Outlook Demo Script
Microsoft Copilot for Microsoft 365 in Outlook
Overview:
This demo will cover how Microsoft Copilot for M365 including email summary, email
drafting/generation, and even coaching email coaching.
**Note: replies and actions from Copilot vary, the demo may not always provide
the same output**
Additional Copilot Learning Resources:
Microsoft Copilot help & learning
Microsoft Copilot for Microsoft 365 documentation | Microsoft Learn
Copilot for Microsoft 365 Partner Portal Page for partner and customer-facing
resources
Prerequisite File(s):
None – Select an email in your inbox (consider the level of sensitivity of information
contained) to use for demo purposes.
Key Points/Demo Demo Script Screenshots
steps
Summarize a long Copilot reduces the
email or thread with amount of time you spend
Copilot combing through a
crowded inbox.
Open up Outlook in
a browser. You can Select a message and click
also use new “Summarize by Copilot”
Outlook to demo.
(While Copilot is
Select an email or analyzing)
email thread. (be
sure to select an Copilot can even sort
email without through complicated email
sensitive threads allowing you to
information) sift through and get the
main points and action
items faster.
Draft an Email with Copilot saves you time by
Copilot generating email drafts for
you. You can begin by
Open Outlook in an creating a new email or
online browser. replying to an existing
message. Copilot quickly
Create a new generates a draft reply.
message, or reply
to a message From a reply or a new
message, all you need to
Open “Draft with do is click “Draft with
Copilot” Copilot” and enter a
prompt with the main
Enter an email points you’d like to
prompt (For communicate. You can
example: “That even select the tone and
messaging should length.
work well. Include
the customer list Copilot will draft the email
with no personal to sound like you based on
identification your previously sent
information as we emails.
want to be
compliant. I can You then edit the draft
deliver this in 2 before sending it out.
weeks.”) Reducing the time you
spend in your inbox.
Select the tone, and
length.
Click Generate
Open a new email Outlook can even help
message. coach you on email
content to help ensure
Type up an email your messages are
communicated well.
that is slightly
abrupt or After you draft a message,
impolite. you can select “Coaching
by Copilot” to get sense of
For example: your email’s tone,
“Get me the final sentiment, and even
draft for the new clarity -helping you to
report by EOD sound professional and
tomorrow. The improve your
last draft had communication style.
several mistakes
that needed to be
corrected before
we send the
newest draft. You
should attempt to
catch items like
that before they
happen.”
Click “Coaching by
Copilot”
Select the different
feedback
categories.
