Learning outcomes
- Explain how to use in-app assistance while retaining human review.
- Complete the guided practice safely.
- Check that you can verify calculations, wording, design and citations before use.
Microsoft 365 Copilot
Copilot in Word, Excel and PowerPoint
Learn to use in-app assistance while retaining human review and verify calculations, wording, design and citations before use in this beginner-friendly Microsoft 365 lesson.
Before you begin
Use approved, non-sensitive content. Confirm your licence and your organisation's AI policy before using work data.
Step-by-step instructions
- Open Microsoft 365 Copilot Chat or Copilot in the named app and confirm you are using the intended account.
- Draft, analyse or outline using approved sample content.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: verify calculations, wording, design and citations before use.
- Review the response for accuracy, permissions, privacy and tone before using or sharing it.
Ian's practical tip: Use sample information first. Once the workflow is correct, repeat it with approved work information and the minimum necessary access.
Practical activity
Draft, analyse or outline using approved sample content. Your expected result is to verify calculations, wording, design and citations before use.