Maximize productivity with Microsoft Copilot for Microsoft 365 | Demo
TLDRIn this engaging demo, Jason, a vice president of marketing at North Wind Traders, showcases how Microsoft Copilot for Microsoft 365 can enhance productivity. After missing a critical meeting on a new product launch, Jason uses Teams with Copilot to catch up efficiently. He asks for a one-sentence summary, uncovers key decisions made during his absence, and delves into the reasoning behind a project delay. Copilot's ability to list pros and cons in a table format and suggest an optimal launch date with an executive spokesperson exemplifies its utility. Additionally, Jason demonstrates how Copilot can summarize emails and create a product pitch deck, saving time and streamlining the workflow for executives and their teams.
Takeaways
- 🚀 **Productivity Tool Introduction**: Jason demonstrates the use of Microsoft Copilot for Microsoft 365 to enhance work efficiency.
- 🧑💼 **Roleplay Scenario**: Jason takes on the role of a VP of marketing at North Wind Traders, a company launching a new product called Zenith 2010.
- ✈️ **Missed Meeting Catch-up**: Jason shows how to catch up on a missed meeting using Teams with Copilot, which provides a recap and the ability to ask questions about the meeting content.
- 📅 **Meeting Summary**: A one-sentence summary of the meeting reveals it was about launch timing and market readiness for Project Redwood.
- 🔍 **Decision Insight**: Jason inquires about significant decisions made during his absence, learning about a two-week delay in the launch date due to product testing and certification.
- 🤝 **Team Dynamics**: The decision to delay was not unanimous, indicating team compromise and revealing deeper insights into the decision-making process.
- 📊 **Pros and Cons Table**: Copilot organizes the pros and cons of the delay decision in a table format, providing clarity and aiding in personal assessment.
- 🗓️ **Launch Event Scheduling**: Copilot recommends a launch event date and identifies an executive spokesperson based on availability and preparation requirements.
- 📧 **Email Management**: Jason asks Copilot to summarize key emails from the past few days, organizing updates in a table with topics, actions, and deadlines.
- 📈 **Presentation Creation**: Copilot assists in creating a product pitch deck from the most recent document, using a corporate branded template for consistency.
- 🖼️ **Image Integration**: Future capabilities will include the use of DALLE 3-generated images for presentations, enhancing the visual appeal and relevance of the slides.
- 📝 **Speaker Notes**: Each slide in the pitch deck comes with speaker notes derived from the Word document, aiding in presentation preparation and delivery.
Q & A
What is the role of Jason in the demo?
-Jason is demonstrating the use of Microsoft Copilot for Microsoft 365, taking on the persona of a vice president of marketing at North Wind Traders.
What is the company North Wind Traders known for?
-North Wind Traders is a company that manufactures and ships high-end recreational and camping gear.
What is the new product that North Wind Traders is about to launch?
-The new product that North Wind Traders is about to launch is called the Zenith 2010.
What is the code name for the new tent product?
-The code name for the new tent product is Project Redwood.
How does Jason plan to catch up on the missed meeting?
-Jason plans to catch up on the missed meeting by using Teams with Copilot to review a meeting recap and ask questions about the discussion.
What was the big decision made during the meeting Jason missed?
-The big decision made during the meeting was to delay the launch date for Project Redwood by two weeks for more product testing and certification.
How does Copilot help Jason understand the context behind decisions?
-Copilot allows Jason to ask questions to get more details and deeper context by using the meeting transcript to respond.
What does Copilot do when asked to list the pros and cons of a decision?
-Copilot organizes the information in a table format, clearly showing the pros and cons, including who made each comment.
How does Copilot assist in scheduling the launch event?
-Copilot reasons over all the shared data and information, such as timing constraints and event details, to recommend an optimal date for the launch event and suggest an executive spokesperson.
What feature of Copilot helps Jason manage his email backlog?
-Copilot can summarize key emails from the past few days, organizing updates in a table with topics, updates, actions, and any provided deadlines.
How does Copilot assist in creating a product pitch deck?
-Copilot creates a presentation from a file, identifies logical sections from the document as slide titles, generates speaker notes, and selects appropriate images to accompany the slides.
What upcoming feature integration was mentioned for Copilot?
-An upcoming feature integration mentioned is the use of DALLE 3-generated images, which was announced at Ignite, to generate perfect images for presentations.
Outlines
🚀 Introduction to Copilot in Microsoft 365
Jason, the presenter, introduces himself and sets the stage for a live demo of Copilot in Microsoft 365. He takes on the role of a vice president of marketing at North Wind Traders, a company launching a new product called Zenith 2010. He missed an important meeting on the product launch and will demonstrate how he uses Teams and Copilot to catch up on the missed meeting. The demo showcases the use of Copilot to ask questions about the meeting's content, get a summary, understand big decisions made, and delve into the reasoning behind those decisions. Jason also uses Copilot to list pros and cons of a decision in a table format and to recommend a launch event date and spokesperson, showcasing Copilot's ability to synthesize information and save time.
📈 Utilizing Copilot for Email Summarization and Presentation Creation
Jason explains how he is overwhelmed with emails and uses Copilot to summarize key emails related to the Zenith 2010 project. He instructs Copilot to organize updates in a table format with topics, updates, actions, and deadlines. This process saves him from manually sifting through his inbox. Next, he moves on to creating a product pitch deck using Copilot. He starts by creating a presentation from the most recent document he worked on, which is the Zenith product spec. Copilot uses the North Wind Traders' corporate branded template to ensure consistency in the final presentation. The AI identifies logical titles for slides, generates speaker notes, and selects appropriate images. Jason emphasizes that while the slides are nearly complete, some manual adjustments are needed. The summary concludes with a note on the potential future integration of DALLE 3-generated images for presentations, which was announced at Ignite.
Mindmap
Keywords
💡Microsoft Copilot for Microsoft 365
💡North Wind Traders
💡Zenith 2010
💡Project Redwood
💡Meeting Recap
💡Product Testing and Certification
💡Launch Date
💡Pros and Cons
💡Digital Chief of Staff
💡Email Summarization
💡Product Pitch Deck
💡DALLE 3
Highlights
Jason demonstrates how to use Microsoft Copilot for Microsoft 365 to stay on top of work efficiently.
Jason takes on the persona of a vice president of marketing at North Wind Traders, a company launching a new product called Zenith 2010.
He missed an important meeting on Project Redwood and uses Teams with Copilot to catch up.
Copilot provides meeting recaps and allows interaction to ask questions about the meeting content.
Jason asks for a one-sentence summary of the meeting, revealing it was about launch timing and market readiness for Project Redwood.
Copilot identifies two major decisions made during the meeting, including a two-week delay in the launch date.
Jason inquires about the ease of the decision to delay, uncovering team disagreements and compromises.
Copilot lists pros and cons of the decision to delay in a table format, providing clarity and context.
Jason requests a recommendation for the launch event date and spokesperson, showcasing Copilot's ability to reason over data.
Copilot suggests March 20th as the launch event date and Paul as the spokesperson, considering availability and commitments.
Jason spends three minutes getting up to speed on the meeting using Copilot, ready to move on to the next steps.
Copilot is described as a digital chief of staff, capable of answering questions about meetings, people, and files.
Jason asks Copilot to summarize key emails related to the project, organizing them in a table with topics, updates, and actions.
Copilot organizes and summarizes emails, saving Jason time and reducing the distraction of other competing emails.
Jason creates a product pitch deck using Copilot, which generates slides based on the most recent document he worked on.
Copilot uses the North Wind Traders corporate branded template for consistency in the presentation.
The generated slides include titles, speaker notes, and images, with the option for DALLE 3-generated images in the future.
Jason notes that while the slides are mostly ready, some formatting may need adjustment for a perfect pitch.
The presentation is a quick overview of how Copilot can help executives stay on top of their work at North Wind Traders.
The marketing organization can use Copilot to keep business moving forward and stay on top of their work efficiently.