WEBVTT

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Today I'll show you the latest Microsoft 365

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Co -Pilot tips to help you work smarter. My name

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is Shervin Shafi and I'm a Co -Pilot Principal

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Engineer at Microsoft. Welcome to Collaboration

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Simplified. Tip number one is sharing your favorite

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prompts with your teammates. So what we're going

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to do is we're going to go to the m365copilot

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.com from your favorite web browser. Once we're

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here, basically, if you look on the left -hand

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side, you have all these different menu items

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like search and chat, and we're going to stick

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in chat. And by the way, this is M365 Copilot

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for business and enterprise, not for personal

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or for family use. Now, once in a while, you

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get this really awesome prompt, or maybe you

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build a prompt that you want to just share with

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everyone and instead of copying and pasting it

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and dropping it inside a team's chat or an email

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there's a way you can do this built into this

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application that we're looking at so let me grab

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this awesome prompt that someone just shared

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with me recently and I'm gonna go ahead and drop

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it inside this panel and basically this is a

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prompt that you can use to say no when someone

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asks you to do something At work and it uses

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this kind of planned framework of pause listen

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assess name and translate to say no in a very

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nice political way And so basically i'm going

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to go ahead and execute this prompt and have

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it run and it comes back and it asks a bunch

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of questions like What's your role and what exactly

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are you being asked to do and what's your hesitation

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in doing this? So once you respond to these questions

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like i'm a sales manager I was asked to attend

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a last minute meeting. My hesitation is don't

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have enough time to prepare, right? This is a

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very common ask and you can be very specific

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about whatever your role is and your hesitation

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is. So once we go ahead and execute this, it

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comes back using this plant method of the suggested

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response, which is right over here. And you can

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even draft three more variations. So this is

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typical AI where it gives you a lot of different

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options. So whatever looks good as far as maybe

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this one is assertive but diplomatic, you can

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go ahead and use them when you want to respond.

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now the key here is we want to know how do we

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share this awesome prompt with our team inside

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the application so if you notice on the top when

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you look at the actual prompt that you pasted

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you have all these different icons it's this

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icon that i'm interested in and i'm going to

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go ahead and select it and basically this allows

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me to save the prompt or bookmark the prompt

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something that i actually showed a while back

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but there's a new feature so let's change the

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title to help saying no and go ahead and save

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it. Now this actually saves it inside the Copilot

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Prompt Gallery, which you can go ahead and select

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this hyperlink and get there. Or if you notice

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on the bottom right, there's this peculiar icon

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that when you select that, it actually takes

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you to the Copilot Prompt Gallery as well. Now

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here we're in the Suggested tab, but if we go

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to the Your Prompts tab, what I just saved shows

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up. but how do you share it with a team so basically

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what you do is you select this icon which is

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the share prompt and it allows you to share it

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to a team right here so these are actually teams

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that are microsoft teams and the channels that

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correspond to them but just the actual overall

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team so here i'm part of an engineering team

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leadership team operations team so if i want

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to share this with the engineering team i just

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selected select share and now you can see up

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here it says that the prompt was shared with

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the team and it added this team's prompt and

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when i go there it basically says that me arnold

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shared this prompt and other people that are

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part of that team can now access it inside m365

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copilot and the prompt gallery that's built in

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And oh, by the way, if you don't have a team,

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you want to create your own team. This is just

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an exercise in Microsoft Teams. So if I go to

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Microsoft Teams, if you notice up on the top,

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there's this icon right here. And if you select

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that, you can go ahead and create a new team.

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You can create it from scratch or you can use

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different templates. And basically, there's a

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whole way of creating teams. And when you create

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this team. it'll show up over there in the prompt

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gallery so that was tip number one tip number

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two is teams mode for microsoft 365 copilot and

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interestingly enough this got announced today

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so if i go back to the m365 copilot app basically

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if i look at this prompt that we just looked

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at and i scroll down to the bottom maybe this

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is an awesome response that i got back from copilot

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that i want to share with someone And if you

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notice up along the top, this icon is actually

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brand new as of today. So when I select that,

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it allows me to start a group chat inside Teams.

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And when I select that. It allows me to add people

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to this response that Copilot just gave me. So

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one of the people that I work with very closely

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is Albert. Yeah, you know him. It's Albert Einstein.

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And I can actually select him and many other

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people and create a group chat along with Copilot

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so that we can all collaborate with AI in the

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mix. I can even select how many messages I want

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to drop in to this group chat. So let's go ahead

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and select all of them. and select create so

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this takes a second and it says that this group

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chat is being created you're going to get a notification

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so here it is i just got the pop -up that my

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group chat is ready and if i go to microsoft

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teams and i go to chats and i basically scroll

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up i can see that there's a new room created

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with albert einstein and if i select this section

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over here to see who's in the room it's basically

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going to be me and albert and co -pilot and all

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our interactions in terms of me putting in the

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initial prompt and then the response back asking

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me these three questions and me telling it additional

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information. It's all here. So now Albert sees

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everything. I see everything. And I can go ahead

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and type in at Copilot and interact with Copilot

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even more. So I can say, hey, Copilot, what other

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variations are there? And Copilot will go ahead

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and respond in this group chat. And Albert sees

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it. Albert can ask questions of me or Copilot

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as well. And so Copilot just came back and said

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that these are all the other variations. like

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an empathetic one or a strategic one and so on

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and so forth. So this is brand new. It's basically

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Teams mode for Copilot M365. That's tip number

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two. Tip number three, researcher with Anthropix

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Cloud. So here, if we go back to this M365 Copilot

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app, and if you notice on the left -hand side

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under agents, we have a few and we have researcher

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and we have analyst. So if we select researcher,

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if you notice on the top right hand side now

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there's a new section called try cloud i also

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want you to notice this green shield so basically

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if you're not familiar anthropic is another large

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language model creator of cloud we at microsoft

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we use open ai's large language models traditionally

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which is what we're looking at right now, but

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you can select try cloud. And if I do that, I

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want you to notice what happens to this shield

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icon, which is your enterprise data protection.

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I'm gonna select it. And now that cloud is on,

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you can see that basically this shield got grayed

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out. this is interesting in that you can now

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use your large language model of choice it doesn't

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have to be open ai it can be anthropic but the

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enterprise security changes and this is because

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cloud's large language models are hosted outside

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of microsoft's data centers and so basically

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you're governed by anthropics terms of service

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and so if you want to have a little bit more

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info when you select the cloud you can go ahead

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and select learn more opens up another tab and

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over here it basically has a box that says that

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the terms and the data handling because this

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is outside of microsoft you can go ahead and

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click it and it takes you to anthropics commercial

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terms of service so you have the option of using

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it it's just that the security model changes

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and so let's go ahead and put a prompt in and

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i don't know if you guys are aware but right

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now the blue jays are actually in the world series

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which is awesome so here's a little question

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from a research perspective who are the main

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players on the blue jays team and what are their

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stats including how long they've been on the

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team so let's go ahead and ask researcher with

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cloud on this question and so for those of you

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who haven't used researcher before it does very

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deep reasoning and so the first thing generally

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it does is it comes back and it asks you some

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additional questions so it says are you interested

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in all positions or just the key starters should

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i focus on the 2025 season and do you want career

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stats so let's you can you can basically say

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just go ahead or i can say one all positions

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two 20 25 only and three career stats So let's

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go ahead and run. And this takes a little bit

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of time. And as it's going through its process,

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you can see all the activities. So I'll come

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back here in just a minute once it's done. Okay,

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so cloud finished. And you can see it did quite

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a bit of analysis. And again, this is a little

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bit different than OpenAI. So you can turn this

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on or off by just toggling this. And it basically

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gave me a summary of the 2025 main players. There's

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statistics for each of these different players.

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as well as the outfielders the players names

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and starting pictures and so on so it did a really

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good job and now when we scroll all the way down

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to the bottom i can basically select this icon

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that takes me to pages and from there i can export

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it to a word document which is this icon right

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here up along the top so i'm going to select

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word so here it is now as a word document everything

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that the researcher using cloud basically gave

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me inside M365 Copilot is here and I can go ahead

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and share this. I can also select view more and

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look at the AI summary, look at insights, look

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at activities, and even export this as a podcast.

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Tip number four, adding to your Copilot memory.

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So now if we go back to the M365 Copilot app

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and we basically select chat on the left hand

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side, you can actually tell Copilot to remember

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things. So you can say, remember, that I like

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the Toronto Blue Jays. And when you write that,

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it'll basically say here, memory updated, and

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it says, got it, I'll remember that you are a

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fan of the Toronto Blue Jays. I can also say,

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remember that I want sports info only on Toronto

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teams. And it says memory updated. Got it. I'll

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make sure any sports updates are focused only

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on Toronto teams. Now, the thing is, if you look

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on the top right hand side with these three dots,

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when you select that and you go to settings,

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you can see that there's a bunch of menu items

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and there's one called personalization. And when

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you select that, we actually did a session on

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custom instructions, but there's also copilot

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memory. And when you select copilot memory, what

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I just told it in terms of. user wants sports

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information only on toronto teams and user likes

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the toronto blue jays is here and you can also

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delete them so you can start to add to copilot's

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memory so that when it responds it'll respond

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based on your preferences so for example if i

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go back out of here and i select this top icon

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here this start new chat and i ask it a question

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like what sports teams are playing in the next

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week now that's kind of a vague question right

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this can be so many different sports teams around

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the world but based on the memory it's basically

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giving me information about the toronto blue

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jays and the toronto raptors and the toronto

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maple leafs which is perfect right this is exactly

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what i wanted it to do so that's memory that's

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tip number four tip number five agent mode in

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excel Now, if we open up Microsoft Excel, and

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if we select create a blank workbook, there's

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a new feature that got announced maybe about

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a month ago called agent mode. And the idea around

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agent mode is that you can get Copilot not just

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to respond to you, but to actually do things

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for you inside your worksheets, like create charts

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and graphs and so on. So without agent mode,

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if I select Copilot on the top right hand side,

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and I just select it, it says, what are we solving

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today? And I can ask it a question like, create

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a table for me about the Toronto Blue Jays. and

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I can click plus and I can add work content from

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this Blue Jays document that I just created six

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minutes ago. And I can go ahead and send it and

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let's see what it does here. This is without

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agent mode. This is typical copilot inside Microsoft

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Excel. So it says you asked me for a table summarizing

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the Toronto Blue Jays and basically it gives

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me all this information but it doesn't do anything

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inside the worksheet okay so you can see the

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worksheet itself on the left hand side is blank

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now this is what you have to do this is one of

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these frontier features so there's a couple steps

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involved what you need to do is on the top here

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you have to select add in and you have to type

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in excel labs and when this excel labs comes

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up you have to select add So let's go ahead and

00:14:35.419 --> 00:14:37.860
select add. And notice that this is from the

00:14:37.860 --> 00:14:40.860
web browser, right? So I'm not sure if the application

00:14:40.860 --> 00:14:43.980
itself, if you've downloaded it, works. But everything

00:14:43.980 --> 00:14:46.899
that I've done so far is using web apps. Now,

00:14:46.919 --> 00:14:50.519
when Excel Labs loads, you'll see that this agent

00:14:50.519 --> 00:14:53.139
mode, which is a frontier feature, shows up.

00:14:53.500 --> 00:14:55.899
And you can make it the default or you can just

00:14:55.899 --> 00:14:57.600
open it. So I'm going to go ahead and make it

00:14:57.600 --> 00:15:00.879
default. I'm going to select open. And you can

00:15:00.879 --> 00:15:04.970
see that agent mode is here now. Okay. Now I'm

00:15:04.970 --> 00:15:07.590
going to close this out and I'm going to X this

00:15:07.590 --> 00:15:12.450
out. And when I go to Copilot, let's see if the

00:15:12.450 --> 00:15:16.049
Copilot changes in any way. The Copilot doesn't

00:15:16.049 --> 00:15:19.590
seem to change. It looks the same. So what I'm

00:15:19.590 --> 00:15:21.750
going to do is I'm going to go ahead and hit

00:15:21.750 --> 00:15:25.269
this refresh on this browser and let's see what

00:15:25.269 --> 00:15:28.169
happens here. So I'm just refreshing the browser.

00:15:28.590 --> 00:15:33.509
I'm going to select Copilot again. and this time

00:15:33.509 --> 00:15:37.730
around if you notice this new icon came up these

00:15:37.730 --> 00:15:41.730
these two lines so if i select that now you can

00:15:41.730 --> 00:15:44.990
see that agent mode actually shows up and that's

00:15:44.990 --> 00:15:49.509
after i added this add -in of excel labs so when

00:15:49.509 --> 00:15:54.429
i select agent mode i can go ahead and ask it

00:15:54.779 --> 00:15:56.899
the same question create a table for me about

00:15:56.899 --> 00:15:59.259
the toronto blue jays players but unfortunately

00:15:59.259 --> 00:16:02.480
i can't put slash or add the document so i'm

00:16:02.480 --> 00:16:05.279
going to go to that word document that we created

00:16:05.279 --> 00:16:07.840
together and i'm going to go ahead and click

00:16:07.840 --> 00:16:10.639
share on the top right hand side and copy the

00:16:10.639 --> 00:16:16.039
link And then go back to Excel and then go ahead

00:16:16.039 --> 00:16:18.139
and put the link in. Let's see what it does here.

00:16:18.279 --> 00:16:21.379
Now, this is similar to Researcher in that it

00:16:21.379 --> 00:16:24.399
does deep analysis. And when you open up this

00:16:24.399 --> 00:16:27.100
arrow here, you can see all the activity. So

00:16:27.100 --> 00:16:29.259
it takes a little bit of time. But the key is

00:16:29.259 --> 00:16:31.259
that it actually does something for you in your

00:16:31.259 --> 00:16:33.860
worksheet. Instead of just telling you what to

00:16:33.860 --> 00:16:35.519
do, it's going to do it for you. So let's see

00:16:35.519 --> 00:16:43.700
how this plays out. okay looks like it's done

00:16:43.700 --> 00:16:46.039
and you saw that on the left hand side it was

00:16:46.039 --> 00:16:48.840
creating the table which looks awesome and so

00:16:48.840 --> 00:16:51.460
it has information about the player their jersey

00:16:51.460 --> 00:16:54.440
number roster group their height their weight

00:16:54.440 --> 00:16:57.860
date of birth their age and if you notice this

00:16:57.860 --> 00:16:59.960
section here the source this is where it got

00:16:59.960 --> 00:17:02.710
all the information from so Although I put the

00:17:02.710 --> 00:17:05.309
link in for the document, I don't think it used

00:17:05.309 --> 00:17:08.130
that Word document that we created using Researcher.

00:17:08.170 --> 00:17:11.210
And that might just be a function of where this

00:17:11.210 --> 00:17:14.049
Frontier agent is today, hence why it didn't

00:17:14.049 --> 00:17:17.730
have the plus for me to add it. So it just essentially

00:17:17.730 --> 00:17:19.789
went out to the internet and got its information

00:17:19.789 --> 00:17:22.349
from there. If you enjoyed this video, make sure

00:17:22.349 --> 00:17:24.549
to give it a thumbs up and consider subscribing.

00:17:24.890 --> 00:17:27.309
Drop your questions in the comments and I'll

00:17:27.309 --> 00:17:28.690
catch you on the next one.
