Comparisons

Note Metric vs Microsoft Copilot in Teams for construction meetings

By Chris M, Director, AI Metric Ltd · Published · Sources checked · 3 minute read

Choose Note Metric for

  • Meetings outside your own Teams
  • Walk-rounds with photos
  • Minutes in the construction layout

Choose Copilot for

  • Your own Teams meetings
  • Inside Microsoft 365, under your IT controls
  • AI in Word, Excel and Outlook

The cabin, the walk-round and calls other people host Note MetricInternal Teams meetings, if your firm already has Copilot Copilot

The short answer

Copilot recaps Teams meetings inside Microsoft 365. If your firm already pays for it and your meetings are Teams meetings with transcription on, it covers them well and keeps everything under the agreement you have with Microsoft. Note Metric is for the meetings that do not happen in your own Teams: round the table in a site cabin, on a client's or contractor's call, and walk-rounds. It writes minutes in the standard construction layout and has Survey mode for site work.

Side by side

WhatNote MetricCopilot
Your own Teams meetingsYes: Connector, browser tab or notetakerYes: Built into Teams
Calls hosted on Zoom or Google MeetYes: Browser tab, connectors or the notetakerNo: Teams meetings
Round the table in a site cabinYes: On your phoneIn part: As a Teams meeting with transcription on
Site walk-rounds with photosYes: Survey modeNo: Not a walk-round tool
Minutes in the construction layoutYes: Action Lead, RAG, Action DueIn part: Intelligent recap
Inside Microsoft 365, under your IT controlsNo: A separate serviceYes: Your organisation's Microsoft 365
AI in Word, Excel and OutlookNo: Meetings and walk-rounds onlyYes: Across Microsoft 365

Yes: Yes In part: In part No: No From each company's own pages, on the date above.

Where Note Metric performs better

  • Meetings outside your own Teams. A progress meeting in a site cabin, a call on a client's Zoom, a design team meeting on a contractor's Teams. Note Metric records from your phone or your browser, whoever hosts.
  • Walk-rounds. Survey mode is made for snagging, inspections and surveys, with photos tied to each item.
  • Minutes in the industry's layout. Numbered items that keep their number until they close, with an owner and a date only where they were said.
  • One person can start today. Sign up and record. Bringing in Teams transcripts through Note Metric's Teams connector does need your IT admin to approve it once.
One week on a project: which meetings each one captures
  1. MonInternal Teams meetingYes: Note Metric Connector, tab or notetakerYes: Copilot Intelligent recap
  2. TueProgress meeting in the site cabinYes: Note Metric On your phoneIn part: Copilot Only as a Teams meeting
  3. WedDesign team call on the client's ZoomYes: Note Metric Browser tabNo: Copilot Teams meetings only
  4. ThuSnagging walk-roundYes: Note Metric Survey modeNo: Copilot Not a walk-round tool
  5. FriReport drafted in WordIn part: Note Metric Exports a plain Word fileYes: Copilot Copilot in Word
What comes out: a progress meeting in Note Metric Made-up sample

6. Programme

ItemMinuteAction LeadRAGAction Due
6.1Level 3 slab pour moved to Thursday; pump and gang confirmed.Site managerGThu 20 Nov
6.2East elevation brackets still awaited. Supplier to confirm the delivery date in writing.Package managerATue 18 Nov
6.3Crane thorough examination certificate runs out on Friday. Examination booked before the next lift.Site managerRFri 14 Nov

Tap any line and it plays the moment it was said.

Where Copilot is the better choice

  • Your firm already has Copilot and most meetings are internal Teams meetings with transcription on.
  • You want it inside Microsoft 365, with no new supplier to approve and your IT team's existing controls over it.
  • You want AI across Word, Excel and Outlook as well as meetings. Note Metric does meetings and walk-rounds only.

Where the recording goes

Each step is from the company's own privacy, security or help pages, listed under Sources.

Note Metric

  1. Your phone or browserThe original recording stays here
  2. Our server, Helsinki (EU)No audio kept once the transcript is made, unless you keep a copy
  3. AI providers named in our privacy policySome may process data outside the UK and EU, including the US

Copilot

  1. Teams meetingRecorded and transcribed in Teams
  2. Your organisation's Microsoft 365Under its agreement with Microsoft

The detail

Note MetricMicrosoft Copilot in Teams
Built forConstruction, engineering and the built environmentWork across Microsoft 365: Teams, Outlook, Word, Excel and the rest
Meetings it coversRound the table on a phone, any online call through the browser, Teams, Meet and Zoom meetings you host, and walk-roundsTeams meetings, with the recap built from the meeting's transcript
Site walk-roundsSurvey mode: items flagged as you speak, photos that keep their place, Measure (beta), a draft reportNot a walk-round tool
MinutesThe standard construction layout: numbered items, Action Lead, RAG and Action DueIntelligent recap: AI notes, suggested tasks, chapters and markers in Teams
What you needA Note Metric plan per person who recordsA Teams licence and a Copilot licence, or Teams Premium for intelligent recap, per person
Where the data is keptOur server is in Helsinki, Finland, and the original recording stays on your phone unless you keep a server copy. Some of the AI providers may process data outside the UK and EU, including in the USIn your organisation's Microsoft 365, under its agreement with Microsoft

Using both

Many firms will have both. Copilot recaps internal Teams meetings; Note Metric covers the cabin, the walk-round and the calls other people host. Note Metric's Teams connector can also bring in the transcripts of Teams meetings you host, so a project's minutes sit in one place.

How we compared

We make Note Metric, so read this with that in mind. Microsoft's licence requirements are from its UK plans pages, and its recap features from Microsoft's support pages, on the date above. Licences change, so check with Microsoft or your IT partner. Microsoft, Teams and Copilot are trademarks of Microsoft, and we have no connection with it.

Questions

Does Copilot need the meeting transcribed?

For intelligent recap after the meeting, yes in most set-ups: the recap is built from the meeting's transcript. Microsoft has added an option for Copilot users to get a recap without saving a transcript, which your IT admin controls.

Can Note Metric record a Teams meeting someone else is hosting?

Yes. Join the call in Chrome or Edge on a computer and record that browser tab, with no notetaker joining. Or, where your account has the notetaker, send it to the call; it joins under its own name and waits for the host to let it in. The Teams connector is different: it brings in meetings you host. Whichever you use, tell everyone the call is being recorded.

Is Copilot included in Microsoft 365?

Copilot Chat comes with many Microsoft 365 business plans. Copilot inside Teams meetings, and intelligent recap, need a paid Copilot licence or Teams Premium for each person who uses them.

Sources

  1. Microsoft UK, Copilot plans for business: Copilot Business and the Teams licence it needs
  2. Microsoft UK, Microsoft 365 business plans: the plans that include Copilot Chat
  3. Microsoft Support, Recap in Microsoft Teams: what intelligent recap does and which licences include it
  4. Microsoft 365 message center, AI meeting recap without transcript: the recap option that does not save a transcript
  5. Note Metric, support: recording calls, the notetaker and the Teams connector

Our summaries of these documents are not their wording: read the source before relying on it. This guide is general information, not legal advice for a particular case. Note Metric and AI Metric Ltd are not affiliated with or endorsed by any body named here.

About the author

Chris M, Director of AI Metric Ltd, has spent more than twenty years in Tier 1 construction delivery, working across commercial, procurement, design and engineering teams as well as operations. He builds Note Metric for the meetings and walk-rounds he has run himself. More about Chris.

Record it once. Get the minutes.

Note Metric records meetings in the room, on Teams, Meet or Zoom, and site walk-rounds, then writes the minutes, actions and survey draft for you. Every line plays back the moment it was said. Try it on your next progress meeting.

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