Copilot Crash Course: Tips, Tricks & More

Estimated read time: 1:20

Summary

In the video titled "Copilot Crash Course: Tips, Tricks & More", hosts John Moore and Andy Honeycut dive into the vast array of features Microsoft Copilot offers across different applications like Word, Excel, PowerPoint, and Teams. They cover the functionalities and some hidden gems within copilot, providing practical tips for getting the most out of each tool. The video is rich with insights into how Copilot can enhance productivity and creativity by streamlining tasks and facilitating seamless integration across Microsoft's ecosystem.

Highlights

John and Andy dive into the Copilot features provided by Microsoft, giving insightful tips on maximizing efficiency using Copilot across various apps. 🚀
A highlight is the exploration of the Bing Notebook feature, breaking down its advantages in editing and refining prompts. 📖
Usage of PowerPoint's integration with organizational asset libraries for seamless template use is discussed extensively. 🎨
In-depth discussions on Excel's Copilot, especially the importance of formatting data as tables for better functionality. 🔍
Outlook's Copilot functionality is dissected, showing how to efficiently draft emails using Copilot's smart suggestions. 📩
Teams' capabilities, such as summarizing discussions and creating FAQs from chats, provide a massive boost in team productivity. 🤝
Many innovative prompt engineering techniques are shared to enhance the co-piloting experience, making AI assistive beyond its basic functionalities. 🧠
The video underscores the importance of co-piloting as a concept, rather than merely using the AI as a tool, fostering better adoption and innovative use cases. 🌟

Key Takeaways

John Moore and Andy Honeycut explore Microsoft Copilot's features across various applications, providing practical tips and tricks. 🛠️
They discuss new updates, such as the Notebook feature on Bing, allowing for extensive prompt testing with significantly increased character limits. 📚
The use of organizational templates in PowerPoint was highlighted, enhancing productivity by automating the design process. 🖼️
In Excel, setting up a table is crucial for Copilot to function, and it can assist in creating formulas and organizing data efficiently. 📊
Outlook's Copilot can draft emails from bullet points, saving time with repetitive tasks. 📨
Innovative uses in Teams include summarizing meetings, creating FAQ documents, and integrating operational tasks, demonstrating Copilot's capability in streamlining team communication. 🗣️
The hosts emphasize prompt engineering, urging users to experiment with different styles and tones to maximize Copilot's potential. 🔄
They conclude with a look at the broader implications of AI in productivity and how Copilot can be a valuable assistant rather than just a tool. 🤖

Overview

In the recent Copilot Crash Course hosted by John Moore and Andy Honeycut, viewers are taken through a comprehensive guide on leveraging Microsoft Copilot's multifaceted features across various Office applications. The episode kicks off by discussing the new Bing Notebook feature, offering substantial improvements in prompt testing capabilities, allowing users to craft more effective interactions with AI.

As the session progresses, the hosts delve into PowerPoint strategies, particularly emphasizing using organizational templates to maintain brand consistency effortlessly. In addition, they give practical advice for Excel users on setting up tables to unlock Copilot's full potential, and show how Outlook's Copilot can ease email drafting by starting from simple bullet points, effectively reducing time spent on mundane tasks.

The duo doesn't stop with just the basics; they provide in-depth exploration into Teams' capabilities, such as summarizing conversations and creating FAQs, showcasing how Copilot can transform productivity in daily business operations. Throughout the video, John and Andy emphasize the transformative power of well-crafted prompts, making a strong case for seeing Copilot not just as an automation tool, but as a strategic partner in productivity across the Microsoft ecosystem.

Chapters

02:30 - 10:00: Introduction & Welcome The chapter titled "Introduction & Welcome" opens with a musical introduction, followed by applause, creating a welcoming and engaging atmosphere. The initial segment is marked by repeated musical interludes, setting a pleasant tone presumably aimed at preparing the audience for the content ahead. This introductory chapter serves to invite and engage listeners with its stimulating auditory elements.
10:00 - 19:00: Co-pilot Notebook Feature The chapter titled 'Co-pilot Notebook Feature' seems to focus on a specific functionality or tool related to 'Co-pilot Notebooks'. The transcript provided primarily includes non-verbal sounds such as music and applause, which suggests that this chapter might include a presentation or demonstration that is more visual in nature. Without additional verbal content, the summary can only highlight that this chapter involves music and applause, likely indicating a form of recognition or celebration related to the feature discussed.
19:00 - 27:00: Co-pilot Variants & Comparisons The chapter 'Co-pilot Variants & Comparisons' likely begins with an introduction marked by applause and music. This suggests a formal presentation or an enthusiastic audience reception. It is likely followed by a discussion on different versions or models of a 'Co-pilot' system, detailing their features and comparing their advantages, disadvantages, or suitability for various tasks. However, the transcript does not provide specific content of the discussions, so the detailed analysis of the variants is not described.
27:00 - 32:00: Co-pilot in Microsoft Word Chapter covers the integration of co-pilot in Microsoft Word, highlighting its features and capabilities.
32:00 - 43:00: Co-pilot in PowerPoint The chapter titled 'Co-pilot in PowerPoint' from the transcript of the 365 Deep Dive session introduces the presenters, John Moore and Andy Honeycut, as they prepare to deliver a crash course on the use of Co-pilot in PowerPoint. The session begins with casual greetings and a brief introduction, indicating a friendly and approachable atmosphere for the training on tips, tricks, and more regarding Co-pilot usage in PowerPoint. The presenters adjust their screen sharing settings to better engage with their audience.
43:00 - 52:00: Co-pilot in Excel This chapter discusses the transition phase in the rollout of a co-pilot feature in Excel. The speaker mentions the end of phase two which involved structured testing and the move towards releasing the feature to regular end users in a production environment. This change is accompanied by increased meetings and activity, particularly as the rollout extends to new countries.
52:00 - 60:00: Co-pilot in Outlook The chapter discusses the onboarding process for users to a program, possibly related to Microsoft's Co-pilot in Outlook. It mentions orientations and the process of getting users onboarded. The speaker also comments on the pleasant weather in Kansas City, which is boosting their mood as it seems like Winter is fading away.
60:00 - 80:00: Co-pilot in Microsoft Teams The chapter titled 'Co-pilot in Microsoft Teams' discusses a week marked by significant learning experiences. Despite the cloudy weather, the speaker emphasizes a productive time spent learning about Co-pilot and various other Microsoft processes. They express excitement to conclude the week with a deep dive session, indicating anticipation for an engaging and enjoyable experience.
80:00 - 91:00: Co-pilot for Microsoft 365 & Applications The chapter introduces the topic of Co-pilot for Microsoft 365 & Applications, setting the stage for a discussion on real-world tips and tricks. The speakers express excitement about sharing these insights and mention they have up-to-date information to present. The atmosphere is casual and enthusiastic as they prepare to dive into the content.
91:00 - 100:00: Prompt Engineering Tips The chapter titled 'Prompt Engineering Tips' focuses on the lessons learned during the Early Access Program over the course of six to ten months. The content includes practical tips and tricks related to prompt engineering, which were compiled in response to common questions from new users. The aim is to provide a comprehensive overview of the insights gained during this period.
100:00 - 119:00: Q&A and Additional Tips The chapter encourages viewers to engage through chat on platforms like LinkedIn, X (formerly Twitter), or YouTube by sharing their own tips and tricks or adding to the ongoing conversation. It invites real-time interaction and participation, creating a dynamic and collaborative atmosphere.
119:00 - 125:00: Conclusion & Farewell The chapter titled 'Conclusion & Farewell' wraps up with a fun and lighthearted discussion about the correct spelling of 'co-pilot.' Andy, who created this project with Dolly, shares a humorous insight into their journey with 'co-pilot' by stating the common mistake of newcomers who spell it as 'cod Dash pilot' instead of using a capital 'P.' This serves as a light conclusion to their extensive journey and collaboration on the project.

Copilot Crash Course: Tips, Tricks & More Transcription

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02:00 - 02:30 good hey hey everybody good morning good evening welcome to 365 deep dive he's John Moore I'm Andy Honeycut and this is gonna be a co-pilot crash course tips tricks and more John what's up man oh nothing I I was really big there for a second now we're 5050 during the little intro I was like hey wait we're showing our screens already I want to do like side by side
02:30 - 03:00 and then I ended up like three times bigger than you um doing good man it's uh it's been a really long week like just lots and lots of meetings especially like early morning ones we're we're kind of exiting our phase two of our co-pilot roll out and now we're going to like um more regular end users without like structured testing so like we're kind of G we're kind of like you know going to production at this point so there's just a lot going on because it's like lots of new countries are
03:00 - 03:30 coming on board right so it's it's a lot of like these like orientations and you know here's the program here's how things work you need to get your users to us so we can get them onboarded and all of that um but it's it's nice though man it's uh in Kansas City it's 60 degrees right now Fahrenheit so it's been beautiful uh spring feeling weather so I'm in a way better mood because of that just feels like Winter's hopefully slipping away how about you man how's
03:30 - 04:00 your week beens overcast slightly cloudy so a little a little bit of a of a wall in the uh in the weather outside but uh otherwise uh doing well um it's been a big week of learning uh a lot of uh co-pilot learning lot of um other other Microsoft process learning but it's been a been a big week of learning and I'm happy to bookend it with something I think is gon to be really fun and that's going to be this uh this deep dive
04:00 - 04:30 um we want to kind of jump right into it we've got some cool stuff to um we got some cool stuff to cover and I thought it'd be kind of cool if we started with something that was like hot off the press so with that why don't we go ahead dive in um but while we're kind of sharing our screens and getting the this pulled up um we wanted to talk today about real world tips and tricks for co-pilot that you know that we've
04:30 - 05:00 learned since we've we've been in the early uh the EAP The Early Access program and just working with this now for you know six eight ten months there's of kind of ins and outs and the questions from people that were trying to like on board and so we were brainstorming and we were like man we' got this whole list of like practical tips and tricks why don't we just do a whole episode on that so we're going to do that but but as always please use the
05:00 - 05:30 chat uh whatever you're joining uh LinkedIn uh X Twitter or YouTube uh use the chat and add to the conversation what are your tips and tricks what are the things that uh you've learned along the way and if we're doing something and there's you know something you want to add to that conversation let us know we're happy to try that in real time as as we're going through it for sure so the first thing to dive in and
05:30 - 06:00 our our top tip or trick is how to properly spell co-pilot so Andy you created this with Dolly right and you've been um with Coop it's been a never ending Journey for for us to be like okay like you know how I know that you're kind of new to co-pilot is that like they spell it like cod Dash pilot so um capital P on the on the
06:00 - 06:30 pilot there's a whole bunch of different variations let's just get it out of the way now it's co-pilot it's all one word only the C is capital everything else is lowercase uh including the P yeah it's co-pilot not co-pilot geeez guys okay so um Andy we wanted to start out first with something that's like hot off the presses which is The Notebook feature in co-pilot formerly known as
06:30 - 07:00 Bing chat and Bing chat Enterprise right so that's another thing we'll get into a little bit later which is like okay tell me about co-pilot versus co-pilot versus co-pilot we'll have a table that shows that but I think Andy you wanted to kind of show off the noteb The Notebook first right so this is a feature that Microsoft FL um started blogging about um a few months back uh they made a couple of announcements and social media
07:00 - 07:30 around it and it's a really cool little feature but it's kind of a subtle little feature I'm going to start off in co-pilot uh for public and then we'll kind of work our way back to this version which is co-pilot for for the Enterprise so um I'm over here this is Andy out in the wild and just going into my web browser opening up uh bing um and then um I'm here working with co-pilot but along the top we've got this co-pilot notebook feature and when I I'm
07:30 - 08:00 going to go into the notebook in a second but if you look down at the prompt editor down below um the important thing to point out is the number of characters that you can work with down there so uh in the prompt editor 2,000 characters as part of that and then the conversation is limited to a number of back and forth based off of free versus paid versus Enterprise as to how many times you can go back and forth as part of that that conversation um but with this let's go into the notebook
08:00 - 08:30 feature and I see this on the top and this is the co-pilot notebook so what can you do with the co-pilot notebook well first uh want to point out notice the number of characters down here at the bottom it went from 2,000 to 18,000 characters I can basically write the better part of a novel inside of here if I want and then um I can go ahead and start prompting uh inside of here but this is what's really cool about it when you're working with this you can test
08:30 - 09:00 your prompts so you're able to go in and you can just insert a prompt inside of there and you can test it and you can see the results of that right there in the in the editor which is really cool because now you can iterate on a single prompt and you can really try to optimize that prompt before you go and maybe enter it in co-pilot for a Word document or um you know co-pilot for Microsoft 365 you can really explore the ins and outs to that prompt and see the
09:00 - 09:30 results here now I've done some testing on it I'm working on a video hopefully I'll get that out next week on um on this I'm saying that out loud so I hold myself to that deadline um but I've went back and forth on this in the uh free version which is Andy out in the in the world um and the Enterprise version and the results are actually really really consistent uh inside of here which is really cool all right so we have one prompt in already and you can see like this is the output and this is the result so let's go back and let's modify
09:30 - 10:00 that prompt that I just gave it and let's go from a good prompt and let's go and do something we'll we'll consider this a better prompt all right so we'll paste that in uh actually I did a copy so hold on one second should be using my keyboard shortcuts there we go all right so I'm GNA go ahead and submit that this should be considered a better prompt and um it'll respond um and you'll see it's going to have more detail um and this is
10:00 - 10:30 how we just iterate on it so for those new users that are just getting started with it this is the way that you can really explore what you input and what the output of that's going to be add a keyw change a phrase uh change the ask change the goal inside of there and you can see in real time um dramatically different results now it's telling me that this is two of 30 down in the uh uh in the corner it doesn't have the flowing conversation like you normally see whenever you're prompting where you know there's a back and forth kind of
10:30 - 11:00 left and right uh going through there and in the blog post Microsoft mentions being able to revert back to the previous prompt uh that you entered I haven't been able to find that in the UI so there may be just an update that's coming or something obvious that uh that I'm not seeing but now gonna ask about that if there's like a way to you know go back to the previous response and kind of compare them yeah I haven't seen that but there's a way around that which is actually really cool and that's actually down here in the the the lower
11:00 - 11:30 part of the editor there's an export button if you look at the lower part of the screen you can export the results of the prompt that you just optimized down here in a Word document in a PDF or in a text file this is really cool so I'm going to export this in a in a into a Word document so it's going to generate a Word document and it's going to drop that in in my one drive there there's a folder in my one drive that it created called documents now I have that document right here and I can see it's
11:30 - 12:00 about 339 words um and it went ahead and put some formatting in there now I've got the base of something to kind of start with and all I did was use the notebook to kind of uh start that um U that process now I've done a few of these so you see like this one 288 words that was the good prompt this one about 326 words that's the better prompt and this one 479 words this was the best um version so I was doing a a a good better
12:00 - 12:30 best scenario in testing that and now I've got the the the results of all three and I can compare those um with one another really see the change in the structure you know the the structural differences and it I I think this is a really good way to like practice your prompt engineering skills like yes you know see how whenever you go to what Microsoft uh talks about the four ingredients right you've got just a single hey I need a blog post about this
12:30 - 13:00 to okay I need to include my source that I want it to look at I need to give it an expectation I need to set like uh constraints on it those kind of ingredients of a prompt and you you can see like how it gets better over time um there was a couple questions that was uh like James posted where do we enable this within Edge so James this is actually on the bing.com chat website that Andy's going to so this isn't available in the edge
13:00 - 13:30 sidebar yet is that right Andy right yeah so it's like in bing.com chat just go here I'll show I'll pull it up on the screen so bing.com chat just enter that in yeah and then you're here inside of co-pilot uh and then depending on whether you're a public account or you're an Enterprise account you're going to look up here in the um upper portion you're going to look for Notebook Le hand side of the screen yeah
13:30 - 14:00 and if you have a co-pilot license like a M365 co-pilot license you'll see work and web this is under the web tab um there's the co-pilot or the notebook thing um and then Samuel has a good point too that it doesn't look like it's providing sources uh in the notebook so that's another difference is it doesn't seem to be citing where it got its info from yeah that's that's a really good point but keep in mind we're using the
14:00 - 14:30 notebook to optimize a prompt so like we can kind of see like what the results are going to be we would take this to another co-pilot experience and maybe use it there to really start drafting that material so pointing you know thanks Samuel for for joining it U glad to have you here and for pointing that out um so it's not giving those references but this is the thing um kind of extending off of that I'm still Andy out in the public if I switch over to Andy uh with an Enterprise account I see
14:30 - 15:00 the notebook there in the upper lefthand corner as well so there's the notebook there and I can go in and I can do the same thing I can um test out my prompts here even in an Enterprise environment where my data is actually going to be protected I still have the 18,000 characters to work with it's still going to generate um that um that thing that I'm looking for I will be able to export that um but because I'm connected to an Enterprise account is going to put in my Enterprise One Drive account just make
15:00 - 15:30 sure you got the web tab toggled up at the top along with that as it's doing this though one of the things that I noticed in my testing was how consistent it was even across two different um uh environments so like for example U mastering prompts a beginner's guide to to co-pilot and like if we go back and like we look like look how similar um that uh sorry that look how similar that is mastering prompts a
15:30 - 16:00 beginner's guide what is a prompt why are prompts important and as I go through and I feel like that's a bug and Edge every time I try to scroll down it wants to take me back to the the Bing experience but as I scroll down through here the um why prompts important U why prompts important effective or crafting effective prompts tips and best practices um it's using it's very consistent in what I prompted it to do and the output and it's even doing this
16:00 - 16:30 across two separate experiences I thought that was just really really interesting because I feel like now we're starting to get to the point where you can reuse a prompt and have consistent expectations to it so in this particular example I could take this you know write a blog post for a beginner audience who wants to learn how to use co-pilot and insert a different topic into that and then I've got a pretty consistent like looking fill to to the thing that that I'm crafting so I like the consistency piece of that but here we're seeing it um I'm in an Enterprise
16:30 - 17:00 environment I'm able to work with it from there and I was able to bring out similar type content um through uh um through exporting to to word so I think the notebook p uh feature is really really cool wanted to lead with that because that's kind of uh something that's starting to gain a little bit of Buzz and uh um for practicing prompts that's going to be huge now I should also point out got a couple of resources that can definitely help so for example
17:00 - 17:30 Microsoft's got a great article on creating effective prompts where they break down the elements of an effective prompt goal context expectations and source and you really want to prompt with these four things in mind the goal is what are you specifically trying to get co-pilot to create I want to create a blog post based off of this topic the context why do you need this information well it's a blog post and I want to teach people or I want to inform people
17:30 - 18:00 about how to do this thing what are the expectations what's the audience that you're going to want to uh to release that to it's a beginner audience that are just kind of getting started with it and then you can also reference sources fact check and reference specific sources like support.microsoft.com um to validate your responses and when you start prompting with those four kinds of things in mind you can really get some amazing results out of it some consistent results and now you you can use the notebook with kind of those four
18:00 - 18:30 things in mind and you can really experiment and see uh how subtle changes inside of the promp can have a big effect on that so make sure we post the post this link out there for for anybody that's interested in it there's a couple of different versions of this uh that Microsoft has out there that's um um that uh that we'll share um but that's the that's the notebook feature I've been playing with it for a few days now I've had some fun with it um and gonna try to get a video out soon so I had a little bit different experience so um I
18:30 - 19:00 we talked about like the um the sources and the references um I did something that like definitely requires it to go look at the web for that information when it did that it actually did site it sources uh this time so I'm wondering if just maybe your prompt that you've been working with is only needing to use pre-train data so it didn't need to side any sources I'm curious like if you were asking about some type of like new technology or something like from the
19:00 - 19:30 news you know that if it was forced to go out and try to get external information if it would have pulled from that so um but yeah this is my new prompt if I if I want to for sure see if something is connected to the web I'll ask something about Taylor Swift that way I know it's going to go to the Internet for that so that's that's my new like how relevant is this you know is it from 2021 or 2023 used to be like who's the US president because sometimes it'd be like
19:30 - 20:00 I don't know I it's two years later so okay um so you want to dive into the uh individual applications like word excel PowerPoint those apps and just do briefly before we even get into that um okay let's go ahead and address the question about the different co-pilot experiences co-pilot for the public versus co-pilot Enterprise forly known as B enterpr and then
20:00 - 20:30 co-pilot for Microsoft 365 we got some just highle information that we want to briefly introduce about that and then we're going to kind of go through and do a whole bunch of tips and tricks yeah so there's co-pilot versus co-pilot versus co-pilot like everything's getting named co-pilot right and there's now there's three flavors of what's called co-pilot you know and that's that's excluding like co-pilot for sales and co-pilot studio and all that when we're talking like the
20:30 - 21:00 chat bot experience that's similar to like chat GPT there's co-pilot for consumers there's co-pilot which used to be called Bing chat Enterprise now that's called co-pilot with commercial data protection that's that little green flag that says your data is protected then there's co-pilot for Microsoft 365 and this has been making the rounds on like LinkedIn uh recently of like this this table but we've got our own table
21:00 - 21:30 that's a little bit of a deeper dive comparison so what I've got here is I've been kind of maintaining this like Bing chat versus Bing chat Enterprise versus chat GPT versus co-pilot and I updated this this week with what I know about and what I what I can confirm with different things so hopefully this gives you a better idea of specifically what you can and can't do across the different things that are called co-pilot like for instance um co-pilot
21:30 - 22:00 consumer that allows you to do Dolly image generation using Dolly 3 you can also do that in the thing formly known as Bing chat Enterprise that's co-pilot with commercial data but if you have co-pilot for M365 the one that's at office.com uh the work tab if you're on co- pilot. microsoft.com or in Microsoft teams that one does not have image generation right so that's one of the
22:00 - 22:30 key differences is like with co-pilot you're able to do image generation with him 365 co-pilot today you're not able to do that um the ability to save chat that's another thing that's different is that in co-pilot consumer you might have seen that whenever Andy was doing his demo uh in his personal account you can save those chats that chat history you can go back if you're using the artist formerly known as Bing Chad
22:30 - 23:00 Enterprise co-pilot with commercial that one is uh is um doesn't have the ability to save those chats but if you step up to $30 a month and you're doing co-pilot M365 you do save chats now but you're you know the chat retention applies according to your team's chat retention so those are some of the differences um there was a question I see that came in that says where does co-pilot Pro Fit into this uh this is I think they're
23:00 - 23:30 calling it co-pilot premium aren't they Andy and that's $20 a month extra so I haven't done a comparison deep into those two but I know that like you get more more of everything right like you get a higher token count you get a um uh you get more images where you it uses points or something right like so they're definitely calling it co-pilot Pro I got it on the on the screen over there um co-pilot I got change that to
23:30 - 24:00 Pro then yeah it's uh co-pilot Pro 20 bucks a month um okay uh per user and then um you do get some extra U capabilities with that I think the number of characters that you can work with um per prompt is uh is higher I think your uh conversation history uh can uh is a little bit longer um versus like the uh the free version of it there's a couple other um features there
24:00 - 24:30 admittedly I don't have the co-pilot Pro license I have the co-pilot free and I have the copilot Enterprise license um for that middle tier the 20 bucks a month I'm a long-term uh chat GPT subscriber so I'm just kind of like riding that um in that $20 tier just so I can get a a healthy comparison between um Chad gbt and and co-pilot Enterprise capabilities yeah I'm in the same boat using chat GPT plus doing that $20 a month and it's like
24:30 - 25:00 gosh I I want to be on the bleeding edge of this stuff and I want to be able to have all of it you know to like be able to test but it's like 20 bucks here 20 bucks there $10 for Mid Journey like it's adding up man really you know do you get notion AI like all those things it's like I I don't know that I want to do $200 a month for all the different subscriptions but um yeah Griffin said he thinks that uh I've heard that too I think Pro Pro connects to your like M365
25:00 - 25:30 like like uh personal and family subscriptions as well I believe um and yes Marilyn that's uh in co-pilot consumer that you're able to go up to Pro for $20 a month yeah so the kind of the the biggest takeaway for me from this chart is that like one if you're going to do image generation you got to use like the non M365 co-pilot if you want your your work
25:30 - 26:00 data like your emails your chats and your files you're using M365 co-pilot right you know and it's really between that work and web tab um I'm hoping to see this you know consolidate over the next like year hopefully and like some of these things kind of blend together so that we don't have to like switch context so much um but that that's wishful thinking maybe hopefully we'll see what happens um all right okay so yeah that covers
26:00 - 26:30 that uh you want to talk about word first yeah what's dive in to our individual co-pilot experiences so um and by individual I mean co-pilot in the various uh apps and services so in this section we're going to be talking about co-pilot in Microsoft Word there's a couple of different ways that you can work with it in word um and we don't want to cover you know some of the things that like we've we've done in
26:30 - 27:00 like some of our previous U deep Dives what we want to talk about here are some of the like tips and tricks to like really get you going with that so just basic um you can draft right in the body with co-pilot and that's like prompting against it this is where you can say hey create a memo from a list of bullet points around this topic or this idea this is where you can ideate this is where you can kind of do a brain dump and then have co-pilot like take that
27:00 - 27:30 run with it and fill in some of the gaps you've also got the co-pilot in the uh command bar experience this is more where you might be able to do things where like you can write about something but if you have content in there you can say summarize this content ask questions against this content and there are limits to like the amount of content the number of pages the size of the document uh that you're going to be able to interact with it with now as getting started with this we point this out in
27:30 - 28:00 all of our onboarding classes but it's kind of like level 101 um but not everybody's aware of it you've got access to co-pilot Labs a prompt Library down at the bottom and just want to bring that up real quick so hit the book icon that brings up a couple of prompts so like you can ask and it gives you a few different things to kind of think about um uh a few different prompts but if you click on view more prompts this access is co- pilot Labs so co-pilot Labs has some
28:00 - 28:30 predefined kind of tested verified prompts from Microsoft that are really good starting points and because I'm starting this from word it's already putting the focus on these prompts to word it's kind of scaling down inside of there but there are prompts in co-pilot labs for all of the co-pilot experiences word excel PowerPoint OneNote Outlook teams and more and what's really cool is if you find one that you like you can hit that little um bookmark and you can save it and then it's going to show up underneath your saved prompts right over
28:30 - 29:00 here but copilot Labs is a website that you can actually go and visit and so when you open that up it'll open it in a new tab in your web browser and then you can see uh plethora of uh different prompts across different experiences so that's something if you're not sure what to ask it use this to kind of get an idea and to kind of um brainstorm around the capabilities that being said you can also take one of these prompts you could like uh click on it
29:00 - 29:30 and then you can start kind of uh making it your own so when you bring this up while you see here I just clicked on this what's the latest I can like insert something in there and then I can use this share it with others save it or I can copy this and then bring it back into word and uh and work with it but they give you some ideas some things that you can kind of do with that you could also just copy that text and using the new notebook feature that we just talked about a moment ago you could actually h into uh your um co-pilot
29:30 - 30:00 notebook and maybe use that as the basis for creating a new prompt so what's the latest from I don't know I'll say from uh from uh John and then maybe start iterating um off of uh off of that now this should be you see this is like I'm in the Enterprise but it might not necessarily have access to things like my emails and so forth but
30:00 - 30:30 just kind of a an idea something to think about maybe um using copilot labs for that so then heading back into the document before we leave uh copilot lab Amelia has a question about can you save your own prompts in co-pilot lab or is it just these uh prean kind of like Microsoft provided ones currently to my knowledge it's the prean Microsoft ones
30:30 - 31:00 yeah that's what I've seen too is you're essentially bookmarking them you can't really like create prompts and then save them for later um I'm hoping that they add that at some point I'm also really hoping because there's some like authentication layer here like you have to be a co-pilot licensed member in order to get to co-pilot lab I'm hoping that that means that down the road we'll have maybe like an organizational prompt Library so maybe like admins would be able to you know show prompts and AD prompts and things like that but right
31:00 - 31:30 now it's kind of like what you get out of the box from Microsoft is what you have so great question all right so let's actually head back in and let's do some stuff with uh with word um what what I want to start off with is something like kind of basic and this is like just a tip that that I kind of start off with um just using
31:30 - 32:00 short um bullet points to kind of like get something on the paper and then you can go back and you can iterate over that maybe change the prompt a little bit to try to get uh something a little bit more detailed so like I might go in and say something like create a memo from a list of bullet points or from a list of core a list of core ideas so like I would insert like where those bullet points are I would reference those or I'm I might just create like two or three bullet points to start off with if I'm going to do like from a list
32:00 - 32:30 of core ideas I need to Define what what the core ideas are or actually where they're from so let's take this break it in half um create a memo from a list of and I'm just going to replace bullet points create a memo from and I might do something along the lines of um spring um Coffee Shop specials and then I would like generate that now I'm asking it to do a
32:30 - 33:00 whole lot here I'm asking it to create a memo I'm also asking it to generate some spring Coffee Shop specials I haven't defined what those are but I'm depending on co-pilot to leverage it's llm and its capabilities to like go and do something like that and then I'm going to iterate over that but what I like about this kind of getting started is I can just insert like a couple of like brief bullet points and then I can go back and through iteration I can really nail um
33:00 - 33:30 fine-tune it to get into something more specific so that's kind of the first one that I want to mention the bullet points using bullet points to kind of get the conversation started and then iterate over it I think that's a really helpful tip yeah that's a really good idea like I A lot of times I'm I feel like I'm stuck in that co-pilot sidebar you know and like I I don't really Branch out of that but if you spend more time in what did you call it like the compose box or
33:30 - 34:00 something like over on the leftand side if you spend more time there I think you can get a lot of value out of that that like I I don't know what what you call the like the actual Playfield of Microsoft Word you know like I don't know what it is about like that barrier between the right side bar and the actual page right but like yeah if I if I only keep myself there it's a little bit of a closed-minded way of using co-pilot and when you like use it inside
34:00 - 34:30 the document you can iterate a little bit easier like you just showed so that's definitely a takeaway for me that I need to get better about I I always think of uh whenever I'm working with this I always think like it's not just the one co-pilot that I'm going to be working with I'm going to be doing like maybe something here like I'm going to be working here and like kind of like forming my ideas and my content but a lot of times I'm going to open up this sidebar over here maybe I have a conversation or a search going
34:30 - 35:00 on to like pull back some information and then I'm going to apply that but oftentimes when I do that I'm bringing the bullet points over here and then I'm letting co-pilot kind of fill in some of the details and that gives me kind of a first draft and then I'm going to go back and I'm going to rewrite I'm G to tweak and I'm gonna like move that into something that's more in line with what I want but this kind of gets me started it gives me okay here's a couple of bullet points now I've got something on the paper and then let's keep moving that's another good tip too is like
35:00 - 35:30 you're doing like co-pilot Inception you're like co-pilot within co-pilot because you're in the web version of of word and like that's a that's a pretty cool idea like it's almost like you've got two assistants working for you you've got your co-pilot Chief of Staff right your one that's like actually helping you like build the document and all that but then in the sidebar and Edge you've got your co-pilot research assistant where you're looking up things and you're trying to ask you know within the cont text of the page you have open that's an interesting idea it's almost
35:30 - 36:00 like like you went from hiring an assistant to hiring an assistant and an intern you know that's an interesting idea and I do this I use this this particular method all the time it's really really helpful so I'm actually using two different co-pilot experiences to do to do something like this so like I I had it like kind of do you know just a a quick a basic search spring coffee specials I wasn't really specific in what I'm looking for but right away I can see salted caramel frappuccino that
36:00 - 36:30 actually sounds like a good spring special for Jolly Roger Java we might have to put that on the menu caramel macchiato that one's kind of try tried or true year round a lavender latte um I like the alliteration there that might be something kind of fun and playful for for the spring so right away just got two ideas and then I can go maybe do some bullet points uh inside of here and say like you know um let's use co-pilot um add a lavender latte
36:30 - 37:00 and salted caramel and then just have it kind of like start filling in some of the the placeholder and you're really going back and forth between two different co-pilot experiences to really fine-tune the thing in the middle yeah dude that's that's kind of crazy I feel like I'm like I'm having like epiphanies in this this deep dive that I hadn't thought about doing that
37:00 - 37:30 type of stuff that's awesome um I don't really know that I have a whole lot extra word tips you know like I spend all of my day mostly in PowerPoint you know and I think if if you're ready to jump to PowerPoint I can show my tip being like uh creating from a a slide template yeah what do you think you want to move on from word yeah yeah we can we can move
37:30 - 38:00 into the next one all right let me bring mine up so all right I've got uh office.com open here you can also do this from the PowerPoint application and when I'm doing demos of like creating slides in PowerPoint especially creating them from Word documents um I get a lot of questions about can I use the corporate template right like we've got this template published it's got the right colors the right font the right you know um footer and all that type of
38:00 - 38:30 stuff how do I do that well co-pilot now has the ability to use a template and this the prerequisite for this is your organization needs to be using something called the SharePoint organizational asset Library if they have that oal or asset Library turned on and they've loaded in some uh some PowerPoint templates then you would actually see them under like more theme you would see your organization's name right there and then you'd be able to
38:30 - 39:00 open that up and see the templates that are published um we're working in a sandbox so unfortunately we don't have that yet um we've we've asked if hopefully they'll publish some for us so I'm just going to use one of these like pre canned templates because it works the same way but essentially you would open up your company's template or the one that you want to use and you would go from here so if you've opened the template it will use that design in your iterations so like we're using aeriel
39:00 - 39:30 we've kind of got this like design you know methodology it's using this like Sabin sabon next stuff like that so the look and feel is this consistent theme now you can invoke co-pilot and you could override these files I've found that sometimes that errors out sometimes it works sometimes it doesn't so my tip is you want to highlight all these slides and delete them like just clean it out but you've got it open with that design kind of loaded in uh in this
39:30 - 40:00 session then we're going to open up co-pilot and we're going to ask it to create a presentation from a file and then I can just pick one of these like random Koso files like marketing your audience and we can sub submit that and it's going to retain that design language into this drafted slide deck so this is really helpful for me whenever I I don't want to have to go through and
40:00 - 40:30 change like a bunch of uh fonts and colors and things like that especially because you might have like a whole color block uh in your corporate template so it's looking at that word document it's getting the structure and the outline and all of that and it's going to create some slides based off of that word document structure that we had now some things I'm hoping that we see in the future would be um one I'd like to be able to create from more than one file I've gotten a lot of questions about that and two I've gotten questions
40:30 - 41:00 about like I've got these other slides that I've you know kind of got like examples of like four different slide templates um could I like create from another deck right now co-pilot will tell you that it can only use Word documents hopefully in the future we'd be able to do it for more file types but you can see here it's created 14 slides um it's also included speaker notes which is one of my favorite things and it's added those images and it's used
41:00 - 41:30 that same block design right you've got these color blocks it's using um that sabon next so it's retained the font the colors the scheme that I need um and and that works well the other question I get a lot of times is like okay what about these pictures like where are these pictures coming from um we've got this like brand marketing SharePoint site that has all of our like
41:30 - 42:00 corporate library of images we're allowed to use Unfortunately today co-pilot is pulling these from Microsoft designer or like the slide designer it's using stock imagery from the Microsoft uh stock library that you get with your Microsoft license or it's also starting to create images here and there I've seen it create a few images with Dolly I don't know that it's Dolly 3 because they're kind of low quality in the ones I've seen but I think it's getting
42:00 - 42:30 better um all of that to say though if you need like approved brand images from your company you're going to want to download those separately and then you can just rightclick and you can hit change picture from a file and you can pull that one in so that's another uh little Pro tip is like H the if you need those you'll have to get them if you don't need them and the Microsoft image library is okay you're good to go so that's uh that's kind of my favorite
42:30 - 43:00 PowerPoint um things you can also like organize slides things like that is there anything in particular that that you found helpful uh Andy the organized slides by far that is my number one tip for um for for PowerPoint is the the organize because it breaks it up into sections for you it adds in a a section header slide it organizes the slides within those sections and that that's a huge timesaver because I do a lot of
43:00 - 43:30 that stuff manually and um it's just kind of tedious you have to right click add a section rename it right click add a section rename it and then you know kind of drag and drag drop around if you haven't added section slide header slides in there um it's doing a lot of that work for you and then if you don't like some of that you know it's easy enough to just delete um but that one by far is is my favorite yeah I'm trying to do the organized deck right now so there we go it just finished just like what Andy was talking about it takes that agenda and
43:30 - 44:00 it breaks it up into sections and names those sections I think that's really really nice um there's uh Jeremy has a good comment of like kind of the the real power I think we're stepping through this here is like the idea of like doing your research and building an idea getting that into like word right to kind of organize the idea and structure the idea then taking that over to PowerPoint and creating like a presentation for that idea it's that
44:00 - 44:30 chaining or that kind of like going from app to app and you're kind of going through the suite using co-pilot as you go that's like one of the most powerful things of you know co-pilot all up um P from uh from ey thanks for watching she has a question about um infographics so uh yeah she's she's in our corporate internal Communications Group does a lot of like technology Communications and a
44:30 - 45:00 lot of times it's like all right it's best to try to like get this complex thing across as a visual or picture um unfortunately in PowerPoint today you're not able to say hey make me a diagram about you know that shows this or that um you could I think maybe my recommendation and I'd be curious what you think Andy is I probably would go into uh co-pilot for for web so like
45:00 - 45:30 using like uh co-pilot microsoft.com into the web to say like you know uh help me with some ideas for a visual aid to explain the Microsoft graph right and have it like okay you know I think it'd be good to do it like a spiderweb or do it like this other thing or like do a flow chart and then it's not super duper accurate but it's good for like inspiration to be like
45:30 - 46:00 okay create a you know an infographic or create some type of thing to explain this concept it is going to get the text kind of okay kind of not okay for the most part um but it this is where like chat GPT is a little bit better with like the Plus subscription because you could actually plug in like charts. and stuff like that and create real diagrams um have you done any like
46:00 - 46:30 iterating on that or testing with creating visuals I've seen and uh this is recent I've seen that um do is starting to do better at creating infographics so like you would go through here have the conversation and then tell it to create the infographic and I've seen it's got a lot better at that recently um it gets
46:30 - 47:00 you a starting point for the infographic it gets you a pretty good layout with it I haven't done extensive testing around it I've tried I've tried it a little bit in the past here with Dolly 3 and I've tried it with mid Journey which is a a a completely separate product and they're both each generation getting a little bit better yeah you were we were kind of iterating on this um with our teams Nation presentation we recently did it was very themed around uh Airlines you know we were kind of like going really meta with it and um we were wanting to
47:00 - 47:30 explain things like an airline meal menu or an airline uh safety briefing card right so Andy was trying to create like a a safety briefing card with this content and it kind of jumbled up the text you know but it gave us like a layout that then we went into PowerPoint and made manually so like this one here I'm doing just uh like give me a graphic that explains the Microsoft graph and it's like okay so that's not a graphic
47:30 - 48:00 that shows how it works but this might be a good graphic to to talk about you know A visual representation and then you could talk through well the graph is all about the interconnected people and things they're working on and all the assets within Microsoft and how you can Traverse this network tree right to find information about what you're looking for so you could kind of use it to explain a topic but it doesn't really it's it's not going to create like an architectural diagram uh right now I really want that image make sure you
48:00 - 48:30 save that I that picture okay yeah I'll save that for you that's pretty cool yeah yeah that's that's a pretty good one actually okay so um what do we got here we've got a question about in InTune do you know how we can add the co-pilot extension to the browser in my lab the Ed option ID is locked and I can't find a way to add it to the InTune
48:30 - 49:00 profile that's a good question I don't know off the top of my head I mean I know that you can can manage the edge browser like in my organization we manage like bookmarks and things like that and we've actually disabled uh the um we we've disabled the Bing or the edge sidebar for our organization just because like we're we're going through like an assess phase right now but I I don't know about how you can like
49:00 - 49:30 actually make sure that people can can get to it yeah that's set through a global policy um I I don't deal with those kinds of policies in my my day job there's other teams that actually handle that um in the demo tenant that I'm in um Microsoft has not turned those features off so they're they're they're turned on for us by by default we've got the question in the chat though might be something for us to explore and and um put a post on like after the fact um but
49:30 - 50:00 day-to-day I I don't deal with um with policies related to Edge or with policies related to our Windows operating systems there's only so much I can fit up here and I'm I'm focusing on the prompting stuff yeah there's another good question about like Windows 11 so like I'm a Mac guy I know you're a Mac guy but you've also got PCS have you played with the windows 11 co-pilot yet not in the taskbar um I well let me say I've clicked on it and it opened up kind of a lightweight version of the co-pilot
50:00 - 50:30 sidebar panel yeah um but I haven't done much beyond that I know there were a couple of updates that were coming out recently around that um Windows weekly talked about it on their their weekly podcast a few days ago um um so there's some some more functionality I think they went from there's like 16 things that you can ask it to do now um which uh it's kind of weird you have to know what to ask it to do um from from
50:30 - 51:00 the co-pilot experience versus like being able to free prompt against like the system but I haven't explored it um thoroughly in Windows a little bit more like like Siri or the like Amazon assistant something like that you gotta have be a little bit more prescriptive you I I tend to do most of my co-piloting through the web browser or through the office apps and services not so much the operating system yeah okay so moving on to excel I see you've got a uh a spreadsheet ready to go here
51:00 - 51:30 so um I'm gonna start off with my number one tip and this one drives me crazy I am over here I'm on Row three and I'm in column P that is where I'm active I'm going to hit co-pilot in the ribbon up at the top co-pilot preview is going to open and everything's grayed out it's because I haven't interacted with the table and this one is really basic but I
51:30 - 52:00 deal with this question so many times a week every week why is co-pilot gr out for me well you need a table to work with and you need to be in the table and then co-pilot lights up and then you can start working with it so if it's gray out that's the first thing to start with are you in a table where's your cursor then from there we can start interacting with it and you can take advant of some of the the capabilities there but I want to go off the beaten path a little bit
52:00 - 52:30 this is my company data Maybe I'm not using an Enterprise licens version of co-pilot maybe I'm you know experimenting using co-pilot Pro as in the general public so how can I leverage co-pilot without exposing sensitive company data and one of the things I like to do is just grab like the header of the table at the top and the first row of take that and then go into another copilot exp experience and experiment
52:30 - 53:00 there and then bring the results of that experiment back over into my company data so like I'll go in and I'll head let me just uh let me go in my web browser for instance and we'll just head to um um Bing or co-pilot for Enterprise and I'll say something like I don't know create 10 more rows of
53:00 - 53:30 sample data for and then I'm just going to paste that in and it does a really good job of interpreting oh this is a table these are the columns and then these are the um the values and then it typically just gives you a table with some additional sample data to work with from there you can open up a new sheet in the current workbook you can open up a completely new workbook and you can use that is your exploratory workbook and then you can take the results of that back to your production workbook
53:30 - 54:00 you can keep your company data safe and here you see it's just generating fictitious data it's just throwing some numbers um together and um you can ask it to specifically format it in a in a table you can copy and paste back and forth but that's really helpful when I'm just experimenting and admittedly um Excel is probably the one app that I need to spend more time really learning um I'm not Excel power user by by any means but uh this is a great starting point for me to like
54:00 - 54:30 really start doing some cool stuff with Excel yeah I'm in the same boat like I I don't use Excel a whole lot I'm certainly not creating things in Excel a lot it's usually like somebody else sends me a spreadsheet and I'm like filling it in right um but yeah the the big one for my organization has also been hey make sure you go to insert and hit table from the ribbon um that catches people so frequently um I really hope Microsoft can figure out some kind
54:30 - 55:00 of enhancement there to not have to do that because you know the feedback I've gotten is like bro nobody uses a a table like they just open up a spreadsheet and keep going um so I hope that that gets better from my understanding I think it's because like co-pilot kind of needs that constraint around a table like it needs to be able to navigate the table to understand it um so I understand
55:00 - 55:30 probably logically why I just hope that they can maybe get a little bit easier about that um but yeah like you're showing here you just paste that in and then you just got to do insert table and it'll just it'll fix it for you you know it'll put those uh those headers and everything in yep so yeah Cody has a good point here too like it it needs to be in your one drive also like um you need to you know be using it in your M365 environment
55:30 - 56:00 because um you know other otherwise like it's not going to know that you're licensed for this functionality so you know it it needs to like you know be be logged in and aware that you're like working with something in the tenant for where you're licensed for co-pilot that's a good point yeah and then um I'll go ahead and throw another tip in um this one's really helpful for me the admittedly I'm not a power user so I
56:00 - 56:30 don't know all the ins and outs of the syntax that's needed to create a formula in Excel and you can use the add formula off to the sidebar over here um but I again this is one of the situations where I find myself going back and forth between different co-pilot experiences so like I've already given uh co-pilot that that sample data right over here so it has an idea of like the headers and the columns and so forth and just like looking at this data um I know the
56:30 - 57:00 things like and I'll go back to to the sheet I know like the quantity in stock I know the inventory value I know the reorder you know levels and whatnot so when it hits this level I know uh it's going to take this amount of time and this is the number of items that I want to reorder and I like ideally you it's simple enough for me to like insert a column and you know calculate out the unit price by the reorder time and days I could tell it to add a form formula to do that um but I can also go back to like where I started to generate this
57:00 - 57:30 and I can ask copilot over here whether I'm in web or whether I'm in work to help me create a formula to um calculate out the the reorder value uh or reorder amount based off of the the quantity and time so like um
57:30 - 58:00 and like I'm not going to be too super specific with it because I just want to kind of get get it started and then I might go back and insert a column based off of that the other benefit of it is having this conversation um over here um I can experiment a little bit and then I can go back and maybe in the sidebar add formula to column I've kind of already um created my optimized prompt and then I can just do it as basically a single insert inside of there and have it start
58:00 - 58:30 doing or insert that column for me and then have the the correct formula and everything kind of ready to go so that's that one's kind of helpful for me another one is uh part of my day job is providing office hours help and training and support and people come with questions around this like they might have a formula that they're working on I can paste the formula in use some sample data and then figure out why the formula is actually broken and so I'm having that as a as a side conversation over here rather than actually working in the workbook I'll take the results of this
58:30 - 59:00 back into the workbook and uh and work with it over there you see here it's given a whole explanation of reorder quantities the average daily usage on the average lead time and it's explaining all that I can go back and forth inside of that conversation and work with some of that um yeah you were talking about like using uh using it for for working with formulas unfortunately this isn't a super impressive demo but if you've got
59:00 - 59:30 like a huge spreadsheet what I've used it for is um is for building uh pivots a lot because like I'm the type of guy that I do pivot tables like so infrequently that I usually have to like go find a YouTube video for how to do it um but a lot of times it's really easy to do it with natural language where you can say like uh show me this data organized by this or pull out all of the sales for like say you've got like a global sales report and it's like by
59:30 - 60:00 region and everything but you say pull out all the electronic sales and it will create a pivot for you and then you can add that to another sheet right there so um I need like more data to properly show this so that it has more you know columns in it but that's something that I've used it for in Excel is like having um having like a pivot table made for me m um it looks like there there's a couple more chats from like Phil and
60:00 - 60:30 Marilyn about who was asking about the uh in tune stuff with the Bing sidebar so hopefully that um may help somebody out there the the guy that was asking about it I think it was uh Andre I think is how you say your name um so he was asking about that that Marilyn put in the chat too like um that uh she put the that link um in there you're on LinkedIn as well so hopefully you see
60:30 - 61:00 that link uh for how to manage in tune or Edge um you want to move on to Outlook Andy yeah let's move on to uh to Outlook this is something that we both use a lot more frequently because I get email like nobody's business so you want to start out with that thread that you sent me about Jolly Roger Java yeah okay so um I am uh I'm in Outlook and
61:00 - 61:30 um this is it seems kind of basic but this is a huge timesaver for me so like I might go in and draft like a a new message and let me I gotta go to my clipboard and um grab your address and so we'll say like oh yeah Jolly Roger spring specials all right so I'm getting ready to send you a communication around
61:30 - 62:00 like the spring specials now I I've already drafted some of this like right over here so like um I've already got some some uh some content um what I like doing is like um just doing Simple bullet points to kind of get things started so how long are the specials going to last how can we order what are our specials for for this month so I'll go in we're going to go draft with with co-pilot all right uh what are our
62:00 - 62:30 spring specials when how much that's it three simple things I'm not filling in a whole lot of details but that gets me started gets me over the blank page I use this all the time and it's really helpful for Drafting and kind of getting started it's also helpful for just getting a reply I could let co-pilot just kind of run its course based off of the off of the reply but just inserting like two or
62:30 - 63:00 three bullet points or a few bullet points inside of there provides some context for what you want to to draft in the body and then that gives you the starting point and you can totally tweak it from there now it will go off the reservation and it will take some creative Liberty and say we're going to offer a 25% discount for selecting items in our store we can tweak that I've even had it go so far as to say come on down
63:00 - 63:30 to Jolly Roger Java one of the main attractions in our store is that we have a life-size pirate ship inside of the coffee shop that's probably my favorite hallucination that I've ever seen um but uh with that in mind just insert a couple of bullet points you don't have to fill in all that I'm reaching out to you to inform about our upcoming specials let co-pilot handle all the word salad you just get the main points inside of there and get that out of your head and then you can go back and
63:30 - 64:00 massage the rest of the of the of the message and that for me is like the biggest tip inside of there is just bullet points and let it fill in the filler yeah that's really good um the uh the thing that that I was going to show but I think I'm gonna have to have you show it now is one of the limitations of Outlook co-pilot has been that you can only summarize a single thread right so like this email thread back and forth I've gotten a lot of
64:00 - 64:30 people like I want to you know be able to summarize all my recent emails and things like that so unfortunately uh I just refreshed and I lost the co-pilot button so don't do that Andy because it might be like rolling out still but we found today there's what Andy's pointing to a new co-pilot button in outlook for the web and if you open that up Andy we found that it has a summarize my recent emails
64:30 - 65:00 section so that you click that it will summarize all of your recent emails and you know um I haven't a lot of what what like Microsoft showed off was like something called clean up my inbox where they were like telling co-pilot to like scrub their inbox and kind of you know tell them what's important it doesn't do that yet but it'll like summarize over the past couple days from what I've I've seen so um he's doing that right now it'll be interesting because we're in our sandbox environment provided by
65:00 - 65:30 Microsoft so there's probably not going to be very much uh inspiring things that come out of here but we'll see what happens it's gonna be like Dan Ray sent you an email and then John Moore sent you an email and that's it because nothing's happening um but I'm hoping that that will be somewhere that you can use uh without having to go to the co-pilot chat at like you know uh um co-pilot Microsoft
65:30 - 66:00 or in the teams application so that you can do uh like more of a mailbox type of a summary okay yeah so it didn't work probably because he doesn't have enough content in there but yeah so that's a a welcome change uh really excited to see that the other way that you can can do something similar to this and this is U another one of our tips actually coming up is to actually head into uh co-pilot
66:00 - 66:30 itself so I'll go into coil and chat I'm gon to switch over to the work Tab and then inside of there you can do like what's the latest from person organized by email chat and so forth you could just go in and say summarize and I can't type my recent emails and I'm going to be nice and I'm going to say please because I want the machines to know I'll be a good battery when they
66:30 - 67:00 take over in the future so just using co-pilot in the work Tab and you see there's just I just don't have enough in this particular account for it to be able to pull anything back but I use this one in my day job all the time and it does a pretty good job of pulling back uh recent emails organizing them by topic that's another thing that you can do so you can say not only summarize my recent emails prioritize by topic or prioritize
67:00 - 67:30 by status and then organized by topic so you can expand off of that and you can do that here from co-pilot for Microsoft 365 and that's a huge timesaver but now having that button to summarize over here will help just need more content in my sandbox to really be able to vet that um Amelia has a good comment here about like I hope drafting a message will support mult languages in the future um that I've been playing a little bit with language support because like I'm in such a huge Global
67:30 - 68:00 organization um I have seen that in the co-pilot chat experience you can tell it like to switch back and forth between languages and it supports I think it's something like 15 languages right now um but uh I know like in there I did like hey invite my colleagues to lunch in Spanish and it switches to Spanish um I've been playing a lot with like uh Japanese as well to say like okay I want to talk only in Japanese and then I talk
68:00 - 68:30 to it in English and it replies to me in Japanese so we'll kind of take on that Persona it might need a little scolding from time to time I'm trying this so I tried it in Outlook directly I did the same create an email in Spanish and when it generated that it did it in English so um it would be nice yeah if you could maybe maybe this is good feedback for Microsoft you know how like you can go to tone and length it'd be interesting
68:30 - 69:00 if you could like add languages to that or something too for like hey I'm sending this to a multilingual environment I need you to add Italian and Spanish and German please you know and it just like does the email like three ways in different languages or something that would be pretty sweet um until then I think we're probably relying on the intelligence in our email clients where it says like Translate and you like click translate because it detects that it's not in your home language um but yeah you might give that
69:00 - 69:30 a try AIA if it works for you to tell it like do this in such and such language and see if that works for you um not really an Outlook tip I guess but more of a a general tip um so I think that's Outlook what about teams there's kind of a big one to keep it moving so hot off the press is a brand new
69:30 - 70:00 feature I'm G have to read it um around some changes about chat highlights in co-pilot and Microsoft teams so co-pilot and teams can help you stay up to speed on all of your chats uh you can choose the time period now up to 30 days uh so when you think about chat you're talking about those private conversations that happen off in the uh in the sidebar like over here so whether they're uh one to one or within a small group but we're also talking about conversations that
70:00 - 70:30 happen in the context of a team so in this particular uh case we're talking about uh posts that are happening inside of a of a of a channel some of the things that you're going to be able to ask now that are actually super helpful who joined the team what task we're assigned completed what things are overdue what decisions were made what meetings are scheduled what were held what were cancelled what files were shared or collaborated on what topics
70:30 - 71:00 were discussed or what questions were asked along the way uh what feedback was given what praise was actually received were there any problems um encountered what kind of solutions were there and were there any announcements uh or events that were planned and then um one of the ones that I really really like and um this one's been a big hit amongst our users is simply going in and um through uh co-pilot in that um uh uh
71:00 - 71:30 in the in the sidebar or co-pilot here inside of of the team's client um what did I miss while away on PTO last week and that one's kind of going to look at conversations it's going to look at uh at posts and chat it's going to look at like email Communications and it's going to kind of bring that together into one
71:30 - 72:00 Central um uh summary uh for you there are limits as to how far it can go back but this one really helpful coming back off of PTO because then you can kind of prioritize a good bit so you can see few different planning sessions that were held and that's basically all we've done in in the sandbox besides a couple of emails like back and forth it's super helpful in the real world yeah where it like references people and you have these action items from this meeting and
72:00 - 72:30 stuff like that um that is super cool uh I use that anytime I'm out I use that to help me catch up on things um especially chats it's really helpful for chats and emails a lot of my stuff like I kind of do email as I go because I don't I'm a terrible person at PTO so I don't ever like fully check out you know I kind of clean out my emails I go it's really good for chats that you miss um yeah I think that's that's been
72:30 - 73:00 really nice I would like to see that maybe a little bit more interactively honestly um where like I could see that being maybe something from viva insights or something in the future where it's like hey you were out do you want to catch up because like Viva insights will help you prepare right for your upcoming vacation to say hey do you want to turn on your out of office do you want to cancel your meetings for the next week stuff like that it would be kind of cool if it's like welcome back we know that you're back online you know because like
73:00 - 73:30 maybe you scheduled you're out of office that would be something it's a little bit less co-pilot more autopilot type of AI where like it would be nice to nudge you rather than having to go do that prompt but uh maybe that's just me splitting hairs and being like Oh I'm nitpicking something that's amazing yeah yeah I agree with you um so another thing that we wanted
73:30 - 74:00 to show in Microsoft teams is meetings and what you're able to do in a meeting um one of my favorite things to do has been uh creating an FAQ I do a lot of onboarding stuff in uh in Microsoft teams webinars where like five times a week we're hosting a webinar to you know give people like a welcome to co-pilot thing and at the end like I encourage people to ask a lot of questions because what I like to do is at the end of that session as the instructor I go in and I
74:00 - 74:30 say give me an FAQ and it creates a bespoke unique FAQ for that one particular meeting and then I share that in the chat as like a a leave behind basically so what we've been doing in the background is Andy and I we started a meeting at the beginning so this entire time we've actually been transcribing ourselves in teams and Andy is able to show what we can do in a meeting because we've got what like an
74:30 - 75:00 hour and a half of content now summize cool let's check out what you can do there all right so you want to do the the FAQ do you have a for that um usually I just say give me an FAQ as a table I keep it real simple and what I like to do is I like to say as a table because if you don't say that it's going to give you like a bullet question and a bullet answer if you do it as a
75:00 - 75:30 table it's G to come back with a column for question and a column for answer which I think is kind of easier to skim for people so hey Daryl's here sorry for joining late it's only nine o'clock on a Saturday morning in New Zealand thank you Daryl that late in the morning in New Zealand yeah yeah holy cow dude I'm like lounging in bed till like 11: if I can get away with
75:30 - 76:00 it yeah Phil Phil says oh that's a cool idea the FAQ thing so yeah I'll be curious what it comes up with because we've been talking about a lot of crap all right so I'm gonna take I'm gonna copy that to the clipboard I'm gonna head over to um one drive and I'm just going to drop that into a Word document so we can see it a little bit better okay yeah easier to scroll that way here we go so see I like this table
76:00 - 76:30 format you know because it uh it it's like side by side and I feel like it's easier to consume it looks good in a teams chat too like if I pop it into the meeting chat yeah um which that leads me to another Point um here's a pro tip I hope this gets better in the future again I keep saying like I hope this gets better I hope that gets better um it's already pretty a yeah yeah the the thing I would like to see though is this
76:30 - 77:00 FAQ that Andy just created this is based off of transcript so it's only based off the spoken word when you're in the meeting however you might be in a meeting where a lot of the questions and answers are happening in the chat right the meeting chat so in my experience so far this has only done it off the train transcript what I have to do is what Andy's doing right here is I have to like go into the chat and invoke
77:00 - 77:30 co-pilot to ask for an FAQ for the chat and then I get two FAQs I just paste both of them in the chat but I'm hoping to see that merge together soon uh so that like you can only do it in one place because especially like I would say like MVP calls right the MVP calls like you can't even hardly like pay attention to the chat cuz it's going so fast there's so much like there's a whole story over in the chat and if you only use co-pilot button at the top of
77:30 - 78:00 your meeting you're kind of missing out on all the chat context so that's my other Pro tip is go into the chat and you know uh ask co-pilot for an FAQ from that as well yeah Andy you got to go into like your top chat right there the first one at the top of your list where the red uh camera is yeah and invoke co- pilot in the top corner there then ask for an FAQ and it's not going to do anything obviously because
78:00 - 78:30 like we're just in a in a meeting with no chat but yeah that's what I found is like I got to do it in two places right now um yes this is a good point as well from the chat adding premium is spectacular because another thing is if you have teams uh premium you get the intelligent recap however this has been added recently to the co-pilot licensing so actually uh you don't need teams premium
78:30 - 79:00 anymore if you have co-pilot you get the intelligent recap in your meeting as well and what that will do I don't think you'll be able to show it right now because it's a live meeting but um that will give you AI meeting notes and it will give you uh the uh like topics and speakers and all that type of stuff if you uh recorded and transcribe the meeting you're able to do that so that brings up a couple of other really good tips so new teams uh I'm in the web
79:00 - 79:30 browser so I don't have all the features of the of the desktop Daryl says pop out the chat window you can have the chat window side by side with whatever you're doing that's a super helpful tip but in the new teams you also have the Meet app I love the Meet app you can go ahead you can add that into your sidebar you can pin it you can always get back to it and it's going to show you youre previous meetings including the ability to go back and view things like Recaps that are associated with them so if the meeting was recorded you'll see um uh
79:30 - 80:00 the recording there you'll see the transcript and then you'll see co-pilot and you'll be able to use co-pilot in that sidebar uh against that meeting let me see if I've got one in here where we have a transcription yeah it does have to be transcribed that's why it didn't show anything for Andy yeah that's that's pretty cool because you can go back in time and you know see all of your stuff just see there we go so like there we go this got some good data um I can't move that too far well if you
80:00 - 80:30 look down here it shows the speakers Andy John back and forth you can also go by topics and then you can see chapters inside of there which is pretty cool all right then over here these are the AI generated notes but you can compare that with co-pilot generated notes so you can go in and generate meeting notes over here and you see we've done this a couple of times already through experimentation but I'll go ahead and create some
80:30 - 81:00 more and while that's loading give a shout out to Daniel for joining in welcome Bri and early in Australia all right so now we've got the meeting notes that were generated by co-pilot and then those are side by side with the intelligent um the AI generated notes and you can kind of get an idea of what you're getting with co-pilot versus what you're getting out of U teams premium um and the U the notes that are
81:00 - 81:30 generated there you've also got the transcript and this is kind of cool all right so we've got our meeting here meetings running um tells me I can go and I can capture co-pilot all right so I'm going to stop the the transcription all right so transcription is done and it's if I try to go back to co-pilot I can't tells me that um I have to start the transcription in order to work with it also you leave the meeting
81:30 - 82:00 the meeting's over and you want to go back and you want to co-pilot against the meeting well if I go back into that um uh that like recap and you've got the transcript right over here you can download that as a doc once you've got it as a as that file then it's just a simple uh if you want to go back and co-pilot against it drop it into your one drive go and find it um
82:00 - 82:30 and then just upload it back into um your one drive and then you can co-pilot against that inside of there it's the full transcript and now you're going to be able to open it up and you can ask questions you can summarize you can generate an FAQ so like if if the meeting's over you can still go back and co-pilot against that and that's how you can do that by going and and pulling the transcript as a file and you see it's back and forth MH for the conversation and then we're able to open up you know
82:30 - 83:00 co-pilot on the sidebar and then I can do a lot of the same things I can do that from here or I could do that from like um co-pilot uh U home so like if I were to go to co-pilot for work that file is now in my one drive and then I can create an FAQ based on that file I just just need to tell it what the name of that thing is and then I can create that FAQ um around it so you don't lose
83:00 - 83:30 the ability to co-pilot against the transcript after the meeting's over and that's one of the ways that like I'm able to go back and recover some information from it and that's actually really you've also got the co-pilot button up there at the top of your window right now yeah as well that you can can work against that transcript as well um well no the top Center above the recording right there like right there yeah yeah so that's another place that you can do it and it actually if it's a traditional transcript then it picks up like your
83:30 - 84:00 personal conversation from even during the meeting which is pretty awesome um you don't lose that history according to your team's chat retention um let me tell you why um doing the export is actually really valuable in my world okay I'm in a multi-tenant organization and we have meetings that happen cross tenant all the time and if you're not in the same tenant where the meeting's being hosted you can't use co-pilot against that meeting so in this case I can pull down the transcript and I could
84:00 - 84:30 share that or send that over to one of my colleagues that's in the other tenant and then they would be able to use co-pilot over there against the transcript and work with it that's why that's one of the top of M tricks for me okay because you've got a foot in different areas and some places you can't use co-pilot okay yeah and we just got the boundary if co-pilot only works in in the tenant that you're in so like what if you join a meeting and you're you know external to that meeting and you you want to be able to go back and you know use it against that hourong transcription that's one of the ways
84:30 - 85:00 you're going to be able to do it pull down the transcript and then throw it in your one drive and then you can work with it from there another thing that I want to squeeze in before we leave teams is a newish newish feature called uh co-pilot without transcription this is something that that Jorge uh put in the chat as well is you can do it without transcription it's something I call ephemeral transcription because it it really is transcribing technically in the background but it goes away it's not
85:00 - 85:30 stored anywhere it it is discarded when the meeting ends but the way that you do that is when you're setting up your meeting so like if I'm creating a sample meeting right here in teams you go to your meeting options right here on the side or you can get to this through Outlook the meeting options at the bottom the link in the body if you go all the way down to the bottom you can set it to co-pilot without transcription and then save that now co-pilot will be
85:30 - 86:00 available to people without having to transcribe the meeting um but it's only available during the meeting so um it's a little bit of like a middle ground for organizations who don't allow transcription um where you can make it useful for the people who are there but you do want to keep in mind that it's not useful for the people who like they want to catch up on the meeting because they missed the meeting like they had a conflict so you're not getting like all of the value out of co-pilot but this is helpful if you're organizations like
86:00 - 86:30 they're not ready to turn on actual transcription yet you could set it to that um this also you can default this as an admin so you can set the default to be with transcription or without transcription and then people wouldn't have to change that setting it just depends a lot on your you know organizational uh you know um appetite for risk and stuff like that for whether or not you want your users to to be using that feature but that's where you get to it if you want to um use what we
86:30 - 87:00 call an ephemeral or a temporary transcript so I think that's it on Microsoft teams um on to co-pilot and co-pilot and co-pilot so transitioning um yeah we're we're moving to co-pilot for Microsoft 365 uh this is the work tab but we're going to go back and forth between work and web web was is a co-pilot for
87:00 - 87:30 Enterprise formerly known as Bing chat Enterprise and then the work tab is the co-pilot for Microsoft 365 in my opinion this is the most powerful co-pilot experience that we have because this one co-pilot can connect to all of your Microsoft apps and services so word excel PowerPoint files stored in your one drive SharePoint or teams you can connect to Microsoft teams it can
87:30 - 88:00 connect to Outlook and exchange and that information and you can also turn on a plugin and through that plug-in you can enable it to consume web content and extend beyond there so I think this is the most powerful co-pilot that we have so this is typically where I'll start co-pilot Journeys from um when I'm working you can do this in your web browser bing.com chatthe workt depending on the policy you can do this with the sidebar over here um I click on edge
88:00 - 88:30 I've got work and web I just switch over to work I can get to that same experience here and this travels with me no matter where I go and and what I'm working on I'm going to be able to quickly get back uh to uh to that uh so I like to the travel with me the sidebar experience I typically have this open and working on the side while I'm doing something else we've seen that tip already and then the other place that you're going to be able to get this is actually through Microsoft teams so this is actually a new feature in um in the in the teams client but if you go into
88:30 - 89:00 chat you may have had M365 chat recently or previously That's the older experience this one's more limited in functionality it's being deprecated for the new co-pilot yeah you do want to move away from that what's up you do want to move away from that one called M365 chat because yeah it is going to go away I actually just saw a b manner in my home environment um that told me it's going to go away so they're like starting to advertise that yeah yeah I haven't seen that that Banner pop up yet
89:00 - 89:30 but co-pilot is the one that's going to replace that now I have co-pilot along my left navb bar you can do the same by going to the Ellipsis the meatball menu and inside of there just look for co-pilot click on that that adds co-pilot to the left nav bar and then just rightclick and you can pin it and then you'll be able to get back into this in teams quick and easy and you don't have to take the extra click in order to get through it through through
89:30 - 90:00 chat yeah Now tips for for working with this as I mentioned this is where I start off a lot um and I do a lot of things like my brainstorming here I do my searches here searches turn into uh cross referencing cross referencing turns into research and I do all of that here this new copil experience brings in your chat history that's available in the upper rightand corner and you can go back and you can revisit previous chats
90:00 - 90:30 and conversations uh if you need to so you can load those previous conversations you can see how many uh like when um that conversation actually happened and you can go back in and can pick it up right where you left off see the number of turns that you've had uh inside of there and then um just uh continue building content so this is also a great place to practice prompting but as we talked earlier going into Bing chat Enterprise and using the
90:30 - 91:00 notebook is also a really great place to um to practice your uh your prompting but my Pro tip here is think of this as like as an intern as an administrative assistant as a uh research assistant because you can ask questions of it ask follow-up questions pivot off of the topic cross reference other topics ask for sample data ask for explainers explain it to me like I'm five explain
91:00 - 91:30 it to me in the voice of a pirate to keep me entertained you can do all of those things in the course of the uh of the conversation that you're um that you're actually having with it there was a newer feature that I saw um that I'm hoping to be able to recreate um inside of here so let me just grab some text real quick uh and we'll head back in here all right so I'm going to do this from the
91:30 - 92:00 web and say create an email newsletter for and I'm just going to paste all of that in and then I'm going to submit it and I'm going to let it do do its work now I am connected to work so it's going to try to find things through the Microsoft graph that I have connections to um but this if if it does what I want it to there's a button that's going to show up that's going to be really helpful so we're GNA let this
92:00 - 92:30 run hurry up and wait all right so it's it's generating the the email says subject deer valued customers blah blah blah it's not going to give it to me here um I was really hoping it was going to give it to me I've seen in a couple of my tenants that um
92:30 - 93:00 just have the general release on it a button right here that says send to Outlook and so it just sends it to Outlook and I don't have to do the whole copy and paste and send it to Outlook so it's not going to do that here in in this demo but I've seen that start to pop up um in some um some of my tenants and that's actually been really helpful but that being said um I really really like this because this is the the research assistant and um I was on um uh co-pilot Studios with Daniel not too
93:00 - 93:30 long ago and U we had a conversation about workflow and one of the things I like doing is my research here take that over into word convert that into an outline in word um fine-tune it then go over to PowerPoint reference that outline in PowerPoint uh um and create my PowerPoint presentation go back to the word document and then turn turn that into like a blog post or like an FAQ but all the research actually starts from here and that's how I'm jumping I'm chaining my co-pilot experiences and I
93:30 - 94:00 know we had the question earlier today about uh chaining experiences that Outlook button is the first step I think in chaining those experiences and um allowing you a starting point here and easily switching over into another application and um moving from there so that's my bag of of tips to kind of get started tips and tricks yeah that um that leads me to my tips and tricks which is really on on prompt engineering as well so some of my favorite prompts
94:00 - 94:30 that that we talk about uh are why does it keep okay so I blew this up a little bit so it's easier um getting into prompt engineering a little bit a lot of people start with like give me a project update or give me this give me that and it's like really short um the way I like to think about prompt engineering is is like talking to my six-year-old my my son just turned six this week and if you were to ask him to like empty the
94:30 - 95:00 dishwasher he's going to like probably just put the dishes on the floor if you're unlucky he might put the dishes on like the counter if you're lucky um but if you tell him like take out you know I want you to empty the dishwasher put these glasses in that cabinet put the the silverware in this particular drawer I want you to separate them by knives forks and spoons then he would do a better job right he he would need a lot more coaching but you know like the it's all about how you
95:00 - 95:30 prompt and giving it those ingredients like we talked about earlier so one of my favorite prompts is if I were to say give me a project update about this project it gives me just like a paragraph of text because it's very literal um but if I tell it hey I want an executive summary then I want three to five bullets of accomplishments then I want challenges then I want planned activities and I want them for the past 30 days and the next 30 days if I give it more detail I get something
95:30 - 96:00 that's more usable right because like if you're your executive or your partner were to say hey what's the what's this project update and you just sent them like a vomit of text they're going to not be very pleased with you but if you send them something that executive could skim right that like is more bulleted then you get a better you you know uh you get a better chance of pleasing Your Leader right so I like to to show that as like an example um of course there's
96:00 - 96:30 no XYZ project so it didn't come back with anything but another thing that I like to do is I like to a lot of times in my job I have to explain hard things in simpler terms and a lot of times I don't understand the thing I'm talking about either so in my research it's really helpful to ask for analogies and to for more than one um so like one thing I do is like the Microsoft graph is kind of hard to understand right so I do like explain it to me in three
96:30 - 97:00 analogies and it'll tell you like well it's like a map of the city it shows different locations how they're connected it might be like a librarian you know it indexes everything and it helps you find access to data it might be like a spider web right and this is more of like the picture of what you know we see a visual representation of the graph it's always like a web um so that's really helpful to kind of like okay help me understand this and then another thing if you really want to get deep is to like like Andy said explain
97:00 - 97:30 it like I'm five you could give it like an age range so like my role is an Enterprise architect so explain it like I'm five what an Enterprise architect does and it comes back with like well they're like a city planner but for technology they make sure the the infrastructure is well designed it meets the needs of its citizens um Enterprise architect make sure that that's welld designed and it meets the needs of the employees so this is probably a little bit heavy for a 5-year-old to be honest like my 5-year-old is not going to know
97:30 - 98:00 what infrastructure means but uh this is kind of a nice little thing I I did a challenge um this is kind of a an interesting thing that we should have put in our teams Nation presentation is one thing we did to grow our community and get engagement out of them was we threw this out as a challenge to say hey ask co-pilot to explain your job like your five and then post it in the in the Viva engageed Community as a response so we had everybody like explaining like
98:00 - 98:30 what their job was like to a 5-year-old and it was kind of a fun light-hearted thing but it was like a thing that people took that away and like I do training and it's always about trying to make something simpler to understand you know try that uh the other thing that I like to do is um I learned this you just reposted this I think and from April Dunham right I think she's the one I want to give the right credit what credits do I think it was April Dunham on link in she said she likes to
98:30 - 99:00 learn about topics in the voice of Dwight Sho so I did that with co-pilot studio and said hey explain this like your Dwight Sho and it's like it's more fun to read that like fact Studios a Central Development hub for M365 users you know so it's it's the Drew it's the sh Farms of AI development you know false copile is just another tool it's a powerful platform so it's kind of funny to do like you know hey explain it as if you were like Homer
99:00 - 99:30 Simpson or something like that uh you can like have it take on a character and then it makes me understand things better if I'm having fun doing it so those are kind of my tips as a little bit of I don't know like poking the machine to make it do fun things because like H it's part of that like like jar Taro says like the drudgery of work and being more creative this is one way you can be creative with your work and like make it not so not so like terrible to
99:30 - 100:00 do research so um but yeah that's my tip with just prompt engineering as well um what's next what do you think sorry Samuel Jackson sorry Phil I'm gonna try that live but I'm gonna try that I'm gonna do it because I don't care I may not read it out loud because I don't want to get like an explicit tag on on our
100:00 - 100:30 video so while that's loading um just kind of looking back for it uh or through uh through the the co-pilot bullet points we had um looking up instructions um that one really helpful um so we do a lot of Technical Training um around Microsoft stuff that's that's my role and all of our stuff is either in documents stored in a SharePoint site or um it's a Content like in our Microsoft teams and then looking up
100:30 - 101:00 instructions and then drafting like a one pager off of that this makes it super easy that's a manual effort for me you know it could take a couple hours you know 28 minutes I think is the average search time uh for finding a document um worldwide U and then the uh reading through that content summarizing it and turning into something new copilot turns that into something that just takes a couple of minutes to to get done uh another great use case using this to generate survey questions or polling so you get a couple of bullet
101:00 - 101:30 points you you you give it a topic so that you ground it you tell it what the goal and the context is your the expectation is I want you to create polling and survey questions for me uh and then um if you need to you can point it in a source you could say like Microsoft docs or you know this file or this FAQ that we've already generated and um try to generate the survey and polling you can also ask it to fill in gaps that's a huge um benefit like what
101:30 - 102:00 am I missing provide another perspective um um be an antagonist to the conversation uh and and tell me what I'm I'm missing it's great for that um project update we kind of showed an example of that and then the last one that's listed is co-pilot with a PDF had a lot of people asking about this this one's finally there you can have it look up content from a PDF and use that as part of the conversation but you have to do it from
102:00 - 102:30 co-pilot you can't necessarily do it in one of the other co-pilot experiences yeah exactly from that co-pilot chat you can use the slash command and reference a PDF so Phil you put me in timeout with co-pilot I got in trouble I I told it like Samuel Jackson so it it did it but it didn't curse at me so I said do it with grat is cursing and it told me like I can't do that you have to do new chat so it it basically locked me out I have to start [Laughter]
102:30 - 103:00 over Okay so um Bing chat Enterprise or the the sidebar do you want to talk about that next like uh yeah we tried um like I I think what would be interesting maybe is to show the compose button I saw you doing that on your screen a little bit earlier that if you open up the edge sidebar you can actually compose something and this was one of my favorite features early on with co-pilot
103:00 - 103:30 is that the Bing sidebar it almost like gives you a user interface to generative AI where you can kind of build like what type of prompt you want the tone the format you want it to be in how long you want it to be I like that because it's kind of like prompt engineering with buttons you you know so I I feel like it kind of uh helps people out with not having to do it all with natural language they can do it with the compose
103:30 - 104:00 button and they can kind of like turn some knobs basically yeah so um uh I like using this for a couple of different things like I use it in the sidebar because it allows me to have something in the middle to reference and then I can work with it over here and it's easy enough to do things like copy and paste and pull that information um back and forth and then tell it what I want you do have a 2,000 character limit over there and one other thing um to point out like when I highlighted this stuff there is an Ask co-pilot option that does bring
104:00 - 104:30 up that sidebar which is actually really helpful but sometimes you need to provide a little bit more context um around it so I just copy and pasted this in there to kind of get it started um going to make it casual you can tell it you know paragraph bullet points summary report whatever you want um maybe I just want to do um a report um of medium length and then you can generate off of that um so let that run but the compos is a huge time saer because like I can go and say okay here's the instructions
104:30 - 105:00 on how to do something somebody's got a question about permissions and teams here's what you need to know copy and paste that go over tell it hey craft an email and uh explain uh this you know this overview here's the instructions generate the email I can review the draft down here I can go in and I can regenerate it if I need I can do followup or examples if I want and then there's the add to site so depending on where you are say for example you've got
105:00 - 105:30 a new document that you're working on so we'll just let this load let me clear the copilot box here so cursor inside of there add the site and now it's just brought that content right into into your document quick and easy this works really well with like you know word or PowerPoint works really well with one note um but you get the the compose over here um and then it's just easy to generate a draft and just get over the blank page get that little bit of information that you
105:30 - 106:00 need that's another thing I want to expand on I'm going to go back to this is where I started this uh this document from Microsoft crafting effective prompts one of the things that you can do is you can allow um depending on the settings in your organization um you can allow co-pilot um to uh work with the content that's on this page I think it's already turned on um on on this particular one but you can allow it to recognize the content that's on the page
106:00 - 106:30 that you're working on so when you do highlight something or you do send it to co-pilot it automat like you don't like I can just highlight this and it'll it'll show up over there and then it'll start doing something uh with it so it can be contextually aware of the content that's on the page and then you can co-pilot against that without having to leave the page and now you got another tool in your tool belt because not only can you have this conversation against it right here copy that maybe go ahead
106:30 - 107:00 and create a word doc that's really helpful we've seen that already there it is but you can also go up and then hit the compose button and now you maybe got some ideas and between just this one window essentially with the sidebar you already already creating something that you can go use someplace else yeah that's really nice I've never used the ask co-pilot feature before um
107:00 - 107:30 that's something that I definitely need to check out a lot more I saw it just pop up when you right clicked earlier on and I was like I'm over here like trying that out myself the other thing that I just saw in co-pilot uh sidebar is the ability to add a screenshot too so like if you want to you know ask a question about something you could also like uh I don't know let's go into here and say like uh co-pilot architecture diagram right and like um
107:30 - 108:00 kind of to peas Point what she was saying earlier on about like like a diagram like creating a diagram what if you could ask it to explain a diagram so in here if you're in the web version you can just even take a screenshot you could upload a picture but you can just snap a screenshot directly in uh Edge hit done it puts it in right there and say explain this and then it will like
108:00 - 108:30 read and understand that image and try to explain it for you so you could do that without having to like you know save it to your desktop and then bring it in something like that um yeah darl where would you even start with a with like a diagram like that uh so uh praus SHO she was asking like where like can you create a diagram in PowerPoint unfortunately you can't um this is something darl that I've done
108:30 - 109:00 with chat GPT plus though is you can do like I think it's diagrams. and it will uh it will allow you to create diagrams um in chat GPT I haven't found a Microsoft equivalent yet but um yeah so it's it's trying to you know explain I don't know why it did prompt engineering probably because I needed to start a new topic first so it was pulling context but um that's something that I've found also is that you can now
109:00 - 109:30 do a screenshot it used to be you could just take a picture which is this first icon but now you can actually do a screenshot and in that screenshot you can also um annotate it as well before you like send it over to co-pilot you can like you know draw something on it add arrows and things so that's pretty sweet I'm glad you mentioned that what uh what's show another version of that
109:30 - 110:00 and um and what you can do with it so we're kind of we're going a little bit back and forth between work and web work and web so I want to point out I'm in the work tab here and like notice like I don't have like um a picture icon anything like that so I'm limited but if I do um the attachments down here it's going to look look for cloud files so it could reference something that I have stored in the cloud but if you toggle that over to web that's what very similar to what jom just showing in the sidebar now I get this little you know
110:00 - 110:30 add an image option all right so I'm going to click on that and I'm just going to upload from this device I just grabbed an image a minute ago so let me go ahead and get that all right here it is and I'm going to upload that all right so now I've uploaded an image and I'll show you what the image is and then we'll Circle back to it in a minute so the image that I uploaded is actually this guy right here this is the architectural view of how co-pilot actually works that's a pretty busy graphic there's a lot going on inside of there but let's head back to co-pilot
110:30 - 111:00 it's down here and I'm going to say um create a one page um how to guide using this image and you see it's refer it's it's telling me or confirming that it's got that um that item it's responding and I'm just going to get it a minute I've done this a bunch of times for you know a few
111:00 - 111:30 different um diagrams and processes and it usually does a really good job of identifying the process overall and then being able to create an explainer around it we're gonna see what this one does here probably should have queued this up like ahead of time um while we're while we're waiting um but this one's been really helpful take a picture of a whiteboard explain what's going on with it take a picture of a whiteboard hey create some meeting notes um around this for me um super helpful and if you're on mobile device you can take a picture of the Whiteboard using your one drive app
111:30 - 112:00 and you'll store it right in your one drive and it's easy to like um uh to u to go back and and work with and there it goes it's sof and running pretty cool and all dude that's so nice like the vision capabilities are insane yeah um I I really I can't wait until
112:00 - 112:30 co-pilot for Microsoft 365 gets those Vision capabilities where you can create image but also understand and ask about images um yeah that that's pretty awesome yeah I'm just going to let this one run because like just knowing what I know about that diagram the the bullet points that it's creating are actually pretty straightforward yeah they really are like that's that's actually like pretty
112:30 - 113:00 accurate yeah it's interesting too because it did look out on the web you know because it's got a bunch of references bleepingcomputer.com well keep in mind this one this one was uh the web version the artist formerly known as Bing chat Enterprise yeah yep yeah so that one's really helpful um that's impressive though another one that I really like doing is
113:00 - 113:30 um I downloaded that so I'm gonna start a new topic um another one that I really like doing is like let's take let's take like some information from [Music] um let's just see if it'll take this all right so I'm going to take this thing I'm going to head back all right and then I'm going to say fact check and provide references
113:30 - 114:00 for and then paste that information in and we'll see what it um whether it actually does this or not but I use this as like a final editing technique on some content so like I'll draft a technical article I'll draft a how-to I'll go over here and just paste it in and just tell it hey go through and fact check it and if there are any references for me call those out and we'll see what it's actually responding um uh responding with and you can have it
114:00 - 114:30 return this in like a whole bunch of different ways but I'm using this to do you know the research on it I'm still going to validate what it's saying it's like well you know this is partially accurate um and I don't know what the question was there um that's what uh Daryl said is like you got to look at that content like that was really impressive that it read from an image but that's a Common Thread throughout all this as you just said like you got to make sure it's it's accurate right um remember it's copilot it's not
114:30 - 115:00 autopilot it's not replacing you at this point you know like people still need to be experts in things we still need people to understand what they're doing because you really you can't just like you know just get a bunch of like brand new people who don't know the concepts of what it's generating because yeah you they got to make sure that that it's not going off the rails you know um that's going to be an
115:00 - 115:30 interesting concept to learn over the next coming years as we hopefully don't but likely will see like job losses because of AI and I think we're g to see a pendulum swing One Direction and then swing back the other direction when those decision makers understand that like oh no we got rid of everybody who knows anything so we embarrassed ourselves like crazy because we got too relying on AI um I I have concerns about that as an
115:30 - 116:00 experienced professional and I I've completely agree with with those concerns and that's why I can just continue to say it's not co-pilot or it's co-pilot it's not autopilot over and over like always always go through um and and vet the content that's actually coming back and that's why like for this particular prompt I want provide the references give me the references so I can go back and and look at that to see um if it's
116:00 - 116:30 accurate or not and I'm going to save this so I want to go back and I want to look at that later after today and I want to see um you know based off of everything that it recorded from our transcript earlier um how accurate that FAQ is in our responses and you know if there's any areas that we need to back and learn but that one that one's huge for me um I really like that fact check this thing provide references um and that really cleans up a lot of content I definitely got to you start using that
116:30 - 117:00 and and show other people that's something I haven't done before I kind of do like I manually am like hunting through but this looks like it would like collate that stuff so that you you're still manually looking at things but you're not quite doing so much hunting because it's like it's like bubbling it for you well the biggest part is it's going to find in the blogs or it's searching for me it's exact one prompt and it's searching out the relevant resources for me I don't have
117:00 - 117:30 to put all the manual effort into going and finding that I have a a starting point from uh from there yeah just another reason why like having access to the internet is so powerful for these llms you know like you're using the web tab also in the work tab you can invoke the web cont content plugin and then it will search the web some organizations are you know they're blocking that because of like certain reasons but you know having access to the web could be
117:30 - 118:00 really valuable for like increasing the accuracy you know all right so we're getting pretty close to the two-hour time um we've covered a lot we were really optimistic because we only got through half the stuff in our in our in our notebook over here there might be a followup to this especially because this plane is still in the air and it's still being built while we're while we're Airborne I feel like we should do this like once a quarter or something like what we've learned in the past quarter you know but
118:00 - 118:30 um I think to take us home um I want to I want to show this one and this is totally Shameless plug if you haven't subscribed to my YouTube Channel please hit that subscribe button uh and join over there um but the last thing I want to show is I'm going to pull up this video um and through the co-pilot and the sidebar experience one of the things that you can actually do is summarize this uh this YouTube
118:30 - 119:00 video this might be really helpful on this YouTube video if you watch this after the fact because it's two hours man so we're just gonna give it a second um but I've used this uh this quite a bit uh it's really helpful especially for our buddies over um with the uh the um M36 message show yeah uh modern work Mentor um John you just call your
119:00 - 119:30 channel John John Moore yeah yeah it's just John Moore we gotta get you a clever name for uh for it I mean my my name is like at collab Moore I I did like a play on my last name but yeah but yeah um if it's just my name I can pivot you know right like lately I've been talking about like my Apple Vision Pro because like I'm geeking out about it you know it's like I can do stuff like that I can talk about something else for a little bit maybe not lose a lot of
119:30 - 120:00 subscribers in the process all right so that's pretty good so does it need like the autogenerated captions and transcript to do that that is something I do not know the answer to um I I see it's got time stamps yeah yeah I I did not upload this with a caption file it was automatically um generated um it's doing the timestamps
120:00 - 120:30 on its own so I imagine it might be using the autogenerated captions on the back end um I haven't looked um looked more deeply than that in it I just know that I use this and use this quite frequently and having it in the sidebar is really helpful because like I can go into you know kind of my theater view just concentrate on that I can do the summary um off to the side so like I you know kind of have something to reference if I need to like later on and just really makes it easy to uh take notes on something I'm watching on YouTube yeah
120:30 - 121:00 yeah there you go also works with Microsoft stream videos yeah I have done that with Microsoft stream videos before um I am looking forward to stream co-pilot and stream coming um that hopefully will be soon so we could talk about that in a future episode because I think that's G be really powerful to ask those questions like right in in the Stream page but yeah if you have the sidebar you can do that in stream and YouTube as well have you found much limit on like how long the video can be before it just kind of like craps out
121:00 - 121:30 and doesn't work anymore like would it work against our two-hour live streams or I'm gonna go with no yeah it's a pretty big transcript yeah I'd be curious about that I'll have to do some playing with that because I I've always been wanting to do that like uh chop these things up into shorts or you know get some um get some like insights out of out of our things but uh yeah so I hope that this was you know enlightening this was a lot
121:30 - 122:00 of Rapid Fire stuff uh in like hey oh this thing and oh that thing um we tried to keep it like by application so hopefully it was a little bit structured but um let us know in the in the comments below if you watch this later or live in the chat uh if this was helpful for you if there's other things like this you'd like to see for sure I mean Andy and I we're always looking for like what what the next thing we want to Deep dive on um if we want to stay on the co-pilot uh thing or if we want to
122:00 - 122:30 stay on or you know go to something else like clipchamp or uh things like that so but cool um Andy where where can they find us on socials well now we do have um at 365 Deep dive on you'll find that on Twitter um we tag all of our stuff on YouTube with 365 Deep dive as well and then individually you'll find me at Andy Honeycut on both Twitter and YouTube and
122:30 - 123:00 William Honeycut on LinkedIn because that's my first name and I'm just trying to keep it professional but uh yeah that's where you'll find me what about you John yeah so uh I'm on LinkedIn as well of course we're live streaming on both of our LinkedIn um and then you can find me on YouTube at cabore and um I don't not really doing Twitter much anymore but I don't have a great uh I don't have a great like alternative yet like blue sky or threads or whatever
123:00 - 123:30 quite yet so you got on Blue Sky didn't you recently yeah yeah I'm on them but I just don't do anything on them yet it went Federated yesterday so now you can create your own server and then Connect into the service I'm really interested in exploring that yeah cool all right guys well until next time have a great weekend thanks everybody see you in the next one all right bye
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