Microsoft 365 Copilot is an AI assistant built directly into the Microsoft 365 apps your teams already use—such as Word, Excel, PowerPoint, Outlook, Teams, Loop, and the Microsoft 365 web app.

It combines advanced AI models with the web and your own business data to provide real-time assistance. In practice, that means Copilot can:

• Boost productivity by summarizing long emails, meetings, and documents so you can catch up quickly.
• Support content creation by drafting job descriptions, offer letters, project plans, promotion plans, and presentations from scratch or from your existing files.
• Improve collaboration by organizing meeting notes, generating follow-up tasks, and turning discussions into clear summaries or one-pagers.
• Help with analysis by reviewing data in Excel, creating graphs, and surfacing key insights.

Because Copilot is embedded in the Microsoft 365 apps, you access it where you already work—no separate tool or extra window is required. This helps you reimagine everyday workflows rather than replace them.

You can access Microsoft 365 Copilot in a few simple ways, depending on the app:

• Microsoft 365 app & web: Use Copilot Chat in the Microsoft 365 app or at microsoft365.com/copilot to:
  • Summarize emails where you were mentioned.
  • “Teach me about <concept> in a way a non-technical person could understand.”
  • Get quick insights from content spread across files and emails.
• Word: Click the Copilot icon in the Home tab to:
  • Generate a job description for a specific role, including bullet points from a core responsibilities list.
  • Draft project plans, offer letters, and personal or marketing emails.
  • Review a document and summarize all references into bullet points.
• Outlook: Use Copilot to:
  • Summarize long email threads and highlight emails from new senders.
  • Draft personalized responses, offer letters, and meeting invitations with multiple time options.
• Teams: In meetings, Copilot can:
  • Summarize key points and action items from missed or recent meetings.
  • Draft a recap, such as “Draft a summary from last week’s spotlight meeting and include top customer pitch tips.”
• PowerPoint: Copilot helps you:
  • Update pitch template slides using recaps from Teams meetings.
  • Create new slides that separate client profiles, promotion plans, and taglines into clear sections.
  • Include client logos and other assets automatically.
• Excel & Loop: Copilot can:
  • Analyze performance data, explain spikes in sales, and create graphs.
  • Share data and visuals through Loop components in Outlook and Teams for easier collaboration.

For prompt ideas and tips, you can use the Prompt Gallery at aka.ms/PromptGallery, which offers examples and guidance to help you build your Copilot skills.

Microsoft 365 Copilot is designed to support a range of roles by reshaping routine work and freeing up time for higher-value tasks. Here are some role-based examples:

• Business owner / operator
  • Use Copilot in Outlook to start the day by summarizing emails and drafting personalized responses.
  • Use Copilot in Word to draft project plans.
  • Use Copilot in Excel to create visualizations for budgets and resource planning.
  • Use Copilot in Teams to recap meetings and assign or track follow-up tasks.
• Marketing manager
  • Use Copilot in Teams to organize brainstorm notes for a new market launch.
  • Have Copilot in Word draft a targeted promotion plan based on those Teams notes.
  • Use Copilot in PowerPoint to build customer profiles and promotion plan slides.
  • Rely on Copilot in Outlook to compose and send campaign emails with the campaign brief attached.
• Sales representative
  • Use Copilot in Outlook to surface emails from new senders and identify potential leads.
  • Draft persuasive outreach emails about your company’s offerings.
  • Leverage previous customer email data to help Copilot in PowerPoint draft sales presentations faster.
  • Use Copilot in Teams to generate meeting notes from sales presentations.
• Customer support representative
  • Use Copilot in Outlook to generate empathetic, professional responses to customer queries.
  • Ask Copilot to find and summarize previous related queries so you can respond with more context.
• Financial analyst
  • Use Copilot in Excel to analyze spikes in sales, review past performance, and create graphs.
  • Share those graphs and data via Copilot in Loop through Outlook and Teams for collaborative review.
  • Use Copilot in Outlook to find customer account details (such as balance statements and invoices) and summarize them.
• IT manager
  • Use Copilot in Loop to share tasks related to system changes that impact customers.
  • Use Copilot in Word to summarize customer references into bullet points.
  • Use Copilot in Teams to condense those points into a one-pager.
  • Have Copilot in Outlook draft emails to distribute the one-pagers to stakeholders.

Across these roles, Copilot helps teams reimagine how they handle email, documents, meetings, and data—reducing manual effort and making it easier to move from information to action.