010:22FROutlookBeginner
Summarize a long email between two meetings
You come out of a thirty-line email with the request and the deadline in three points.
Capsules
Copilot on the move
The nine gestures that work on the move, between two meetings
- Executive assistants out of the office
- Executive assistants out of the office
- 9 capsules of under a minute
- 9 capsules of under a minute
- Mobile, on a phone screen
- Mobile, on a phone screen
- Beginner
- Beginner
What you will be able to do
- Summarize a long email in seconds, between two meetings.
- Send a complete reply in 20 seconds using a Copilot draft you have checked.
- Check the recipient, the date and any commitments before every send.
- Chase a supplier and answer a complaint from your phone.
- Spot a clash in the boss’s calendar and pull up the detail of a meeting.
- Create, move or be reminded of a meeting in under a minute.
The method
One request = one objective, one context, one source, clear expectations: the O·C·S·A method, refined afterwards through the conversation.
Module outline
Sequence by sequence, timed.
- 01i1 — Summarize a long email on the move with “Summarize by Copilot”.
- 02i2 — Reply in 20 seconds: Copilot draft, read it through, send.
- 03i3 — The three checks before you send: recipient, date, commitments.
- 04i4 — Chase a supplier from your phone.
- 05i5 — Answer a complaint with tact.
- 06i6 — The boss’s week: spot a clash in the calendar, open the detail of a meeting.
- 07i7 — Create a meeting in 20 seconds: title, day, time.
- 08i8 — Move a meeting from one day to another.
- 09i9 — Set a reminder one hour before an important meeting.
Capsules
9 capsules
The nine gestures that work on the move, between two meetings
010:22FR
020:25FROutlookBeginner
Reply in 20 seconds with a Copilot draft
You send a complete, correct reply by reviewing a draft, instead of starting from a blank page.
030:25FROutlookBeginner
The checks to run before you hit send
You check the recipient, the date and any commitments before every send, and you catch the most expensive mistake.
040:26FROutlookIntermediate
Chase a supplier from your phone
You chase a supplier between two meetings, with a short message that says what you expect and by when.
050:28FROutlookIntermediate
Answer a complaint with tact
You answer an unhappy customer by acknowledging the problem and giving one concrete step, without promising what you cannot deliver.
060:30FROutlookIntermediate
The boss’s week: spot a clash in the calendar
At a glance you spot the overlapping meetings in the boss’s calendar, and open the detail of the right one.
070:22FROutlookBeginner
Create a meeting in 20 seconds
You create a complete meeting — title, day, time, place — from your phone in about twenty seconds.
080:21FROutlookBeginner
Move a meeting to another day
You move a meeting and adjust the note in one sentence, without rewriting the invitation by hand.
090:23FROutlookBeginner
Set a reminder one hour before an important meeting
You set the reminder that leaves you just enough time to prepare the room, the documents and the welcome.
The habits
- 1
I never read a Copilot draft in a moving car: I read it when I am stopped.
- 2
I check the recipient above all: Copilot puts the wrong name in.
- 3
I keep prompts short, because long ones come back wrong on a phone.
- 4
I do the heavy work on the computer and keep the phone for the urgent.
- 5
I check the warning icon and the sources before I share a result.
The prompt library
- Mobile — Summarize this email in 3 points: the request, the deadline, what they expect from me.
- Mobile — Draft a short, polite reply to this message, four lines maximum, then suggest two subject lines.
- Mobile — Check this draft before sending: recipient, date, and any commitment that isn’t in the original message.
- Mobile — Draft a polite follow-up to the supplier: no confirmation for ten days, I need a firm date, cordial tone, no reproach.
- Mobile — Reply to this customer who is complaining about a delay: acknowledge the problem, give one concrete next step, stay calm and brief.
- Mobile — List the boss’s meetings this week and flag the ones that overlap, with the time of each.
- Mobile — Create a meeting called “Atlas budget review” on Thursday from 10 a.m. to 11 a.m. in the Atlas room, and let Thomas know.
The resources
The resources
Sheets and materials to download or print.
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