Copilot for Microsoft 365
RESPONSIBLE
AI
“Responsible AI is like a unicorn. It sounds nice, but it doesn’t exist.” –
Elon Musk
Responsible AI Checklist
Knowledge is Power and a Responsibility
Know Your AI
What is being done with your prompts and data?
Is it from a trusted source?
Can it legally be used on what I’m working on?
Know the Risk
Quality
Inaccuracy
Biased
Know the Limits
Do not push for the answers you want.
Do not ask outside of the AI’s scope of knowledge.
YOUR
PARTICIPATION
“Joining a pilot program is like being the first penguin to jump into the
water; you’re either going to find fish or realize you’re the fish”
Participation Requirements
What do I need to do to participate?
USE TRAINING
Actively Use Copilot
1 Attend Training as Requested
2
SURVEYS FEEDBACK
Complete Surveys
3 Provide Feedback as Experienced 4
Failure = License Removal
Copilot for Microsoft 365
Copilot makes
people more
productive and
creative, and
saves time
Copilot for Microsoft 365
Natural Language
Large Language Microsoft Graph Microsoft 365 Web
Models - Your data - Apps Search
(optional)
COPILOT
• Consumer Targeted
• Grounded on Internet
• No Data Protection
• No Knowledge of Hatch Internally
COPILOT WITH
DATA PROTECTION
• Enterprise Targeted
• Grounded on Internet
• Data Protection
• No Knowledge of Hatch Internally
COPILOT FOR
MICROSOFT 365
• Enterprise Targeted
• Grounded on Hatch Data
• Data Protection
• Knowledge of Hatch Internally
Web
What can you do?
01
CATCH UP
• What’s New?
• Help me get ready for my next 1:1 with my manager by
summarizing recent conversations with them.
02 CREATE
• Write an introduction to this file …
• Create a list of ideas for a team building event
• Imagine a mine processing plant, with a large smokestack, with a
bright blue sky on a sunny day
03
QUICK ANSWERS
• What is project XYZ?
• How do I enter my timesheet?
Word
What can you do?
01
DRAFT
• Create a business plan for a new aluminum smelter.
• Write a marketing plan for a deploying a new application.
• Create a cover letter for a Finance Officer role.
02 ASK
• What are the key points in this doc?
• Summarize this document.
• Is there a call to action?
03
REWRITE
• Rewrite this paragraph using a more formal and
professional tone?
Excel
What can you do?
01
ANALYZE DATA
• Are there any outliers in my data.
• Find and plot the correlation between marketing spend and sales
revenue.
• Help me forecast next quarter’s sales based on current trends.
02 TRANSFORM DATA
• Sort data by launch date.
• Change the table style to light gray.
• Create a pivot table where the row is category, the column is
supplier, and the values represent the sum of the minimum
reorder quantity.
PowerPoint What can you do?
01
CREATE
• Add a relevant image to this slide.
• Organize this presentation into sections
02 ASK
• What are the dates and deadlines mentioned in this presentation?
• What is a readable font size for a PowerPoint presentation?
Outlook
What can you do?
01
COMPOSE
• Write an email congratulating my team on the end of the fiscal
year.
• Draft a reply to Rachel asking her if she can update the 3rd
quarter sales numbers.
02 SUMMARIZE
• What are the high priority emails from last week?
• What topics did I miss last week?
• Is there any emails with deadlines?
Teams
What can you do?
01
HIGHLIGHT
• Highlights from the past 30 days.
• What decisions were made?
• What are the open items?
02 SUMMARIZE
• Summarize what I've missed.
• What did John Smith say?
• What links were shared?
Others
What can you do?
01 ONENOTE
02 WHITEBOARD
03 LOOP
PROMPT
CREATION
“A good prompt is a catalyst that sparks creativity and innovation with
generative AI tools.” – Copilot
Prompt Creation
The keys for making a good prompt
Goals Context
What do you want from Copilot? Why do you need it and who is CONTEXT
“I want a list of 3-5bullet points to involved? EXPECTATION
prepare me ... " “... for an upcoming meeting with
[client],focusing on their current state and
GOOD
what they're looking to achieve."
PROMPT
CREATION
Expectation Source
How should Copilot respond to What information or samples do you GOALS
best fulfill your request? want Copilot to use? SOURCE
"Respond with a tone that is “... and focus on email and Teams chats
friendly but authoritative ... " with[people] over the last two weeks.”
DO’s
for creating a good prompt
Be Clear Provide Details
Provide specific instructions to Copilot, such as topic, purpose, Provide Copilot with contextual details to help it generate
tone, and required length. more accurate, consistent responses. For example, the genre,
characters, and plot to a story.
Be Conversational Ask for Feedback
Give feedback to Copilot based on the quality of its responses Requesting feedback from Copilot helps it to understand your
to help the Al learn and match your preferences. needs and preferences, and to provide you with more relevant,
helpful responses..
Write Legibly Be Polite
Use correct punctuation, capitalization, and grammar when Using kind and respectful language when chatting with Copilot
writing prompts, as this will help the Al produce better quality helps foster collaboration and improves the Al's
text and responses. responsiveness and performance.
Give Examples Check Accuracy
Use clear and specific keywords or phrases when asking Occasionally, Copilot may make mistakes. Always check
Copilot to write apiece of text for you. This helps it generate Copilot's responses for accuracy, grammar, and style, and
more relevant and creative copy. watch out for irrelevant or inappropriate content.
DO NOT’s
for creating a good prompt
Being Vague Giving Conflicting Directions
When prompting Copilot, avoid using vague language, and Prompting Copilot to perform a task that includes multiple or
be as clear as possible to receive better quality responses. conflicting pieces of information in the same request can
confuse the Al and result in lower quality responses..
Requesting Inappropriate Information Changing Topics Abruptly
This could disrupt the Copilot's writing process. Always close or
Copilot is not responsible for the content or the
finish a task before starting a new one. When starting a new
consequences of your writing. You should respect the local
task write "new task".
laws, rules, and the rights of others.
Using Slang
This may cause Copilot to give low quality, inappropriate or
unprofessional responses.
Microsoft Copilot Lab
Your Prompt Helper
Learn Share
Learn the skills for making Build a great prompt?
a better prompt Share it with others.
Build
Try out your prompts
and then tweak to
improve
https://copilot.cloud.microsoft/
SUPPORT
RESOURCES
““Embracing new technology is like learning to ride a bike—initially
wobbly, but with support, you’re soon pedaling towards innovation.”
Copilot
Support Resources
Things to Help
Teams Internet
Community, Announcements, More Microsoft Documentation, Videos
SharePoint
Reference Material
Thank-you For Your
Participation
Copilot for Microsoft 365
