From the course: Learning Microsoft 365 Copilot for Work
Draft and summarize messages in Outlook
From the course: Learning Microsoft 365 Copilot for Work
Draft and summarize messages in Outlook
- [Instructor] Copilot and Outlook can help you draft email messages, get summaries of messages that you've received, and even give you coaching advice to make you a more effective communicator. Copilot works in Outlook for Windows, Outlook for Mac, and even Outlook on the Web. First, I'll select a message in my Inbox, and above the message, there's an option to summarize it using Copilot. This may not work or be very effective on some very short messages, so it's really most useful when you have an ongoing conversation with several messages and replies, like this one. So, I'll click that button, Summary by Copilot, and instead of reading through all the messages and replies in the conversation, I can read the summary, and I can probably find the information that I need very quickly. I can even click the Ask Copilot button to ask specific questions about this email thread. Something else neat that I can do, on the top right-hand side, I can click Copy summary, which is a great way to copy this summary to send it to a manager. Maybe you want to paste it into another email, or paste it to Teams. Next, let's compose a new message. I'll address it and add a subject. When you're ready to actually write the message, Copilot can save you time by creating a draft for you. In the body of the email, click the Copilot icon next to where it says Draft with Copilot. In this field, you can describe the draft that you want. The more detail you give, the more effective the draft will be. I've typed, We'll be posting job listings for new financial advisors soon. Write an email to Stewart outlining the main requirements for this role. I'll click the Generate button, and we'll take a close look at the draft that it generates. If you need something different, at the bottom, you can either discard it outright, you can click Retry, or you can also change the tone of the email. For example, you can make it shorter, longer, and if you hover your mouse over Change tone, you can choose to be more Direct, Casual, even Formal. You can also type in text to manually refine using context that you can give Copilot. If you're happy with it, click Keep it. Even if you're happy with it, you should always review and revise these drafts. In this case, Copilot found the information it needed from the internet, but I have a nice structure to this draft, and some very useful information that I can use as a great starting point. And finally, Copilot can help you revise messages that you've already written yourself. It can give you coaching, and this can help make you a much more effective communicator. I'm going to go into my Drafts folder. I'll open a draft that I was working on earlier. I've already typed my message here. This time, because there's already content in the email, if I click this Copilot button, in addition to being able to auto-rewrite this or make it shorter or longer again, I have a new option here. I can click Get coaching. This will review the text that you've written, and it may give you several suggestions for how you can improve your message by checking for Tone, Clarity, and even Reader Sentiment. You can review these edits. It's going to give you some nice, solid information. It's also going to give you some ways that you can actually change the text, so you can review each one, or if you just want to apply all of the suggested changes, you can click the Apply all suggestions button. And then if you want, you can click the Replace button to replace your original text with this revision. These tools have the potential to really streamline the time you spend in Outlook by summarizing incoming messages, and helping you write the messages that you send.
Contents
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Use Copilot Chat with your work data7m 49s
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Generate drafts and modify documents in Word5m 8s
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Analyze data with Copilot in Excel4m 56s
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Create and improve presentations in PowerPoint6m 5s
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Draft and summarize messages in Outlook4m 6s
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Summarize meetings and leverage Copilot in Teams6m 43s
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Use guided prompts with Copilot's Researcher and Analyst agents6m 9s
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Make your own infographics, slides, and forms with Create3m 54s
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Vibe working: Agent Mode and Office Agent3m 52s
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