7 Essential Copilot AI Tips for Microsoft Outlook Users
TLDRIn this video, Jamie introduces seven tips for using Copilot in Microsoft Outlook to enhance productivity. Tips include drafting emails, summarizing email threads, responding with suggestions, searching emails, rephrasing content, coaching for better email tone, and scheduling meetings. The video demonstrates how these features can save time and improve communication.
Takeaways
- 😀 Use Co-Pilot in Microsoft Outlook to draft emails efficiently with various tone and length options.
- 🔍 Access Co-Pilot through the ribbon when composing a new email for a streamlined workflow.
- ✍️ Generate email drafts with Co-Pilot by using commands in the email body, such as '/draft with co-pilot'.
- 📅 Utilize Co-Pilot's 'Summary' feature to quickly understand the content of lengthy email threads.
- 📬 Respond to emails with Co-Pilot's pre-set responses or customize your own using the 'Draft with Co-Pilot' feature.
- 🔎 Enhance your email search capabilities with Co-Pilot by searching directly from your Microsoft 365 account.
- 🗂 Co-Pilot can provide a detailed summary of a specific email or a series of emails, making it easier to find and review information.
- 📝 Rephrase emails or documents using Co-Pilot to improve clarity and tone.
- 🗣️ Co-Pilot's 'Coaching' feature can analyze and suggest improvements to the tone and clarity of your emails.
- 📆 Schedule meetings more effectively with Co-Pilot by reviewing your calendar and suggesting suitable time slots for meetings.
Q & A
What are the prerequisites for using Co-Pilot in Microsoft Outlook?
-To use Co-Pilot in Microsoft Outlook, you need to have a work or school account that has been enabled for Co-Pilot. Additionally, you may need to purchase a license to add Co-Pilot to your account. You must also be using the new Microsoft Outlook.
How can you access Co-Pilot while drafting an email in Outlook?
-Co-Pilot can be accessed while drafting an email in Outlook by clicking on the 'New' option and then selecting 'Draft with Co-Pilot' from the ribbon that appears when you click on 'New Mail'.
What options can you customize when using Co-Pilot to draft an email?
-When using Co-Pilot to draft an email, you can customize the tone (direct, neutral, casual, formal), the format (e.g., make it a PEM), and the length of the email (e.g., short, medium, long).
How does the 'Summary by Co-Pilot' feature help in managing email threads?
-The 'Summary by Co-Pilot' feature summarizes the information in an email thread, providing a quick overview of the content. This saves time and allows users to easily access specific emails within the thread for further reading.
What is the purpose of the 'Draft with Co-Pilot' suggestions at the bottom of an email thread?
-The 'Draft with Co-Pilot' suggestions provide quick response options for common email scenarios, such as confirming a meeting agenda or appreciating feedback. Users can select one of these suggestions to quickly draft a response.
How does Co-Pilot assist in searching for emails within Microsoft 365?
-Co-Pilot can search for emails within Microsoft 365 by allowing users to ask specific questions, such as 'emails from Ashton about dogs'. It then provides a list of relevant emails with summaries and direct links to the emails.
What does the 'Rephrase' feature in Co-Pilot do?
-The 'Rephrase' feature in Co-Pilot analyzes the content of an email or document and provides a rephrased version, which can be more concise or clearer, based on the user's request.
What is the 'Coaching by Co-Pilot' and how can it help improve email writing?
-The 'Coaching by Co-Pilot' analyzes the tone and clarity of an email and provides suggestions for improvement. It helps users rewrite their emails to be more effective and appropriate.
How can Co-Pilot assist in scheduling meetings?
-Co-Pilot can assist in scheduling meetings by reviewing the user's calendar for suitable time slots and suggesting the best times for a meeting, based on the availability in the user's calendar.
What is the significance of the AI conversation in the context of Co-Pilot and email management?
-The AI conversation signifies that Co-Pilot can autonomously draft and respond to emails, potentially leading to a more efficient email management process. It raises the question of how much human interaction is actually necessary in email communication.
Outlines
📧 Email Drafting with Co-Pilot in Outlook
Jamie introduces seven ways to use co-pilot in Microsoft Outlook to enhance productivity. The first tip focuses on drafting emails with co-pilot. Users need a work or school account enabled for co-pilot. Jamie demonstrates how to initiate a new email and access co-pilot, suggesting using a forward slash command to draft an email. The process involves specifying the email's content, tone, and length, which co-pilot uses to generate a draft. Users can then review, modify, and send the email. Jamie emphasizes the time-saving benefits of this feature.
🔍 Searching and Summarizing Emails with Co-Pilot
Jamie continues with the second tip, highlighting co-pilot's ability to search and summarize emails. Demonstrating the feature, Jamie shows how to find specific emails and use the 'summary by co-pilot' function to quickly understand the content of a large email thread. This feature saves time by providing a concise overview of emails. Jamie also explores using co-pilot to draft responses, suggesting various pre-set responses and the option to customize them. The discussion touches on the potential for AI to handle email conversations, prompting viewers to consider the implications.
Mindmap
Keywords
💡Co-pilot
💡Draft with Co-pilot
💡Summary by Co-pilot
💡Coaching by Co-pilot
💡Search with Co-pilot
💡Microsoft 365
💡Email tone and length
💡Calendar scheduling
💡License requirement
💡Effective use of time
Highlights
Introduction to seven essential tips for using Copilot AI in Microsoft Outlook to enhance effectiveness.
Requirement of having a work or school account enabled for Copilot AI and purchasing a license.
Necessity to use the new Microsoft Outlook for accessing Copilot features.
Tip 1: Drafting an email in Outlook with Copilot using the forward slash command.
Customizing email tone and length options before generating the draft.
Reviewing and editing the generated email draft before sending.
Tip 2: Utilizing 'Summary by Copilot' to quickly summarize long email threads.
Tip 3: Using 'Draft with Copilot' for quick responses with preset suggestions.
The ethical consideration of AI-generated emails and their implications on communication.
Tip 4: Searching in Microsoft Outlook using Copilot from the Microsoft 365 account.
Tip 5: Rephrasing and summarizing information with Copilot for better clarity.
Tip 6: Using 'Coaching by Copilot' to improve the tone and clarity of an email.
Tip 7: Scheduling meetings with the help of Copilot by reviewing calendar availability.
The convenience of Copilot's suggested meeting times and its integration with the user's calendar.
Invitation to share personal experiences and tips for using Copilot AI in the comments section.
Outlook for more videos on using Copilot and other Microsoft 365 products.
