The meeting introduced Microsoft Copilot, highlighting its integration across multiple Microsoft apps and platforms.
Key features and use cases for Copilot in Word, PowerPoint, Excel, Outlook, and the web were demonstrated.
The discussion emphasized Copilot’s ability to streamline workflows, generate content, analyze data, and enhance productivity.
Attendees were encouraged to explore Copilot Lab and participate in live role-based training sessions to maximize Copilot’s benefits.
Action Items
All team members: Explore Copilot Lab and sign up for a relevant Copilot for Microsoft 365 live training session.
All team members: Test Copilot in at least one Microsoft 365 app relevant to their daily workflow and share feedback at the next meeting.
Introduction to Microsoft Copilot
Microsoft Copilot is prominently integrated into Windows, Office apps, browsers, and even on newer keyboards.
Copilot can be accessed via copilot.microsoft.com, taskbar icon, shortcut keys, or a dedicated keyboard key.
Users can interact with Copilot by typing or using voice prompts for a conversational, context-aware experience.
Key Capabilities and Use Cases
Copilot assists with writing tasks, coding help, language translation, image generation, and even joke creation.
Users can reset conversations with the “New topic” feature for different tasks.
Copilot can create images based on prompts and handle creative requests (e.g., generating a jingle with plugins).
Advanced Features: Plugins and Multi-Modal Input
Copilot’s functionality can be extended with plugins (e.g., Instacart, Kayak, Suno for music creation).
Copilot can accept and analyze images as input, providing information or recipes based on visual prompts.
Using Copilot in Microsoft 365 Apps
Outlook
Copilot surfaces action items and summarizes lengthy emails for faster responses.
Drafting replies is streamlined with AI-generated suggestions and further refinement options.
PowerPoint
Copilot can generate entire presentations from prompts and enhances slides with AI-driven design recommendations.
Word
Users can highlight text and request Copilot to rewrite or polish drafts for tone, conciseness, and professionalism.
Copilot integrates changes directly into documents.
Excel
Copilot assists with data analysis, conditional formatting, and chart creation through natural language prompts.
Enables visualization and formatting of data without complex menu navigation or formula knowledge.
Training and Continued Learning
The Copilot Lab is recommended for hands-on experience and advanced learning.
Free, live Copilot for Microsoft 365 training sessions are available for various professional roles to deepen understanding and skill.
Decisions
Promote Copilot adoption and training — All team members are encouraged to begin using Copilot and participate in Copilot Lab/live training to improve efficiency and familiarity with available features.
Open Questions / Follow-Ups
Are there specific workflows or tasks within the team that would benefit most from Copilot integration?
What metrics or criteria will be used to evaluate the impact of Copilot on productivity for the team?
Schedule next feedback session to review Copilot experience and share use cases.