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Advanced & governed: Cowork, enterprise automation and agent governanceHigh - safeguarding and similar discussions may involve special category data or criminal offence data riskUpdated 3 SeptNo AI needed

Review sensitive meeting transcription policy

The AO reviews whether Teams transcription, Copilot meeting summaries and Facilitator-style meeting notes should be disabled or restricted for safeguarding, HR, malpractice, appeals and complaints meetings.

Where the action happens

Teams admin centre / Purview / governance process

Product or feature needed

Teams meeting recording and transcription policy, sensitivity labels, retention, Purview audit/search

AI required

No - governance/admin task

Extra credits

No

Technical skill

High

Risk level

High - safeguarding and similar discussions may involve special category data or criminal offence data

Watch-outs for Advanced & governed

  • Cowork has been generally available worldwide since 16 June 2026 for Microsoft 365 Copilot customers, but admins still control discoverability and must enable usage-based billing before users can run tasks.
  • Cowork consumption is measured in Copilot Credits; organisations can set user or group limits and users can check approximate task cost with /cost.
  • UK Cowork does not require Anthropic/Claude. Microsoft separates Cowork access from model availability; if Anthropic is disabled, Cowork users can continue with allowed non-Anthropic models such as GPT models.
  • For UK organisations, model-provider choice should be recorded as a governance/configuration decision because Anthropic availability has separate admin and data-processing considerations.
  • For Work IQ or other connected agent tools, start read-only where possible and enable write operations only for a justified use case with appropriate identity and approval controls.
  • Treat Cowork access like any other temporary or role-based capability: record owner, purpose, limit and review date, and remove access when the user or project no longer needs it.
  • Agent governance becomes more important as shared, action-taking and connected Agents accumulate; maintain an inventory before the estate becomes hard to understand.
  • Use human approval or an equivalent controlled handoff before high-impact actions where the technology supports it, and keep human accountability for regulated AO decisions.
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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