Lab 06 - Turn meeting notes into reusable knowledge with Copilot Pages and Notebook

Item	Detail
Level	100
Duration	20 minutes
Apps	Microsoft 365 Copilot, Copilot Pages, Copilot Notebook where available
Sample file	04_Mock_Meeting_Notes_Operations_Performance.docx

[!IMPORTANT] These labs use synthetic mock content only. Do not use real BP confidential information, employee data, supplier records, operational procedures, or restricted business data in prompts.

Scenario

A project meeting produced unstructured notes. You need to turn the notes into decisions, actions, a collaborative project brief, and a Notebook plan that can preserve context for future work.

Exercise 1 - Extract meeting outcomes

Summarize /04_Mock_Meeting_Notes_Operations_Performance.docx.

Create sections for:
- Decisions made
- Open questions
- Risks and blockers
- Action items with owner and due date
- Follow-up message for stakeholders

Exercise 2 - Create a collaborative brief

Organize the meeting output into a collaborative project brief.

Use this structure:
- Meeting purpose
- Current status
- Decisions
- Actions
- Risks
- Next discussion topics

Exercise 3 - Design a Notebook context plan

Recommend what should be included in a Copilot Notebook for this project.

List:
- Files to include
- Recurring prompts to save
- Decisions to maintain
- Risks to monitor
- Weekly update questions

[!TIP] If Copilot Pages or Notebook is not enabled, complete this exercise as a Word document or Copilot Chat response and discuss how the content would be organized.