How to use Copilot app tips and tricks

TL;DR

The Copilot app helps you turn meeting notes into podcasts, create brand visuals, and organize content with AI notebooks. Start by accessing Copilot at Microsoft365.com, sign in with a Microsoft account, then use notebooks to collect content, brand kits to create visuals, prompts gallery to reuse prompts, pages to edit responses, and spreadsheets to build charts and summaries.

Transcript

With the new Microsoft 365 Copilot app, you  can turn meeting notes into an audio podcast, generate visuals that match your brand, and  organize everything into AI-powered notebooks. Hi, I'm Rebecca, and I work at Microsoft. And today,  I'll show you the top tips and tricks to get the most out of the new Copilot app. Let's dive  in. Before we get i... Read More

Key Insights

• Copilot notebooks act as digital workspaces that collect chats, notes, links, and files in one place to build a central knowledge base for smarter responses.
• Brand kits in Create let you store logos, color schemes, and fonts, enabling you to quickly generate on-brand visuals like flyers and banners without design skills.
• Saved prompts in Copilot Chat create a reusable prompt gallery, allowing one click execution of repeated tasks and fostering team collaboration.
• Copilot can generate HTML code for banners and provide a live preview of the code so you can see and tweak it before use.
• Pages in Copilot provide a canvas to edit and refine Copilot responses, remove unnecessary parts, and insert blocks of information with a forward slash shortcuts.
• Sharing Copilot Pages is seamless and avoids long email chains by letting you share live, editable content with teammates.
• Copilot can analyze spreadsheet data and create charts and summaries without formulas, providing straightforward insights like which item generated the most revenue.
• The overall guidance emphasizes concrete steps to access Copilot, organize content, automate visuals and text, collaborate in real time, and leverage data for better decisions.

Questions & Answers

Q: A real search query question about the video (e.g. 'How to...', 'What is...', 'Why does...'). Question 1

How can I access the Copilot app and start using it with a free account and a Microsoft365.com sign in, and what basic features are available right away? You can access the Copilot app by visiting Microsoft365.com and signing in with a Microsoft account, including free ones. Once in, you can open Word, Excel, and PowerPoint in your browser. This setup lets you explore notebooks, brand kits, prompts, pages, and basic content creation features without needing a paid subscription, enabling you to test AI assisted workflows and see how Copilot can organize notes, chats, and files.

Q: What is a Copilot notebook and how does it help organize information? Question 2

A Copilot notebook is a digital workspace that collects related content such as chats, notes, links, and uploaded files in one place. It helps you build a knowledge base that Copilot can learn from to deliver smarter, more tailored answers. By centralizing information from projects like a spring pop up, you avoid duplicating data, make it easier to reference past material, and improve the quality of Copilot responses as context increases.

Q: How do you create visuals and brand assets with Copilot Create? Question 3

Copilot Create lets you set up a brand kit with your logo, color palette, and fonts. You can then request visuals such as posters and banners that align with your brand. The process is designed to be friendly for non designers, letting you generate professional looking flyers and marketing materials quickly, while keeping your brand consistent across assets.

Q: What is the purpose of saving prompts in Copilot Chat? Question 4

Saving prompts in Copilot Chat creates a prompt gallery that you can reuse with one click. This saves time on repetitive tasks, improves consistency in responses, and supports collaboration by letting teammates access standardized prompts. It also makes it easier to scale workflows across multiple projects and teams.

Q: How does Copilot assist with HTML code and live previews? Question 5

Copilot can generate HTML code for elements like banners and banners can be previewed directly. You can view the live preview via a code block display options button, then request tweaks such as color or text speed. This eliminates the need for a developer for many common tasks and lets you implement front end elements quickly.

Q: How are Pages used to manage Copilot responses and content? Question 6

Pages give you a canvas to edit Copilot responses directly, allowing you to remove or modify sections, rephrase to your voice, and insert additional blocks of information with slash shortcuts. This keeps content organized and enables you to refine outputs before sharing or publishing.

Q: What is the benefit of sharing Copilot Pages with a team? Question 7

Sharing Copilot Pages lets teammates view and edit live content without pasting long emails or attachments. By generating a share link, you keep everyone aligned on the same source material, enabling collaborative edits and faster iteration without duplication of effort.

Q: How can Copilot analyze spreadsheets and create charts without formulas? Question 8

Copilot can analyze spreadsheets by generating summaries and charts through prompts, such as asking which item generated the most revenue or creating a bar chart of weekly sales. This removes the need for manual formulas and pivot tables, providing clear visual insights and saving time on data exploration.

Summary & Key Takeaways

• The video demonstrates how to access the Copilot app through Microsoft365.com and sign in with a Microsoft account, including free accounts, to start using Word, Excel, and PowerPoint in a browser.

• The creator walks through building a knowledge notebook, creating a brand kit, saving prompts, and generating visuals, banners, and blog posts without coding, emphasizing staying on brand and saving time.

• The tutorial covers editing Copilot responses in pages, sharing pages with a team, and analyzing spreadsheets to produce charts, all to streamline collaboration and decision making.