Microsoft 365 Copilot is an AI assistant built directly into the Microsoft 365 apps your team already uses—such as Word, Excel, PowerPoint, Outlook, Teams, Loop, and the Microsoft 365 web app.

It combines advanced AI models with the web and your own business data to provide real-time assistance. In practice, this means your employees can:

• Boost productivity by summarizing long emails, documents, and meetings instead of reading everything from scratch.
• Speed up content creation by drafting job descriptions, offer letters, project plans, promotion plans, and presentations from prompts.
• Gain quick insights from large volumes of content—Copilot can pull together information from across Microsoft 365 and present it in a concise way.
• Improve collaboration by organizing meeting notes, assigning follow-up tasks, and sharing summaries across Teams, Outlook, and Loop.

You access Copilot right inside the apps:

• In the Microsoft 365 app or at microsoft365.com/copilot for Copilot Chat.
• In Word, Excel, PowerPoint, Outlook, and others by clicking the Copilot icon on the Home tab.

Because it’s integrated into existing tools, teams can start to reimagine how they work—without changing their core workflows or learning a completely new system.

Copilot supports a range of roles by automating routine tasks and helping teams work with information more effectively. Here are some practical examples:

Business owners / operators

• Use Copilot in Outlook to start the day by summarizing inbox activity and drafting personalized responses.
• Use Copilot in Word to draft project plans.
• Use Copilot in Excel to create visualizations for budgets and project resources.
• Use Copilot in Teams to recap meetings and assign or track follow-up tasks.

Marketing managers

• Use Copilot in Teams to organize brainstorm notes for a new market launch.
• Use Copilot in Word to draft a targeted promotion plan based on those meeting notes.
• Use Copilot in PowerPoint to create customer profiles and promotion plan slides.
• Use Copilot in Outlook to compose campaign emails and attach the campaign brief.

Sales and customer support

• Support representatives use Copilot in Outlook to generate empathetic, professional responses and summarize previous customer queries.
• Sales representatives use Outlook to surface emails from new senders as potential leads and draft persuasive outreach about company offerings.
• Sales teams can then use Copilot in PowerPoint to build sales presentations faster, based on Outlook data and previous customer emails.
• Copilot in Teams generates meeting notes for sales presentations and follow-ups.

Financial analysts

• Use Copilot in Excel to analyze a spike in sales, review past performance, and automatically create graphs.
• Use Copilot in Loop to share those graphs and data via a single link across Loop, Outlook, and Teams.
• Use Copilot in Teams to support collaboration and decision-making around the analysis.
• Use Copilot in Outlook to find and summarize customer account details such as balance statements and invoices.

IT managers

• Use Copilot in Loop to share tasks related to system changes that impact customers.
• Use Copilot in Word to summarize customer references into bullet points.
• Use Copilot in Teams to condense those points into a one-pager.
• Use Copilot in Outlook to draft emails that share the one-pagers with stakeholders.

Across roles, Copilot helps teams rethink how they handle information-heavy work, freeing up time for higher-value activities.

Copilot is prompt-driven: you tell it what you want in natural language, and it generates content or insights based on your request and your business data.

Here are some example prompts from everyday work scenarios:

Quick catch-up and insights

• “Summarize emails where I was mentioned.”
• “Teach me about [concept] in a way a non-technical person could understand.”
• “Review this document [File] and summarize all references into bullet points.”
• “What were the key points discussed in last week’s spotlight meeting?”

Content creation and communication

• “Generate a job description for a [Role]. Include bullet points from the [Role] core responsibility list.”
• “Draft a personal email I can send to people in [Role] to call their attention to [Product]’s launch.”
• “Draft an offer letter to [Name] with a start date of [Date]. Include our benefits information and use a professional tone.”
• “Invite [Client] to a meeting to discuss our core offerings. Include three time options.”

Meetings and presentations

• “Create a storyboard for a 60-minute keynote where I need to engage a room full of [Audience] about [Topic]; use [File] and [File] as background.”
• “Draft a summary from last week’s spotlight meeting and include top customer pitch tips.”
• “Update the pitch template slide using the recap from last week’s Teams meeting. Include the client’s logo on the slide.”
• “Summarize the client’s profile, promotion plans, and taglines and separate into three new slides.”

Improving your prompts

• Be specific about the goal (e.g., “professional tone,” “bullet points,” “for a non-technical audience”).
• Reference files, meetings, or emails Copilot should use as input.
• Iterate: ask Copilot to refine, shorten, expand, or change the tone of its first draft.

To help your team build stronger prompting skills, Microsoft provides a Prompt Gallery at aka.ms/PromptGallery, which includes guidance, examples, and tips and tricks for getting better results. Over time, this helps teams reimagine how they use AI to generate ideas, tell stories, translate content, solve technical problems, and more.