WEBVTT

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Today we're using Microsoft 365 Copilot to set

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up your own career coach to provide you with

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custom feedback based on your work data automatically

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every week. This will help you get to that next

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level in your job. Welcome to Collaboration Simplified,

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my name is Shervin Shafi and I work at Microsoft

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as a Copilot Principal Technical Specialist.

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When designing this coach I followed three basic

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principles. One, I wanted it to be easy to set

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up so that everyone could build it. Two, I wanted

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it to be a tool that everyone could use regardless

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of where you are in your career journey. From

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interns and junior positions to managers and

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even executives. And three, I wanted it to harness

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the unique advantages of Microsoft 365 Copilot.

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Now with all that, let's get started. But before

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we do, please hit that like button as it really

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does help the channel. Thank you very much for

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your support and enjoy. All right, let's get

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started. I'm very excited to show this to you.

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I think you're gonna love it. So first thing

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we're gonna do is go to m365copilot .com in your

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favorite web browser. And what this does is basically

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takes you to the co -pilot interface. And there's

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different ways of getting to it from inside Teams

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or even using the M365 app. But let's just do

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it this way inside a web browser. Now, if you

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notice on the left -hand side here, you're inside

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M365 co -pilot. There's search. There's chat,

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which is what I've selected here. And then you

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have agents and so on. And I've created different

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agents over time. And what's really important

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is if you look in the center here, it says work

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and web. This is your indication that you have

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the M365 copilot license. Because if you didn't

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have this box, work and web, then you have something

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called copilot chat, which is not the right type

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of license. It's not going to give you access

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to all your documents and your data. So you really

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need to have this in order for what I'm going

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to be showing you for it to work. Now, with that,

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basically, we're going to type in a prompt in

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here and then we're going to schedule it. And

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I wanted you to know that scheduling a prompt

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doesn't have to do with this career coach that

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we're building. You can schedule any prompt,

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but I'm just giving you an idea of how to actually

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use M365 Copilot in this career coach fashion.

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Now, this is the actual prompt. And I have it

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here where I can basically copy and paste it.

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And don't worry, I'm going to put this inside

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the description of the video so you can just

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copy and paste it into your Copilot. You don't

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have to take a screenshot or type it out yourself.

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But let's go over what this says, right? It's

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basically saying to Copilot, hey Copilot, you're

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a career coach that helps me with my career.

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Once a week, you will review all my activities

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for the last seven days only. You can change

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that timeframe to whatever you want. Include

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everything that I've worked on, like email sent,

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Teams messages that I've sent in chat, documents

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that I've shared or created in OneDrive, Teams

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meetings that I've joined and participated in

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based on meeting transcripts, and any other graph

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data that you have access to that reveals the

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type of work that I have done for the week. Now,

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remember I said this is the power of M365 Copilot.

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It has access to all your graph data. And with

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that, I actually want to do a side note here.

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I actually tried to create this inside Copilot

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Studio because in the beginning, before I made

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this video, because I make a lot of agents, I

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thought, hey, why don't I create this promotion

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coach or a career coach? And I'll give it instructions

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inside Copilot Studio. And I'll share the knowledge

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sources, which you'll see in a second. But then

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as I was building it, I had to like add a bunch

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of different tools and connectors and triggers

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and it was getting a little bit complicated.

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So I gave up on that. And like I said, I wanted

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to make it very simple. So I actually did try

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to make this as an agent. And for anyone out

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there who can successfully make this an agent,

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do let me know. I'd love to know how you did

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it and how it differs from what I'm just about

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to show you. Now, going back to this in terms

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of the prompt. Basically, the next section says

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you will analyze all the work that I've completed

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for the past seven days and compare it to my

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job role description as defined in the document

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located here. And I'm going to give it that document.

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This is my current role at the company. Your

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company probably has a job description for what

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you're doing. Go ahead and get that from somewhere

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or contact HR. But if you can't find it, maybe

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your company has a job posting. for a similar

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job that you can grab. The next section says

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you will also use Reason to review the next level

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in my job role as defined in this document located

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here. I'm going to attach it and provide me with

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a detailed summary of how I'm doing compared

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to my current job role definition. So I'm going

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to give it the next level, have it compared to

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what I'm doing today, and let me know the areas

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that I'm... doing well in, as well as identify

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any gaps that you believe I should work on in

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my current role so that I can get promoted, right?

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So do a little compare. What else do I need to

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do to get promoted? Provide your response in

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a professional manner and use tables to structure

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your feedback. Make sure to include references

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and specific examples of work that I have completed

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that you have based your feedback on. So basically,

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this is the prompt that I'm just going to go

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ahead and grab, copy, and I'm going to go back

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to M365 Copilot. Boom. I'm just going to paste

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it in there. Now, the only thing missing is those

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files that I have in Attach, right? So let's

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scroll down a little bit. And it says located

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here. This is the first one. So pro tip, if some

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of you don't know this out there, you can use

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slash. And that brings up a whole list of stuff

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like people, files, meetings, and emails. And

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I can go ahead and search for this entry PM job

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role document. that defines the job and just,

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boom, put it in there. And if I scroll down a

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little bit, the next one, it says located here.

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This is for the senior one that I gotta put in.

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So let's put a space, put slash, and then put

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in the senior PM job role. So this is the next

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level one that I wanted to put in. Now, before

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we go any further, I just wanted to show you

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that in my OneDrive for this user, I have all

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these different documents, but most importantly,

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that entry PM job role and the senior PM job

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role are in there. That's how I was able to use

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the slash command because it basically goes to

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my OneDrive. And for all of you out there, if

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you want to take a look, this is kind of like

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that entry level PM job role that I actually

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had the researcher agent create this for me,

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very detailed. Key roles of an entry level PM.

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Let's go to a different section here. Core responsibilities

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around market research, defining product requirements.

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And the expectations of an entry level PM. So

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the researcher agent made all of this for me.

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And similarly, it made it for the senior product

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manager role as well. So this is the kind of

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the data source that this prompt is going to

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be using. and Cobilot is going to be using to

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analyze. So going back here with everything looking

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good, I'm just going to go ahead and select the

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arrow to execute this. Okay, so let's see what

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it says so far. Based on your request to evaluate

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your weekly performance against your current

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role as defined in the entry level role and assess

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your readiness to promotion to the next level.

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outlined in the senior one i've reviewed your

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activities for the last seven days across email

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teams documents and meetings and here's a structured

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review of your performance and growth trajectory

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so weekly performance email sent teams messages

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files all the stuff alignment with your entry

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level pm role these are my key responsibilities

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as defined in the document my activities my performance

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have i met it have i not met it so it kind of

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defines all of this growth areas for promotion

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to senior pm so senior pm expectations current

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evidence gap analysis so this one says needs

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deeper ownership for the product visionary and

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strategic so it's kind of like defining all this

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and i don't know if you're seeing all these numbers

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right but these are basically all these attachments

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and references that i asked it to use we'll see

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that a little bit later and it says recommendations

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for advancements action lead across functional

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initiative from concept to launch demonstrate

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strategic ownership that's why it matters so

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it gives me all this information gives me a summary

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and then below here these are all the documents

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when i select this arrow you can see that there's

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a whole list of stuff that basically it analyzed

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by giving me these recommendations so just to

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make sure everything is looking good let's look

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at this one right this is a chat that i had with

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sasha so if i select that it basically opens

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up teams and so let's take a look at that together

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so this is the last seven days today is july

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2nd and it looks basically like on monday just

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a few days ago i had this conversation with sasha

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where i shared a powerpoint so pick that up this

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is a meeting that i had and there's a transcript

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that it used and it looked at the transcript

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so it picked up on the conversation that i had

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in this meeting which is you can see this is

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a transcript on the right hand side so picked

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up a chat it picked up a teams meeting let's

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go back here and looks like there's an email

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here customer insights so let's open up our email

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and this was sent on june 29th so less than seven

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days ago to corey About market needs and trends

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so pick that up and Then it picked up this document

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that I created on June 30th called collab mate.

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I Had researcher agent create this fictitious

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product for me as well. So pick that up as my

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body of work and Then other emails other chat

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messages You can see that it basically picked

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up a ton of stuff And it analyzed all of that.

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So it's doing a really good job. And one thing

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I want to show you before we schedule this prompt

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is if you wanted to keep this, you always have

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access to it in your conversations, but those

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are good for some amount of time, not infinite,

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right? So if you want to have like a hard copy

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of it as a document, you can go to any feedback

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that you get from Copilot. And on the bottom,

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you can see a bunch of different prompts, right?

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thumbs up thumbs down you can share it you can

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copy it and then this one is the best one right

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this is actually something called pages you can

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select edit in pages so then it takes the prompt

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and it takes the output and it opens up another

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window on the right hand side and now this is

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actually relatively new on the top right hand

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side you can see that there's a word icon when

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you select that it actually exports this to a

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word document So now you can put it on your desktop.

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You can put it inside OneDrive. You can put it

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wherever. But now you have a repository of all

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this feedback that this career coach is providing

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you. So all of the stuff that we just went over,

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it's here inside a Word document. You can do

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this with any prompt, not just what I've shown

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you here with the career coach. Now going back

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here, let's close out this section here, the

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pages. And go back to one of the important things

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about basically scheduling this, right? Because

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you want to get feedback every week. Now, if

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you scroll back up here, and this is the prompt

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that I gave it, you'll see that there's a bunch

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of icons on the top here, right? There's a editing

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icon, copying icon, and it's this one here that

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looks like a clock that we want. So when you

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select that, you can schedule the prompt. And

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it takes this entire prompt and it says, look,

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we're going to run this every week at 6 .30 p

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.m. until July 16th. Well, I want to start running

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it on Friday. And I want it to run by the time

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I'm finished my work at 5 p .m. And so for it

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to be Friday, I got to get rid of all these other

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ones. And so it's going to run. every Friday

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at 5 p .m. until October the 10th. The reason

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why it's that is because the maximum times you

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can run it is 15. So after that, you got to rerun

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it. And so if that looks good, now you can just

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click save and it basically scheduled this prompt,

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hence creating that automation that every week

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you can have to basically see how you're doing.

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Now, this basically says initializing here. and

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over here it says active and i can just go ahead

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and x this out and if you look on the top right

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hand side here there are these three dots and

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when i select it i can actually go to schedule

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prompts so what i just scheduled that's going

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to run next on july 10th is actually actually

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active and i can run it now i can turn it off

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i can delete it and when it actually runs automatically

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on that particular day on the left hand side

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you're just going to see it pop up so it'll be

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this thing weekly performance review but it'll

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be a new one that just popped up for you automatically

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hence creating that automation actually i don't

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know if you just noticed but there was a pop

00:14:02.559 --> 00:14:04.740
-up that appeared let's pretend it's a week later

00:14:04.740 --> 00:14:07.299
and that's the scheduling that just happened

00:14:07.299 --> 00:14:10.639
and on the left hand side you can see that there's

00:14:10.639 --> 00:14:13.440
a new weekly career activity with a green check

00:14:13.440 --> 00:14:16.950
box so This is what it's going to look like when

00:14:16.950 --> 00:14:19.990
it gets automatically scheduled and it executes.

00:14:20.090 --> 00:14:23.269
So it's next Friday. And if I select it, let's

00:14:23.269 --> 00:14:26.990
look at that. It's based on the same data because

00:14:26.990 --> 00:14:29.429
it hasn't actually been a week. It's just been

00:14:29.429 --> 00:14:32.289
actually a few hours later. But you can see that

00:14:32.289 --> 00:14:35.809
it has a summary of my activities, the team's

00:14:35.809 --> 00:14:40.490
messages sent, analysis of my current role compared

00:14:40.490 --> 00:14:43.330
to my job description, along with all these different

00:14:43.330 --> 00:14:47.289
references. And then the next level, senior product

00:14:47.289 --> 00:14:51.789
manager, my current status, feedback, and the

00:14:51.789 --> 00:14:54.870
references, areas of strength, areas of improvement,

00:14:55.090 --> 00:14:58.470
feedback for promotion, all that good stuff along

00:14:58.470 --> 00:15:00.789
with the references are here. And so then we

00:15:00.789 --> 00:15:03.169
can go through the same steps of editing it in

00:15:03.169 --> 00:15:06.710
pages and exporting to a Word document if we

00:15:06.710 --> 00:15:08.950
want. But that's essentially what it looks like.

00:15:09.049 --> 00:15:11.590
When it does execute, it just shows up in your

00:15:11.590 --> 00:15:14.919
conversations. on the left hand side now a couple

00:15:14.919 --> 00:15:17.440
other things i just wanted to end on scheduling

00:15:17.440 --> 00:15:20.740
prompts is not unique to what i just showed you

00:15:20.740 --> 00:15:22.500
in terms of the career coach you can schedule

00:15:22.500 --> 00:15:25.820
any prompt and so if you want to create an entire

00:15:25.820 --> 00:15:29.399
new workflow for example if your manager is asking

00:15:29.399 --> 00:15:32.419
you for weekly status reports you can create

00:15:32.419 --> 00:15:35.620
a prompt around that or if you're writing a performance

00:15:35.620 --> 00:15:38.259
review and you want it to go back for the last

00:15:38.259 --> 00:15:41.019
three months or six months You can create prompts

00:15:41.019 --> 00:15:43.460
around that. So there's a ton of things that

00:15:43.460 --> 00:15:45.600
you can do. This is more of a concept than anything,

00:15:45.759 --> 00:15:48.960
but I think it does work really well for your

00:15:48.960 --> 00:15:52.539
career as a mentor and AI being able to help

00:15:52.539 --> 00:15:54.879
you. I do also want to mention, if you notice,

00:15:54.960 --> 00:15:58.620
it actually gave a slightly different... take

00:15:58.620 --> 00:16:01.639
on the response the second time around and that's

00:16:01.639 --> 00:16:05.039
basically a function of gen ai no two responses

00:16:05.039 --> 00:16:07.019
are going to be the same even if it's using the

00:16:07.019 --> 00:16:09.519
same data it's going to generate a different

00:16:09.519 --> 00:16:11.940
result and finally if you actually did want to

00:16:11.940 --> 00:16:14.720
use a newly available analyst and researcher

00:16:14.720 --> 00:16:17.340
agent which used a deep reasoning model they

00:16:17.340 --> 00:16:19.440
give you a different perspective maybe a much

00:16:19.440 --> 00:16:21.799
more in -depth perspective so you can take the

00:16:21.799 --> 00:16:25.360
same prompt and basically copy and paste it inside

00:16:25.360 --> 00:16:28.879
there i don't think today you can actually schedule

00:16:28.879 --> 00:16:30.679
these prompts so you'd have to do it manually

00:16:30.679 --> 00:16:32.879
but it might be worth your time to see what kind

00:16:32.879 --> 00:16:35.259
of feedback the researcher agent gives you as

00:16:35.259 --> 00:16:37.820
always i hope that you enjoyed this video and

00:16:37.820 --> 00:16:40.500
you found it useful please make sure to give

00:16:40.500 --> 00:16:43.320
this video a like consider subscribing and in

00:16:43.320 --> 00:16:46.259
the comments i'm very curious how this ends up

00:16:46.259 --> 00:16:48.600
working out for you, how you're able to improve

00:16:48.600 --> 00:16:51.840
it, and what other ways you use this technology

00:16:51.840 --> 00:16:55.039
in your everyday work. Thanks very much for joining,

00:16:55.240 --> 00:16:57.679
and I'll definitely catch you on the next one.
