Unlocking Business Potential with Copilot Pro
Copilot Pro is a versatile tool designed to empower businesses of all sizes and industries. By automating tasks, improving efficiency, and offering valuable insights, Copilot Pro can transform the way you work. In this tutorial, we’ll guide you through specific prompts and use cases that showcase the full capabilities of Copilot Pro. By leveraging these insights, you can streamline your business operations and achieve new levels of success.
In this tutorial, we’ll provide you with:
- Specific prompts: Learn how to craft effective prompts to get the most out of Copilot Pro.
- Best practices: Discover proven techniques to maximize the benefits of your Copilot Pro subscription.
- Real-world use cases: Explore practical examples of how Copilot Pro can be applied to various business scenarios.
By the end of this tutorial, you’ll be equipped with the knowledge and skills to harness the full power of Copilot Pro and drive your business forward.
Tips and Tricks Copilot in Office 365
Using Prompts in Microsoft Teams
Microsoft Teams has become the central hub where companies collaborate, communicate, and innovate. From quick chats to virtual meetings, Teams is where work gets done. But with the sheer volume of conversations and information flowing through Teams, it can be challenging to stay organized and on top of everything.
That’s where these Microsoft Teams prompts come in. By leveraging the power of AI, these prompts can help you get the most out of your Teams conversations, streamline your workflow, and make collaboration more efficient.
1.”Summarize the last meeting”
Purpose: Quickly get a summary of the key points and decisions made in the last meeting. This helps you catch up on what was discussed and ensures you’re up-to-date with the latest information.
How to Use:
- Open Microsoft Teams and navigate to the meeting chat or notes.
- Use the prompt “Summarize the last meeting” to generate a concise summary of the key points and decisions.
- Review the summary to ensure it captures the essential information.
Tips and Tricks:
- Use this prompt when you have missed a meeting or need a quick refresher on what was discussed.
- Combine this with other prompts like “Create a to-do list based on this meeting” to streamline your meeting follow-up process.
2.”Create an agenda for the [meeting]”
Purpose: Generate a detailed agenda for your upcoming meeting. Specify the topics you want to cover to ensure your meetings are well-organized and focused.
How to Use:
- Open Microsoft Teams and navigate to the meeting chat or calendar.
- Use the prompt “Create an agenda for the next meeting” and specify the topics you want to cover.
- Review and edit the generated agenda to ensure it includes all necessary points.
Tips and Tricks:
- Use this prompt to ensure your meetings are structured and productive.
- Share the agenda with attendees in advance to give them time to prepare.
3.“Recap the last 7 Days of Messages”
Purpose: Generate a high-level view of the messages you’ve received in the last 7 days in teams. Ensure you didn’t miss important messages
How to use:
- Open teams and navigate to the copilot icon
- Use the prompt: “Generate chat highlights for the last 7 days”
- Either specify specific associates using the “/” function or get a general recap from everybody
Tips and Tricks:
- Use this prompt if you haven’t been active on teams or you’ve missed many chats because you’ve been out of office
- Use this to catch up with conversations and respond to associates you haven’t had the time to respond to.
4.“What do I have Coming up this week?”
Purpose: Get a high-level view of what meetings, events, and tasks you must focus on for the week
How to use:
- Open teams and navigate to the copilot icon
- Use the prompt: “What do i have coming up this week”
- Either specify specific associates using the “/” function or get a general recap from everybody
Tips and Tricks:
- Share insights with relevant parties to ensure they’re prepared for shared events and due dates
5.”Find recent updates on [project name]”
Purpose: Gather the latest information and updates on a specific project to stay informed and prepare for project-related discussions.
How to Use:
- Open Microsoft Teams and navigate to the project chat or channel.
- Use the prompt “Find recent updates on [project name]” to gather the latest information.
- Review the updates to stay informed about the project’s progress.
Tips and Tricks:
- Use this prompt to quickly get up-to-date information on ongoing projects.
- Combine this with other prompts like “Summarize the last meeting” to get a comprehensive understanding of the project’s status.
6.”Create a to-do list based on this meeting”
Purpose: Generate a to-do list from the action items discussed in a meeting to keep track of tasks and deadlines.
How to Use:
- Open Microsoft Teams and navigate to the meeting chat or notes.
- Use the prompt “Create a to-do list based on this meeting” to generate a list of tasks.
- Review and organize the to-do list to prioritize your tasks.
Tips and Tricks:
- Use this prompt to stay organized and ensure you don’t miss any important tasks discussed in meetings.
- Combine this with calendar reminders to keep track of deadlines and follow-ups.
7.”Prepare presentation slides for [topic]”
Purpose: Assist in creating presentation slides for a specific topic, saving you time and ensuring your presentation is visually appealing.
How to Use:
- Open Microsoft Teams and navigate to the relevant chat or channel.
- Use the prompt “Prepare presentation slides for [topic]” and specify the key points you want to include.
- Review and edit the generated slides to ensure they meet your needs.
Tips and Tricks:
- Specify who agreed in the meeting agreed with the decisions to get a broken down view of the key associates and their thoughts on the decisions made. Maybe only 75% agreed and you’re interested in what the other 25% had to say
8.”Set a reminder for [task]”
Purpose: Set reminders for specific tasks or deadlines discussed in a meeting to help you stay organized and on top of your responsibilities.
How to Use:
- Open Microsoft Teams and navigate to the meeting chat or notes.
- Use the prompt “Set a reminder for [task]” and specify the date and time for the reminder.
- Review and confirm the reminder to ensure it’s set correctly.
Tips and Tricks:
- Use this prompt to stay on top of important tasks and deadlines discussed in meetings.
- Combine this with to-do lists and calendar events to keep your schedule organized.
9.”What Decisions Were Made”
Purpose: Missed a meeting? No Problem, this prompt will get you up to speed on critical decisions made during meetings you may have missed
How to Use:
- Open Microsoft Teams and navigate to the meeting chat or notes.
- Use the prompt “What decisions were made at /[meeting]”
- Review and confirm the reminder to ensure it’s set correctly.
Tips and Tricks:
- Use this prompt to stay on top of important tasks and deadlines discussed in meetings.
- Combine this with to-do lists and calendar events to keep your schedule organized.
10.”Get Action Items from [Meeting]”
Purpose: If you didn’t take notes during meeting, or forget some of the action items, organize your to-do list by creating an to-do list from a specific meeting
How to Use:
- Open Microsoft Teams and navigate to the meeting chat or notes.
- Use the prompt “Get action items from /[meeting]”
- Review and confirm the reminder to ensure it’s set correctly.
Tips and Tricks:
- Ensure you’re specifying the meeting from which you want the action items created
- Use the “/” to specify both meeting or associate.
By using these prompts effectively, you can enhance your productivity and streamline your meeting management process in Microsoft Teams. If you have any specific tasks or areas you’d like more tips on, feel free to let me know!
These prompts cover the majority of the useful prompts you can use in Microsoft teams, lets move onto to outlook.
For a full list of prompts recommended by Microsoft you can visit Microsoft guide to for copilot for teams
Using Prompts in Microsoft Outlook
Outlook has become an indispensable tool for communication and collaboration. However, the sheer volume of emails we receive can often lead to overwhelm and inefficiency. Thankfully, AI-powered prompts within Microsoft Outlook are here to revolutionize the way we interact with our inboxes. By automating mundane tasks and extracting key information, these prompts empower us to reclaim control over our emails and focus on what truly matters.
1.”Summarize this email thread”
Purpose: Quickly get a summary of the key points and decisions made in an email thread. This is useful for catching up on long email conversations and ensuring you’re up-to-date with the latest information.
How to Use:
- Open the email thread you want to summarize.
- Use the prompt “Summarize this email thread” to generate a concise summary of the key points and decisions.
- Review the summary to ensure it captures the essential information.
Tips and Tricks:
- Use this prompt when you have a lengthy email thread and need to quickly understand the main points.
- Combine this with other prompts like “Draft a response to this email” to streamline your email management process.
2. “Draft a response to this email”
Purpose: Generate a professional response to an email. You can specify the tone and key points you want to include, and it will help you craft a clear and effective reply.
How to Use:
- Open the email you need to respond to.
- Use the prompt “Draft a response to this email” and specify the tone (e.g., professional, friendly) and key points you want to include.
- Review and edit the generated response to ensure it meets your needs.
Tips and Tricks:
- Use this prompt to save time when responding to emails, especially when you need to maintain a professional tone.
- Customize the response by adding any specific details or personal touches to make it more relevant.
3. “Schedule a meeting with [person’s name]”
Purpose: Quickly set up a meeting with a specific person. This helps you find a suitable time and send out the meeting invite, saving you time and effort.
How to Use:
- Identify the person you need to schedule a meeting with.
- Use the prompt “Schedule a meeting with [person’s name]” and specify the preferred date and time.
- Review the suggested meeting times and send out the invite.
Tips and Tricks:
- Use this prompt to streamline the process of scheduling meetings, especially when coordinating with multiple people.
- Include any relevant details or agenda items in the meeting invite to ensure everyone is prepared.
4. “Create a to-do list from this email”
Purpose: Generate a to-do list based on the action items mentioned in an email. This helps you keep track of tasks and deadlines, ensuring nothing is overlooked.
How to Use:
- Open the email containing the action items.
- Use the prompt “Create a to-do list from this email” to generate a list of tasks.
- Review and organize the to-do list to prioritize your tasks.
Tips and Tricks:
- Use this prompt to stay organized and ensure you don’t miss any important tasks mentioned in emails.
- Combine this with calendar reminders to keep track of deadlines and follow-ups.
5. “Find emails related to [topic]”
Purpose: Search for emails related to a specific topic. This is useful for gathering information and staying informed about ongoing projects or discussions.
How to Use:
- Identify the topic you want to search for.
- Use the prompt “Find emails related to [topic]” to search your inbox for relevant emails.
- Review the search results to gather the information you need.
Tips and Tricks:
- Use this prompt to quickly find related emails and stay informed about specific topics or projects.
- Combine this with other prompts like “Summarize this email thread” to get a comprehensive understanding of the information.
6. “Draft a follow-up email for [meeting]”
Purpose: After a meeting, draft a follow-up email summarizing the key points and action items discussed. This ensures everyone is on the same page and knows their responsibilities.
How to Use:
- Identify the meeting you need to follow up on.
- Use the prompt “Draft a follow-up email for [meeting]” and specify the key points and action items.
- Review and edit the generated follow-up email to ensure it captures all the necessary information.
Tips and Tricks:
- Use this prompt to ensure clear communication and accountability after meetings.
- Include any relevant attachments or links to additional resources in the follow-up email.
7. “Set a reminder for [task]”
Purpose: Set reminders for specific tasks or deadlines mentioned in an email. This helps you stay organized and on top of your responsibilities.
How to Use:
- Identify the task or deadline you need to set a reminder for.
- Use the prompt “Set a reminder for [task]” and specify the date and time for the reminder.
- Review and confirm the reminder to ensure it’s set correctly.
Tips and Tricks:
- Use this prompt to stay on top of important tasks and deadlines mentioned in emails.
- Combine this with to-do lists and calendar events to keep your schedule organized.
Prompts for Office 365
Microsoft 365 has become the cornerstone of productivity, offering a suite of powerful tools to streamline tasks and enhance collaboration. Now, imagine harnessing the capabilities of AI prompts to turbocharge your efficiency even further.
From Word and Excel to PowerPoint and SharePoint, these prompts act as your intelligent assistants, helping you summarize documents, analyze data, create compelling presentations, and organize information seamlessly.
Let’s delve into how these AI prompts can revolutionize the way you work across the Microsoft 365 ecosystem.
Microsoft Word
1.”Summarize this document”
Purpose: Quickly get a summary of the key points and sections in a document.
How to Use:
- Open the document in Microsoft Word. Use the prompt “Summarize this document” to generate a concise summary of the key points and sections.
Tips and Tricks:
- Use this prompt when you need a quick overview of a lengthy document. Combine this with other prompts like “Create a report on [topic]” to streamline your document management process.
2.”Generate a table of contents”
Purpose: Automatically create a table of contents based on the headings in your document.
How to Use:
- Open the document in Microsoft Word. Use the prompt “Generate a table of contents” to automatically create a table of contents based on the headings.
Tips and Tricks:
- Use this prompt to ensure your document is well-organized and easy to navigate. Update the table of contents as you add or modify headings.
3.”Rewrite this paragraph for clarity”
Purpose: Improve the clarity and readability of a specific paragraph.
How to Use:
- Highlight the paragraph you want to improve. Use the prompt “Rewrite this paragraph for clarity” to generate a clearer version.
Tips and Tricks
- Use this prompt to enhance the readability of your document. Combine this with other prompts like
4.“Format this document according to company guidelines”
Purpose: Apply your company’s formatting guidelines to the entire document.
How to Use:
- Open the document in Microsoft Word. Use the prompt “Format this document according to company guidelines” to apply the formatting guidelines.
Tips and Tricks:
- Use this prompt to ensure your document adheres to your company’s standards. Customize the formatting guidelines as needed.
5.“Create a report on [topic]”
Purpose: Generate a detailed report on a specific topic, including sections and headings.
How to Use:
- Open a new document in Microsoft Word. Use the prompt “Create a report on [topic]” and specify the topic.
Tips and Tricks:
- Use this prompt to quickly generate comprehensive reports. Customize the sections and headings to fit your needs.
Microsoft Excel
1.”Analyze this data set”
Purpose: Get insights and trends from a given data set.
How to Use: Open the data set in Microsoft Excel. Use the prompt “Analyze this data set” to generate insights and trends.
Tips and Tricks: Use this prompt to quickly understand your data. Combine this with other prompts like “Create a pivot table” to further analyze your data.
2.”Create a pivot table”
Purpose: Automatically generate a pivot table to summarize your data.
How to Use: Open the data set in Microsoft Excel. Use the prompt “Create a pivot table” to generate a pivot table.
Tips and Tricks: Use this prompt to summarize and analyze large data sets. Customize the pivot table to display the information you need.
3. “Generate a chart for this data”
Purpose: Create a chart to visually represent your data.
How to Use: Open the data set in Microsoft Excel. Use the prompt “Generate a chart for this data” to create a chart.
Tips and Tricks: Use this prompt to visualize your data. Customize the chart type and design to fit your needs.
4.”Highlight duplicates in this column”
Purpose: Identify and highlight duplicate entries in a specific column.
How to Use: Open the data set in Microsoft Excel. Use the prompt “Highlight duplicates in this column” and specify the column.
Tips and Tricks: Use this prompt to quickly identify duplicate entries. Combine this with other prompts like “Analyze this data set” to clean and organize your data.
5.”Calculate the average of this range”:
Purpose: Compute the average value of a specified range of cells.
How to Use: Open the data set in Microsoft Excel. Use the prompt “Calculate the average of this range” and specify the range.
Tips and Tricks: Use this prompt to quickly calculate averages. Combine this with other prompts like “Generate a chart for this data” to analyze your data.
Microsoft PowerPoint
1.”Create a presentation on [topic]”
Purpose: Generate a complete presentation on a specific topic, including slides and content.
How to Use:
- Open Microsoft PowerPoint.
- Use the prompt “Create a presentation on [topic]” and specify the topic.
- Review and edit the generated slides to ensure they meet your needs.
Tips and Tricks:
- Use this prompt to quickly create professional presentations.
- Customize the slides and content to fit your needs.
2.”Add a slide with key points from this document”
Purpose: Create a new slide summarizing key points from a document.
How to Use:
- Open the document and Microsoft PowerPoint.
- Use the prompt “Add a slide with key points from this document” to generate a slide.
- Review and edit the generated slide to ensure it captures the essential information.
Tips and Tricks:
- Use this prompt to quickly add important information to your presentation.
- Customize the slide design to match your presentation.
3.”Design a visually appealing slide”
Purpose: Enhance the design and layout of a specific slide.
How to Use:
- Open Microsoft PowerPoint.
- Use the prompt “Design a visually appealing slide” and specify the slide.
- Review and edit the design elements to ensure they meet your needs.
Tips and Tricks:
- Use this prompt to improve the visual appeal of your presentation.
- Customize the design elements to fit your needs
4.”Generate speaker notes for this slide”
Purpose: Create speaker notes to accompany a slide.
How to Use:
- Open Microsoft PowerPoint.
- Use the prompt “Generate speaker notes for this slide” and specify the slide.
- Review and edit the generated speaker notes to ensure they include key points and reminders.
Tips and Tricks:
- Use this prompt to prepare for your presentation.
- Customize the speaker notes to include key points and reminders.
5. “Summarize this presentation”
Purpose: Provide a summary of the key points and sections in a presentation.
How to Use:
- Open the presentation in Microsoft PowerPoint.
- Use the prompt “Summarize this presentation” to generate a summary.
- Review the summary to ensure it captures the essential information.
Tips and Tricks:
- Use this prompt to quickly understand the main points of a presentation.
- Combine this with other prompts like “Create a presentation on [topic]” to streamline your presentation process.
Ending Things Off
In summary, using Microsoft Copilot across various applications like Teams, Outlook, Word, Excel, PowerPoint, OneNote, SharePoint, and Planner can greatly boost your productivity and simplify your workflow. The prompts in this guide are designed to help you manage meetings, create documents, analyze data, design presentations, organize notes, and more. By incorporating these tips into your daily routine, you’ll save time, stay organized, and communicate more effectively with your team. If you need more tips or have specific tasks in mind, feel free to reach out!
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