Learning outcomes
- Explain how to summarise and prepare communications responsibly.
- Complete the guided practice safely.
- Check that you can confirm the draft matches the original discussion and permissions.
Microsoft 365 Copilot
Copilot in Outlook and Teams
Learn to summarise and prepare communications responsibly and confirm the draft matches the original discussion and permissions 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.
- Use sample conversation content to draft a follow-up.
- Pause and check permissions, filenames, recipients, dates or settings that affect the task.
- Test the result: confirm the draft matches the original discussion and permissions.
- 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
Use sample conversation content to draft a follow-up. Your expected result is to confirm the draft matches the original discussion and permissions.