---
name: Secure Meeting Minutes
description: "Drafts formal meeting minutes from notes or a Teams transcript in Microsoft 365 Copilot, inheriting the meeting's sensitivity label and routing actions to named owners."
---

# Secure Meeting Minutes

> **TL;DR:** This skill turns meeting notes or a Teams transcript into formally structured minutes that inherit the meeting's Microsoft Purview sensitivity label and route every action to a named owner with a due date.

## How do you produce labelled meeting minutes from a Teams transcript?

The skill produces clean, formally structured minutes that inherit the sensitivity label of the parent meeting and route actions to named owners with due dates, ready for storage in the controlled location. Run inside Microsoft 365 Copilot as the host, it follows the RACE prompt-engineering framework: the Role is a formal minute-taker, the Action is to extract decisions, actions and follow-ups, the Context is the meeting metadata and source transcript, and the Expectation is a labelled artefact in the structure below. Labelling the output rather than leaving it as plain text keeps confidential discussion protected from the moment the minutes are drafted.

## When should you run this skill?

- "Draft secure meeting minutes"
- "Produce labelled meeting minutes"
- "Convert this transcript into minutes"
- "Write up the steering committee minutes for last week"

## How this skill works, step by step

1. Confirm the parent meeting: title, organiser, date, sensitivity label.
2. Ingest the source — notes, intelligent recap, or transcript.
3. Extract decisions: the unambiguous outcomes the meeting agreed.
4. Extract actions: each with owner, action statement, due date.
5. Extract follow-ups: items deferred or referred elsewhere.
6. Draft attendees and apologies if available.
7. Apply the meeting sensitivity label to the resulting document.
8. Produce the minutes in the format below.

## Output format

```text
Meeting: <title>
Date: <ISO date>
Sensitivity: <label>
Chair: <name>
Attendees: <names>
Apologies: <names>

Decisions
1. <decision statement>

Actions
| # | Action | Owner | Due |

Follow-ups
- <item>

Next meeting: <date or TBC>
```

## Scope and safety

This skill does NOT:

- Publish the minutes (the drafter publishes after review).
- Override or downgrade the meeting sensitivity label.
- Quote participant speech verbatim unless explicitly requested.

## Licensing and permissions

### Licences and add-ons

| Capability used | Minimum licence |
| --- | --- |
| Drafting minutes inside Microsoft 365 Copilot from a Teams transcript or intelligent recap | Microsoft 365 Copilot (or a Claude licence) |
| Applying and inheriting the meeting Microsoft Purview sensitivity label | Microsoft Purview Information Protection (commonly via Microsoft 365 E5 or E5 Compliance) |

### Least-privilege roles

- No administrator role is required. The drafter runs the skill as themselves and must already have access to the meeting and its transcript or notes.

### Microsoft Graph permissions (read-only)

- None. This is a content-generation skill that operates on source content the user can already open; it does not call Microsoft Graph. Sensitivity-label policy is administered in the Microsoft Purview portal, not through Graph scopes granted to this skill.

## Sources and compliance

- Output in Australian English, formal register, third person.
- Inherits the Teams meeting sensitivity label using the May 2026 GA inheritance behaviour.
- Reference: [https://learn.microsoft.com/en-us/microsoftteams/intelligent-recap-secure](https://learn.microsoft.com/en-us/microsoftteams/intelligent-recap-secure)
- Pair with a Teams meeting label inheritance check to confirm the label propagated to the minutes artefact.
- Store in the meeting's controlled location, not the organiser's personal OneDrive, when the label is Confidential or higher.