010:45OutlookBeginner
Copilot in Outlook: summarize a long email thread in 10 seconds
You walk away from a fifteen-message thread with the decisions, actions and deadlines written down, without reading every word.
Capsules
Copilot in Outlook
Six capsules to summarize, draft, retrieve and prepare faster, without leaving Outlook.
- Executive assistants
- Executive assistants
- 2 h 30 (10-minute break included)
- 2 h 30 (10-minute break included)
- In person or remote, demonstration and hands-on practice on each participant's own mailbox
- In person or remote, demonstration and hands-on practice on each participant's own mailbox
- Beginner to intermediate
- Beginner to intermediate
What you will be able to do
- Summarize a long email thread and pull the decisions and actions out of it.
- Draft an email with Copilot, then adjust it for tone, length and wording.
- Improve your own draft with Copilot Coaching.
- Find an information in your mailbox by asking Copilot Chat a question.
- Schedule a meeting from an email and prepare for it.
- Check what Copilot produces, and know what it can and cannot see in your data.
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.
- 010:00 – 0:15 · Welcome, expectations, what Copilot is
- 020:15 – 0:35 · Asking well: the O·C·S·A method
- 030:35 – 1:00 · Read less: summarize a thread and an attachment
- 041:00 – 1:30 · Write better: Draft with Copilot and Coaching — then a 10-minute break
- 051:40 – 2:00 · Find and sort: Copilot Chat on your mailbox
- 062:00 – 2:15 · Agenda: schedule and prepare a meeting
- 072:15 – 2:30 · Trust, limits, quiz and commitment
Capsules
6 capsules
Six capsules to summarize, draft, retrieve and prepare faster, without leaving Outlook.
010:45
020:45OutlookIntermediate
Copilot in Outlook: write an email for your executive in seconds
You get a first draft in one click, ready to correct, sign and send yourself.
030:32OutlookBeginner
Copilot in Outlook: find the right tone before sending a tricky email
You have Copilot review your message before you send, spotting the tone, the reader’s reaction and the awkward phrasing.
040:36OutlookIntermediate
Copilot in Outlook: find any info in your emails with one question
You get the answer to a question about your mailbox from a single question, with the source email cited.
050:35OutlookBeginner
Copilot in Outlook: set up a meeting from an email in 1 click
You start from an invitation with a title and an agenda already drafted from the conversation.
060:33Copilot ChatAdvanced
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.
The habits
- 1
Summarize before replying to any thread longer than five messages.
- 2
Ask with O·C·S·A, then refine through the conversation.
- 3
Re-read and verify: dates, amounts, names, citations.
- 4
Keep your voice: Copilot writes the first draft, you sign it.
- 5
Follow the company rules on sensitive data.
The prompt library
- Read and summarize — Which decisions were made in this thread?
- Read and summarize — Which actions are mine, and by when?
- Read and summarize — Which questions are still unanswered?
- Read and summarize — Summarize the attachment in 5 points and flag the important figures.
- Write — Write a polite follow-up to [person] about [subject], who has not replied for [time]. Cordial tone, 4 lines.
- Write — Reply by accepting the proposal, but asking to move the date to [date].
- Write — Politely decline this invitation and suggest [alternative].
- Write — Turn these notes into a clear, structured email: [paste the notes].
- Write — Rewrite this message in professional English.
- Find — Which emails from [person] did I receive this week, and what are they asking for?
- Find — Summarize my unread messages from the last 24 hours, starting with those that need an action from me.
- Find — Find the email about [subject] and give me [information].
- Find — What has been said about [project] since Monday?
- Agenda — Prepare me for my [time] meeting with [person/client]: attendees, recent exchanges, documents to review.
- Agenda — Which meetings this week can I decline or delegate?
The resources
The resources
Sheets and materials to download or print.
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