Copilot Guide - Transform Microsoft 365 Into Your Ultimate Workspace

Pragmatic Works
21 Mar 202496:16

TLDRThe video script introduces Microsoft's AI technology, Copilot, highlighting its integration into various Microsoft 365 tools such as Word, Excel, PowerPoint, and Teams. It emphasizes Copilot's capabilities in enhancing productivity by automating tasks, generating content, and providing insights from data. The session covers the differences between the free and paid versions of Copilot, and explores the potential of AI in improving work efficiency and innovation. The presenter also shares tips on using Copilot effectively and announces upcoming classes and special offers for further learning.

Takeaways

  • 📝 Co-pilot is an AI technology integrated into Microsoft's ecosystem, built on top of OpenAI's technologies, including the well-known GPT models.
  • 💡 The main difference between Co-pilot and general AI models like GPT is that Co-pilot can integrate with Microsoft Office products, such as Excel, Outlook, and PowerPoint, and utilize Microsoft Graph for enhanced functionalities.
  • 🚀 There are different levels of Co-pilot: the free version, Co-pilot Pro, and Co-pilot for Microsoft 365, each offering varying degrees of integration and features.
  • 📈 Co-pilot can be used for a variety of tasks, including content creation, learning and development, brainstorming, decision-making, problem-solving, and summarization.
  • 🛠️ Prompt engineering is a key aspect of using Co-pilot effectively, where the user provides text prompts to guide the AI in generating desired responses or actions.
  • 🔄 Co-pilot's responses are non-deterministic, meaning the same prompt can yield different results on different occasions, allowing for an iterative and conversational interaction style.
  • 📊 In Excel, Co-pilot can analyze data, create charts, write formulas, find outliers, and provide insights based on the data in the spreadsheet.
  • 📑 Co-pilot can reference files stored in OneDrive or SharePoint, allowing users to generate content based on existing documents and integrate them into their current work.
  • 🎯 For Microsoft Teams, Co-pilot can summarize meetings, list action items, highlight areas of disagreement, and provide participant engagement analysis based on the transcript.
  • 💼 Co-pilot's integration into Microsoft 365 tools requires an active Microsoft 365 license and a Co-pilot for Microsoft 365 subscription, which is billed at $30 per user per month, payable annually in advance.

Q & A

  • What is the main topic of the session?

    -The main topic of the session is an introduction to Microsoft's AI technology called co-pilot, its features, and how it integrates with various Microsoft 365 tools.

  • What are the two main aspects of co-pilot that will be discussed in the session?

    -The two main aspects of co-pilot that will be discussed are the free version of co-pilot and the Microsoft 365 version of co-pilot, including their differences and integration into tools like Excel, Outlook, OneNote, and PowerPoint.

  • How does co-pilot use large language models (LLMs)?

    -Co-pilot uses large language models (LLMs) to parse out responses and generate humanlike text based on the prompts provided by users.

  • What is the role of Microsoft Graph in co-pilot?

    -Microsoft Graph enables co-pilot to interconnect with various Microsoft services, such as Teams, OneDrive, and SharePoint, allowing users to query and utilize data from these platforms within co-pilot.

  • What are the differences between the free version and the paid versions of co-pilot?

    -The free version of co-pilot allows for general AI queries and is similar to chat GPT, while the paid versions, co-pilot Pro and co-pilot for Microsoft 365, offer integration with Microsoft 365 tools and access to Microsoft Graph data, respectively.

  • How can co-pilot be used to improve productivity?

    -Co-pilot can be used to improve productivity by assisting with tasks such as content creation, brainstorming, decision-making, problem-solving, and summarization, as well as integrating with Microsoft 365 tools to automate and streamline workflows.

  • What is the non-deterministic behavior in co-pilot responses?

    -The non-deterministic behavior in co-pilot responses means that the same prompt may produce different results each time it is used, as the AI generates humanlike text that can vary in expression and detail.

  • How does co-pilot handle security and data protection?

    -Co-pilot leverages existing security models and offers commercial data protection for business accounts, ensuring that user data is not used to train the AI model without consent.

  • What is the significance of the co-pilot cheat sheet mentioned in the script?

    -The co-pilot cheat sheet provides users with a guide on how to write effective prompts to get the desired results from co-pilot, helping them to make better use of the AI tool.

  • How can users access co-pilot?

    -Users can access co-pilot through various platforms, including the web browser at copilot.microsoft.com, Microsoft Edge, Windows 11, Microsoft Teams, and mobile apps for iOS and Android.

  • What is the co-pilot for Microsoft 365 pricing model?

    -The co-pilot for Microsoft 365 has a pricing model of $30 per month per user, with the requirement to pay for all 12 months in advance.

Outlines

00:00

🎶 Introduction to AI and Co-Pilot

The paragraph introduces the session with a focus on AI and Co-Pilot technology. The speaker expresses enthusiasm about exploring Co-Pilot, Microsoft's AI technology, from a Microsoft perspective. The session aims to cover both the free and Microsoft 365 versions of Co-Pilot, with a particular interest in prompt engineering and its applications for productivity.

05:01

🤖 Co-Pilot's Relationship with Chat GPT and Open AI

This part delves into the connection between Co-Pilot and Chat GPT, highlighting that both are built on large language models from Open AI. The speaker emphasizes Co-Pilot's unique integration with Microsoft office products and its ability to interact with Microsoft Graph, contrasting it with Chat GPT's general query and generative AI capabilities. The paragraph also introduces the different levels of Co-Pilot, including the free version, Co-Pilot Pro, and Co-Pilot for Microsoft 365.

10:02

📈 Co-Pilot's Integration with Microsoft Ecosystem

The speaker discusses Co-Pilot's integration within the Microsoft ecosystem, including its access to Microsoft Graph which interconnects all activities within the Microsoft world. The paragraph details how Co-Pilot can query and interact with documents, emails, and chats, and how it can use this data to enhance productivity. The speaker also touches on the security aspects of Co-Pilot, assuring that it adheres to existing security models and offers commercial data protection.

15:03

🌐 Accessing Co-Pilot and Understanding its Non-Deterministic Behavior

This section explains how Co-Pilot can be accessed from various platforms and emphasizes its non-deterministic nature, meaning different users may receive varying responses based on their prompts. The speaker also mentions the importance of not blindly trusting Co-Pilot's outputs and verifying the information it provides. Additionally, the speaker provides a brief overview of the different conversation styles in Co-Pilot and their applications.

20:03

📝 Tips on Writing Effective Prompts for Co-Pilot

The speaker shares tips on crafting effective prompts for Co-Pilot. These include thinking of interactions as conversations, starting with small prompts, and using role-playing to guide the AI. The speaker also suggests using a word processor for better grammar and spelling, and provides an overview of the different prompt styles and when to use them for optimal results.

25:04

🛠️ Utilizing Co-Pilot for Content Creation and Learning

The speaker demonstrates Co-Pilot's capabilities in content creation and learning. Examples include writing in the style of Charles Dickens, creating a blog post about a certification preparation tool, and summarizing a YouTube video. The speaker also shows how to switch contexts within Co-Pilot and emphasizes the importance of verifying the information provided by the AI.

30:06

🖼️ Using Co-Pilot with Images and Microsoft Edge

The speaker explores Co-Pilot's ability to interact with web content and images. A demonstration is given on summarizing a YouTube video and extracting key points. Additionally, the speaker shows how to take a screenshot and ask Co-Pilot for navigation instructions based on a video demonstration, showcasing its practical applications in learning and task execution.

35:06

📊 Co-Pilot's Advanced Features in Microsoft 365

The speaker transitions to discussing the paid version of Co-Pilot and its advanced features within Microsoft 365. The integration with Office products like Word, Excel, and PowerPoint is highlighted, along with Co-Pilot's ability to reference files from OneDrive and SharePoint. The speaker emphasizes the time-saving benefits and the potential for enhanced productivity with these features.

40:07

🖋️ Drafting with Co-Pilot in Microsoft Word

The speaker demonstrates Co-Pilot's capabilities in Microsoft Word, including drafting outlines for a course on data literacy. The speaker shows how to refine prompts for better results, visualize information in tables, and reference other documents. The paragraph emphasizes the iterative process of refining prompts and the integration of external files to enhance content creation.

45:09

📊 Data Analysis with Co-Pilot in Excel

The speaker showcases Co-Pilot's applications in Excel for data analysis. This includes writing formulas, identifying trends and outliers, and creating charts based on data in Excel sheets. The speaker also explains the prerequisites for using Co-Pilot with Excel files, such as saving files in OneDrive or SharePoint and using specific file extensions.

50:10

🎯 Creating PowerPoint Presentations with Co-Pilot

The speaker illustrates how Co-Pilot can be used to create PowerPoint presentations by pulling information from a Word document. Co-Pilot generates slides, speaker notes, and even applies transitions between slides based on the content provided. The speaker emphasizes the efficiency and ease of use when creating presentations with Co-Pilot in PowerPoint.

55:12

💬 Co-Pilot's Meeting Recap in Microsoft Teams

The speaker discusses Co-Pilot's ability to recap and summarize meetings in Microsoft Teams. By accessing recorded meetings, Co-Pilot can list action items, highlight areas of disagreement, and even rank participants based on their speaking time. The speaker demonstrates how Co-Pilot can provide valuable insights and save time for users who missed meetings or need a quick catch-up.

00:13

🎉 Final Thoughts and Upcoming Events

The speaker concludes the session by highlighting the various Co-Pilot classes available for further learning and announces a 50% off sale for their on-demand learning platform. The speaker also teases upcoming events, including a hot seat challenge and a follow-up Q&A session, encouraging participants to stay engaged with their offerings.

Mindmap

Keywords

💡AI technology

AI technology refers to the various systems and tools that utilize artificial intelligence to perform tasks, analyze data, or make decisions. In the context of the video, AI technology is central as it discusses co-pilot, Microsoft's AI-driven tool designed to enhance productivity and assist in various tasks within the Microsoft ecosystem.

💡Co-pilot

Co-pilot is Microsoft's AI-driven assistance tool that integrates with their suite of products to aid users in various tasks such as content creation, data analysis, and summarization. It is designed to increase productivity and provide intelligent support for users.

💡Integration

Integration in this context refers to the ability of co-pilot to seamlessly connect and interact with other Microsoft products and services. This allows for a unified and smooth user experience, where co-pilot can draw upon the functionalities of different tools to perform complex tasks.

💡Productivity

Productivity in the context of the video relates to the efficiency and effectiveness with which tasks are completed, especially when using co-pilot. By leveraging AI capabilities, co-pilot aims to reduce the time and effort required to perform various work-related activities.

💡Data Literacy

Data literacy refers to the ability to understand, analyze, and argue based on data. It involves using data to inform decisions and communicate effectively. In the video, the concept of data literacy is important as co-pilot assists in creating a course outline, emphasizing the significance of being able to work with and interpret data.

💡Microsoft Graph

Microsoft Graph is a platform that enables developers to access a vast array of resources and data from Microsoft's various products and services. It allows for the creation of applications that can interact with data from Microsoft 365, Azure, and more.

💡Outliers

In statistics, outliers are data points that differ significantly from the rest of the dataset. They can be influential in data analysis and may require further investigation. In the video, co-pilot is shown to identify outliers in a dataset, which is crucial for understanding anomalies and making accurate decisions based on data.

💡Summarization

Summarization is the process of condensing a larger piece of text or data into a shorter, more concise form while retaining the essential information. In the context of the video, co-pilot's summarization skills are used to streamline information, making it easier to understand and process.

💡Personalization

Personalization refers to the customization of a product or service to meet individual needs or preferences. In the context of the video, co-pilot's personalization capabilities allow it to adapt its responses and assistance based on the user's specific requirements and previous interactions.

💡Non-deterministic behavior

Non-deterministic behavior refers to the unpredictable nature of certain outcomes, where the same input may lead to different results on different occasions. In the context of the video, this term is used to describe co-pilot's AI-generated responses, which can vary even when the same prompt is used.

Highlights

Exploring the integration of Microsoft co-pilot in daily work routines and its compatibility with tools like Word, PowerPoint, Outlook, Excel, etc.

Introduction to co-pilot, its versions (free and Microsoft 365), and its differences from open AI's chat GPT.

Demonstration of how co-pilot can be used to enhance productivity by assisting in tasks such as writing, summarizing, and creating content.

Understanding the capabilities of co-pilot Pro and co-pilot for Microsoft 365, including integration into Microsoft graph and office tools.

Insights on the security aspects of co-pilot, including commercial data protection and how it utilizes existing security models.

Discussion on the generative AI nature of co-pilot, its non-deterministic behavior, and its continuous improvement over time.

Practical tips for writing effective prompts for co-pilot, emphasizing the importance of iterative conversations and context.

Showcase of co-pilot's role-playing capabilities, where it can emulate different personalities or professionals for various tasks.

Explanation of how co-pilot can assist in decision-making, problem-solving, and summarization of large documents or data.

Introduction to the co-pilot cheat sheet and its utility in guiding users on how to use co-pilot effectively.

Demonstration of co-pilot's ability to create content in different styles and tones, and its potential as a writing aid.

Showcase of co-pilot's integration with Microsoft Edge, allowing users to interact with web content and generate prompts based on webpage information.

Discussion on co-pilot's ability to summarize YouTube videos and provide detailed insights based on video transcripts.

Presentation of co-pilot's image recognition capabilities, where it can provide instructions based on screenshots.

Overview of co-pilot's integration with Microsoft 365, emphasizing its enhanced features and functionalities compared to the free version.

Explanation of how co-pilot can assist in preparing for presentations, meetings, and other collaborative tasks within Microsoft Teams.

Introduction to special offers and sales on Pragmatic Works' on-demand learning platform, including co-pilot classes and cert XP.

Discussion on the upcoming hot seat challenge event, showcasing how C XP can enhance test-taking skills in a fun and interactive manner.