Getting the Best Out of Copilot in Microsoft Word

Use Copilot’s data analysis features to incorporate data-driven insights into your reports, to create charts and graphs that make complex data more understandable and engaging for your audience.

How to enhance your reports with Copilot:

• Know your goals: Start by deciding what key data and insights you want to share in your report.

• Use clean data: Make sure the data is accurate and organised for better analysis and visuals.

• Review and improve: Check the draft Copilot creates, then refine it to fit your needs.

When you’re struggling to come up with content, let Copilot suggest ideas and provide templates to get you started. Use these suggestions to then tailor the content to fit your specific needs and tone of your business.

For even better results:

Provide Copilot with as much context as possible. The more information you include, the more precise and tailored Copilot’s response will be. For instance, sharing an outline or a list can help refine the draft further, so don’t hesitate to incorporate those into your request.

Copilot can help organise your document by suggesting headings, subheadings, and layouts that improve flow and readability. Whether you’re working on a report, essay, or presentation, Copilot ensures your content is both engaging and well-structured.

Our top tips:

• Use Copilot to suggest headings and subheadings: Simply highlight your text and ask Copilot to propose an outline for your content. schemes, fonts, or spacing adjustments

• Optimise layouts: Copilot can offer layout recommendations to improve readability and impact. For example, it can suggest using bullet points, tables, or other formatting tools to present information effectively.

• Engage your audience: Ask Copilot for tips on how to make your document more visually compelling, including colour schemes, fonts, or spacing adjustments

Copilot in Word not only helps create content but also answers questions about the document you are reviewing. After Copilot provides a response to your prompt, you can access references and citations indicating where the information was sourced.

You can ask:

• Questions about the document: Get the essence of the overall document quickly or find the call to action by asking Copilot to help.

• Open-ended questions: Add some additional content to bulk out your document and ask open-ended questions which Copilot will help to answer.

• Chat about specific text: Need a specific part of your document that could use some polishing? Simply highlight the portion you’d like to discuss, click the Copilot icon on the left, and select “Chat with Copilot.”

• Focus on images: Want to gain more information about an image or graph that’s in your document, simply copy it to your clipboard or use the Windows Snipping Tool to capture a screenshot. Then, press CTRL+V to paste the image into the Copilot prompt box, along with your query.

You can request Copilot to generate a summary or simply open a Word document to find it displayed at the top. You can then review the summary, check its flow, readiness to share, or if it needs refining. AI improves with back-and-forth input, so provide context and details like your audience, purpose, or key points.

Use prompts such as:

• What should decision-makers know about this topic?
• Summarise the document’s main points for teammates, highlighting their importance.
• Are these actionable next steps?

Copilot scans and refines with each prompt. Suggested prompts are available, or you can type your own. Keep refining until you’re satisfied.

Copilot provides a wide range of customisable templates designed to meet your unique needs. You can personalise these templates to align with your brand, style, and preferences. The result? A polished, cohesive document that saves you precious time while ensuring a professional finish. Copilot simplifies the process without compromising on quality or customisation.

To access this feature:

Just share your requirements or vision with Copilot through a prompt, and it will generate a Word Document tailored to your specifications. You have the freedom to tweak design elements like fonts, colours, layouts, and other styles to maintain consistency with your visual branding.

Utilise Copilot’s automation capabilities to handle repetitive tasks such as formatting, creating tables of contents, and inserting references. This allows you to shift your focus entirely to the substance and quality of your content without being bogged down by time-consuming administrative work.

Work smarter not harder:

By automating these processes, you save valuable time while maintaining a polished and cohesive output all with minimal effort on your part. Let Copilot handle the details so you can dedicate your energy to what truly matters.

Effortlessly review documents on your mobile device. It can generate summaries, propose questions, and engage in discussions about the content. With Copilot, you can draft new text, refine existing text, work across multiple files, and create concise document summaries.

Tips for optimised results:

• Provide clear prompts: Clearly state what you need, like summaries, questions, or text edits, for better results.
• Leverage collaboration: Use Copilot’s discussion feature to test your ideas or clarify unclear document sections.
• Experiment with edits: Experiment with Copilot’s tweaks to enhance your work.

By integrating Copilot into your mobile workflow, you’ll enjoy a blend of convenience, productivity, and polished results, all from the palm of your hand.