AI meeting notes that become tasks

By Jason Sibley

What this is for, and who it's for

This is for any small team that runs meetings on Microsoft Teams and has the familiar problem: someone takes notes (or nobody does), three action points get agreed verbally, and a week later two of them have quietly evaporated. If your business already has Microsoft 365, you likely have access to AI meeting features that solve most of this — the trick is knowing what's actually included, turning it on properly, and building the five-minute habit that turns a recap into real tasks.

This guide focuses on Microsoft Teams because it's the most common meeting platform for UK small businesses already on Microsoft 365, and because Microsoft's own documentation on what's included is unusually clear about