Transcript
Use with ChatGPT / Claude Auto-scroll A
Introduces the premium Copilot license and explains what it is designed for in enterprise work. The speaker outlines the five key areas the video will cover and explains Copilot’s role across work apps and the main chat experience.
Welcome to Co-Pilot.This video is for you if you've just been given a premium co-pilot license at work or perhaps you've had one for a little while and you just don't really know how to get the most out of it orwhere to get started.I'm going to take you through five key things that are going to help you understand firstly what you've got and then how to use it.What should you even write in that prompt box?How can you personalize it to make it more the way that you want to work?How can you really leverage all of that work context that's going on in there?And then how do you think bigger about what is possible to do with it rather than just summarizing a meeting, which is where most people start.By the end of this video, you will know what you've got and all of the good things that you can do to start getting the most out of it as a launching pad for further experimenting and learning.
So, let's start here.Understanding what you've got is one of the most important ways that you can get the most out of it.And a lot of people don't really understand what this is and what they've got.So you may have used other AI tools.You may be new to AI.Either way, Copilot, the premium Copilot license is unique in the AI world.What this is is bringing AI into where you're working.Any other tool that you're using, you are taking your work out to that tool.So this is really designed for enterprise work AI.What that means is that it is completely secure and it exists inside your world of work.So when you log in in the morning, you've got all of these things that you've got access to, your files, your emails, chats, calendars, meetings, the people you work with, all of those things.
So Copilot has access to all of those things as well.And it keeps it within that kind of work environment that you're working in.It's not going anywhere else.So it's completely secure to use.The core thing to understand here is this concept of work IQ.Now, you can impress your colleagues by talking about work IQ by the time you finish this video because a lot of people are using this and don't actually understand what this is or the power of it.And it's one of the most important things to understand.This is not the same as just connecting or plugging in a piece of data.It's not the same as saying, "Yeah, I've uploaded a file or I've connected my email to some other AI tool."This is a very very rich layer that is all of the data and all of the context and some special skills.
So all of the data it has access to what you have access to as the loggedin user.It's got access to your emails, chats, meetings, files, all of those things.So every time you're asking it to do something, it is working with all of that just underneath it.But it's also got this very rich context layer.So, it understands the context of your job and where these things fit in and how you work and how those pieces relate to each other, the people you collaborate with, all of those kinds of things.So, there's much richer things going on than just connecting to the data.And you'll find that the more you use it and the more you feed that layer, the better it becomes.It's also got skills to work inside the apps that you work with every day to create emails, PowerPoint presentations, spreadsheets, documents, all of those things.
So, what we've got here with the Copilot Premium license is an experience where Copilot follows you around in all the different types of work that you do.I'll switch over and show you this in a demo system in a moment, but essentially what you've got is a main home screen that you can access in a web browser or an app to initiate that chat andto work across all of those things and ask questions and gain insights and all that wonderful stuff.But Copilot also follows you around in these apps that you use every day.And it has special skills inside those apps that are related to the purpose of those apps.So sometimes this gets confusing because people go, "Oh, there's copilot for Word and Copilot in Excel and there's so many different co-pilots."Just think of this as one co-pilot.Once you've got this premium license, you have a co-pilot that exists wherever you're working and brings its own special skills to those particular things.
Shows where to access Copilot in the browser or app and how it follows you into Outlook, PowerPoint, Excel, and Word. The speaker explains the different strengths Copilot has inside each app versus the main chat.
So let me show you what I mean.This is the main Copilot home screen, and this is accessing it in a web browser.So, if you're someone who likes to have it open in a web browser, you'll go to this address here, copilot.cloud.microsoft.Alternatively, if you've got a copilot icon on your taskbar, you can click that to launch an app.You'll see it looks almost the same.Uh, it is in fact the same thing.So, this just has it sitting as an app that you can access on your taskbar.Whatever your personal preference is is fine.I'm working in the web browser just because that's where I started and I have got in the habit of doing that.But most people now I think would actually click on that co-pilot icon and have it sitting as an app alongside all of the things you're doing.
So the copilot home screen starting point for any general purpose kind of things that you want to be doing with copilot and we will come back to examples of that in the next section.The thing is that when you're here, you can ask it all sorts of, you know, retrieve this, summarize this, search for that, generate this, all of those kinds of things.But as you start to work with it inside the applications, you'll notice that it actually does things that are related to those apps.So depending on what the job is that you want to do, as I said, Copilot follows you where you are.If you're starting with Copilot, hey, I need AI to do something.You'll start in that app or in that home screen.But if you're working in your email, you'll see Co-Pilot sits alongside you in the email, able to answer questions and help you out with managing your email.
It sits inside PowerPoint to create extra slides, to create extra content, to reformat and rearrange and create amazing kind of interactive things in there as well.So in PowerPoint, it has special skills of using PowerPoint and you would use it here if you want to do that kind of I've got one slide deck open and I'm working with that.Whereas over in the main chat, I might be drawing on information from lots of different sources including a slide deck.Same with Excel.It's got very rich capability here in Excel to do things like organizing data, cleaning up, analyzing, creating workbooks, charts, all those things.So, if you've got a spreadsheet open, Copilot is there alongside you to help you with that spreadsheet.And same in Word.In Word, it's a very good writer.It's very good at rewriting things, filling in additional content in your document, uh, improving the way that it's written.
So, Copilot in the main experience, in the home experience, is your starting point for working across lots of different things.But Copilot in those apps sits alongside you when you're working with an email, a spreadsheet, a document, a presentation to help you more deeply with the skills that you need there.
Demonstrates how to begin with a first prompt and use Copilot to suggest ideas when you are unsure where to start. It also covers conversation history, follow-up questions, and when to clear context and begin a new chat.
Those things are all separate tutorials.So please have a play around with that or have a look at the playlist I've got to go through those things.So if we look at this main co-pilot chat experience, first thing that happens is we start here and it says message copilot.What can I help you with your first prompt?Cuz there is nothing more intimidating than a blank box in a world of possibilities.I have been there and I've seen many people who have become stuck there because it's just too much.Here is what I want you to do to start with.The first thing is to understand that you can use AI to help you understand how to use AI.It is actually very good at offering suggestions.So a prompt like this is a really good place to start if you don't otherwise know.Now, in reality, Copilot actually knows your job and your company and where you work.
I'm working in a demo system here, so I'm going to give it my role.Feel free to give it your role if your job title doesn't necessarily represent how you see your role, cuz it knows your job title and where you are on the org chart, but that isn't always the the truerepresentation of what we're doing.So, what I'm going to do here is give it a sample.My role is customer operations manager.Here are my main goals at work.How can you help me?Now I'm in a demo system here where I am not in fact actually a customer operations manager.So I'm getting a fairly generic result.If you try this with your role, you'll actually find that it will start to surface up some of the things that it knows about your role as well.So you should see some really good things here.
By the way, if you find really good results from any of these or have a different prompt that you use, pop it in the comments so that other people can learn from it.Because honestly, it's a community and the more that you can learn from what other people suggest, the better we all get at this stuff.There's not one single right way to do anything.And don't get super caught up in writing a perfect prompt.Just talk to it.Ask it what you want.Give it enough information to understand what you're asking for rather than just two words.Don't treat it like a search engine.Uh treat it like you're delegating a task and asking for something to be done.So now gives me a whole lot of different things here.Given my role as customer operations manager, here's how I can help you.So you'll notice here that we're getting beyond things like I can summarize a meeting for you.
I can pull together things into a single um view.I can turn meetings into execution.So these will become sort of good ideas where you'll see what it's doing.I can produce documents for you.I can synthesize.I can turn things into different types of reformatting.So you can go ahead and ask it to do those things.You can also ask it follow-up questions.So you could say, for instance, give me instructions on that single view.How would I write a good prompt for that?What could I do here?What would that look like?What information would you need?Which one of these things do you think would have the highest impact?All of those kinds of things.So you can actually have a whole conversation here with it.Now the other thing to understand about working with this here in the chat is that this is an ongoing conversation.
So if I asked it a bunch of follow-up questions, then it is holding all of the context.And context is a really important word that gets used a lot in AI.Another one to impress your colleagues with to understand context.It's processing the context of this whole chat all of the time.So, yes, absolutely do follow-ups.But if you find yourself in a bit of a tangle where it's starting to go off track or forget things or just get confused, you've asked it for multiple things in the conversation, just remember that every time youask a follow-up question, the AI is reprocessing all of the thread, all of the things that have come before it.Especially if you start to say, "No, don't do it like that.Do it like this."You'll find it sometimes gets itself a little bit confused.tip here.Firstly, you have got your conversation history down the side.
So, if let's say I asked this one question, I got distracted, I went away, and I came back another time, I can always jump back in and pick up the context of that conversation.But sometimes you need to just clear the context and start again.So, new will start a new conversation.And sometimes I find if it gets too deep into one particular thing, just starting fresh and asking from where you want to be now is the way to go.But it does keep the memory of all of the things that you've done and it starts to build on that memory.
Explains how to customize Copilot’s tone and style through settings and custom instructions. It also shows how saved memory works, including asking Copilot to remember preferences and reviewing or deleting those memories.
And you can use that memory to your advantage because Copilot has some personalization features in here.So there are two things that I really want you to set up as you start working with this.The first one is custom instructions.You might notice that when you first start using Copilot, it's very wordy and very AI sounding in its responses.You do have some control over that.And the second one is to ask it to remember some key things about what's going on in your work world so that it uses that context as it works through some things.So you'll find these personalization features down the bottom here next to your name where you've logged in.You have got settings.So, if you click on settings, give it a second and then we're going to go into settings here and you will see an option called personalization.
Now, this is where you've got the option to customize co-pilot.So, if you click on manage here, this is where you can go in and manage these custom instructions.Custom instructions inform how co-pilot responds to you.You can type in anything that you want here.Or if you aren't sure what to do, you can just choose some things here.So, we can say uh use clear and simple languages.Um use emojis or not use emojis.It doesn't use emojis.Give honest feedback.Um use bullet points, don't use bullet points.Always get straight to the point.Lead with the decisions or recommendations or whatever you want it to do.So we can do something like that and then click save customizations.And you'll notice that that then applies and responds to you differently.It is worth playing around with those kinds of things.The other option here is that we have this saved memory.
If we go in here, you'll see I've got one here about my email tone and style.I'll show you what that is.So it implicitly remembers and builds memories as you're working with it.But you can also ask it explicitly to remember certain things.This is another favorite of mine that shows both that work IQ layer and also an idea of what you can do with the personalization and the memory feature.Try this prompt.Review my sent emails and describe my tone and style.So, this shows you that it's connected to your email, that it can read your emails, and it will also come back with something that's very personalized to you.Now, again, this is a demo system.It doesn't really have my real style in this, but I've used this one at work and it will come back with something that I feel very meaningful to me.
It's not a critique unless you ask it to be, but it can actually describe what that is.So once you've got those things coming back to you to sort of respond and you might say, "How is my email tone internally or to my boss or to my customers or whatever that is?"And you can have different options here.What we want to do is say remember this when I ask you to draft an email.The phrase remember this will trigger an explicit memory being saved.So you'll see that comes up saying memory saved.And if you go back into the settings where we were before, you'll see that or you can actually click through directly from here and it will show you that memory that's been saved.If for any reason you find memories in here that are not relevant anymore because sometimes a memory might be related to a specific piece of work or a specific project that's time bound and then it's over, you can
always delete those.So you've got complete visibility and control over what it remembers.I've also seen this for you know remember that this is my top goal right now.Remember that when I ask for this particular thing I mean this website or I mean this terminology.if you've got any terminology in your workplace that the AI usually gets wrong because it mistakes it for something else.Remember, this is what I'm talking about.So, all of those kinds of things that just personalize both the way that it responds to you and what it remembers about you will give you a massive kind of uplift and better experience.
Demonstrates how to point Copilot at the right files, emails, meetings, and documents so it can work from real context instead of searching blindly. The speaker closes by showing how to generate useful outputs like budgets and proposals, and encourages using Copilot across the full workflow with curiosity and experimentation.
So, I'd highly recommend doing those things as you get started.The next thing is understanding how to use your work context.So, we started out this tutorial by talking about the fact that it understands all of your data at work, but I haven't really shown you that yet, have I?And this is a core thing to understand.What you want to do is point copilot at the things that you're working with.So, we've got an example here where our person is working on a pets at work day and she has got a planning document and a proposal and a budget and things that she's used in the past and shewants to start doing some different things to start to plan ahead for next year.So, let me show you what this looks like.Now, remember I said we're going to refresh the context, start a new chat.
When you're working here, you could just say, and a lot of people start this way by using it as a search engine to say, find all the information about pets at workday.Okay, that can work if that's what you want to do.But sometimes, depending on the real world context, if I did that in my demo system and said, "What was our budget for pets at workday?"I'm sure that would work.Let me prove it to you.Um, what was our budget for pets?Pets at workday.So when I do that, I'm asking it to figure out I'm just giving it pets at workday.I'm asking it to do the work of searching for me.And sometimes that is the work that you're asking it to do.In my lovely clean demo system where I have 10 documents in the background, of course, it found that quite easily and it returned the answer to me.
Yay, winning.If you've got a scenario in your real work where that is crystal clear, it's recent, it's something that doesn't have version 3.final.and a whole lot of mess going on.You'll get a good result doing that, but I live in the real world, too.And we have often got a lot of different versions.And remember, Copilot isn't just the stuff that I created.Copilot has access to everything that I have access to.And most of us are working in teams where we collaborate and there are different documents and different things that are going on.So, what is a really good way to do this is to make sure that Copilot understands what source documents you actually want it to use, especially if it's something that goes back a bit.So, compare that to something like this.Instead of just saying, "What is our budget?"
And perhaps we've started there, but what I want to do is actually ask it, "Our pets at work was a huge success.We're planning for next year, and I want to propose an increased budget."So you'll see here I'm starting to think about asking it to do something for me more than just answering a question.This little box at the bottom here.So there's a plus button where you can add all of that content in.So first option here is the paper clip to say add content and that will bring up this menu this context menu of firstly all is all of the recent things regardless of what type.So, who I've collaborated with, documents I've been working on, all of those different things.This way of doing it, I can click through and have a look at the people.I can look at the files.
If I've got recent meetings and emails, and in my real world, I do have meetings and emails.This demo persona is uh not not actually doing very much work.So, if this is something that's recent, this is going to be the easiest way to find it.And a lot of the times you are working on recent things.Little tip for you here.The forward slash key is the one that's going to shortcut straight to that menu instead of having to press the plus button.So you can actually just start forward slash and just start typing.And once you've found the thing that you want, you click on it.And now that has linked that in to that conversation.If you need to navigate around a little bit more, if you can't find it sort of in that file, you've got the option firstly to upload.
If it's something that's coming from a different system that's not already in your files, you can securely upload it there.Or you can choose this attach cloud files, and that will actually allow you to browse around your own files, files in SharePoint, and you can find the things that you want.So, let's say I'm in here and I've got my pets at work day budget and my um let's what else do I want?I can search pets at work or I can navigate through to the um to the the different folders.So, you can choose multiple things here.So, I want my let's say I want my research, my budget, and my planning from the last time that we ran it.So, you'll see now I've added multiple things of different types.I've added a word document, an Excel spreadsheet.I could add a PowerPoint.
I could add a meeting transcript in here.So, this is about giving it the source of what you want it to work on.And then I can ask it to go ahead and use that.So, there are different ways here of working with that work context.It's always there.Yes, by all means, use it to search.But also, this is something that you can do to say, I want you to work with that one, that one, that one.And I often find when I'm using this that I'll get a better result that way because I'm really pointing it to the things that I specifically want it to work with.So I'm taking the workload away from the AI of doing the search and figuring out because I actually want it to focus on this task and use the things that I've given it.So here we go.
It's giving me a recommendation that I should ask for a 22% increase.How do you think I'll go?Um and I'm also kind of asking for it to give me a business case.So you'll see I've asked for a couple of things there at once.Okay.So that's fine.But maybe I want it to create something uh a little bit kind of, you know, taking me to the next step here.So what I can ask it to do is draft a new budget spreadsheet and a one-page proposal.So remember I said that work IQ layer also had the skills to be able to do things like creating documents and creating spreadsheets.In this case, because I'm working from a main chat and I want it to create a couple of things, those office applications like Word, Excel are kind of a core part of what Copilot can do.
Now, so you'll find that it can generate those things.If you are wanting something much richer and deeper working with spreadsheets and with Word documents, then I highly recommend you open these things in those documents and you can go forward and edit them.but as a way of sort of having an output from your chat that isn't just a chat.This is the way to sort of get more out of it.So, you'll notice here, let's say I was doing this and I've got, okay, here's my new budget.Okay, that's great as an answer, but the work isn't finished.I still need an output of some kind.And so, I really want you to think about using Copilot in a way that gives you a useful output rather than just an answer to a question or a summary of something.How can I move my work forward with this tool?
So, once we go through and do that, you'll see it's created the files and then it opens them in here in a way that I can work with.So, what we've got here is something that I could open in Word.Um, now I would probably want to play around with the formatting and things with that.So, I could actually open it in Word and use it there.I have also got, if I go back, so you'll see it opens that.Let's just close that down.We have got now both the proposal and the budget.So I can click here and have a look at the budget and I can choose to open that in Excel and work with it from here.And so that brings me to the most important thing that I want you to take away from this.Well, actually the concept of work IQ is probably the most important thing.
But the next most important thing and the way that you become better at this than 95% of people who are using it honestly is to start thinking across your whole workflow here.Because right back where we started, this is bringing Copilot into your work.Which means you can think about it across all the layers of your work, not just a single prompt and a single response.Think about it as a way to gather information or gather that information and give it to co-pilot.Understand what's going on.Ask questions to get answers to what's going on.Analyze and understand data inside Excel spreadsheets or analyze feedback that you got from something or ask it what you should do.Let it help you with decisions.It's not going to make the decision for you.You are still very much the human in the loop.But weigh up what's reasonable to ask for.
How could I justify this?What are my options?Weigh up the pros and cons of those things and then create some kind of output.Now, all of this is wonderful.This is what I'm going to ask you to do.Go ahead and do something.Do these things because watching this video, thank you for watching, but you're going to need to do this for yourself.Pick something real.And the mindset here is the thing that's going to matter the most.If you've got a mindset of curiosity, experimentation, working with it, that is how you're going to learn.Ask your colleagues, ask your community who's doing what, and get those ideas and adapt them and then share them back with other people.As I said before, there's not a single right path here.It's not a click here, then do this, then do this.You really need to just interact with it in a very natural way.
Don't worry about writing the perfect prompt, but please think about using it as more than a search engine and just describe what you want to get done or ask it how it can help you get that done.Please add your suggestions, comments, ideas, and things into the the piece below, the comments below.I'll do my best to answer all of them and answer each other's questions as well.And I hope that has got you off to a good start.If you want to go deeper, I've got more here.