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Hi everyone, Kevin here. Today, in
partnership with Microsoft, we're
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going to look at 10 amazing ways you can start
using Microsoft Copilot right now. For example,
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you can compare files in OneDrive, fill in
missing information in Excel, make branded
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presentations in PowerPoint, and so much more.
Let's dive in. This brings us to tip number
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one. Copilot understands the context of the page
that you're currently on. Here I am on YouTube,
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and in the top right-hand corner, I'll click
on the Copilot icon in Edge. And right here, it
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recognizes that I currently have a video playing.
And right here, I have the option to generate
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video highlights. Let's try clicking on this.
Over on the right-hand side, up at the top, it
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generated a video summary, and it also highlights
all of the key points mentioned throughout the
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video. So here, for example, if I want to
learn about Copilot and Microsoft 365 apps,
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I can even click on this timestamp and it'll jump
me directly to that portion of the video. One of
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the cool things too, is I can also ask questions
about this video. Down at the bottom, let's see
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what the Copilot plugin is called that generates
songs for you. Here, I'll submit that. And there,
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again, it understands the video and the plugin is
called Suno. If you haven't tried it before, it's
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a really neat plugin to test. This functionality
not only applies to websites with videos like
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YouTube, but you can also use it on text-based
webpages too. This brings us to tip number two.
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You can install Copilot directly on your iPhone or
Android phone. Simply go to the App Store or the
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Play Store and search for Microsoft Copilot and
you could download it for free. The app provides
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all of Copilot's features while you're on the
go. Now, one of the use cases that I really love,
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here, I'll take a picture of a flower at my house
and I'm not quite sure what type it is, so I'll
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ask Copilot, what type of flower is this? And
look at that. It says it looks like a rose with
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a yellow to peach color. That's just one example
of how you can use Copilot on the go. This brings
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us to tip number three. You can make a branded
presentation in Microsoft PowerPoint. Here, I have
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a Word document open that talks about opening up
a new cookie store in India. And here it has all
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of the details, including the market analysis.
But I think it's a little bit hard to consume
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as a document, and I think a presentation would
work better. So up on top, I'll minimize Word,
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and here I have a presentation open in PowerPoint
with the official Kevin Cookie Company theme. And
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I want to turn that Word document into a
presentation. So how do we do that? Well,
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up on top, let's click on the Home tab and over
on the right-hand side, let's click on the Copilot
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icon. This opens up Copilot. And down below, I
have a few sample prompts that I could start from,
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or down below I could type in my own. But right
on top, this prompt looks like it'll work. It
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says Create a Presentation From, and then I can
specify a file. Well, I have that Word document,
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so let's click on this, and here it inserts this
prompt into the text field down below. And it says
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Create a Presentation From, and then it uses a
forward slash. When you enter a forward slash,
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you could reference people, files, or even
meetings. Now right here, it defaults to files.
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And here I see all my different Word documents
that I have on my OneDrive. Right up on top,
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there's that Word document opening a new cookie
store in India. I'll select this. And here it
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inserts the file into the prompt that I want to
send to the AI. Let's see how this works. Down
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below, let's send this through. Before it does
anything, right up on top, I get a message that
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says, Creating a New Presentation Will Replace
Your Existing Slides, so you may want to save
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a copy first. Well, over here, this is just a
theme or a template, and I want Copilot to use
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this template to make its presentation. So, I'm
fine with that. So right here, I'll click on Yes,
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Please. And look at that. It pulled together 18
slides based on my Word documents using my theme
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in PowerPoint. This is phenomenal. So right here,
we have the title slide. I have an agenda. And
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look at this. It created all of these different
slides. I have a slide in the target audience,
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the competitive landscape. And again, it pulls all
of that information from the Word document. Now,
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if we go down to the very bottom, it also adds
speaker notes. So here I could expand it. And
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I have all of the original content down at the
bottom. And it includes a summary of that content
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from my Word document. This makes it so easy and
efficient to pull together presentations. And the
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thing I love is it even finds matching imagery to
go along with the text included on the slide. This
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brings us to tip number four. You can reference
people, files, meetings, or emails directly from
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Copilot. Here I am in Copilot, and you can launch
this by clicking on the Copilot logo on your
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taskbar. We looked at this one briefly in the
previous tip. But down below in the text field,
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you could enter a forward slash. And this allows
you to reference all sorts of different files,
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people, meetings, or even emails when you're
prompting Copilot. So right here, I see all
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the different items. Now here, I can click into
people. We could also click into files. And here I
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see all my different OneDrive files, any meetings
that are coming up, and also recent emails. Now I
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have a question about a recent file. Here's that
file opening a new cookie store in India. I'll
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click on this one. And now I can ask Copilot a
question about this document. I want to know who
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is the target audience. I don't feel like opening
up the document. So, let's send that through and
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see what comes back. And look at that, it pulls
out the information directly from the document.
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That was easy. I also noticed that I have a
meeting coming up later today. So down below,
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let's once again, enter that forward slash. And
here, I'll click on meetings. And it looks like
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we have one of my favorite types of meetings, a
cookie brainstorming session. I'll click on that,
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and let's find out who's attending this meeting.
Let's send that through. And look at that,
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right up above, it pulls out all of the attendees.
It looks like Diego's going, so I better attend.
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And right up on top, it looks like I'm the main
speaker and host, I better go prep for this
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meeting. This brings us to tip number five. You
can use Copilot to create email rules in Outlook.
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Right here, I have an email from Henrietta, my
manager. And to be honest, I almost missed it, so
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I needed to stand out a little bit more anytime my
manager emails me. In the top right-hand corner,
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let's click on the Copilot icon. And right here,
we see a whole bunch of different sample prompts,
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but I already have a prompt in mind. So down below
in this text field, I'll type in my prompt, create
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an inbox rule to highlight in red and pin to the
top for emails from Henrietta Mueller, my manager.
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So right over here, let's see if Copilot can help
create that rule. And look at that, it now opens
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up the rules prompt. And here, I can see that it
automatically filled in all of these details. So,
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emails from Henrietta, here it adds a condition.
So, it's from, and here's Henrietta's email
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address. And then I see two actions. It'll pin the
email to the top, and it'll also categorize it as
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red. That's pretty close. I wanted to highlight
in red, but I think that looks okay. What's nice
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is here, I can validate and confirm that the rule
all looks good to me. And I think it does. So down
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below, I'll click on Save. Now that I've saved
this rule, right up here, I'll run it. Let's
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click on Run the rule. Now let's close out of this
prompt. And right there, I can see the email from
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Henrietta pinned to the top with the red category.
Now, I don't know about you, but I've always had
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trouble creating rules, and this makes it so
much easier. This brings us to tip number six.
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You can understand your files faster with Copilot
in OneDrive. Here I am in Microsoft OneDrive. And
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here I have this Word document about opening a
new cookie store in India. When I hover over this
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file, right over here, I see the Copilot logo.
And when I click on this, I have a few different
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actions. I can have it summarize the file. I can
create an FAQ or frequently asked questions. And
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down below, I can even ask a question about this
file. Let's try asking a question. When I click on
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that, that opens up the Copilot pane over on the
right-hand side. And I've got a question for you,
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Copilot. Where should we open a location in India?
And let's see what comes back. And look at that,
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Copilot comes back with a few different
recommendations. It says Mumbai, Delhi, Bangalore,
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or Hyderabad. Let me know which one you think is
the best one in the comments down below. But here,
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it looks like it gave it some good consideration
for all of those recommendations. Looking over at
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the left-hand side, it reminded me of a task that
I have. We have all these different invoice files,
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and my manager wanted me to summarize all of these
different invoices. Over on the left-hand side,
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let's click into the My Files view. And here I
see all the different files that I have in my
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OneDrive. Over here, I see all those different
invoice files. I'll press Shift to select all
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five of these files. And up on top, we have the
Copilot logo right up here. I'll click on that,
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and again, we can summarize. But there's now
a new option. We can also compare these files.
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You can do this with up to five files at a time.
So, let's test this out. I’ll click on Compare.
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And look at that, it extracts all of the
information from those five files and then
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presents it in a table. So here I see all the
invoice numbers, the dates, who the bill to is,
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and here I could even see the grand total for
all of these different invoices. That makes my
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job so much easier. Now, you could also use
this for things like, say, comparing resumes
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or retail logs, or in my case, invoices. This
brings us to tip number seven. You can improve
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your writing with coaching by Copilot. Now, if
you don't feel comfortable having Copilot help
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write text for you, you can also have it evaluate
your existing text. Here I have an email message
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where my manager has asked me to announce to the
organization that we're ending remote work and
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everyone has to come to the office. I still don't
know why my manager just wouldn't send it out
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herself, but I guess you need a fall guy. Now here
I have my message and I'm not sure if it uses the
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best tone or if it's the most convincing. So right
up on top, we have that Copilot icon. I’ll click
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on this and here you could draft with Copilot.
That's where Copilot will help you write text
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or you could use coaching by Copilot where it'll
evaluate your text. I’ll select that and right
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now it's analyzing my message. And look at that.
It looks like it has some feedback for me. First,
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it says that I should be more professional. The
email uses a direct approach to communicate the
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policy change. Well, that's good. However, the
tone comes across as aggressive and disrespectful,
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which can demotivate employees. Now I don't want
that. Now right down here, I could see all these
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suggestions. So, it recommends changing up some of
the wording. Those are some good ideas I could go
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through and make some modifications. It also tells
me to show appreciation, not frustration. And here
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it has specific suggestions. Down below, it also
has some additional suggestions. So, this way you
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can use the coach to improve your writing. This
brings us to tip number eight. Copilot in Excel
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makes data analysis so much easier. My manager
has asked me to pull together a table with all
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the cities where we have stores along with the
corresponding country. But as you can see, there's
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no country here. And I don't want to have to look
these up one by one, so let's see if Copilot can
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help me with this. To be able to use Copilot in
Excel, first off, we need to make sure that all
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of this data range is in a table. So how do we
do that? Well, first off, click somewhere in this
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data range. And up on top, let's go to Insert.
And here you can insert the table. Alternatively,
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you can also press Ctrl T on your keyboard, and
that also allows you to insert a table. Now right
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here, my table has headers, so I'll make sure to
check this and then click on OK. Additionally,
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I also need to make sure that this sheet is saved
in the cloud. And currently it is. But if not,
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you have to make sure you save it in OneDrive.
Once you do those two things, you can now use
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Copilot. So right up on top, let's click on the
Home tab and all the way over on the right-hand
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side, let's click on Copilot. Down below, here I
see a whole bunch of sample prompts, but I have
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my own. So, let's go down to this text field and
I'll type in Add a New Column with the country
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for these cities. And let's see if it could do
my work for me. Let's click on this and look at
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that. Here it walks me through how it went about
doing it. And it also provides a preview. And that
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looks good to me. So, let's insert this column
and look at that. I've got all the countries
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for these different cities. It looks like I'll
have to fill out a few of them at the bottom,
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but it's a really good start. Now, I'd also
like to add one more column with the counts of
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countries. So, let's see if Copilot can help. Over
on the right-hand side, let me enter the prompt,
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add another column with accounts of countries.
And let's send that through. And right there,
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look at that. Let's insert that column. And when
I click on it, here I see the function that it
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used to count the number of countries. That makes
using functions and formulas so much easier. This
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brings us to tip number nine. You can use Copilot
in Microsoft Teams to stay on top of all of your
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meetings. Now, right up on top, there's the
Copilot logo. I'll click on this and that opens
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up the Copilot pane. Now, at the very bottom,
we can click on more prompts and you can see
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examples of the types of prompts that you can ask.
Now, I'm a little bit late joining this meeting,
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so let's see if I could get a recap of what's been
covered so far. I'll click on this. And look at
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that. There I get a quick overview of everything
that's been covered so far. It doesn't look like
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I've missed anything important. I think that
was just the introduction. So down below, let
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me also ask if there are any action items for me.
That's always one of the most important questions.
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And let's see what comes back. And look at that.
It looks like there are no specific action items
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for me, at least not yet. Now, this is a great
tool where you can ask questions about meetings.
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You could get up to speed on any content that you
might've missed. This brings us to tip number 10,
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inspiration for prompts. Now, as we've been going
through this video, you might be wondering, well,
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how do you know what you can even ask
Copilot? Here I am in PowerPoint. And
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in the top right-hand corner, I’ll click on
the Copilot icon. And here we see all sorts
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of sample prompts that you can ask. But
as a quick tip, down at the very bottom,
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you'll see this icon where you can view even
more prompts. Here I could hover over Create
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and then click on it. And it'll show you
different types of things you can create
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with Copilot. I'll go back. You could also use
Copilot to understand your presentation. And here
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we see a few sample prompts. I'll go back again.
You could also use it to edit your presentation.
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Now, all the different Microsoft 365 apps will
have their own set of prompts. So, it's well worth
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going through each app to see what types of things
you can do with Copilot. And if you need even more
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inspiration, down at the bottom, you can click on
View More Prompts. And this opens up the Copilot
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Lab. And here you'll see a very comprehensive list
of all the different types of prompts you can ask.
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And down at the bottom, if you want even more, you
could also click on See All Prompts. This opens up
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the Copilot Lab. And over here, you could filter
all the different prompts by app. Here you could
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also filter by task or even job type. And here
you'll see there are lots of different prompts
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to give you inspiration. All right, well,
let me know which tip was your favorite.
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Also, let me know if you have any other tips in
the comments below. And for those of you looking
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to really master Copilot, be sure to visit the
Microsoft Copilot for Microsoft 365 training.
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You can click on the card right up above. These
are training courses catered specifically to
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different roles and also functions like HR,
finance, executives, operations, sales, IT,
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and marketing. There, you can find webinars
and other training events that will help you
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make the most of Copilot in your everyday work.
Best of all, they're completely free and they
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go on all the time. So, you'll likely find one
that suits your level, need, and schedule. To
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watch more videos like this one, please consider
subscribing and I'll see you in the next video.
