🤝 Sales

Prep for a customer call in Outlook/Teams

🤝 SalesMicrosoft 365 CopilotBeginner

Task · Meeting prep
Time saved · 15 min per call (estimate, not measured)

Steps

1. Open Copilot in Outlook
2. Paste prompt with customer name
3. Review summary

Prompt / template

Summarize my last emails and meetings with [customer] and list open questions for tomorrow's call.

Source · https://support.microsoft.com/en-us/copilot-outlook
Last checked · 2026-10-16

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