Today we're using Microsoft 365 Copilot to set
up your own career coach to provide you with
custom feedback based on your work data automatically
every week. This will help you get to that next
level in your job. Welcome to Collaboration Simplified,
my name is Shervin Shafi and I work at Microsoft
as a Copilot Principal Technical Specialist.
When designing this coach I followed three basic
principles. One, I wanted it to be easy to set
up so that everyone could build it. Two, I wanted
it to be a tool that everyone could use regardless
of where you are in your career journey. From
interns and junior positions to managers and
even executives. And three, I wanted it to harness
the unique advantages of Microsoft 365 Copilot.
Now with all that, let's get started. But before
we do, please hit that like button as it really
does help the channel. Thank you very much for
your support and enjoy. All right, let's get
started. I'm very excited to show this to you.
I think you're gonna love it. So first thing
we're gonna do is go to m365copilot .com in your
favorite web browser. And what this does is basically
takes you to the co -pilot interface. And there's
different ways of getting to it from inside Teams
or even using the M365 app. But let's just do
it this way inside a web browser. Now, if you
notice on the left -hand side here, you're inside
M365 co -pilot. There's search. There's chat,
which is what I've selected here. And then you
have agents and so on. And I've created different
agents over time. And what's really important
is if you look in the center here, it says work
and web. This is your indication that you have
the M365 copilot license. Because if you didn't
have this box, work and web, then you have something
called copilot chat, which is not the right type
of license. It's not going to give you access
to all your documents and your data. So you really
need to have this in order for what I'm going
to be showing you for it to work. Now, with that,
basically, we're going to type in a prompt in
here and then we're going to schedule it. And
I wanted you to know that scheduling a prompt
doesn't have to do with this career coach that
we're building. You can schedule any prompt,
but I'm just giving you an idea of how to actually
use M365 Copilot in this career coach fashion.
Now, this is the actual prompt. And I have it
here where I can basically copy and paste it.
And don't worry, I'm going to put this inside
the description of the video so you can just
copy and paste it into your Copilot. You don't
have to take a screenshot or type it out yourself.
But let's go over what this says, right? It's
basically saying to Copilot, hey Copilot, you're
a career coach that helps me with my career.
Once a week, you will review all my activities
for the last seven days only. You can change
that timeframe to whatever you want. Include
everything that I've worked on, like email sent,
Teams messages that I've sent in chat, documents
that I've shared or created in OneDrive, Teams
meetings that I've joined and participated in
based on meeting transcripts, and any other graph
data that you have access to that reveals the
type of work that I have done for the week. Now,
remember I said this is the power of M365 Copilot.
It has access to all your graph data. And with
that, I actually want to do a side note here.
I actually tried to create this inside Copilot
Studio because in the beginning, before I made
this video, because I make a lot of agents, I
thought, hey, why don't I create this promotion
coach or a career coach? And I'll give it instructions
inside Copilot Studio. And I'll share the knowledge
sources, which you'll see in a second. But then
as I was building it, I had to like add a bunch
of different tools and connectors and triggers
and it was getting a little bit complicated.
So I gave up on that. And like I said, I wanted
to make it very simple. So I actually did try
to make this as an agent. And for anyone out
there who can successfully make this an agent,
do let me know. I'd love to know how you did
it and how it differs from what I'm just about
to show you. Now, going back to this in terms
of the prompt. Basically, the next section says
you will analyze all the work that I've completed
for the past seven days and compare it to my
job role description as defined in the document
located here. And I'm going to give it that document.
This is my current role at the company. Your
company probably has a job description for what
you're doing. Go ahead and get that from somewhere
or contact HR. But if you can't find it, maybe
your company has a job posting. for a similar
job that you can grab. The next section says
you will also use Reason to review the next level
in my job role as defined in this document located
here. I'm going to attach it and provide me with
a detailed summary of how I'm doing compared
to my current job role definition. So I'm going
to give it the next level, have it compared to
what I'm doing today, and let me know the areas
that I'm... doing well in, as well as identify
any gaps that you believe I should work on in
my current role so that I can get promoted, right?
So do a little compare. What else do I need to
do to get promoted? Provide your response in
a professional manner and use tables to structure
your feedback. Make sure to include references
and specific examples of work that I have completed
that you have based your feedback on. So basically,
this is the prompt that I'm just going to go
ahead and grab, copy, and I'm going to go back
to M365 Copilot. Boom. I'm just going to paste
it in there. Now, the only thing missing is those
files that I have in Attach, right? So let's
scroll down a little bit. And it says located
here. This is the first one. So pro tip, if some
of you don't know this out there, you can use
slash. And that brings up a whole list of stuff
like people, files, meetings, and emails. And
I can go ahead and search for this entry PM job
role document. that defines the job and just,
boom, put it in there. And if I scroll down a
little bit, the next one, it says located here.
This is for the senior one that I gotta put in.
So let's put a space, put slash, and then put
in the senior PM job role. So this is the next
level one that I wanted to put in. Now, before
we go any further, I just wanted to show you
that in my OneDrive for this user, I have all
these different documents, but most importantly,
that entry PM job role and the senior PM job
role are in there. That's how I was able to use
the slash command because it basically goes to
my OneDrive. And for all of you out there, if
you want to take a look, this is kind of like
that entry level PM job role that I actually
had the researcher agent create this for me,
very detailed. Key roles of an entry level PM.
Let's go to a different section here. Core responsibilities
around market research, defining product requirements.
And the expectations of an entry level PM. So
the researcher agent made all of this for me.
And similarly, it made it for the senior product
manager role as well. So this is the kind of
the data source that this prompt is going to
be using. and Cobilot is going to be using to
analyze. So going back here with everything looking
good, I'm just going to go ahead and select the
arrow to execute this. Okay, so let's see what
it says so far. Based on your request to evaluate
your weekly performance against your current
role as defined in the entry level role and assess
your readiness to promotion to the next level.
outlined in the senior one i've reviewed your
activities for the last seven days across email
teams documents and meetings and here's a structured
review of your performance and growth trajectory
so weekly performance email sent teams messages
files all the stuff alignment with your entry
level pm role these are my key responsibilities
as defined in the document my activities my performance
have i met it have i not met it so it kind of
defines all of this growth areas for promotion
to senior pm so senior pm expectations current
evidence gap analysis so this one says needs
deeper ownership for the product visionary and
strategic so it's kind of like defining all this
and i don't know if you're seeing all these numbers
right but these are basically all these attachments
and references that i asked it to use we'll see
that a little bit later and it says recommendations
for advancements action lead across functional
initiative from concept to launch demonstrate
strategic ownership that's why it matters so
it gives me all this information gives me a summary
and then below here these are all the documents
when i select this arrow you can see that there's
a whole list of stuff that basically it analyzed
by giving me these recommendations so just to
make sure everything is looking good let's look
at this one right this is a chat that i had with
sasha so if i select that it basically opens
up teams and so let's take a look at that together
so this is the last seven days today is july
2nd and it looks basically like on monday just
a few days ago i had this conversation with sasha
where i shared a powerpoint so pick that up this
is a meeting that i had and there's a transcript
that it used and it looked at the transcript
so it picked up on the conversation that i had
in this meeting which is you can see this is
a transcript on the right hand side so picked
up a chat it picked up a teams meeting let's
go back here and looks like there's an email
here customer insights so let's open up our email
and this was sent on june 29th so less than seven
days ago to corey About market needs and trends
so pick that up and Then it picked up this document
that I created on June 30th called collab mate.
I Had researcher agent create this fictitious
product for me as well. So pick that up as my
body of work and Then other emails other chat
messages You can see that it basically picked
up a ton of stuff And it analyzed all of that.
So it's doing a really good job. And one thing
I want to show you before we schedule this prompt
is if you wanted to keep this, you always have
access to it in your conversations, but those
are good for some amount of time, not infinite,
right? So if you want to have like a hard copy
of it as a document, you can go to any feedback
that you get from Copilot. And on the bottom,
you can see a bunch of different prompts, right?
thumbs up thumbs down you can share it you can
copy it and then this one is the best one right
this is actually something called pages you can
select edit in pages so then it takes the prompt
and it takes the output and it opens up another
window on the right hand side and now this is
actually relatively new on the top right hand
side you can see that there's a word icon when
you select that it actually exports this to a
word document So now you can put it on your desktop.
You can put it inside OneDrive. You can put it
wherever. But now you have a repository of all
this feedback that this career coach is providing
you. So all of the stuff that we just went over,
it's here inside a Word document. You can do
this with any prompt, not just what I've shown
you here with the career coach. Now going back
here, let's close out this section here, the
pages. And go back to one of the important things
about basically scheduling this, right? Because
you want to get feedback every week. Now, if
you scroll back up here, and this is the prompt
that I gave it, you'll see that there's a bunch
of icons on the top here, right? There's a editing
icon, copying icon, and it's this one here that
looks like a clock that we want. So when you
select that, you can schedule the prompt. And
it takes this entire prompt and it says, look,
we're going to run this every week at 6 .30 p
.m. until July 16th. Well, I want to start running
it on Friday. And I want it to run by the time
I'm finished my work at 5 p .m. And so for it
to be Friday, I got to get rid of all these other
ones. And so it's going to run. every Friday
at 5 p .m. until October the 10th. The reason
why it's that is because the maximum times you
can run it is 15. So after that, you got to rerun
it. And so if that looks good, now you can just
click save and it basically scheduled this prompt,
hence creating that automation that every week
you can have to basically see how you're doing.
Now, this basically says initializing here. and
over here it says active and i can just go ahead
and x this out and if you look on the top right
hand side here there are these three dots and
when i select it i can actually go to schedule
prompts so what i just scheduled that's going
to run next on july 10th is actually actually
active and i can run it now i can turn it off
i can delete it and when it actually runs automatically
on that particular day on the left hand side
you're just going to see it pop up so it'll be
this thing weekly performance review but it'll
be a new one that just popped up for you automatically
hence creating that automation actually i don't
know if you just noticed but there was a pop
-up that appeared let's pretend it's a week later
and that's the scheduling that just happened
and on the left hand side you can see that there's
a new weekly career activity with a green check
box so This is what it's going to look like when
it gets automatically scheduled and it executes.
So it's next Friday. And if I select it, let's
look at that. It's based on the same data because
it hasn't actually been a week. It's just been
actually a few hours later. But you can see that
it has a summary of my activities, the team's
messages sent, analysis of my current role compared
to my job description, along with all these different
references. And then the next level, senior product
manager, my current status, feedback, and the
references, areas of strength, areas of improvement,
feedback for promotion, all that good stuff along
with the references are here. And so then we
can go through the same steps of editing it in
pages and exporting to a Word document if we
want. But that's essentially what it looks like.
When it does execute, it just shows up in your
conversations. on the left hand side now a couple
other things i just wanted to end on scheduling
prompts is not unique to what i just showed you
in terms of the career coach you can schedule
any prompt and so if you want to create an entire
new workflow for example if your manager is asking
you for weekly status reports you can create
a prompt around that or if you're writing a performance
review and you want it to go back for the last
three months or six months You can create prompts
around that. So there's a ton of things that
you can do. This is more of a concept than anything,
but I think it does work really well for your
career as a mentor and AI being able to help
you. I do also want to mention, if you notice,
it actually gave a slightly different... take
on the response the second time around and that's
basically a function of gen ai no two responses
are going to be the same even if it's using the
same data it's going to generate a different
result and finally if you actually did want to
use a newly available analyst and researcher
agent which used a deep reasoning model they
give you a different perspective maybe a much
more in -depth perspective so you can take the
same prompt and basically copy and paste it inside
there i don't think today you can actually schedule
these prompts so you'd have to do it manually
but it might be worth your time to see what kind
of feedback the researcher agent gives you as
always i hope that you enjoyed this video and
you found it useful please make sure to give
this video a like consider subscribing and in
the comments i'm very curious how this ends up
working out for you, how you're able to improve
it, and what other ways you use this technology
in your everyday work. Thanks very much for joining,
and I'll definitely catch you on the next one.