Copilot: Summarize Emails, Chats, and Files with Others In SECONDS

Posted on: 09/23/2024

Microsoft 365 Copilot is revolutionizing how we manage information across multiple apps and communication channels. One of its most powerful features is the ability to quickly summarize emails, chats, and files from specific people, saving users valuable time and helping them stay informed. Let's explore how this Copilot feature works and why it's so useful.

**Copilot - Summarize Emails, Chats, and Files**

Accessing Copilot's Stay Informed Feature

There are two main ways to access this Copilot functionality:

From the Windows taskbar: Click the Copilot icon and select "Work" mode
Within Microsoft Teams: Open a chat and click the Copilot button

For this demonstration, we'll use the Teams method, as it provides a seamless experience within your existing workflow. To access Copilot in Teams:

Click Chat
Click Copilot

Using Stay Informed with Copilot

Once you've activated Copilot in Teams, follow these steps:

Click on the "Stay Informed" option
Remove any pre-selected contacts you don't want to include
Search for and add the person you want to get information about
Send the prompt to Copilot

Copilot will then process your request and return a neatly organized summary of your interactions with that person.

YouTube Video - Copilot Summarize Email, Chats, and Files

How Copilot Organizes Information

Copilot's Stay Informed feature presents information in three key categories:

Emails: A summary of email conversations and important details
Chats: Key points from Teams or other messaging platforms
Files: Shared documents and collaborations

This categorization makes it easy to quickly grasp the context and content of your interactions across multiple Microsoft 365 apps.

Online Training - Copilot and Teams

Benefits of Using Copilot to Summarize from Many Apps

There are several advantages to using this Copilot feature:

Time-saving: Get a quick overview without manually searching through multiple apps
Comprehensive: See all interactions in one place, regardless of the communication channel
Context-aware: Understand the full scope of your relationship and recent interactions with a colleague
Preparation tool: Quickly refresh your memory before meetings or important conversations

Conclusion

Copilot's ability to summarize from many apps is a game-changer for professionals who need to stay informed and manage multiple communication channels. By consolidating emails, chats, and files into a single, easy-to-digest summary, Copilot helps users save time, improve preparation, and maintain better awareness of their work relationships and ongoing projects.

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Chris Menard

Chris Menard is a Microsoft Trainer (MCT) and works as a full-time Trainer at BakerHostetler - one of the largest law firms in the US. Chris runs a YouTube channel with 900+ technology videos that cover various tools such as Excel, Word, Zoom, Teams, Gmail, Copilot, Google Calendar, and Outlook. To date, the channel has helped over 20 million viewers. Menard also does 2 to 3 public speaking events yearly, presenting at the Administrative Professional Conference (APC), the EA Ignite Conference, the University of Georgia, and CPA conferences. You can connect with him on LinkedIn at https://chrismenardtraining.com/linkedin or watch his videos on YouTube at https://chrismenardtraining.com/youtube.