Copilot in Outlook
This course provides a practical, hands-on introduction to using Microsoft Copilot in Outlook to enhance communication, streamline inbox management, and improve overall productivity.
Participants will learn how to:
- use natural language prompts to draft and refine emails
- summarize long message threads
- extract key actions
- manage scheduling more efficiently
The course also explores how Copilot can support follow-up workflows, meeting preparation, and task creation directly from email content. Emphasis is placed on writing effective prompts, understanding context-aware AI responses, and applying best practices to ensure clarity, accuracy, and responsible use of AI-generated content. By the end of the course, learners will be equipped to integrate Copilot into their daily Outlook routines to communicate more effectively and save valuable time.
Course Content
Description:2 days
Module 1: Introduction to Copilot in Outlook
Learning Objectives
- Understand what Copilot is and how it integrates with Outlook
- Access Copilot in the Outlook interface
- Learn the fundamentals of writing effective prompts
Topics
- Overview of Copilot capabilities
- Navigating the Copilot pane
- How Copilot interprets email context
- Best practices for reviewing AI-generated content
Module 2: Drafting and Editing Emails with Copilot
Learning Objectives
- Use natural language to draft professional emails
- Rewrite emails for tone, clarity, or audience
- Generate responses to incoming messages
Topics
- Creating new emails from prompts
- Rewriting emails (formal, concise, friendly, persuasive)
- Expanding or shortening content
- Adding structure: bullet points, summaries, action items
Hands-On Exercises
- Draft a professional email from a prompt
- Rewrite an email for a different tone
Module 3: Managing Inbox and Email Threads
Learning Objectives
- Use Copilot to summarize long email threads
- Identify key decisions, tasks, and deadlines
- Generate follow-up actions
Topics
- Summarizing conversations
- Extracting commitments and next steps
- Creating follow-up reminders
- Using Copilot to clarify unclear threads
Hands-On Exercises
- Summarize a multi-email conversation
- Generate a follow-up plan from a thread
Module 4: Scheduling and Calendar Management with Copilot
Learning Objectives
- Use Copilot to schedule meetings
- Generate meeting summaries and agendas
- Manage calendar conflicts
Topics
- Scheduling meetings using natural language
- Creating agendas and pre-reads
- Summarizing past meetings
- Suggesting optimal meeting times
Hands-On Exercises
- Schedule a meeting using a prompt
- Generate a meeting agenda from an email thread
Module 5: Advanced Copilot Applications in Outlook
Learning Objectives
- Automate repetitive communication tasks
- Use Copilot to manage tasks and deadlines
- Integrate Copilot with Microsoft 365 workflows
Topics
- Creating tasks from emails
- Drafting recurring communications
- Using Copilot for project updates
- Ethical considerations and limitations
Hands-On Exercises
- Convert an email into a task list
- Draft a recurring weekly update
Module 6: Prompt Engineering for Outlook
Learning Objectives
- Craft precise prompts for email drafting and summarization
- Use iterative prompting to refine results
- Understand how Copilot interprets tone and intent
Topics
- Writing clear, structured prompts
- Using constraints (e.g., “3 bullet points,” “executive tone”)
- Troubleshooting vague or incorrect outputs
- Best practices for consistent results
Hands-On Exercises
- Rewrite weak prompts into strong ones
- Compare different prompt styles and outcomes
Module 7: Real-World Scenarios and Practice
Scenarios
- Responding to customer inquiries
- Managing project communication
- Preparing executive updates
- Handling complex or sensitive emails
- Summarizing long back-and-forth threads
Capstone Activity
Participants complete a full workflow using Copilot:
- Summarize a thread
- Draft a response
- Create follow-up tasks
- Schedule a meeting
- Generate a recap
Course Wrap-Up
- Review of key skills
- Common pitfalls and how to avoid them
- Tips for integrating Copilot into daily Outlook workflows
- Final Q&A or assessment