Short Online Course
Mastering AI Agent Microsoft Facilitator
Course Overview
Microsoft Teams Facilitator is an AI-powered meeting assistant that helps guide meetings in real time by managing agendas, drafting shared notes, and capturing action items.
Learning Outcomes
- Explain the purpose and value of the Microsoft Teams Facilitator Agent.
- Identify the licensing and setup requirements needed before use.
- Enable Facilitator before or during a meeting.
- Use chat prompts to manage agendas, notes, and action items.
- Work collaboratively with meeting notes stored in Microsoft Loop.
- Retrieve recap information and post-meeting outputs.
Format
- Duration: 1–2-hours
- Audience: Team leaders, project coordinators, meeting organisers, and Microsoft 365 users
- Format: Demonstration Video, comprehensive book of notes including illustration and learner workbook containing questions and answers a final assessment and practical scenario
- What is the Facilitator Agent
- Prerequisites & Licensing
- How to Turn on Facilitator
- When Scheduling a Meeting (Recommended)
- During an Ongoing Meeting
- Turning on Facilitator if you are the Meeting Organizer
- How to use Facilitator During the Meeting
- Private Conversation
- Facilitator and Transcription
- Recap the Notes
- Agenda and Time Tracking
- Real-Time Collaborative Notes
- Capturing Action Items and Follow Up Tasks
- Interrogating the Meeting Chat
- Post-Meeting Wrap Up
- Microsoft Loop
- Create a Loop Workspace for Meeting Notes
By the end of the course, participants will be able to confidently use the AI Agent Microsoft Facilitator to co-chair meetings.
The online course includes videos that you can watch and rewind to learn techniques, and questions and exercises to reinforce your learning. The course comes with a tutor who you can call, email or meet via MS Teams if you need that extra bit of support.
At the completion of the course, you will be issued with a Certificate of Completion.
Register and join us today!
AI Agent - Microsoft Facilitator - Short Online Course
A basic understanding of MS Windows.



