Meeting Recording Agent — Copilot Setup Guide
The Meeting Transcript Agent turns raw, messy meeting recordings into clean, structured summaries — complete with an executive overview, key decisions, and action items assigned to owners with priorities and dates. Record on your phone, drop the transcript into Copilot, and get a CRM-ready summary automatically, with under 3 minutes of active work after each meeting. Set up in ~15 minutes, it saves 25–40 minutes per report and 6–10 hours every month — so nothing said in the room gets lost, and every commitment is captured.
- Instant PDF download
- Ready-to-paste agent prompt
- English & German
- 14-day money-back guarantee
What you need
A Microsoft 365 Copilot licence (the paid Copilot add-on for Microsoft 365 Business or Enterprise) and about 10 minutes. The agent is built in Copilot's agent builder – no coding, no IT project.
What's inside the PDF
- The complete agent prompt, ready to copy and paste
- Step-by-step setup walkthrough (about 10 minutes)
- Test prompts to verify the agent before you rely on it
- Quick reference card – a 3-minute read, no theory chapters
This guide is part of Phase 4 – Keep the Momentum After the Meeting