Brief Summary
The video discusses the features and capabilities of Microsoft Copilot, highlighting that many professionals underutilize this tool. It covers nine functionalities Copilot offers, explaining how these features can enhance productivity and efficiency by integrating AI into everyday tasks. Key points include understanding how Copilot can manage projects, use long-context documents, operate on local machines, and connect with existing applications.
- Microsoft Copilot is often overlooked, with most users only scratching the surface of its capabilities.
- There are nine main functionalities of Copilot that can significantly improve workflow and project management without needing additional tools.
Many users barely utilize Microsoft Copilot despite having it. They typically only ask one question and return to traditional methods. This section emphasizes that the tool within Microsoft 365 is powerful, and users need to explore its full potential instead of relying solely on other AI tools like ChatGPT.
The chat feature of Copilot is just the beginning. Most people stop using Copilot after getting an initial answer. However, there’s much more to explore within Copilot that can streamline workflows and productivity.
Projects in Copilot provide a dedicated workspace for specific goals, such as managing client accounts or product launches. It retains past context, meaning users don't have to start from scratch and can access previous notes and decisions easily.
The Notebook feature is designed for handling extensive documents or complex information. Users can paste in long texts like vendor contracts and request specific analyses. This differs from the chat function as it allows Copilot to work with complete context to deliver informed answers.
Computer-Using Agents can perform tasks directly on the user's machine, using real files and applications. This capability shifts Copilot's role from just answering questions to actively assisting with tasks, making it feel like an assistant that executes commands.
In Operator Mode, users provide Copilot with a goal, and it breaks that into manageable steps, executing the tasks and correcting mistakes. This feature is not limited to coding; it applies to various workflows, from marketing plans to business documentation.
Skills allow users to codify their preferred processes and instructions for Copilot. Once set up, Copilot can handle repetitive tasks in the way the user prefers, making it a powerful tool to teach the AI specific methods and standards.
Connectors enable Copilot to interact with various applications like email, calendar, and project management tools. This integration allows Copilot to handle tasks across platforms seamlessly, enhancing its functionality from a simple chatbot to a comprehensive workplace system.
Slash commands are shortcuts that trigger specific functions in Copilot. They can be used for brainstorming ideas, simplifying complex texts, or planning projects, making the tool more dynamic and efficient by offering quick functionalities.
The Pages feature converts Copilot outputs into shareable documents. This step is crucial as it moves work beyond the chat interface into formal documentation, facilitating collaboration and editable records that can be used for proposals, reports, and other deliverables.
Despite the buzz around newer AI tools, many professionals overlook the sophisticated capabilities of Copilot integrated within Microsoft 365. The key is to leverage what is already available and streamlining workflows using Copilot, which can offer substantial benefits without requiring additional subscriptions or tools.
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Transcript
Full transcript of “9 Microsoft Copilot Features Your Company Paid For (That Most Professionals Never Use)”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.
0:00 your company gave you Microsoft Copilot and if you are like most people you opened it once asked it a question got an OK answer and then went right back to doing everything the hard way meanwhile everyone online is talking about chatGPT Codex Clode cowork and all these tools your it department probably has not approved yet but here is what nobody tells you you may not need any of that because the tool already sitting inside your Microsoft 365 license can do nine things most professionals have never even seen and when you start using all nine you stop looking like someone who uses AI you start looking like the person who runs on AI so in this video I am going to show you all nine and if you want the full breakdown comment AI below and I will send you my newsletter link
0:45 where I go deeper on all of this this is the one you already know you open copilot you type a question it answers most people stop here they ask one question read the answer close the tab and move on and honestly there is nothing wrong with that chat is great for quick answers drafting a message summarizing something or unblocking a problem in 30 seconds but chat is just the front door there are eight more rooms inside CoPilot and most professionals never even find the hallway a project is a dedicated workspace inside copilot where one goal lives it could be a client account a product launch a job search a content plan or a work project you drop in your notes your files and your context
1:31 and copilot keeps that context with the project that means you do not have to start from zero every single time you can open it a week later and copilot already knows the story no reexplaining no copy and paste no typing the same background again and again think of it like a desk that is always left exactly how you had it every note is still there every decision is still there every file is still in place if you work on anything with more than 3 moving parts this is probably the first thing you should set up notebook is different from projects and this is where people get confused projects are for organizing work over time notebook is for long context this is where you paste a long document a meeting transcript a dense report or a lot of information
2:16 and ask copilot to work through all of it use notebook when you need Co pilot to read the whole thing before it answers for example paste a 50 page vendor contract and ask what are the three biggest risks in this document or paste a meeting transcript and ask what decisions were made what is still unclear and what do I need to do next that is where notebook shines it is not just a regular chat it is the mode you use when the answer depends on the full context this is where copilots starts to feel very different computer using agents do not just answer questions they can actually use your computer your real apps your real files your real folders for example you can point it at a folder and say turn these receipts into one expense sheet
3:02 and instead of just telling you how to do it it can actually work through the task it is like having an assistant sitting at your keyboard someone who understands the task knows where the files are and does not complain about the repetitive work this is a big shift because now AI is not just giving you answers it is starting to do the work with you quick distinction before this one No.4 works on your local machine No. 5 is more like giving copilot a bigger project and letting it run the steps for you this is Copilot's operator mode instead of asking for one answer you give it a goal then it breaks the goal into steps executes the steps checks the work and fixes mistakes along the way yes it can build apps but this is not only for coding you can use this thinking for marketing plans
3:50 SEO audits content calendars research projects documentation and business workflows you give copilot the goal it plans the work it runs the work then it reports back chat is the helper this mode is the operator if you can describe the job clearly in plain English this is where co pilot can start doing much more than just answering questions this might be the most underrated feature in the whole list a skill teaches copilot how you want something done not how the internet does it not how a generic AI model does it how you do it you write the steps once your format your brand voice your approval process your checklist your rules then you save it from that point on co pilot can follow your method without you explaining it again every time
4:36 think about the things you explain over and over to new hires to contractors to your team to people in email threads write it once as a skill now copilot can do it your way that is powerful because the real value is not just using AI the real value is teaching AI your process connectors are what tie everything together a connector links copilot to the apps you already use your email your calendar one drive Sharepoint your CRM your project management tool your scheduling software once it is connected copilot does not just talk about your apps it can work with them here is a simple example you connect copilot to your content scheduling tool then you type write a post about this video and schedule it for tomorrow morning
5:22 that is it copilot writes the post opens the tool schedules the content and handles the workflow no copy and paste no switching between five tabs no logging into different apps just one sentence and the task is handled that is why connectors matter they turn Co pilot from a chatbot into a workplace system if you do not know about slash commands this can change how you use Copilot slash commands are built in shortcuts you type a forward slash choose the command and copilot shifts into a specific mode for example slash brainstorm use this when you need ideas product names marketing angles campaign hooks content ideas user experience fixes copilot moves into creative mode and gives you options fast then there is slash explain paste a block of text code or jargon
6:08 and copilot breaks it down in plain language this is perfect for technical reports confusing policies or onboarding into a new tool and then there is Slash Plan this is one of the most useful ones type your goal and copilot gives you a step by step plan Sprint planning feature launches quarterly reviews project work anything with moving parts these commands are not hidden they are just overlooked and once you start using them copilot feels much faster pages is where your copilot work becomes a real document this is important because most people use copilot get a decent answer and then leave everything inside the chat window but work does not happen in a chat window work needs to become a document a proposal a project brief a meeting summary a plan a deliverable that is what pages is for
6:54 it turns your copilot output into a shareable editable document right inside copilot you can write it edit it share it collaborate on it and move it out of the chat pages is the bridge between AI output and actual work and honestly this is the step most people skip that is why their copilot work never goes anywhere here is the real talk everyone online is talking about Claude Chat GPT Codex co work and the latest AI model from some lab you have never heard of and some of those tools are genuinely impressive but you are sitting at work with a Microsoft 3 65 license and inside that license is one of the most capable AI tools ever built for the workplace you do not need to wait for it to approve something new you do not need to expense another subscription
7:41 you do not need to build a system from scratch you need to start using what you already have and if you want to make the case to your manager or your company do it with results not with a pitch deck start small pick one workflow use copilot on that workflow for 2 weeks then show what changed because here is what nobody tells you about becoming the AI person at work it is not about knowing the most tools it is about actually using one tool consistently until the results speak louder than any conversation about AI a few months from now when your team is still asking how to use AI you are going to be the person they come to not because you watched every video but because you started and that is how you become indispensable everyone is worried about AI taking their job
8:29 but the people who actually learn how to use it are not getting replaced they are becoming harder to replace while everyone else is trying to survive AI you become the person your manager calls when they need someone who understands it and in a world where companies are cutting headcount and giving more work to automation being the person who can run the automation is one of the safest seats in the room I can teach you every tool in this video but the one thing that puts you ahead of 99% of people is actually using it so comment AI below and I will send you the link to go deeper I am Thiago if this was useful check out my other videos where I break down practical AI workflows you can actually use at work I also have a free newsletter where I go deeper on tools like this the link is in my bio it is free and it is worth it
9:16 and if you are on TikTok come find me there too I post weekly AI tips and tricks that I do not always cover here on YouTube subscribe if you are not already and I will see you in the next one
