Microsoft 365 – automatically creating tasks from meetings with AI (ICTWS63)

Specialized training, Webinars

How often have tasks been assigned during a meeting, only for some of them to get lost later in notes or emails? What if artificial intelligence could identify tasks from a meeting, assign responsible people, set due dates, and continuously update their status based on subsequent meetings?

Using a real-world implementation, we will show you how Microsoft Teams, Power Automate, SharePoint, AI Builder and Copilot Studio can be integrated to automate meeting processing. You will see a solution that creates a task overview from a meeting transcript, updates task status, prevents duplicates, sends unclear items to a human for review and makes it easy to find out what participants agreed on. This is not a step-by-step click guide. You will learn what worked in practice, what did not and what we would do differently today.

THIS WEBINAR WILL HELP YOU:

Understand how to use AI for automated meeting processing and subsequent task management
Learn about the possibilities for integrating Microsoft 365 tools to automate business processes
Gain inspiration for reducing manual note-taking, preventing forgotten tasks and improving visibility into task completion
Learn from the mistakes we encountered during implementation and conduct meetings so that AI can reliably capture tasks

WHO SHOULD ATTEND?

Managers and team leaders who want to make meetings and task tracking more efficient
Microsoft 365 users looking for practical ways to use AI in their everyday work
IT specialists and professionals responsible for digitalization and automation of business processes

Date and registration

8 Dec 2026

10:00-11:00

ZDARMA

Course content:

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Automatically saving Microsoft Teams meeting transcripts to SharePoint using Power Automate

Simply create the meeting from the meeting account and enable transcription

Using AI Builder to identify tasks, decisions, open questions, risks and work status updates

AI reads long meetings in sections

Automatically identifying responsible people and due dates

Who is the owner and who is the requester, converting “by Friday” into a specific date and matching names to Microsoft 365 accounts

Comparing new items with existing tasks

New task, update or skip. No duplicates are created, and tasks that are merely related are not merged

Human review of uncertain items

For example, a task without an owner, a person who cannot be found or a possible duplicate

Second reading of the transcript

Finding tasks mentioned in passing

Tracking tasks in SharePoint with change history and transcript citations

After the meeting, a summary is sent, and before the next meeting, a reminder is sent by email or in Teams

Using an AI agent in Copilot Studio to query tasks directly in Microsoft Teams

Implementation experience

What did not work, what we would do differently today and how to speak during meetings so that AI captures tasks

Recommended follow-up course:: Administrative Automation with Power Automate and AI (PAUTAI)
Schedule:: 1 day (10:00-11:00)
Price per person:: .00 € ( .00 € incl. 21% VAT)