9 Copilot App Tips & Tricks You’ll Actually Use
3 min read
1 month ago
Published on Jun 02, 2025
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Table of Contents
Introduction
In this tutorial, we'll explore nine practical tips and tricks for maximizing your productivity with the Microsoft 365 Copilot app. Whether you want to enhance your note-taking, create visuals, or analyze data, these steps will help you harness the full potential of Copilot to streamline your workflow.
Step 1: Access the Copilot App
- Visit the Microsoft 365 website: Microsoft 365.
- Sign in with your Microsoft account.
- Navigate to the Copilot app in the dashboard to start using its features.
Step 2: Create an Audio Overview in a Notebook
- Open a new or existing notebook in Copilot.
- Use the voice-to-text feature to dictate meeting notes.
- Save and playback these notes as an audio overview for easy reference and sharing.
Step 3: Build a Knowledge Notebook
- Create a dedicated notebook for knowledge management.
- Organize information into categories to facilitate better questions.
- Use this notebook to gather insights and streamline your research process.
Step 4: Make Visuals Using a Brand Kit
- Access the 'Create' feature in Copilot.
- Select a brand kit to maintain consistency in your designs.
- Use templates to auto-generate visuals, such as flyers, that align with your branding.
Step 5: Save Frequently Used Prompts
- Identify prompts that you often use in your work.
- Save these prompts within Copilot for easy access in future sessions.
- This will increase efficiency by reducing the time spent retyping common requests.
Step 6: Write and Preview HTML Code in Copilot Chat
- Open the Copilot chat feature.
- Type your HTML code directly into the chat.
- Use the preview option to see how your code will render without leaving the Copilot interface.
Step 7: Capture and Edit Copilot Responses in Pages
- After receiving a response from Copilot, click on the option to capture the content.
- Paste the response into a document or page.
- Edit the content as necessary to fit your needs.
Step 8: Share Copilot Pages
- Once your page is ready, use the sharing options to send it to colleagues or clients.
- Ensure permissions are set correctly to allow for collaboration or view-only access.
Step 9: Analyze Spreadsheet Data and Build Charts
- Open your spreadsheet in Copilot.
- Use the analysis tools to examine data sets without needing complex formulas.
- Generate charts and visual representations of your data to present findings effectively.
Conclusion
By implementing these tips, you can significantly enhance your productivity using the Microsoft 365 Copilot app. From creating engaging visuals to analyzing data effortlessly, these features will help you work smarter, not harder. Start exploring these functionalities today to transform your workflow!