About CoPilot 365

Click here to see details of our CoPilot courses

Microsoft 365 Copilot is an AI-powered assistant built directly into the Microsoft 365 apps your teams already use every day. CoPilot work securely with your organisation’s data—emails, documents, files, meetings and more—to help you work faster and more effectively.

From Outlook to Excel, Word, PowerPoint, Teams, SharePoint and OneDrive, Copilot acts like an intelligent work companion, helping you create, refine, summarise, analyse and plan across Microsoft 365.

Microsoft 365 Copilot is an AI assistant built into the apps your teams already use—Outlook, Excel, Word, PowerPoint, Teams and more. It combines powerful AI with your organisation’s content to help you work faster, smarter and with less effort.

What can Copilot do?
Copilot turns everyday tasks into instant wins: it can draft and summarise emails, create documents and presentations, analyse data in Excel, recap meetings in Teams and help you find and understand information across Microsoft 365. It removes busywork so your people can focus on what really matters.

Benefits of using CoPilot

• Summarise long Email threads, extract tasks instantly from your Inbox, and draft clear replies that match your tone.
• Ask for trends from Excel data, create formulas, clean up columns, and pull insights without starting from a blank sheet.
• Generate first draft documentation in Word, refine language, compare multiple documents and extract risks and benefits
• Turn content into effective presentations with speaker notes.
• Summarise Teams meeting discussions instantly, capture next step tasks, and follow up automatically.
• Find, compare and summarise files across SharePoint and OneDrive. Get answers from documents and slides without opening each one.
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CoPilot prompting

Prompting is the key to success with AI and here are a couple of frameworks to work with when creating your prompt:

GCSE

Goal: What response do you want from CoPilot

Cotext: Why do you need it and who is involved

Source: which information sources or samples and files should CoPilot use

Expectations: Hw should CoPilot respond to best meet your expectations

TCCTO

Task: What you want

Context: Background Copilot needs

Constraints: Rules, limits, or exclusions

Tone: Professional, concise, friendly, etc.

Output: Format (table, bullets, email draft, etc.)

CoPilot Tips

If you’re struggling to come up with a suitable promting why not add the CoPilot prompt Coach agent to CoPilot chat, designed to assist in crafting well-structured, effective promptsHave you ever thought of asking CoPilot to create your prompts, why not try it

Try this prompt in a new excel workbook with the paid version of CoPilot:

Build me a spreadsheet to analyse my monthly expenses. My monthly salary is £4500 and my outgoings include, £1875 for mortgage, £456 utility bills,£560 food, £200 incidentals. Work out how much I will have available at the end of each month. The spreadsheet should allow me to rollover whatever I have left from one month to the next

And then follow it up with:

Change these figures to incorporate a 5% increase every 3 months on mortgage, utilities and food

Click here to see details of our CoPilot courses