With more and more people using Copilot for Microsoft
365 every day, I get a lot of questions from
my customers on how to get the most out of Copilot
for different lines of business like human resources,
sales, marketing, engineering, and also different
applications like Word and PowerPoint and Excel
and Teams. And you might have heard about the
term prompt engineering. This is really the art
of crafting the perfect prompt to get a wonderful
response back. from AI. Now the problem with
prompt engineering is that it puts a lot of pressure
on you as the end user to become a master of
interacting with AI. And now while this might
be good for you in the long term to become really
efficient at using AI, it's a little bit intimidating
when you're getting started. So to help you get
started with Copilot and AI I'm going to show
you three different things that you can do today.
simple steps that you can take. And by the way,
my name is Shervin Chaffee, and I'm a principal
co -pilot technical specialist at Microsoft.
I've been using co -pilot for well over a year,
and I'm happy to share with you what I've learned.
Now, number one, we're going to talk about where
you can go to get ideas on different prompts,
because we have a good repository of prompts
to get you started. And number two, I'm going
to show you how to bookmark your favorite prompts.
so that you can quickly access them and reuse
them over and over again and number three in
our public roadmap we just announced an automation
feature for copilot where you can schedule prompts
and they can just automatically run multiple
times a day if you like so join me as i show
you step by step on my desktop these three steps
thank you for joining collaboration simplified
Let's look at the Copilot repository so first
thing we're going to do is go to copilot .microsoft
.com and here we've actually logged into the
work tab and so we get this view of all these
different prompts here and so this is a good
start right you already have six different prompts
that you can try and this always changes so if
you like one of them in the second the tip i'm
going to show you how you can bookmark them but
if you're looking for more than just these six
prompts then on the bottom right there's a section
called view prompts and we're going to click
on that and this brings us a lot of different
prompts that you can take a look at here like
what's new what's the latest from a particular
person starting a conversation a lot of different
prompts so again you don't need to be a prompt
engineer you can just use these tried and true
prompts that we have and you can also click on
this section here under task and click on the
drop down and this allows you to filter by different
themes like prompts around catching up or prompts
around learning or prompts around creating or
just leave it so that all the prompts show up
and then when you like a particular prompt like
start a conversation you can click on that and
it basically puts it down below here and when
you are ready you can click on the execute button
here to run that copilot prompt so that's actually
just part of it but there's a larger repository
so here again if we click on view prompts and
on the bottom right there's a section called
see all prompts we can go ahead and click on
that now this brings up something called copilot
lab and in the copilot lab you can actually get
so many different prompts based on applications
so on the left hand side here you can filter
based on application based on tasks that we saw
previously and even the job type so let's go
ahead and filter based on outlook for example
and then this gives you different prompts that
you can use inside outlook or if you wanted to
filter based on powerpoint here are all the different
powerpoint prompts And you get the point with
the different applications. But you can also
filter based on job types. So how about someone
in human resources? These are the different prompts
that we think you would use if you were inside
a human resources position. You can click on
show more. There's so many of them here. We can
look at maybe someone inside retail. Now, if
we open it up again and just go to everything.
You'll see all the prompts here and you can click
on show more and keep going from there. All right.
So this is the prompt repository. You don't have
to be a prompt engineer. Let's move on to number
two. Moving on to bookmarking your favorite prompts.
We're back at that same screen, copilot .microsoft
.com. and here if you click on view prompts you'll
be able to actually bookmark right from here
notice this save prompt icon that comes up that
looks kind of like a bookmark well that's what
you need to click on when you want to bookmark
but let me show you that in the past actually
if you see this section here called bookmark
i had already bookmarked some prompts that i
like to use quite a bit and i can go ahead and
uncheck the prompt so it's unsaved now and if
i go back to suggested if i like this one like
jump starting a draft create an faq based on
a particular doc i can click on this save prompt
and now if i go to the bookmark section that
shows up so that's one way of bookmarking you
can also go to the copilot lab that we looked
at before and here you'll see the same bookmarking
icon across all the different prompts so again
if you like one of these say you like a book
you want to bookmark something for microsoft
word so select word and here here's a simple
one summarize this document in three key points
i'm going to click on save prompt and now we've
bookmarked from the copilot lab and so now if
i fire up microsoft word we can click on the
copilot icon on the top right hand side here
and over here you'll notice that on the bottom
there's a section called view prompts so when
we click on view prompts we can click on view
more prompts and This is where we can look at
our saved prompts. So what I had just bookmarked
before, summarize this doc, shows up here and
I can just go ahead and select it and then hit
execute. And going back to copilot .microsoft
.com, one last thing I'll show you is on the
top right -hand side here, you'll see these three
dots. And if you want to... go ahead and bookmark
something that you've used in the past. You can
click on that and click on Copilot Chats. The
different messages that you've sent, the prompts
that you've sent Copilot in the past show up
here. So there's one that I recently put out.
It's listing ideas for a fun remote team event.
And if I select that, the response that it generated
as well as the prompt itself shows up. And so
here when I hover over the prompt itself, I get
the bookmark prompt. icon and I can click on
that and just give it give it a prompt name or
a title so we can just call it fun event prompt
and then click on save so this is a simple way
of basically bookmarking previous chat messages
you've had or using copilot lab so different
ways of bookmarking your favorite prompts and
again as a quick refresher if you click on new
chat and you click on view prompts and you click
on bookmark all these different prompts that
we bookmark just show up here and you can just
select them and go ahead and execute it's as
simple as that to bookmark for the third and
final tip i'm going to show you how to schedule
prompts and this we do inside microsoft teams
now remember this feature isn't out yet it'll
be out later this year it's on our roadmap so
you're getting a preview of what's to come So
in Teams chat there's co -pilot and we're going
to work in here. To schedule a prompt you select
these three dots on the top right hand side and
then you basically have to select a co -pilot
chat one from the past and the one we just did
about a fun remote event I can go ahead and select
that and when I scroll up there's this icon that
looks kind of like a lightning bolt next to the
bookmark. and when i select that that's actually
scheduling this prompt icon it only shows up
inside teams for now but we'll see if it changes
in the future and what this does is it brings
up the prompt itself as well as the date and
time that you want to run it automatically so
let's select the next day and we can have it
run at 8 a .m just select the interval is a daily
weekly monthly and how often you want it to run
once or twice a day or even more when you're
all set with the different parameters you can
click on save and this basically schedules it
to run based on your preferences we'll give it
a second here and now we can select manage prompts
and you'll see that it's in the active section
so it's going to run tomorrow it's going to run
twice tomorrow and it's the prompt that we selected
all right so this is how you schedule prompts
now my suggestion is go through your list of
Copilot chats. I had one here that was a really
good one summarizing my last 10 emails. So every
morning at eight before I start work, it'll give
me a great summary or go through all the prompts
that we looked at in the Copilot lab and select
a couple that you want to run. I hope you found
this session useful. If you have any questions,
drop them in the comment section. Thank you very
much for watching.