Copilot
Record the file title, expected location and the access error. Confirm you can open it normally before troubleshooting Copilot access.
Copilot Accounts & Source Grounding2 min read
Read article : Copilot: handle a missing work file without guessing
Copilot
In an eligible Word Copilot experience or a text-only fallback, provide current notes and identify the policy owner. Define proposed versus approved text.
Copilot Word & Outlook Workflows2 min read
Read article : Copilot: outline a policy draft from approved notes
Copilot
Save the original paragraph and list its dates, response targets and defined terms. Use a document copy for the first attempt.
Copilot Word & Outlook Workflows2 min read
Read article : Copilot: rewrite a paragraph without changing a commitment
Copilot
Open the intended document in a supported experience or provide an authorized excerpt. Identify its revision and the question's scope.
Copilot Word & Outlook Workflows2 min read
Read article : Copilot: ask focused questions about a Word document
Copilot
Use an eligible Outlook Copilot surface or paste an approved sanitized thread. Preserve message dates and distinguish replies from quoted older text.
Copilot Word & Outlook Workflows2 min read
Read article : Copilot: summarize an email thread without inventing agreement
Copilot
Collect the received message and your approved response facts. Identify any question you cannot yet answer.
Copilot Word & Outlook Workflows2 min read
Read article : Copilot: draft a reply that answers the actual email
Copilot
Use a copy of a small equipment workbook in an eligible Excel Copilot experience, or paste sample rows. Define the unique identifier and date format.
Copilot Excel & Presentation Workflows2 min read
Read article : Copilot: prepare an Excel data-quality review
Copilot
Provide column definitions, Excel version and three sample rows with expected results. Keep the test workbook disposable.
Copilot Excel & Presentation Workflows2 min read
Read article : Copilot: test a suggested Excel formula on boundary cases
Copilot
Supply a table of monthly incidents with units and complete-month labels. Identify the comparison the audience needs to make.
Copilot Excel & Presentation Workflows2 min read
Read article : Copilot: review a chart proposal against the source data
Copilot
Use a presentation copy and an eligible Copilot surface. Prepare the approved message and source material for one new topic.
Copilot Excel & Presentation Workflows2 min read
Read article : Copilot: add a presentation topic from a bounded brief
Copilot
Collect slide titles, the intended audience and the requested decision. Keep figures and source references available for review.
Copilot Excel & Presentation Workflows2 min read
Read article : Copilot: check a presentation's decision flow
Copilot
Confirm the relevant OneDrive Copilot feature is available and select the intended file. Record its name and last approved revision.
Copilot File Review & Collaboration2 min read
Read article : Copilot: ask a narrow question about an accessible OneDrive file