Turn discussion into agreed next steps
Workflow: Prepare and coordinate.
Information to use
An accessible Teams meeting transcript or uploaded meeting notes, plus the intended Planner board and bucket.
Output
A proposed action list followed by approved Planner tasks with owners, due dates, checklists and supporting links.
Capabilities to enable
M365 Tools for transcript retrieval and Microsoft Planner for task creation. Users need access to a supported board with write access enabled.
Example prompt
Extract actions from this meeting. Flag unclear owners or deadlines and show me the proposed task list. After I approve it, create the tasks in our Project Delivery board and link supporting context.
Review and access
Confirm assignments and deadlines before writing tasks. Use an existing supported board; Premium Planner boards are excluded.
