How to Utilize Copilot in Outlook for Enhanced Productivity

Introduction

Learn how to use Microsoft Copilot in Outlook to streamline tasks such as drafting emails, summarizing threads, and scheduling meetings using AI-powered assistance.

Steps (Desktop Platform)

1. Ensure Availability:
   • Verify that your Microsoft 365 subscription includes Copilot features.
   • Check for updates to ensure you're running the latest version of Outlook.
2. Access Copilot:
   • Open a new email and click the Copilot icon in the ribbon.
   • Select tasks like "Draft an Email," "Summarize a Conversation," or "Schedule a Meeting."
3. Customize Outputs:
   • Review the AI-generated text and make adjustments as needed.
   • Use prompts like "Make it more formal" or "Add a bulleted list."
4. Finalize and Send:
   • Confirm the email content or other tasks before saving or sending.

Steps (Web Platform)

1. Log in to Outlook Web: Open Outlook on the Web.
2. Find Copilot: Look for the Copilot Assistant icon in your email compose window or calendar.
3. Use Contextual Commands:
   • Highlight text or an email thread and click Copilot for tailored suggestions.
   • Experiment with the available templates for emails or task summaries.

Conclusion

Copilot boosts productivity by automating repetitive tasks and enhancing email drafts with AI insights. Ensure your subscription supports it for maximum benefits.