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Meeting Follow-up Flow

After each Teams meeting you organize, AI reads the transcript and writes a summary, the decisions and each action item with who owns it. Every action item becomes a Planner task for its owner, and a recap email waits in your Outlook Drafts for you to check and send.

ProductivityUses creditsAbout two and a half hours the first time; no experience needed to set upNew

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What’s in the template

  • How it works
  • What it costs
  • Before you start
  • Power Automate basics (read this first)
  • Step 1: Create the Meeting actions plan
  • Step 2: Start the flow
  • Step 3: Get the meeting and its transcript
  • Step 4: Create the AI prompt
  • The AI prompt
  • Step 5: Turn each action item into a task
  • Step 6: Draft the recap and tell yourself
  • Step 7: Test it
  • If you have a Copilot Business seat: use Copilot's recap instead
  • If the automatic start doesn't work: run it with the meeting link
  • Troubleshooting
  • Good to know

What you need

Microsoft 365 with Teams, Planner and Outlook, meeting transcription turned on, Power Automate Premium for the person who builds the flow (or a pay-as-you-go environment), and Copilot Credits set up by your admin for the AI step. With a Copilot Business seat you can use Copilot's own recap instead, with no premium license and no credits.

What it does

Saves time on: Writing up meetings, chasing action items and sending the recap. Best for: Owners and managers who run regular Teams meetings with staff or customers.

New guide. We're still testing this one in our own Microsoft 365, and Microsoft's menus change often. If a step doesn't match what you see, tell us at support@sierrix.com.

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