How to use a Whiteboard with Copilot in Microsoft Teams

With hybrid roles and remote work common place amongst businesses, collaboration can be challenging, especially when it comes to brainstorming and idea generation. Microsoft Teams has addressed this challenge with: the Whiteboard, which when integrated with Copilot becomes a very powerful tool.

15.07.24 Charles Griffiths

When we talk about AI, one thing that is often overlooked is the culture shift required to embrace AI. Although the latest work trend index from Microsoft shows that this is happening, there are still some sticking points.

Traditional whiteboards are still a mainstay in businesses, and that goes for AAG too. However, those that are engaging with more modern approaches, such as the Whiteboard feature in Microsoft Teams are really starting see the benefits. Especially when combined with the latest AI advancement of Microsoft Copilot.

The Challenge of Remote Collaboration

We all know of the whiteboard sessions that involved a team huddled in a room, markers in hand, jotting down ideas and strategies. However, with teams working remotely, this method is no longer feasible. The digital Whiteboard in Microsoft Teams bridges this gap, allowing for real-time collaboration and idea sharing, just as if everyone were in the same room.

Planning an In-Person Event with Whiteboard and Copilot

Let’s take the example of planning an in-person event. The requirements are clear: a central location, easy transport routes, and engaging activities.

Categorising Ideas with Copilot

With the Whiteboard, you can start by jotting down all the ideas in one place. Then, using the Copilot feature, you can categorise these ideas into groups such as location, food, activities, and transport. Copilot’s AI understands the context and organises the information accordingly, making it easier for the team to review and refine the plan.

Generating and Summarising Ideas with Copilot

Copilot goes beyond just categorisation. It can also generate new ideas or summarise the existing ones. For instance, if you’re considering event locations, Copilot can suggest locations in Sheffield for an in-person event that requires catering, ease of transport and an activity – all based on the context provided. After a brainstorming session, you can ask Copilot to summarise the ideas, providing a concise overview of the team’s collective thoughts.

Collaborating with Loop

Microsoft’s new collaboration tool, Loop, integrates seamlessly with Whiteboard and Copilot too. With Loop, you can take the categorised and summarised ideas and share them across various Microsoft applications, ensuring that everyone is on the same page.

READ: The Cyber Security Risks of Copilot

Is it time for your business?

The biggest hurdle is the shift in culture from the physical and traditional whiteboard to the modern virtual whiteboard. However, once you’ve overcome this, the integration of Whiteboard and Copilot in Microsoft Teams is a game-changer for remote teams. It simplifies the process of organising, categorising, and summarising ideas, making collaboration as effective as it would be in person. Whether you’re planning an event, increasing sales, or implementing a new policy, these tools empower teams to work together efficiently and creatively.

CoPilot Gif

Free Copilot Demo

Learn how Copilot saves you hours each week - our team will demo how to drive productivity in your business.
Book Your Free Demo
News
Resources
Tech Tips
How to compare two word documents with copilot

How to Use Microsoft Copilot to Compare Two Word Documents

14.07.24

In Word, Microsoft Copilot serves as a catalyst for the creative process, sparing you the frustration of starting from scratch. We show you how to get the best out of this transformative tool. Read More

Business
Integrating Copilot safely

Tips & Tricks for Integrating Copilot Safely into Your Business

17.04.24

Microsoft’s new AI product, Copilot, offers exciting possibilities for enhanced productivity. These tips help businesses with integrating Copilot - without risking data security. Read More

News
Resources
Tech Tips
How to capture meeting minutes with Copilot

How to use Copilot to keep meeting minutes and action points (updated 2026)

05.01.26

Managing emails efficiently can be a daunting task. Copilot in Outlook can enable you to catch up, prepare and follow-up with ease. Read more. Read More

Book your free Copilot demo

This field is for validation purposes and should be left unchanged.

Related insights

Browse more articles from our experts and discover how to make better use of IT in your business.

Business
News
A person in an AAG IT Services polo shirt sits at a white table in a bright office space, next to a large plush goose toy resting against their shoulder. Behind them, two colourful framed posters hang on the wall, one reading “She’s Electric.” and the other “Hello, I’ve waited here for you… Everlong.” Sunlight comes through wide window blinds on the left, illuminating the modern workspace.

Employee of the Quarter – Ben Bedford

09.03.26

Congratulations to Ben Bedford, our Service Delivery Manager, who has been awarded Employee of the Quarter. He embodies all of our values and we’re both proud and delighted to celebrate his work and achievements this quarter. Read More

Business
News
Two team members wearing black AAG-branded clothing standing outside the modern glass-fronted entrance of the AAG office, representing the company’s Managed IT Support services, with the large AAG logo visible above the doorway.

Welcoming Jake Taylor to the AAG service desk

02.02.26

IT service roles really do take all kinds, and we’re delighted to welcome former Head Chef, of the “Best Restaurant in Chesterfield” to AAG. Read More

Business
News
20 Questions to ask Your IT Provider

20 Essential Questions To Ask Your IT Provider in 2026

05.01.26

Ensure you're getting the best IT support. Ask your existing provider these 20 essential questions to evaluate their services and consider if it's time to switch. Read More