🧭 FUEiNT Thoughts: Simplify Your Workflow, Save Time, Stay Organized

Whether you're managing daily standups, client calls, or high-stakes project reviews—automating your Minutes of Meeting (MoM) can:

  • Save hours of work
  • Keep your team on the same page
  • Help you never miss an action item again

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