#47: Using Copilot for (consistent) meeting notes

Posted on October 4, 2024 (Updated October 1, 2024) by ewand

“GenAI” like Copilot and ChatGPT has been evolving quickly over the last year or two, and the more experience people have in using it has also changed their approach. Just as providing better questions to get more accurate search queries from Google / Bing, getting the best results from Copilot or the like might depend on being specific enough with your questions.

Here’s a tip courtesy of Kat Beedim, Microsoft 365 MVP from Microsoft partner, CPS. Kat is using Copilot to summarise the output of a Teams meeting, in an alternative way to the built-in Copilot for Microsoft 365 method which generates a pretty decent summary (and was recently discussed in context of the OneNote integration). While the content is generally good, using the standard approach, you will likely get differing formats of notes from one meeting to the next, depending on what was said.

Kat’s approach is to download the transcript from a meeting that you’ve attended; this may be available to anyone who joined the meeting, even if the tenant hosting the meeting doesn’t itself have Copilot provisioned. In other words, if you have access to Copilot and you can get the transcript from a meeting (which you didn’t organise, maybe even one organised by a different company) then you can generate the meeting notes.

To see if the meeting was transcribed, go back to the Chat or the Recap from the meeting within Teams and you might be able to download the transcript (as a .DOCX file).

Save the transcript file to OneDrive in the same tenant where your Copilot for M365 is, and within a Copilot prompt you can reference it… if you go to Copilot (Work) and press “/” in a prompt, it will let you choose a file (or other source of data).

Kat has provided a very polite and detailed prompt for Copilot to generate meeting notes; by using the same prompt after every project or team meeting, the same format of notes will be preserved.

Copilot, please assist me in converting the attached /(start typing the file name to select it)
into detailed meeting minutes.

Here’s what I need:

1. Identify Key Sections: Break down the transcript into distinct sections: attendees, apologies, introductions, summary of concerns, previous actions discussed, further discussions, recommendations and actions, date of next meeting. Keep to that order.

2. Summarise Discussions: Provide a detailed summary of the discussions for each agenda item, capturing the main points and any consensus reached.

3. Highlight Decisions: Clearly state any decisions made, including the rationale behind them and any dissenting opinions if applicable.

4. List Action Items: Enumerate the action items that came out of the meeting, specifying the responsible party and the deadline for each task

5. Note Attendees: Include a list of attendees and their roles or titles, as well as any apologies for absence.

6. Format for Clarity: Use full sentences and paragraphs, tables, and bold text for emphasis where necessary to enhance readability. Do not use bullet points.

7. Review for Accuracy. Ensure that the minutes reflect an accurate and impartial record of the meeting, and make any necessary edits for clarity and conciseness. Please format the minutes in a professional and presentable manner. suitable for distribution to all meeting participants and for record-keeping purposes. Thank you.

You could also open the transcript directly in Word and enter the gist of the prompt above in Copilot within Word, though formatting is a bit nicer when done from the Copilot for M365 prompt. It might be possible some day to tell it to generate a new document using a set template, but that appears to be a manual process for now.

Feel free to have a play with the prompt to get the format and the answers you want; you have 2,000 characters to give your instructions so be as descriptive as you like.

Kat’s video demo is on Write meeting minutes with Copilot – YouTube.

682 – Lens scanning

Posted on May 19, 2023 by ewand

Continual advances in the quality of smartphone cameras mean that most people don’t use a physical camera any more; unless you are really demanding when it comes to control over digital imagery, phone cameras are good enough for most people, most of the time.

Compact cameras have evolved too, providing phone-beating snaps through better sensors and lenses than could possibly fit in the body of a handheld communicator. More light hitting a larger sensor through a bigger, higher quality lens gives you a better starting position to get a decent picture, though smartphones have powerful software and – increasingly – cloud services available to help improve the photo after it’s been captured. Higher-end cameras are changing, too – even Hasselblad (famed for moon shots but also for the most famous photo of the world) is ditching the DSLR model and going mirrorless. The horror!

Marrying high-resolution imaging with powerful software in the palm of your hand does give you access to new capabilities that a generation ago would be almost unimaginable science fiction.

Check out Plant Viewer to identify which is weed and which is flower, or Google Lens to capture information from the camera or even just to try to identify whatever you’re pointing it at.

As the world has discovered with ChatGPT and Google’s Bard, responses from AI powered services are not always quite correct, even if they appear convincing.

As any fule kno, this item in question is in fact a Seiko RAF Gen 2 (not a Gen 1), even though Google successfully found one for sale, that looks identical.

Google Lens is available on iPhone and iPad too, and depending on the Camera app you use on Android, it might also be launched from there (and most Android devices will launch the Camera app if you double-tap on the power button, so it’s a quick way of getting to Camera, even if the device is locked).

Microsoft Lens is one of the best “Lens” or scanning apps in either mobile store (Fruity | Googly). Formerly “Office Lens”, at one point also available as a Windows app (but now discontinued) and since rebranded somewhat by its listing in the mobile app stores as Microsoft Lens: PDF Scanner, though it can do lots more.

The premise of Microsoft Lens is that you can point the camera at something and scan it, by taking a high-resolution photo of the thing and then using the software to manipulate, crop and adjust the image. The most obvious use case is scanning a Document; start the Lens app, lay the doc out as clearly as you can and then step through grabbing each page in turn.

The red > icon in the lower right shows how many pages have been captured so far. In earlier versions of the Lens app, you’d try to frame the page at the point of capture but now you just grab the images one-by-one (using the big white button) and do the tidying up later.

Press that red button and you’ll go to the UI where Lens tries to identify the corners of each page, and lets you tweak them by dragging the points. You could retake that individual image or delete it from the set of captures.

Press the confirm button on the lower right and you’ll jump to a review of the captured images, giving the option of rotating or adjusting each one, cropping, applying filters to brighten and sharpen them and so on. Once you’re happy that you have the best-looking images, tap on Done to save your work.

You could send all the pictures into a Word or PowerPoint doc, drop them all into OneNote or OneDrive as individual files, or combine all the “pages” into a single PDF and save to your device or to OneDrive.

There are other tools on the primary screen of the Lens app, too, if you swipe left to right. The Whiteboard feature lets you grab the contents off the wall and applies a filter to try to flatten the image and make the colours more vibrant.

There’s a Business Card scanner which will use OCR to recognize the text and will drop the image of the card and a standard .VCF contact attachment into OneNote, ready to be added to Outlook or other contact management tool.

The Actions option on the home screen gives access to a set of tools for capturing text and copying it to other applications or reading it out. There’s also a QR code and barcode scanner too.

One somewhat hidden feature of Lens could be particularly useful if you’re sitting in a presentation and want to capture the slides for your notes.

Start the Lens app, and instead of using the camera to grab the contents and then faff around trimming them, tap the small icon in the bottom left to pick images from your camera roll. This way, you could just snap the slides quickly using the normal camera app and do the assembling and tweaking inside the Lens app, later.

This photo was taken on a 4-year-old Android phone, 3 rows back from the stage at an event using the Camera app with no tweaks or adjustments. It was then opened in Lens, which automatically detected the borders of the screen and extracted just that part of the image into a single, flat picture.

That logo on the top right looks familiar…

For more info on Lens, check out the Android and iOS support pages. Oh, and it’s completely free.

649 – Exploring SharePoint libraries

Posted on September 23, 2022 by ewand

SharePoint is now old enough that it could walk into a bar and buy itself a beer. It has changed a lot over the versions; starting out as a server product that would produce “portals” (or “digital dashboards”) it grew quickly to being rather more document-centric. SharePoint became the back-end for OneDrive for Business storage, and both have evolved a long way.

Two years ago, SharePoint was said to be used by over 200 million users. The following year, the Gartner MQ had it way out in front on the “Ability to Execute” Y-axis and slightly behind only one other supplier on the “Completeness of Vision” X-axis. It won’t be long now for the next MQ report to appear.

Nowadays, SharePoint underpins quite a lot of Microsoft 365 functionality, such as apps like Lists which provide a groovier UI over the top of the base web services, and the document oriented collab in Teams.

If you look at a file library in Teams, you’ll see a bunch of SharePoint-y options – you can Sync the content offline and it will be held offline, using OneDrive to sync it (and if you like, syncing only the files you’ve opened rather than the whole shebang).

The Sync’ed libraries show up in the Windows Explorer app, and in any number of applications’ File | Open / Save dialog boxes, so you can access and interact with the files through the apps you use rather than browsing to SharePoint.

You’ll see a collection of folders that have been set up to Sync, shown with your organization name, alongside any personal OneDrive and OneDrive for Business synced libraries.

The Download option (next to Sync on the Toolbar in Teams), creates a single ZIP file your computer, with the entire contents of the folder you’re looking at, so use it carefully.

One somewhat overlooked option further to the right of the toolbar (or may be on the ellipsis (“…”) menu): Add shortcut to OneDrive. This creates a shortcut link to the current SharePoint folder within your main OneDrive for Business storage, making it easy to find that SharePoint folder in the future, even though it’s not synced offline. The Add shortcut option is also visible on the ellipsis to the right of sub-folders when viewed in SharePoint or Teams.

Don’t add shortcuts to libraries – or sub-folders – which are already being Synced offline. That would be bad.

One downside to the OneDrive shortcut approach is that it just dumps the link into “My Files”, which is the root folder in OneDrive. The shortcut is named the same as the original source – so if you have lots of Teams folders with the same name (eg “Documents”), they will clash with each other as adding a new link would try to create a shortcut with the same name as one that exists already.

One solution would be to create a subfolder in OneDrive, called Sites (or similar), and after creating the shortcut to your latest Teams/SharePoint site, go to the root OneDrive folder and move your new shortcut – maybe renaming it too, so you can see what its parent site was (since the shortcut doesn’t make it clear what the source SharePoint site is) – you’d then have a Sites folder with lots of Shortcuts like Project Team – Documents etc.

Another side benefit of using shortcuts rather than Syncing offline, is that if you have multiple PCs – or feel like accessing OneDrive through a browser on a different machine altogether – you will always have access to the same collection of shortcuts, whereas the Sync offline capability is configured separately on each machine.

538 – OneDrive updates

Posted on July 10, 2020 (Updated August 7, 2020) by ewand

If you’ve been a PC user and part of Microsoft ecosystem for any amount of time, you’ll have been exposed to a variety of services and products which have come and gone, or at least changed names on occasion. OneDrive is a great example – initially unveiled as Windows Live Folders in 2007, the consumer cloud storage service spent a while under the brand name SkyDrive until an agreement was reached with satellite TV broadcaster Sky, to change the name – and so, OneDrive it has been since 2014.

Along the way quite a few associated names and services have bitten the dust – Microsofties celebrate/commemorate old products on the Next of Kin Yammer group: raise a glass to OneCare (an unfortunate name choice if you’re a Cockney, ain’t that Irish Stew), and all manner of other products that turned out to be Red Shirt / Non-speaking parts, like MSN Music/Zune Music/Xbox Music/Groove, and now Mixer.

If you still have a “SkyDrive Camera Roll” folder in your OneDrive storage, that’s probably a legacy of having synced photos from a Windows Phone and then later having installed OneDrive on your modern mobile. You can rename the folder to something else now – at one point, it was not supported but that’s no longer the case.

Using OneDrive on the move makes a lot of sense – even if only to back-up photos from your phone. The web UI lets you see the pictures in a variety of interesting ways, showing the places you’ve been or the things you’ve photographed.

In OneDrive for consumers, you get 5GB of free storage on signing up – not bad, but Google Drive gives you 3 times as much for free – though you can add lots more online storage to both services by either coughing up the readies to buy a TB or two, or in the case of OneDrive, signing up for ~~an Office 365~~ a Microsoft 365 subscription, such as 365 Personal, which gives you 1TB, or 365 Family which gives 1TB each, for up to 6 people.

The pricing is such that unless you wanted to buy only a few extra GB, it makes sense to go for the M365 option – £60 a year for a personal subscription that gives a 1TB (ie 1000Gb) storage capacity, or pay £24/year per 100GB block if you want to buy storage on its own and forego the other stuff you get with M365, notably the Office apps.

Despite a bit of confusion over what the differences are between OneDrive for Business and OneDrive (not described as for business, so presumably for home/personal use), it continues to evolve with additional capabilities – as covered in ToW passim. The OneDrive for Business / Sharepoint and OneDrive for consumer technologies are blending together to the point where they look and feel very similar.

Now, the OneDrive team has unveiled a slew of new features for both ODfB and OneDrive personal – like Dark Mode on the web client, or the ability to share files and folders more easily with colleagues, or share with family and friends by creating groups of people who will be sent an invitation to view and contribute.

And the upload file size limit has been raised from 15GB to a whopping 100GB.

503 – OneDrive Personal Vault

Posted on November 2, 2019 by ewand

A previously-announced capability of OneDrive has been widely rolling out – the Personal Vault. This is a special area of your OneDrive Personal storage which is invisible until you choose to unlock it, using a second strong factor of authentication (such as 2FA and the Microsoft Authenticator mobile app). On a mobile device, you can use a PIN, fingerprint or facial recognition to provide the additional identity verification.

When you unlock the Personal Vault from the OneDrive app on your PC (eg. right-click on OneDrive’s white cloud icon in your system tray), it appears as a special folder under the root of your personal OneDrive folder list, on PCs where your OneDrive content is synchronised.

Browsing in your OneDrive data folder, you may need to enable Hidden Items in the View tab to even see it.

You can treat it like any other folder, adding files and other folders that are particularly sensitive – scans of important but infrequently-accessed documents like passports, driving licenses and so on.

Why infrequently accessed, you may ask?

When the PV is visible, it will re-lock after 20 minutes of inactivity (or can be locked manually) and would need another 2-factor authentication method to unlock it again (text message, phone-app approval etc). On the PC, when the PV is locked, the “Personal Vault” folder (and therefore everything under it) is completely hidden and therefore any files within it do not exist as far as Windows is concerned.

In fact, the PV isn’t just a hidden folder – it’s treated by Windows as another physical volume that is mounted on the PC for the duration of it being unlocked; a Junction is then created so it can be accessed as if it’s part of your OneDrive data folder. When the PV is locked again, the volume is dismounted and the junction disappears, so there is no way to access the data using the normal file system.

If you had a file in your now-locked PV that you tried to access from the most-recently-used files list in either Windows itself or within an app, you’ll get a jarring “file does not exist” type error rather than a prompt to unlock the PV and the file within.

Maybe apps will in time come to know that a file is in PV, and prompt the user to unlock before opening?

Then again, security through obscurity (the most sophisticated form of protection, right?) might be a good thing here; when the PV is locked, there is no such folder therefore no apps can get access to it without the user taking specific and separate action to unlock it first. Not being seen is indeed a useful tactic.

Personal Vault can be accessed from the PCs or mobile devices through the OneDrive app, or in a browser – at onedrive.com. No Mac support is planned.

Unlike in the PC scenario, the PV folder is always shown and indicates if it’s open or locked based on the icon.

The Web UI offers other help and advice about how to use the Personal Vault effectively.

OneDrive on PC – Setup error 0x8031002c

Enabling Personal Vault for the first time might throw an error if your PC is corporately managed with a BitLocker policy.

To work around this and get up and running, try:

Press WindowsKey and type Group Policy, then open the Edit group policy control panel (if you don’t see this or get an error, try running mmc from a WinKey+R prompt, then File | Add/remove Snap-in | Group Policy Object… | Add | Local Computer | Finish | OK)
Expand to the Computer Configuration | Administrative Templates | Windows Components | BitLocker Drive Encryption | Fixed Data Drives node
Double-click on the Choose how BitLocker… setting and update it to Disabled then hit OK
Press WindowsKey+R and type cmd then hold SHIFT+CTRL when pressing ENTER, to run the command prompt with administrative rights
In the ensuing command prompt enter gpupdate /force and, assuming everything runs without blowing up, you can close the command & Group Policy windows down and try enabling Personal Vault again.

Tip o’ the Week 486 – Cloud Storage Bonanza

Posted on June 30, 2019 by ewand

Microsoft’s OneDrive end-user cloud storage system was in the news this week, as plans were unveiled to allow people to buy more storage space than was previously available. The tl;dr version of this is that in addition to your free 5GB of storage when you sign up for OneDrive, you can opt in to buy an additional block of 50GB for $1.99 a month. Now, you’ll get 100GB for the same amount, and Office 365 users will soon be able to buy even more.

If you visit the OneDrive.com site and sign in, you’ll see the total space being used in the lower left, and have the option of upgrading your service – but it’s pretty clear that Microsoft doesn’t want you to buy OneDrive storage on its own… in a Tarrantesque “We don’t want to give you that!” move, you’d need to click through

several “are you sure you don’t want Office 365 instead?” type dialogs.

The best way to get additional OneDrive storage is indeed to get Office 365 Personal, if you only need one account – and for your $70 / £60 per year, you get 1TB of storage plus all the additional awesomeness of Office 365 for your home delight.

An even better solution would be to fork out an extra $30 / £20 per annum to get up to 6 accounts; even if you don’t plan on sharing O365 with your extended family, you could set up separate accounts for different purposes – eg if you want to backup all your movie files from a home NAS, that could be a separate login to your primary one, or if you store RAW format images you could keep them in one OneDrive login while enjoying your processed photos in your regular account.

If you really need more than 1TB per login, Office 365 will soon let you buy addon storage, so for $2 per month more, you can add storage in 200GB blocks, all the way up to an additional 1TB for an extra $9.99 per month.

Online commenters have already pointed out that you could buy 2TB of storage outright from Google for $10/month without first needing to have an Office 365 subscription, but let’s get distracted by that.

Tip o’ the Week 483 – mobile OCR and Office

Posted on June 7, 2019 by ewand

Optical Character Recognition is one of those technologies which has gone from being just-about-possible at great expense and hassle, to so mainstream that people just assume it will work flawlessly, all in a relatively few years. Numerous companies offer OCR services or addins to line-of-business systems which help to prepare printed data for easier consumption – scanning invoices for example.

Consumers tend to use OCR in other ways; combined with language translation, you can point your phone at a foreign menu or sign and it may be able to help you understand. In OneNote, if you have captured an image (maybe through the clipper addin from your browser), then it can extract the text from that picture – not always perfectly, and not necessarily well-formatted, but it’s probably quicker than re-typing everything.

Near OCR functionality is also pervading the slew of freely available Office apps for Android tablets, phones and even Chromebooks, and similar versions for iPad and iPhone.

A recent addition to the iOS version of Excel is the ability to scan a table of printed data and use OCR plus a bit of tweaking, to import the data into the spreadsheet. See more here. The same functionality was first made available on Android a couple of months earlier …

Start with the grid capture icon on the toolbar of a new spreadsheet, and then use the camera to highlight the area of a document that you’re interested in – the UI will be familiar to anyone who uses Office Lens, as the same anti-skewing technology is used to prepare the “document” for importing.

Then the OCR goes to work and tries to lay out the data as closely as possible to its source – obviously, your accuracy will be improved by having a well-lit and clear original document, and you’ll get to tweak the contents in context of seeing the OCR’d data and the scan at the same time, before committing to insert it.

Tip o’ the Week 463 – Photographs, eh (he asked him knowingly)?

Posted on February 4, 2019 by ewand

Nudge Nudge! We’ve all taken photographs and wanted to manipulate them with better tools or on a better screen than presented by our smartphones, haven’t we? Pros might use Photoshop (and some less than Pro too), but for the mere mortals among us, the Photos app for Windows 10 can do a lot of the basics really well.

There are some simple but reasonable tips on getting more out of Photos here, and if you’re still missing Movie Maker, then you could do worse than check out Photos’ ability to edit videos, as discussed here.

There’s a recently-released beta extension for Windows which provides support for RAW images (well, some of them) – see more here.

If you already use Photos, have you noticed that when using a Modern App to manipulate files (eg inserting a photo into OneNote or Mail), then you’ll see Photos appear as a node in the file chooser dialog?

You get the ability to use some of the Photo app functionality for organising your pics – like using search, viewing by subject or use the Timeline feature to quickly jump to a picture based on the date it was taken.

In a rare departure from the mantra that modern apps are somehow inferior to proper ones, here’s an example where using a UWP app is demonstrably better than its Win32 counterpart.

See for yourself – when you’re used to the Photos app functionality and go back to a non-Modern app (like the zombie OneNote 2016 application that’s still a lot more functional in many ways than its UWP sibling), the file dialog box is shorn of Photos addenda and you’re back to grubbing about in the file system to find your files.

Tip o’ the Week 460 – AI, AI, Oh…

Posted on February 4, 2019 by ewand

Artificial Intelligence has been dreamt of for decades, where machines will be as smart – or maybe smarter – than humans. AI in popular consciousness is not just a rubbish film, but if you’re a brainless tabloid journalist, then it means Siri and Alexa (assuming you have connectivity, obvs … and hope there’s no Human Stupidity that forgot to renew a certificate or anything), and AI is also about the robots that are coming to kill us all.

Of course, many of us know AI as a term used to refer to a host of related technologies, such as speech and natural language recognition, visual identification and machine learning. For a great example on practical and potentially revolutionary uses of AI, see Dr Chris Bishop’s talk at Future Decoded 2018 – watch day 1 highlights starting from 1:39, or jump to 1:50 for the example of the company using machine learning to make some world-changing medical advances.

Back in the mundane world for most of us, AI technologies are getting more visible and everyday useful – like in OneDrive, where many improvements including various AI investments are starting to show up.

One simple example is image searching – if you upload photos to consumer OneDrive (directly from your phone perhaps), the OneDrive service will now scan images for text that can be recognized… so if you took a photo of a receipt for expenses, OneDrive might be able to find it if you can remember what kind of food it was.

There’s also a neat capability where OneDrive will try to tag your photos automatically – just go into www.onedrive.com and look under Photos, where you’ll see grid of thumbnails of your pictures arranged by date, but also the ability to summarise by album, by place (from the geo-location of your camera phone) or by Tag. You can edit and add your own, but it’s an interesting start to see what the visual search technology has decided your photos are about… not always 100% accurately, admittedly…

More AI goodness is to come to Office 365 and OneDrive users in the near future – automatically transcribing content from videos stored online (using the same technology from the Azure Video Indexer and Microsoft Stream), to real-time PowerPoint captions. Watch this space… and mind the robots.