New to Copilot. Need guidance on 1:1 management
I've been promoted into a leadership role at my organization. I want to use AI to help with tracking and facilitating one on one meetings with my team members. I was doing this with a Claude Project, but the organization wants all meeting management done via AI to be in our internal Copilot instance.
So far I've learned that Notebooks are the closest thing Copilot has analogous to a Project. What I'm not sure of is if I can setup the conversations in a Notebook to be self-contained, or if conversations all tie in together. What I want to do is upload the transcript of each one on one to a conversation specific to that team member and then keep using that conversation for meeting prep. It seems, however, that unless I have reference material in the notebook I'm unable to chat with it (regardless of uploading a file to the conversation). The alternative would be one Notebook per team member.
Secondary to this would be the want to have an Agent run on each transcript upload. It would run a summary prompt, add it to the collective knowledge of the conversation (or Notebook), and then create a Loop page that is shared with the team member for collaboration prior to the next one on one meeting.
I've tried searching for anyone that has a writeup that would work like this, but I'm coming up short. Any help in guidance on the best practice for doing this would be appreciated.