Once the teams premium licence is applied and the template is enabled for your account, please use the steps below for creating meetings with automatic recording and Copilot pre‑configured.

Using Outlook Desktop

  1. Go to your Calendar tab.
  2. Select the dropdown next to Teams Meeting.
  3. Open Custom Templates.
  4. Choose Record Meeting Automatically.

Using Microsoft Teams

  1. Open Calendar from the left‑hand menu.
  2. Click the New meeting dropdown.
  3. Select View all templates.
  4. Scroll down and select Record Meeting Automatically, then click Schedule.

This will create a meeting with:

  • Automatic recording ON
  • Automatic transcription ON
  • Copilot enabled by default

Please note: these settings only apply when this specific template is selected while scheduling.