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Prepare for a meeting

Ask Copilot to bring together relevant calendar, email, chat and file context so you can prepare questions, priorities and background before a meeting.

Where the action happens

Microsoft 365 Copilot

Product or feature needed

Work-grounded preparation

AI required

Yes

Extra credits

Usually included with the relevant Microsoft 365 Copilot licence

Technical skill

Low

Risk level

Low to medium

Licence dependency

Microsoft 365 Copilot required for richer work grounding.

Credit dependency

Usually none.

UK availability

available

What it can do

  • Gather context from work you can access.
  • Suggest preparation questions and priorities.
  • Reduce manual searching before meetings.

Limitations

  • The quality of preparation depends on permissions and available context.

Prerequisites

  • Work-grounded Copilot access.

Notes

Generic meeting capability.

Watch-outs for Meetings, research & planning

  • Work-grounded features only use information the user can access, but organisations should still manage permissions well.
  • Treat AI output as a working aid rather than the final authority.
  • More detailed privacy, licensing and governance guidance is available in the advanced sections.

Last checked: 2026-10-09

Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.

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