November 8, 2024

Favorite Copilot Feature

One of the most time-saving features of Copilot in Outlook is its ability to schedule follow-up meetings. Just think about the countless times you've had to navigate to your calendar, draft a follow-up email, and compile the Agenda and Summary with all the necessary meeting details. With Copilot, this entire process is completed in a matter of seconds, leaving you with more time for other important tasks.

 

Imagine you receive an email and need to set a meeting to follow up on a case. Or perhaps you want to schedule a team meeting to discuss a project update. In these scenarios, Copilot can be a game-changer.

  1. Select the Email: Open Outlook and select the email for which you want to schedule a meeting.
  2. Schedule with Copilot: Use the Copilot feature in Outlook to schedule the meeting. This can typically be done by selecting the "Schedule with Copilot" option.
  1. Invitation Creation: Copilot will craft a comprehensive meeting invitation. This invitation will not only include the attached email, but also a detailed agenda and a thorough conversation summary, ensuring that all participants are well-prepared for the meeting.
  2. Agenda: The agenda might include points such as:
    • Discuss multi-division project customer billing
    • Review labor
    • Define and calculate the material cost and variance, fix inventory details, and project material on-hand value shipping/expense details with employee information
  1. Summary of Conversation: The summary will provide a recap of the emails, such as:
    • Shawn Sissenwein and the team are discussing updates and additional details needed for the Power BI Project Status Report. Belinda is working on the updates and aims to have them ready for testing soon. The updates include customer billing for multi-division projects, creating a sub-labor bucket, defining and calculating material cost and variance, fixing inventory details and project material on-hand value, and adjusting shipping/expense details to include employee information1.

What is your favorite Copilot feature, and how have you been using Copilot in your day-to-day tasks? I'd love to hear your thoughts and experiences with this feature.

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