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Microsoft 365 Copilot in Outlook

Demo Setup

The demo setup instructions for this option can be found here. Specifically, pages 1-4, which covers how to set up the email thread we'll reference in the demo below.

IMPORTANT: The demo setup will require at least 4 people (optionally 6). Conduct this with your team before your planned delivery. Once completed, you can reference this email for future deliveries.

Talking Points

"Let’s take a look at an email thread. This is a fictitious discussion where my team is talking about an important blog post about Copilot. It may look a lot like email threads you see every day.

When I select the Summary by Copilot button, Copilot summarizes the thread for me and gives me the most relevant points.

That’s pretty useful. I have long email threads arriving in my inbox all the time, and it can be a chore to disentangle what’s important and what’s not.

I’m going to reply, and I’ll use Copilot to help me. We can see that Copilot has generated some suggested prompts because Copilot has read the email thread and has an understanding of the context and how I might want to reply.

This is useful, but this reply requires a custom prompt. I can also edit this prompt to customize the tone and length of the reply.

When I select 'Sound like me,' Copilot looks at my outgoing email and makes sure that its response matches my personal communication style. Let’s use that.

This is pretty good, but I think it can be better. Copilot results are based, in part, on the quality of the question asked.

OK, I’m going to keep this response."

Demo Steps

1. Switch to Outlook with the demo email thread open.

   IMPORTANT: Do not show any emails that contain confidential data.

2. Below the email’s subject, select Summary by Copilot and point out the results.

3. At the top of the page, select Reply all.

4. In the message body select Help me write

   

5. In the Help me write an email to field, copy and paste the prompt or type:

   Approve and thank the team--be warm! They worked hard. And be a little funny if you can.

6. The Copilot pane will open and begin to draft a response.

7. Once the draft is complete, enter the following prompt:

   Make it sound like me.

8. Lastly, enter the following prompt:

   Can you make a that a bit longer? It's just a little bit too short.

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