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AI note taker for Teams

Deepu Nair· CEO, Sunnyside AIUpdated 12 Nov 20264 min

The short answer

Teams writes AI notes on the Recap tab, called intelligent recap. You need Teams Premium or a Microsoft Copilot licence, and IT must allow transcription. Start Transcribe or Record in the meeting, then open Recap afterwards. With no licence, Sunnyside AI takes notes on your own computer instead.

The steps

  1. 01
    Check the licenceTeams needs a Teams Premium or Microsoft Copilot licence for AI notes. Audio and video recaps need Copilot.
  2. 02
    Check IT allows transcriptionAn admin turns on the meeting policy. Without it there are no AI notes.
  3. 03
    Set Copilot for the meetingCalendar, the event, Options, then Copilot and other AI. Choose During and after the meeting.
  4. 04
    Start Transcribe or RecordIn the meeting, More actions, then Transcribe. Without a recording, the recap has no speakers, topics or chapters.
  5. 05
    Open Recap afterwardsOpen the meeting chat and select Recap. The AI notes and suggested tasks are there.
  6. 06
    Or use Copilot only during the meetingChoose Only during the meeting in Options. Select Copilot, then Turn on. No transcript is kept, and you cannot turn it off once on.

Which way to choose

Teams AI notes are tied to your licence and your IT team. If either is missing, there are no notes.

Compared onTeams intelligent recapA bot note takerSunnyside AI
Licence neededTeams Premium or Copilot, plus IT turning it onAn account with the bot serviceThe desktop app on a Mac or Windows computer
Meeting hosted by another organizationNo Copilot in itDepends on the lobbyYes, you join as normal
Who sees the notesSame-organization attendees with the licenceThe bot's owner and who they share withYou
After the notesAI notes and suggested tasksA summaryA follow-up draft and open items across calls

Limits

  • Sunnyside AI does not write into Teams. Its notes stay in its own app.
  • It runs on a Mac or Windows computer, not on a phone or a tablet.
  • It is built for sales calls, not lectures or interviews.
  • It does not replace telling people. Say at the start of the call that you take notes.
Discovery call · meet.google.com18:42
Claire Dunn on a video callClaire Dunn · Meridian Group
18:42
“Can you send the security document by Thursday?”
Draft ready: the security document to Claire, due Thursday, with the date in the subject.
From your notes · 3 s after Claire said it

On a real call, this is what you would see

Sunnyside AI writes the notes while the call is fresh, and no bot joins.

Try Sunnyside AI free

Questions people ask

Does Teams AI take notes without a transcript?

Yes, in scheduled meetings, if the organizer has Copilot and turns on intelligent recap in Meeting options. The summary is saved as a read-only Word file that expires after 120 days by default.

Can guests see the recap?

No. Only attendees from the same organization who have the licence can. Guests and external people cannot.

What are the other recap names in Teams?

The Meeting Recaps app lists your past recaps for the last 30 days. Audio recap and video recap are add-ons that need Copilot.

Is it legal to take notes with an AI note taker?

It depends on where each person is. Tell people at the start of the call and ask.