Copilot Guide - Transform Microsoft 365 Into Your Ultimate Workspace

Pragmatic Works
21 Mar 202496:16

TLDRThe video script introduces viewers to the functionalities and potential of Microsoft's AI technology, co-pilot, which integrates with various Microsoft 365 tools. The presenter, Devon Knight, explores co-pilot's ability to assist in content creation, productivity enhancement, and decision-making across platforms like Word, Excel, PowerPoint, and Microsoft Teams. The session also highlights co-pilot's summarization capabilities, its non-deterministic nature leading to unique outputs, and the importance of verifying AI-generated information. Devon emphasizes co-pilot's role as an AI assistant that can help users navigate through tasks more efficiently, while also discussing the need for an active Microsoft 365 subscription and the security measures in place.

Takeaways

  • 📝 Co-pilot is an AI technology by Microsoft that assists in various tasks, enhancing productivity and creativity.
  • 🤖 The free version of Co-pilot allows general AI queries and is similar to chat GPT, while the paid versions, Co-pilot Pro and Co-pilot for Microsoft 365, offer more integrated features with Microsoft Office tools and Microsoft Graph.
  • 💡 Co-pilot's integration with Microsoft Graph enables it to interact with data in OneDrive, SharePoint, and Microsoft Teams, providing a more interconnected experience.
  • 📊 In Excel, Co-pilot can analyze data, find outliers, create charts, and write formulas, provided the data is in an Excel table and the file is saved in OneDrive or SharePoint.
  • 📑 When working in Word, Co-pilot can help draft outlines for documents, create tables, and reference other files saved in OneDrive or SharePoint.
  • 📈 For PowerPoint, Co-pilot can create slide decks, including slides and speaker notes, based on the content of a Word document.
  • 🔄 Co-pilot's responses are non-deterministic, meaning the same prompt can yield different results each time it's used.
  • 🔒 Commercial Data Protection ensures that data entered into Co-pilot is secure and not used to train the AI model.
  • 🎯 It's important to verify the information provided by Co-pilot, as it may not always be accurate or perfectly formatted.
  • 📅 Co-pilot classes and resources are available for free on Pragmatic Works' platform until March 24th, providing further learning opportunities.

Q & A

  • What is the main topic of the session?

    -The main topic of the session is an introduction to Microsoft's AI technology, co-pilot, and its integration with various Microsoft 365 tools.

  • What are the two versions of co-pilot mentioned in the transcript?

    -The two versions of co-pilot mentioned are the free version and the Microsoft 365 version.

  • How does co-pilot help with productivity?

    -C co-pilot helps with productivity by assisting with tasks that might be roadblocks, providing brainstorming energy, and offering suggestions to move projects forward more efficiently.

  • What is the difference between co-pilot and chat GPT?

    -While both use large language models, co-pilot is integrated into Microsoft's ecosystem and can interact with Microsoft 365 tools and the Microsoft graph, whereas chat GPT is more focused on general open AI queries and generative AI tasks.

  • What is the role of the Microsoft graph in co-pilot?

    -The Microsoft graph is an interconnected web of everything within the Microsoft ecosystem. Co-pilot uses it to access and interact with data from OneDrive, SharePoint, Teams, and other Microsoft services.

  • How does co-pilot handle security and data protection?

    -C co-pilot leverages the existing security model of the user and does not change it. It also offers commercial data protection for business accounts, ensuring that user data is not used to train the AI model.

  • What is the pricing model for co-pilot for Microsoft 365?

    -C co-pilot for Microsoft 365 is priced at $30 per month per user, with a requirement to pay for all 12 months in advance.

  • How can users access co-pilot?

    -Users can access co-pilot through their web browser at co-pilot.microsoft.com, as an add-in in Edge, within Windows 11, Microsoft Teams, and as a mobile app for iOS and Android.

  • What are some of the features available in co-pilot Pro compared to the free version?

    -C co-pilot Pro offers integration with Office tools like Outlook, Word, Excel, PowerPoint, and OneNote, which are not available in the free version.

  • How does co-pilot's non-deterministic behavior affect its responses?

    -C co-pilot's non-deterministic behavior means that the same prompt can produce different results at different times or even when used multiple times by the same user, as it is designed to generate humanlike, variable responses.

Outlines

00:00

🎶 Introduction to AI and Co-Pilot

The paragraph introduces the concept of AI and its impact on technology, highlighting the significance of Microsoft's AI technology, Co-Pilot. It outlines the session's agenda, which includes exploring the free and Microsoft 365 versions of Co-Pilot, its integration with familiar tools, and addressing questions about the technology.

05:01

🤖 Co-Pilot's Relationship with Chat GPT and Open AI

This section delves into the relationship between Co-Pilot, Chat GPT, and Open AI. It explains that Co-Pilot is derived from Chat GPT, a technology by Open AI, and discusses Microsoft's ownership stake in Open AI. The paragraph contrasts Co-Pilot and Chat GPT, noting Co-Pilot's integration with Microsoft office products and its access to Microsoft Graph.

10:02

💡 Understanding Co-Pilot's Different Versions

The paragraph explains the different versions of Co-Pilot, including the free version, Co-Pilot Pro, and Co-Pilot for Microsoft 365. It outlines their features, differences, and pricing, emphasizing the increased connectivity and integration with Microsoft 365 tools in the paid versions.

15:03

🌐 Accessing Co-Pilot and Its Security Features

This section discusses how to access Co-Pilot through various platforms and its security features, including commercial data protection. It highlights the importance of signing in with a business account to protect data and prevent it from being used to train the AI model.

20:03

📝 Prompt Engineering and Co-Pilot's Response Behavior

The paragraph introduces the concept of prompt engineering, where users provide text prompts to Co-Pilot to generate responses. It also explains Co-Pilot's non-deterministic behavior, meaning different users or repeated prompts can yield varied results, and emphasizes the importance of personalizing and refining prompts for better outcomes.

25:04

🎯 Utilizing Co-Pilot for Content Creation and Learning

This section showcases Co-Pilot's capabilities in content creation, learning and development, brainstorming, decision-making, problem-solving, and summarization. It provides examples of how Co-Pilot can assist in these areas, including generating content in different styles, creating quiz questions, and summarizing large documents.

30:06

🖋️ Writing in Styles and Tones with Co-Pilot

The paragraph demonstrates how Co-Pilot can be used to write in specific styles and tones, such as mimicking Charles Dickens' writing. It also explains how to provide additional context or switch context when using Co-Pilot, and how it can be used to create blog posts, emails, and presentations based on user prompts.

35:06

🌐 Co-Pilot Integration with Microsoft Edge and YouTube

This section highlights Co-Pilot's integration with Microsoft Edge, allowing users to summarize YouTube videos and create content based on web pages. It demonstrates how Co-Pilot can extract information from a video transcript and generate summaries, and how it can assist in creating presentations and emails based on online content.

40:07

📸 Using Co-Pilot with Images for Navigation

The paragraph shows how Co-Pilot can be used with images, specifically screenshots, to provide navigation instructions for elements in a video. It demonstrates the process of taking a screenshot of a video and using Co-Pilot to generate steps on how to reach a specific point in a software application, like Power BI.

45:09

📚 Co-Pilot's Integration with Microsoft 365

This section discusses the integration of Co-Pilot with Microsoft 365, emphasizing the benefits of the paid version. It outlines the need for a Microsoft 365 license and the Co-Pilot for Microsoft 365 license, and explains the process of refreshing licenses in Office tools to access Co-Pilot features.

50:10

✍️ Co-Pilot in Word: Drafting and Outlining

The paragraph demonstrates Co-Pilot's capabilities within Microsoft Word, such as drafting and outlining a new course. It shows how Co-Pilot can generate an outline based on a prompt, and how users can refine and iterate their prompts for improved results. It also highlights the ability to visualize information in tables and reference other files within Word documents.

55:12

📊 Co-Pilot in Excel: Data Analysis and Insights

This section showcases Co-Pilot's features in Excel, including data analysis, creating charts, writing formulas, and identifying trends and outliers. It explains the prerequisites for using Co-Pilot in Excel, such as saving files in OneDrive or SharePoint and using specific file extensions. The paragraph also demonstrates how Co-Pilot can enhance Excel tasks by generating insights and automating complex processes.

00:13

🖥️ Co-Pilot in PowerPoint: Presentation Creation

The paragraph highlights Co-Pilot's capabilities in PowerPoint, such as creating slide decks, generating speaker notes, applying transitions, and editing slides. It demonstrates how Co-Pilot can leverage information from other documents to create presentations, and how it can assist in adding detailed notes and formatting slides for better presentations.

05:16

💬 Co-Pilot in Microsoft Teams: Meeting Summarization

This section discusses Co-Pilot's application in Microsoft Teams, particularly in summarizing meetings and providing insights based on transcripts. It shows how Co-Pilot can list action items, identify areas of disagreement, create tables of ideas with pros and cons, and analyze participant engagement during meetings. The paragraph also mentions the ability to rewrite messages in a more professional manner.

10:18

🎁 Conclusion and Upcoming Events

The paragraph concludes the session by highlighting upcoming events, such as a hot seat challenge and additional Co-Pilot training classes. It also mentions a 50% off sale for the On-Demand learning platform and encourages participants to join the community plan for free access to more Co-Pilot classes.

Mindmap

Keywords

💡AI technology

AI technology, or Artificial Intelligence, refers to the development of computer systems that can perform tasks typically requiring human intelligence, such as visual perception, speech recognition, decision-making, and language translation. In the context of the video, AI technology is integral to the functioning of co-pilot, which is Microsoft's AI-driven tool designed to enhance productivity and assist with various tasks within the Microsoft ecosystem.

💡Co-pilot

Co-pilot is Microsoft's AI technology designed to assist users by integrating with various Microsoft applications and services. It can help with tasks such as drafting emails, creating PowerPoint presentations, analyzing Excel data, and even participating in Microsoft Teams discussions. Co-pilot aims to improve productivity by automating repetitive tasks and providing intelligent suggestions.

💡Microsoft 365

Microsoft 365 is a subscription-based service that offers a suite of productivity applications and tools from Microsoft. It includes widely used applications like Word, Excel, PowerPoint, and Outlook, along with additional services like OneDrive and Microsoft Teams. Microsoft 365 integration with co-pilot allows for seamless AI assistance across these applications, enhancing the user experience and productivity.

💡Integration

Integration in this context refers to the ability of co-pilot to seamlessly interact and work with various Microsoft applications and services. This includes integrating with Microsoft 365 tools like Word, Excel, PowerPoint, and Teams, allowing users to leverage AI capabilities within their familiar productivity suite.

💡Productivity

Productivity refers to the efficiency and effectiveness with which tasks are completed. In the context of the video, productivity is improved by using co-pilot to automate repetitive tasks, provide intelligent insights, and streamline work processes within Microsoft applications.

💡Data Insights

Data insights are the meaningful understanding and discoveries obtained from analyzing data. In the context of the video, co-pilot can analyze data in Excel spreadsheets to provide users with valuable insights, trends, and potential outliers, helping users make informed decisions based on the data.

💡Outliers

Outliers are data points that are significantly different from the rest of the data set. In the context of the video, co-pilot can identify outliers in a dataset, which can be crucial for data analysis and decision-making, as these points may indicate errors, anomalies, or unique events worth further investigation.

💡Team Collaboration

Team collaboration refers to the process where a group of individuals work together to achieve a common goal. In the context of the video, co-pilot facilitates team collaboration by assisting with meeting summaries, action item tracking, and discussion points within Microsoft Teams, enhancing communication and productivity among team members.

💡Content Creation

Content creation involves the development of various forms of content, such as written text, images, videos, and presentations, to communicate information or ideas. In the video, co-pilot is shown to aid in content creation by generating outlines for courses, drafting emails, and producing PowerPoint slides based on user inputs.

💡Transcription

Transcription is the process of converting spoken language into written text. In the context of the video, transcription is used to convert meeting discussions into text, which can then be analyzed by co-pilot to provide summaries, highlight key points, and identify action items.

Highlights

Exploring the capabilities of AI in Microsoft 365 with co-pilot, an AI technology integrated into various tools like Word, Excel, PowerPoint, and Teams.

Demonstrating how co-pilot can assist in creating outlines for a new course on data literacy in organizations within Microsoft Word.

Showcasing co-pilot's ability to generate and provide insights from data in Excel, including creating charts, identifying outliers, and writing formulas.

Creating a PowerPoint presentation using co-pilot by referencing a Word document with suggestions for visiting Disney World.

Using co-pilot in Microsoft Teams to summarize meetings, list action items, identify areas of disagreement, and create tables of ideas with pros and cons.

Discussing the integration of co-pilot into other Microsoft 365 tools like Outlook, OneNote, and Loop, and the potential for future classes on these topics.

Providing a cheat sheet for writing effective prompts with co-pilot, available for free to help users get the most out of the AI tool.

Announcing a 50% off sale for Pragmatic Works' on-demand learning platform, which includes all co-pilot classes and cert XP features.

Giving away free annual subscriptions to the on-demand learning platform to active participants of the session.

Upcoming hot seat challenge event where Greg, Brian, and Devon will participate in a live test-taking competition to showcase the effectiveness of cert XP.

The importance of verifying the information provided by AI tools like co-pilot, as they are not perfect and may sometimes require human oversight.

The potential for co-pilot to save time and increase productivity by automating tasks such as writing emails, creating presentations, and analyzing data.

The non-deterministic nature of co-pilot, meaning that the same prompt can yield different results each time it is used.

The ability to reference files stored in OneDrive or SharePoint Online within co-pilot, allowing users to generate content based on existing documents.

The iterative nature of working with co-pilot, where users can refine their prompts and requests to achieve better results over time.

The upcoming release of individual classes focusing on co-pilot in different Microsoft 365 applications, providing in-depth training for users.

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