Meetings, research & planning: Prepare, catch up, research and planLow to medium riskUpdated 9 OctAI required
Turn information into a plan
Give Copilot an objective plus relevant background and ask it to create a sequence of tasks, milestones, dependencies or next steps.
Where the action happens
Copilot Chat / Pages
Product or feature needed
Planning
AI required
Yes
Extra credits
Usually none for normal use
Technical skill
Low
Risk level
Low to medium
Licence dependency
Depends on chosen surface.
Credit dependency
Usually none.
UK availability
available
What it can do
- Convert information into structured next steps.
- Suggest milestones and dependencies.
- Iterate on the plan interactively.
Limitations
- AI cannot know hidden constraints or priorities.
Prerequisites
- Provide the objective and important constraints.
Notes
Generic planning 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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