Catalogue · Copilot in Outlook

Copilot in Outlook: prepare a leadership committee briefing

You arrive at the meeting with a structured note: agenda, key figures, documents to review, open questions.

Copilot ChatMonday morningAdvanced0:33Capsule 6 of 6
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Space: play · ← →: 5 seconds · M: sound · F: full screen

The steps

The exact sequence, in order.

  1. 01

    In the Copilot pane, ask for a preparation note for the upcoming meeting.

  2. 02

    Read the four parts: agenda, key figures, documents to review, open questions.

  3. 03

    Click the cited sources to get back to the original emails.

  4. 04

    Complete the note, fix the figures and the dates, then bring it to your executive.

The prompt to copy

Word for word, exactly as shown in the video.

Prepare a briefing note for Thursday’s committee: agenda, key figures, documents to review, and any open questions.

The habit to keep

Copilot proposes, you decide: the note goes out under your name.

Worth knowing

What the video does not hide from you.

The three golden rules: re-read dates, amounts and names, because Copilot can invent them; and it only sees what you are already allowed to see.

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