Microsoft 365 Copilot brings AI-powered meeting preparation tools to your mobile device, making it easier to get ready for meetings on the go. Whether you’re using Outlook or Teams on iOS or Android, Copilot helps you stay organized by summarizing emails, documents, and past notes directly in your meeting invites. Here’s what you can expect:
- Real-Time Summaries: Get quick insights from emails, documents, and previous meetings.
- Chat Assistance: Ask Copilot questions about objectives, action items, or summaries.
- Document Summarization: View concise summaries of lengthy files optimized for mobile screens.
- Scheduling Help: Create meeting invites and agendas directly from email threads.
To use Copilot, ensure you have a qualifying Microsoft 365 account, the latest app versions, and administrative permissions. Features like "Prepare with Copilot" in Outlook and Teams make it simple to review key details, create agendas, and access relevant documents, all while on the move.
For professionals in sales, project management, HR, or executive roles, this tool saves time by organizing information into actionable insights. Pairing Copilot with tools like nBold can further streamline post-meeting collaboration by automating Teams workspaces.
Key Takeaway: Microsoft 365 Copilot transforms mobile meeting prep by delivering quick, organized insights, ensuring you’re always ready – even on a tight schedule.
How to use Copilot on Mobile vs. Web: A Beginner’s Guide
Setting Up Microsoft 365 Copilot on Mobile
Getting Microsoft 365 Copilot up and running on your mobile device means meeting specific system, licensing, and administrative requirements. While the process is similar for both iOS and Android, there are a few key details to keep in mind.
System and Licensing Requirements
Before you start, confirm that both your organization and device meet the necessary criteria. Microsoft 365 Copilot requires a qualifying Microsoft 365 work or school account with the right licensing tier. In some cases, personal Microsoft accounts may also work, depending on your subscription plan.
Your device must be running the latest versions of Outlook and Teams, with iOS 14.0 or later for Apple devices and Android 8.0 or later for Android users.
Administrative permissions are a must for Copilot to function. IT administrators manage Copilot’s availability on mobile devices and enforce Mobile Device Management (MDM) policies, which can impact its performance. Make sure your device is included in the relevant MDM Security Group.
If your organization uses MDM policies, these settings can dictate password requirements, device encryption, and access controls, all of which can directly affect how Copilot operates.
Once you’ve confirmed these requirements, you’re ready to enable Copilot on your mobile apps.
Enabling Copilot in Outlook and Teams Mobile Apps
To activate Copilot features, sign in to Outlook and Teams using your Microsoft 365 work or school account.
In Outlook Mobile, look for the Copilot icon or the "Prepare with Copilot" option in meeting invites and email threads. If these options don’t appear, try refreshing the app or checking for updates.
In Teams Mobile, Copilot is integrated into meeting screens and chats. To access documents during meeting prep, you’ll need to connect cloud services like OneDrive for Business by signing into those services through the app settings.
For iOS users, enabling notifications during setup is recommended. This allows you to receive Copilot-generated meeting summaries and reminders. Android users can configure similar notification settings directly in the app preferences for Outlook and Teams.
If Copilot features are still unavailable after signing in, reach out to your IT administrator. Organizational policies might restrict Copilot access on mobile devices, even if it’s enabled for desktop use. This is often done for security reasons.
Using Copilot for Meeting Preparation on Mobile
When Copilot is enabled, preparing for meetings becomes a breeze – even on the go. The mobile interface is designed to deliver quick, actionable insights that help you stay on top of your schedule, no matter where you are.
Accessing the ‘Prepare with Copilot’ Feature
In Outlook Mobile, you’ll find Copilot integrated right into your meeting invites. When you open an invitation, you’ll see a "Prepare with Copilot" button or icon near the meeting title. This feature is available for meetings with enough context, like attached documents, email threads, or prior meeting notes.
For Teams Mobile, head to your calendar view and select an upcoming meeting. The Copilot option will show up in the meeting preview screen, often labeled as "Meeting prep" or "Get ready with Copilot." For recurring meetings, Copilot pulls in relevant information from previous sessions to keep you up to speed.
The mobile version of Copilot is all about efficiency. It delivers concise insights that are perfect for quick reviews – whether you’re commuting or squeezing in prep time between appointments. Next, let’s delve into how Copilot turns this data into agendas and summaries.
Creating Meeting Agendas and Summaries
Copilot processes meeting details and organizes them into easy-to-digest formats tailored for mobile. It flags key discussion points and unresolved items, presenting them as expandable bullet points. Need more details? Tap on any agenda item to access the source material behind Copilot’s suggestions.
Document summaries are another standout feature for mobile users. Instead of scrolling through lengthy attachments on a small screen, Copilot extracts the most important findings, decisions, and action items. It even includes page references, so if you need to dive into specifics during the meeting, you can jump directly to the relevant section.
Additionally, Copilot provides participant context by summarizing recent interactions, shared projects, and other relevant details. This helps you approach each meeting with a personalized touch, keeping everyone’s roles and priorities in mind.
Use Case Examples for US Professionals
The tailored summaries and insights Copilot provides are invaluable across a range of professional scenarios. Here’s how it can help different roles:
- Sales professionals can quickly review client histories, updates on proposals, and competitive insights before calls. The mobile interface organizes this information into a timeline format, highlighting key milestones and upcoming deadlines.
- Project managers benefit from Copilot’s ability to consolidate team updates and identify potential challenges. It flags issues like budget concerns, timeline conflicts, or resource shortages that may need attention during the meeting.
- For executive meetings, Copilot simplifies complex reports into executive summaries. It highlights financial trends, performance data, and strategic recommendations, making it easier to prepare on a tight schedule.
- HR professionals can prepare for employee meetings by reviewing recent performance feedback, training progress, and goal achievements. Copilot identifies opportunities for development and noteworthy accomplishments to guide meaningful discussions.
The mobile experience also supports voice commands on both iOS and Android. You can ask questions like, "What are the key budget concerns?" or "Who needs to provide updates?" and get instant, context-specific answers. This hands-free feature is perfect for multitasking professionals.
Whether you have just two minutes or a bit more time to prepare, Copilot prioritizes the most critical information based on your schedule. It ensures you’re always equipped with the right details, no matter how tight your timeline is.
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Combining Copilot with nBold for Better Collaboration
Copilot helps you prepare for meetings, while nBold takes care of automating the creation of Teams collaboration spaces. Together, they streamline meeting preparation and ensure your workspaces are well-organized and easy to manage. This pairing connects mobile meeting prep with smooth, post-meeting teamwork.
Automating Collaboration Spaces with nBold Templates
nBold simplifies the setup of Teams spaces by using custom templates to generate channels, file structures, Planner boards, and integrated apps.
For instance, if Copilot detects recurring meetings or project kickoffs during your mobile preparation, nBold can automatically create the right collaboration space. Imagine Copilot identifying an upcoming quarterly business review – nBold can set up a dedicated Teams workspace with pre-configured channels for financial reports, department updates, and action items. This kind of automation saves time for project managers and department heads by eliminating repetitive setup tasks.
Improving Productivity with Copilot and nBold
nBold’s automated workspace creation directly enhances productivity. Studies show that Copilot users summarize meetings four times faster, feel twice as productive in Teams meetings, and find summarization tasks 58% less exhausting. While Copilot provides key context on mobile, nBold ensures follow-up collaboration takes place in well-structured, governed spaces.
Both tools integrate seamlessly with Microsoft 365. Copilot uses Microsoft Graph to access information based on your permissions, and nBold works directly within Teams to create collaboration spaces. This ensures a smooth transition from preparing on mobile to collaborating in a structured environment.
Maintaining Governance and Security
When it comes to governance and security, nBold delivers the control enterprises need. Combined with Copilot’s security framework, it helps your organization meet compliance standards.
For professionals in regulated industries like healthcare, finance, or government contracting, strict governance is non-negotiable. nBold enforces policies to ensure every workspace created after meeting prep adheres to your organization’s security and compliance requirements.
Pricing for nBold Pro starts at $3 per user/month, while nBold CRM is available at $15 per user/month. Volume discounts are also offered for larger teams.
Best Practices for Microsoft 365 Copilot on Mobile
Microsoft 365 Copilot can make mobile meeting prep a breeze, but it’s important to understand its limitations. While it excels at quick, conversational tasks – like creating, editing, or summarizing files on the go – it’s not designed for in-depth document analysis. Knowing these boundaries will help you get the most out of your mobile Copilot experience.
Key Limitations to Keep in Mind
- Restricted Access to Internal Content: On mobile, access to internal communications and SharePoint content is limited. This means the Copilot mobile app may struggle with content like intranet pages and internal communications.
- Daily Limits for Non-Licensed Users: If you don’t have a full Microsoft 365 Copilot license, you might face daily restrictions on AI features. For instance, image generation could be capped at just one image per day, which can hinder tasks like creating multiple iterations of meeting materials.
Conclusion: Better Mobile Meeting Preparation with Copilot
Microsoft 365 Copilot is changing the way professionals in the U.S. tackle meeting preparation on their mobile devices. By combining AI-powered tools with your organization’s data, it simplifies the process, making on-the-go productivity more achievable.
Key Takeaways for US Professionals
With Copilot, you gain real-time meeting insights tailored to your access level. For example, if you have a 2:00 PM client call, Copilot can summarize documents, highlight key discussion points, and even draft a focused agenda in moments. The "Schedule with Copilot" feature in Outlook mobile takes it a step further by analyzing email conversations to automatically create meeting invitations with suggested titles and agendas.
This efficient approach is designed for professionals who need quick and flexible tools to prepare for meetings, ensuring you’re always ready to take actionable steps.
Next Steps for Using Copilot and nBold
To start, check with your IT administrator to confirm that Meeting Insights is enabled in the Microsoft 365 admin center. You’ll also need the Microsoft 365 Copilot add-on license to access personalized responses based on your work data.
Pairing Copilot with nBold’s collaboration templates can take your workflow to the next level. This combination helps translate meeting preparation into structured workspaces, complete with organized channels, file templates, and task boards.
Additionally, the integration of Context IQ within Copilot offers a simple way to enhance your meeting materials. By using the "/" command in mobile text boxes, you can easily pull in specific Microsoft 365 files while refining agendas or creating documents.
As noted by Microsoft Adoption, these AI-driven tools can revolutionize how you prepare for meetings. Dive into these features today to boost your productivity on the go.
FAQs
How does Microsoft 365 Copilot make it easier to prepare for meetings on mobile devices?
Microsoft 365 Copilot makes getting ready for meetings on your mobile device a breeze. It pulls together key details from emails, documents, and meeting invites, giving you a clear summary without the hassle of digging through everything yourself.
Need to create an agenda, recap earlier discussions, or pinpoint action items? Copilot has you covered. Whether you’re using Outlook or Teams on iOS or Android, it organizes everything you need, so you’re always prepared – even when you’re on the move.
What do I need to set up Microsoft 365 Copilot on my mobile device?
To get Microsoft 365 Copilot running on your mobile device, make sure you’ve got everything in place:
- A valid Microsoft 365 license: This gives you access to Copilot’s features.
- A Microsoft Entra ID account: Needed for secure login.
- Up-to-date Microsoft 365 apps: Ensure all apps on your device are current.
- The Microsoft 365 Copilot mobile app: Download it and have it ready to go.
Once you’ve checked these off, you’re all set to use Microsoft 365 Copilot for hassle-free meeting prep while on the move.
How can using Microsoft 365 Copilot with nBold enhance collaboration and productivity after meetings?
Pairing Microsoft 365 Copilot with nBold can boost your team’s productivity after meetings by simplifying follow-up tasks and keeping everyone on the same page. Copilot can generate summaries of key points, decisions, and action items from meeting notes or recordings, while nBold ensures this information is organized and shared efficiently across your team.
This combination makes it easier to track tasks, prepare agendas for follow-up meetings, and quickly access relevant files or documents – helping your team stay focused and aligned with their priorities.