WEBVTT 00:00:00.000 --> 00:00:02.919 With more and more people using Copilot for Microsoft 00:00:02.919 --> 00:00:06.679 365 every day, I get a lot of questions from 00:00:06.679 --> 00:00:09.580 my customers on how to get the most out of Copilot 00:00:09.580 --> 00:00:12.699 for different lines of business like human resources, 00:00:12.900 --> 00:00:15.779 sales, marketing, engineering, and also different 00:00:15.779 --> 00:00:18.940 applications like Word and PowerPoint and Excel 00:00:18.940 --> 00:00:21.719 and Teams. And you might have heard about the 00:00:21.719 --> 00:00:24.839 term prompt engineering. This is really the art 00:00:24.839 --> 00:00:27.719 of crafting the perfect prompt to get a wonderful 00:00:27.719 --> 00:00:31.679 response back. from AI. Now the problem with 00:00:31.679 --> 00:00:33.960 prompt engineering is that it puts a lot of pressure 00:00:33.960 --> 00:00:37.619 on you as the end user to become a master of 00:00:37.619 --> 00:00:40.960 interacting with AI. And now while this might 00:00:40.960 --> 00:00:43.759 be good for you in the long term to become really 00:00:43.759 --> 00:00:47.240 efficient at using AI, it's a little bit intimidating 00:00:47.240 --> 00:00:51.299 when you're getting started. So to help you get 00:00:51.299 --> 00:00:54.579 started with Copilot and AI I'm going to show 00:00:54.579 --> 00:00:56.880 you three different things that you can do today. 00:00:57.390 --> 00:01:00.109 simple steps that you can take. And by the way, 00:01:00.109 --> 00:01:03.009 my name is Shervin Chaffee, and I'm a principal 00:01:03.009 --> 00:01:05.750 co -pilot technical specialist at Microsoft. 00:01:06.310 --> 00:01:08.709 I've been using co -pilot for well over a year, 00:01:08.769 --> 00:01:10.829 and I'm happy to share with you what I've learned. 00:01:11.209 --> 00:01:14.150 Now, number one, we're going to talk about where 00:01:14.150 --> 00:01:16.829 you can go to get ideas on different prompts, 00:01:17.049 --> 00:01:19.590 because we have a good repository of prompts 00:01:19.590 --> 00:01:22.489 to get you started. And number two, I'm going 00:01:22.489 --> 00:01:24.549 to show you how to bookmark your favorite prompts. 00:01:25.280 --> 00:01:27.519 so that you can quickly access them and reuse 00:01:27.519 --> 00:01:30.840 them over and over again and number three in 00:01:30.840 --> 00:01:33.819 our public roadmap we just announced an automation 00:01:33.819 --> 00:01:36.959 feature for copilot where you can schedule prompts 00:01:36.959 --> 00:01:39.819 and they can just automatically run multiple 00:01:39.819 --> 00:01:43.260 times a day if you like so join me as i show 00:01:43.260 --> 00:01:47.280 you step by step on my desktop these three steps 00:01:47.280 --> 00:01:50.400 thank you for joining collaboration simplified 00:01:59.070 --> 00:02:02.730 Let's look at the Copilot repository so first 00:02:02.730 --> 00:02:06.230 thing we're going to do is go to copilot .microsoft 00:02:06.230 --> 00:02:10.449 .com and here we've actually logged into the 00:02:10.449 --> 00:02:14.830 work tab and so we get this view of all these 00:02:14.830 --> 00:02:17.610 different prompts here and so this is a good 00:02:17.610 --> 00:02:20.169 start right you already have six different prompts 00:02:20.169 --> 00:02:25.210 that you can try and this always changes so if 00:02:25.210 --> 00:02:28.689 you like one of them in the second the tip i'm 00:02:28.689 --> 00:02:31.110 going to show you how you can bookmark them but 00:02:31.110 --> 00:02:33.069 if you're looking for more than just these six 00:02:33.069 --> 00:02:36.650 prompts then on the bottom right there's a section 00:02:36.650 --> 00:02:39.030 called view prompts and we're going to click 00:02:39.030 --> 00:02:42.669 on that and this brings us a lot of different 00:02:42.669 --> 00:02:46.009 prompts that you can take a look at here like 00:02:46.009 --> 00:02:48.370 what's new what's the latest from a particular 00:02:48.370 --> 00:02:51.669 person starting a conversation a lot of different 00:02:51.669 --> 00:02:53.449 prompts so again you don't need to be a prompt 00:02:53.449 --> 00:02:56.250 engineer you can just use these tried and true 00:02:56.250 --> 00:02:58.830 prompts that we have and you can also click on 00:02:58.830 --> 00:03:02.389 this section here under task and click on the 00:03:02.389 --> 00:03:06.750 drop down and this allows you to filter by different 00:03:06.750 --> 00:03:11.110 themes like prompts around catching up or prompts 00:03:11.110 --> 00:03:16.139 around learning or prompts around creating or 00:03:16.139 --> 00:03:18.819 just leave it so that all the prompts show up 00:03:18.819 --> 00:03:21.500 and then when you like a particular prompt like 00:03:21.500 --> 00:03:25.099 start a conversation you can click on that and 00:03:25.099 --> 00:03:29.300 it basically puts it down below here and when 00:03:29.300 --> 00:03:33.590 you are ready you can click on the execute button 00:03:33.590 --> 00:03:37.270 here to run that copilot prompt so that's actually 00:03:37.270 --> 00:03:39.710 just part of it but there's a larger repository 00:03:39.710 --> 00:03:43.569 so here again if we click on view prompts and 00:03:43.569 --> 00:03:45.889 on the bottom right there's a section called 00:03:45.889 --> 00:03:49.069 see all prompts we can go ahead and click on 00:03:49.069 --> 00:03:52.150 that now this brings up something called copilot 00:03:52.150 --> 00:03:56.650 lab and in the copilot lab you can actually get 00:03:56.650 --> 00:03:59.530 so many different prompts based on applications 00:03:59.530 --> 00:04:03.500 so on the left hand side here you can filter 00:04:03.500 --> 00:04:06.280 based on application based on tasks that we saw 00:04:06.280 --> 00:04:09.599 previously and even the job type so let's go 00:04:09.599 --> 00:04:12.259 ahead and filter based on outlook for example 00:04:12.259 --> 00:04:14.979 and then this gives you different prompts that 00:04:14.979 --> 00:04:18.620 you can use inside outlook or if you wanted to 00:04:18.620 --> 00:04:21.699 filter based on powerpoint here are all the different 00:04:21.699 --> 00:04:25.259 powerpoint prompts And you get the point with 00:04:25.259 --> 00:04:27.459 the different applications. But you can also 00:04:27.459 --> 00:04:30.300 filter based on job types. So how about someone 00:04:30.300 --> 00:04:33.040 in human resources? These are the different prompts 00:04:33.040 --> 00:04:35.800 that we think you would use if you were inside 00:04:35.800 --> 00:04:38.519 a human resources position. You can click on 00:04:38.519 --> 00:04:41.819 show more. There's so many of them here. We can 00:04:41.819 --> 00:04:45.079 look at maybe someone inside retail. Now, if 00:04:45.079 --> 00:04:48.800 we open it up again and just go to everything. 00:04:49.560 --> 00:04:51.579 You'll see all the prompts here and you can click 00:04:51.579 --> 00:04:54.980 on show more and keep going from there. All right. 00:04:55.019 --> 00:04:57.819 So this is the prompt repository. You don't have 00:04:57.819 --> 00:05:00.240 to be a prompt engineer. Let's move on to number 00:05:00.240 --> 00:05:03.639 two. Moving on to bookmarking your favorite prompts. 00:05:03.879 --> 00:05:06.759 We're back at that same screen, copilot .microsoft 00:05:06.759 --> 00:05:11.839 .com. and here if you click on view prompts you'll 00:05:11.839 --> 00:05:14.779 be able to actually bookmark right from here 00:05:14.779 --> 00:05:18.060 notice this save prompt icon that comes up that 00:05:18.060 --> 00:05:20.699 looks kind of like a bookmark well that's what 00:05:20.699 --> 00:05:22.600 you need to click on when you want to bookmark 00:05:22.600 --> 00:05:25.819 but let me show you that in the past actually 00:05:25.819 --> 00:05:28.720 if you see this section here called bookmark 00:05:28.720 --> 00:05:31.939 i had already bookmarked some prompts that i 00:05:31.939 --> 00:05:35.980 like to use quite a bit and i can go ahead and 00:05:35.980 --> 00:05:40.420 uncheck the prompt so it's unsaved now and if 00:05:40.420 --> 00:05:43.660 i go back to suggested if i like this one like 00:05:43.660 --> 00:05:47.779 jump starting a draft create an faq based on 00:05:47.779 --> 00:05:50.819 a particular doc i can click on this save prompt 00:05:50.819 --> 00:05:54.660 and now if i go to the bookmark section that 00:05:54.660 --> 00:05:58.060 shows up so that's one way of bookmarking you 00:05:58.060 --> 00:06:01.199 can also go to the copilot lab that we looked 00:06:01.199 --> 00:06:05.939 at before and here you'll see the same bookmarking 00:06:05.939 --> 00:06:09.040 icon across all the different prompts so again 00:06:09.040 --> 00:06:11.860 if you like one of these say you like a book 00:06:11.860 --> 00:06:14.160 you want to bookmark something for microsoft 00:06:14.160 --> 00:06:18.439 word so select word and here here's a simple 00:06:18.439 --> 00:06:22.089 one summarize this document in three key points 00:06:22.089 --> 00:06:25.230 i'm going to click on save prompt and now we've 00:06:25.230 --> 00:06:28.509 bookmarked from the copilot lab and so now if 00:06:28.509 --> 00:06:32.930 i fire up microsoft word we can click on the 00:06:32.930 --> 00:06:35.910 copilot icon on the top right hand side here 00:06:35.910 --> 00:06:40.129 and over here you'll notice that on the bottom 00:06:40.129 --> 00:06:43.810 there's a section called view prompts so when 00:06:43.810 --> 00:06:46.889 we click on view prompts we can click on view 00:06:46.889 --> 00:06:50.850 more prompts and This is where we can look at 00:06:50.850 --> 00:06:54.509 our saved prompts. So what I had just bookmarked 00:06:54.509 --> 00:06:57.949 before, summarize this doc, shows up here and 00:06:57.949 --> 00:07:00.470 I can just go ahead and select it and then hit 00:07:00.470 --> 00:07:03.410 execute. And going back to copilot .microsoft 00:07:03.410 --> 00:07:06.750 .com, one last thing I'll show you is on the 00:07:06.750 --> 00:07:10.029 top right -hand side here, you'll see these three 00:07:10.029 --> 00:07:14.069 dots. And if you want to... go ahead and bookmark 00:07:14.069 --> 00:07:16.230 something that you've used in the past. You can 00:07:16.230 --> 00:07:19.509 click on that and click on Copilot Chats. The 00:07:19.509 --> 00:07:22.230 different messages that you've sent, the prompts 00:07:22.230 --> 00:07:25.189 that you've sent Copilot in the past show up 00:07:25.189 --> 00:07:27.629 here. So there's one that I recently put out. 00:07:27.670 --> 00:07:30.769 It's listing ideas for a fun remote team event. 00:07:31.089 --> 00:07:34.449 And if I select that, the response that it generated 00:07:34.449 --> 00:07:37.470 as well as the prompt itself shows up. And so 00:07:37.470 --> 00:07:40.709 here when I hover over the prompt itself, I get 00:07:40.709 --> 00:07:44.060 the bookmark prompt. icon and I can click on 00:07:44.060 --> 00:07:47.220 that and just give it give it a prompt name or 00:07:47.220 --> 00:07:50.899 a title so we can just call it fun event prompt 00:07:50.899 --> 00:07:56.740 and then click on save so this is a simple way 00:07:56.740 --> 00:08:00.459 of basically bookmarking previous chat messages 00:08:00.459 --> 00:08:04.660 you've had or using copilot lab so different 00:08:04.660 --> 00:08:06.660 ways of bookmarking your favorite prompts and 00:08:06.660 --> 00:08:10.379 again as a quick refresher if you click on new 00:08:10.379 --> 00:08:13.689 chat and you click on view prompts and you click 00:08:13.689 --> 00:08:16.410 on bookmark all these different prompts that 00:08:16.410 --> 00:08:19.209 we bookmark just show up here and you can just 00:08:19.209 --> 00:08:23.490 select them and go ahead and execute it's as 00:08:23.490 --> 00:08:26.490 simple as that to bookmark for the third and 00:08:26.490 --> 00:08:28.389 final tip i'm going to show you how to schedule 00:08:28.389 --> 00:08:31.209 prompts and this we do inside microsoft teams 00:08:31.209 --> 00:08:33.509 now remember this feature isn't out yet it'll 00:08:33.509 --> 00:08:36.090 be out later this year it's on our roadmap so 00:08:36.090 --> 00:08:38.899 you're getting a preview of what's to come So 00:08:38.899 --> 00:08:41.460 in Teams chat there's co -pilot and we're going 00:08:41.460 --> 00:08:45.059 to work in here. To schedule a prompt you select 00:08:45.059 --> 00:08:48.320 these three dots on the top right hand side and 00:08:48.320 --> 00:08:50.820 then you basically have to select a co -pilot 00:08:50.820 --> 00:08:54.440 chat one from the past and the one we just did 00:08:54.440 --> 00:08:57.600 about a fun remote event I can go ahead and select 00:08:57.600 --> 00:09:01.700 that and when I scroll up there's this icon that 00:09:01.700 --> 00:09:04.179 looks kind of like a lightning bolt next to the 00:09:04.179 --> 00:09:07.269 bookmark. and when i select that that's actually 00:09:07.269 --> 00:09:10.190 scheduling this prompt icon it only shows up 00:09:10.190 --> 00:09:12.409 inside teams for now but we'll see if it changes 00:09:12.409 --> 00:09:15.509 in the future and what this does is it brings 00:09:15.509 --> 00:09:18.169 up the prompt itself as well as the date and 00:09:18.169 --> 00:09:20.669 time that you want to run it automatically so 00:09:20.669 --> 00:09:24.230 let's select the next day and we can have it 00:09:24.230 --> 00:09:28.330 run at 8 a .m just select the interval is a daily 00:09:28.330 --> 00:09:31.429 weekly monthly and how often you want it to run 00:09:31.429 --> 00:09:33.970 once or twice a day or even more when you're 00:09:33.970 --> 00:09:36.190 all set with the different parameters you can 00:09:36.190 --> 00:09:39.509 click on save and this basically schedules it 00:09:39.509 --> 00:09:42.830 to run based on your preferences we'll give it 00:09:42.830 --> 00:09:46.070 a second here and now we can select manage prompts 00:09:46.070 --> 00:09:48.950 and you'll see that it's in the active section 00:09:48.950 --> 00:09:50.809 so it's going to run tomorrow it's going to run 00:09:50.809 --> 00:09:54.269 twice tomorrow and it's the prompt that we selected 00:09:54.269 --> 00:09:56.269 all right so this is how you schedule prompts 00:09:56.269 --> 00:09:59.830 now my suggestion is go through your list of 00:09:59.830 --> 00:10:02.210 Copilot chats. I had one here that was a really 00:10:02.210 --> 00:10:05.250 good one summarizing my last 10 emails. So every 00:10:05.250 --> 00:10:08.009 morning at eight before I start work, it'll give 00:10:08.009 --> 00:10:10.850 me a great summary or go through all the prompts 00:10:10.850 --> 00:10:13.529 that we looked at in the Copilot lab and select 00:10:13.529 --> 00:10:15.690 a couple that you want to run. I hope you found 00:10:15.690 --> 00:10:18.309 this session useful. If you have any questions, 00:10:18.450 --> 00:10:21.169 drop them in the comment section. Thank you very 00:10:21.169 --> 00:10:21.870 much for watching.