If you’re new to Copilot, this guide will walk you through the essentials to get up and running quickly.

Microsoft Copilot is your AI-powered assistant built into the Microsoft 365 apps you already use—like Word, Excel, PowerPoint, Outlook, and Teams. It helps you:

• Draft content faster
• Summarise long threads or documents
• Generate insights from data
• Create presentations from bullet points
• Automate repetitive tasks

1. Access Copilot in Your Apps
   Look for the Copilot icon in Word, Excel, PowerPoint, Outlook, or Teams. If you don’t see it, check with your IT team to ensure your licence is active and your apps are updated.
2. Try These First Prompts
   • “Summarise this email thread” (Outlook)
   • “Create a project plan for a product launch” (Word)
   • “Visualise this data as a bar chart” (Excel)
   • “Draft a presentation on our Q3 results” (PowerPoint)
   • “Summarise key points from this meeting” (Teams)
3. Use the ‘Top 10 to Try’ Handout
   Microsoft’s official Top 10 to Try with Copilot is a great way to explore what Copilot can do across different apps.
4. Learn Prompt Best Practices
   Be clear and specific. Instead of “write a report,” try “write a 300-word report on our July sales performance with bullet points and a summary.”
5. Join a Copilot Skilling Journey
   Microsoft offers a 30-day skilling experience with daily tips and use cases to build your confidence.

Explore Microsoft’s full Copilot Onboarding Hub and Enablement Guide for deeper learning, templates, and rollout strategies.