9 Copilot App Tips & Tricks You’ll Actually Use

Key Concepts:

Microsoft 365 Copilot app, Notebooks, Knowledge Base, Brand Kit, Saved Prompts, HTML Generation, Pages, Live Sharing, Spreadsheet Analysis.

1. Introduction to Microsoft 365 Copilot App

• The Microsoft 365 Copilot app aims to enhance productivity by integrating AI across various Microsoft applications.
• Access is available via Microsoft365.com, even with a free Microsoft account, allowing users to utilize Word, Excel, and PowerPoint in their browsers.
• The app is designed to consolidate tools and provide AI assistance for smarter workflows.

2. Notebooks: Centralized Digital Workspaces

• Notebooks serve as digital workspaces to gather related content such as chats, notes, links, and uploaded files in one location.
• Example: A notebook created for a "spring pop-up" event.
• Copilot can generate podcast overviews of the content within a notebook.
• The goal is to create a knowledge base that Copilot can learn from to provide tailored answers.
• Users can add past chats, pages, product information, and other relevant context to the notebook.
• Example: Asking Copilot about customer feedback from the spring pop-up, leveraging the consolidated information within the notebook.

3. Create App and Brand Kits: Visual Content Generation

• The Create app allows users to generate on-brand visuals.
• Users can set up a brand kit by uploading a logo, selecting colors, and choosing fonts.
• Example: Becca's Brownie Bakery brand kit with soft pinks, browns, and playful fonts.
• Users can request specific visuals like posters, infographics, and social media posts, and Copilot will generate them using the defined brand kit.

4. Saved Prompts: Reusable AI Instructions

• Users can save frequently used prompts in Copilot Chat for easy reuse.
• Example: A prompt to summarize an order spreadsheet, grouped by day and product totals.
• Steps:
  1. Type the prompt in Copilot Chat.
  2. Send the prompt and receive a response.
  3. Hover over the prompt and click "save prompt."
  4. Access the saved prompt from the prompt gallery.
• Saved prompts can also be shared with teammates.

5. HTML Generation: No-Code Web Design

• Copilot can generate HTML code for various purposes, such as creating banners.
• Example: Requesting a ticker-style banner with a hot pink background and white text.
• Copilot generates the HTML code, and users can preview it.
• Users can request updates to the code, such as changes to text speed or background color.
• The generated code can be copied and pasted into websites or other applications.

6. Pages: Collaborative Content Creation

• Pages provide a canvas for editing and refining Copilot's responses, such as blog posts.
• Example: Generating a blog post about new brownies and editing it in Pages.
• Users can rephrase content, add or remove sections, and insert content blocks using the forward-slash command.
• Pages facilitate organized content creation and idea refinement.

7. Live Sharing: Real-Time Collaboration

• Pages can be shared live with team members without creating attachments.
• Steps:
  1. Click "share" in the top right corner of the page.
  2. Copy the component.
  3. Paste the component into a Teams chat or Outlook message.
• Recipients can edit the page directly or open it in Copilot Chat for further work.
• This ensures everyone works from the same source, eliminating back-and-forth communication.

8. Spreadsheet Analysis: Data Insights

• Copilot can analyze spreadsheets to provide summaries and insights.
• Users can use the forward-slash command to select a spreadsheet.
• Example prompts: "Which item generated the most revenue last month?" or "Create a bar chart showing weekly sales by product."
• Copilot generates summaries and charts without requiring manual formulas or pivot tables.

9. Conclusion

• The Microsoft 365 Copilot app offers a range of features to enhance productivity, from content creation and visual design to data analysis and collaboration.
• The app leverages AI to streamline workflows and provide actionable insights.
• The presenter encourages viewers to share their own tips and tricks in the comments and to like and subscribe for more tutorials.