Guide to Using Copilot Feature in Outlook

Microsoft’s Copilot is now integrated into all key Microsoft 365 applications, enhancing productivity in Outlook by assisting with email drafting, summarizing threads, coaching, and scheduling invites.

How to Use Copilot in Outlook to Draft Emails

Maximize your email drafting efficiency with these steps:

  1. Navigate to “Home” and select “New Mail” to initiate a new message.
  2. Click the Copilot button in the toolbar and choose “Draft with Copilot.”
  3. Enter a prompt describing your email’s intent (e.g., “Let my contacts know that I’m going to be out of the office until Friday.”).
  4. (Optional) Click “Generate Options” to customize the style of your email.
  5. Press “Generate” and wait for Copilot to create your draft.
  6. Review the draft; click “Regenerate” for a new draft or “Keep” to finalize the current one.

How to Use Copilot in Outlook to Summarize Threads

To quickly grasp the content of lengthy email chains:

  1. Select the email thread you wish to summarize.
  2. Press “Summary by Copilot” (or “Summarize”). Your summary will be displayed at the top of the thread.

How to Use Copilot in Outlook for Coaching

Improve your email communication skills with the Coaching feature:

  1. Draft your email, then click the “Copilot” button followed by “Coaching with Copilot.”
  2. Copilot will evaluate your message and suggest enhancements for clarity, structure, and grammar.
  3. Click “Apply all suggestions” to accept all adjustments, or review them one by one to make selective edits.

How to Use Copilot in Outlook to Make Invites

Efficiently create meeting invites by following these steps:

  1. Open an email containing details about a meeting or event.
  2. Click the “Schedule with Copilot” button located in the “Home” tab.
  3. Click “Insert” to confirm the information suggested by Copilot.
  4. Review and modify the generated invite as needed, and then click “Send” to distribute it.

This guide illustrates the various functionalities of Copilot within Outlook, offering practical approaches to streamline your communication tasks.

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