Post-Meeting CRM Update and Follow-Up Draft

Trigger: Teams meeting ends with an external contact.

What this automates: The entire post-meeting admin loop — recap, CRM update, task creation, and follow-up email draft.

How it works

1. Meeting ends and Copilot summary appears

   Teams detects the meeting has ended. A Copilot summary card appears in the meeting chat.

2. Summary saved to CRM opportunity

   Summary is written directly to the Dynamics 365 or Salesforce opportunity record.

3. Action item tasks created

   CRM Tasks or Planner tasks are created for each action item, assigned to the appropriate owner.

4. Follow-up email drafted in Outlook

   Copilot pre-populates an Outlook draft using the meeting summary.