Recap of Supplier or S&OP Calls with Copilot in Teams

What This Does

After a recorded supplier call or an S&OP planning session, Copilot can generate a video recap with narrated highlights and short clips, a podcast-style audio recap of the transcript, and a visual recap that lines up key screen shares next to a written summary. Instead of retelling the meeting to whoever missed it, you share the recap.

Before You Start

• The meeting is recorded in Teams. Copilot's recap features only work on recorded meetings, not live ones you did not capture
• Your organization has a Microsoft 365 Copilot license covering meeting recap. See Microsoft's Copilot page for current plan requirements, or ask IT whether your license includes this
• You have told everyone on the call that the meeting is being recorded and transcribed, and you have followed your company's recording and retention policy for the call type (supplier calls often carry different rules than internal ones)

Steps

1. Find the Copilot feature

After the recorded meeting ends, open it from your Teams calendar or the Chat/Recap tab. Look for the recap section, which appears once processing finishes, usually within a short time after the call.

2. Tell it what you need

The video, audio, and visual recaps generate automatically once the recording and transcript are ready. There is no prompt to write. Choose which format fits the moment. A short video recap for someone who missed the whole call, or the visual recap when a screen-shared deck or spreadsheet matters more than who said what.

3. Review and use the result

Watch or read the recap before forwarding it. Highlights are AI-generated selections of what seemed most important, and they can miss a nuance a human listener would have caught, especially in a negotiation-adjacent supplier call. Share the recap link (it can go to SharePoint) instead of re-typing the meeting from memory.

Real Example

Scenario: Your VP of Operations missed a supplier QBR call where a delivery commitment shifted, and asks for a rundown before the next morning's stand-up.

What you do: Open the recorded QBR from your Teams calendar, wait for the recap to finish processing, and send the video recap link along with the visual recap that shows the scorecard slide the supplier walked through.

What you get: Your VP watches a five-minute recap instead of you rebuilding a verbal summary from memory the next morning, and can jump to the scorecard slide directly through the visual recap.

Tips

• Tell every participant, internal or supplier-side, that transcription and recap generation are on before the call starts, and follow your company's recording policy for who can be recorded and how the recording is stored or shared.
• If the recap highlights a specific number, a price, a delivery date, a commitment, verify it against the ERP, the source sheet, or the actual transcript before repeating it to leadership or back to the supplier. A recap summarizes; it does not verify.
• For a fast-moving negotiation call, the audio recap can be quicker to skim than watching the video version, since you can speed it up like a podcast.

Tool interfaces change. If the recap tab has moved, look for it in the meeting's Chat or Details view in Teams.