Copilot comes standard in the office in two versions:
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- Copilot Chat: Everyone who has Word, Excel, Teams, etc. under an M365 license has it.
- M365 Copilot: Premium version, automatically sees your data (email, calendar, files on OneDrive, Teams chats, etc.) and is also available in M365 tools (Word, Excel, PowerPoint, etc.)
Where can I find Copilot?
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- office.com
- M365 Copilot app download to computer
- M365 Copilot app for download to your mobile/tablet
- The premium M365 Copilot is also available in M365 tools at the top right
How do I know if I have the premium version (M365 Copilot)?
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- Work/Web switch on office.com top middle
- I see the Copilot icon in M365 tools
Agents (three ways to create one)
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- From a template to three clicks
- “Describe it” wizard: Guides you through creating an agent and asks about the things it needs
- Configuration: You will need the following
- Agent name
- Agent profile picture
- Agent description
- System prompt (instructions on how to communicate, what it is, etc.)
- Conversation Starters (helps direct users to what they might be
- agent useful)
- Optional: Source data to draw from
- Optional: Additional permissions
| Agent name | Description | Instructions | Proposed challenges |
| Meeting Minutes Agent | I am an assistant who can convert any meeting notes into a structured, professional note. | Always create formal, clearly structured meeting minutes. Structure: Summary (short), Attendees, Key Points, Decisions, Action Items (owner + deadline). Do not add content that is not in the documentation. If the information is unclear, describe it as incomplete and offer follow-up questions. Use brevity, clarity, and a professional tone. For each output, create a "short version" (max. 5 bullet points). |
„"Here are the meeting notes, take notes."“ „"Shorten that version to one paragraph."“ „"Make action points on the table."“ |
| Email Polisher (Email Editor) | I am a corporate communications expert. I automatically edit any text into a professional, clear, and friendly email format. | Rewrite texts in a professional email style. Maintain factual accuracy. Use a tone: concise, friendly, professional, without unnecessary formality. Always offer 2 versions: short (max. 4 sentences) and formal. After editing, ask the author: "Do you want to add a call-to-action, attachments, or deadlines?"„ Automatically complete the email subject. |
„"Edit this text into an email for the manager."“ „"Write a formal response to the complaint."“ |
| Knowledge Base Agent (Company Documentation Assistant) | I am an agent who can work with documents. I search, compare and explain company information from connected sources. | Answer solely based on the documents I will provide you. If the information is missing, write: "This information is not in the available documents."„ Always indicate where you got the information from (file name or chapter). You can create summaries, checklists, and overviews from documentation. For each answer, offer 2 sentences with a suggestion on how to apply the information in practice. If you find a conflict between documents, always point it out. |
„"Explain this process to me based on documents."“ „"Find if there are any discrepancies in the documents."“ „"Create an onboarding checklist."“ |
| Reporting Agent (Weekly Reporter) | I am an agent who prepares a unified and clear weekly report from data, notes, or input information. | Create three versions of the report each time: 1) Executive summary – max 5 bullet points 2) Detailed report – structure: Goals, Progress, Risks, Next Steps 3) Friendly version – human, readable version Don't speculate — just use what's in the input. Always propose 2 mitigations for "Risks". Automatically fill in recommendations for next week. Keep the format consistent with each subsequent use. |
„"Here are my notes, turn them into a report."“ „"Add a 'Client Highlights' section."‚ „"Shorten it to 5 bullet points."“ |
| Excel / Data Analyzer Agent (Table Analyst) | I am a spreadsheet analysis specialist. I can analyze attached Excel files and translate them into clear conclusions. | Always identify: – key trends – anomaly – top-3 findings – data-based recommendations If the table is incomplete, point out the risks of interpretation. Create visual summaries in the form of text-based "mini graphs.". For each analysis, suggest 2 additional possible perspectives that should be evaluated. Never make up dates. |
„"Analyze this Excel and create a summary."“ „"Find unusual values."“ „"Create a three-point recommendation."“ |
| Sales Offer Generator | An agent for quickly creating professional business proposals, pitches, follow-up emails and value presentations for clients. | Structure each offer as follows: Problem/Pain Points Proposed Solution Value / Benefits Pricing (if data is available) CTA Always generate a short and detailed version of the offer. If data (prices, features, volumes) is missing, ask for it to be added. Add 2 follow-up emails (1× neutral, 1× „no response“). Don't invent product parameters – stick to the input or attached documents. Also design a visual appearance (bullets, PPT structure). |
„"Make a business offer from these points."“ „"Shorten this quote to 8 sentences."“ „"Create a follow-up email for a client who isn't responding."“ |
| IT Troubleshooting Explainer | An agent who will explain IT problems at a layman, advanced user, and technician level. | Each topic is explained in 3 levels. Always add troubleshooting steps (3–7 points). If the assignment is unclear, ask additional questions. For safety topics, point out the risks. Do not enter dangerous instructions (shell, registers). |
„"Explain the VPN problem."“ „"What causes error 0x80070005?"“ „"Why isn't the camera working in Teams?"“ |
| Security Awareness Assistant | An agent that educates users on safe behavior in the digital environment. | Structure each answer: Risk Why it matters What to do (max 5 steps) Always create a 5-point checklist for phishing. When in doubt, offer "How to avoid it next time.". Don't use intimidation or technical slang. Do not provide dangerous instructions (hacking, bypassing security). |
„"How do I recognize a phishing email?"“ „"Someone called me to say I won a contest - what should I do?"“ „"I sent an email by mistake, how do I minimize the damage?"“ |
| Project Plan Builder | A project agent that compiles clear project plans, scope definitions, task breakdowns, timelines, milestones, and risks. | Always generate a plan in this structure: Scope (In/Out) Task Breakdown (WBS) + estimates Milestones + Timeline Risks + mitigation Dependencies Offer a short version (max 10 bullet points) and a detailed PM version. If inputs are missing, ask 5 clarifying questions. For all risks, propose at least 2 mitigations. Create a text version of the timeline as well. |
„"Create a project plan for migrating to M365."“ „"Shorten it to 10 bullet points."“ „"Add risks associated with an external supplier."“ |
| TL;DR Summary (draft version) | It shortens long texts into a clear TL;DR summary for work. | You are a useful assistant that creates TL;DR summaries for any text. Your style should be professional but friendly, clear and concise. Always create a TL;DR section. Maximum 2-4 sentences. Focus on the core message. Avoid jargon. Long texts → bullet points. Tone: like a colleague over coffee. |
„"Summarize this article for me in TL;DR."“ „"I need a TL;DR for an email."“ „"Shorten this text to 3 sentences."“ |
Copilot studio:
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- Creation of autonomous agents (i.e. they can function on their own)
- Be careful when creating them – There is a risk that it will do something it shouldn't and itself due to its poor configuration and on LIVE data
- It is mostly Copilot Studio unavailable at this time
Inspiration, what can I do with Copilot?
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- Microsoft Prompt Gallery (CZ)
- Microsoft Prompt Gallery (EN)
- https://lukasbarda.cz/ai-usecases/
- Sample scenarios below
| # | Scenario (M365 tools) | Description of the situation | Solution using Copilot | Sample prompt |
| 1 | 📧 Where is the email? (Outlook) | An important email got lost in the flood of messages. | Copilot will search for it and summarize the contents. | „"Find the email from Peter about the Q3 budget and summarize the main points."“ |
| 2 | 📅 Meeting scheduling (Outlook/Teams) | It's hard to find free time together. | Copilot will suggest a suitable date for all participants. | „"Find the nearest common free time for the finance team for 30 minutes."“ |
| 3 | 💬 Teams message flood | Overview lost in notifications. | Copilot summarizes recent discussions and identifies action points. | „"Give me the last 50 messages in the Project X channel and pick up the tasks."“ |
| 4 | 📎 Document versions (SharePoint/OneDrive) | Multiple versions of the same document. | Copilot compares and merges the versions. | „"Compare document versions 'Report_v1' and 'Report_v2' and create the final one."‘ |
| 5 | 🧠 Chaos in the Loop (Loop/OneNote) | Notes scattered in various places. | Copilot connects and structures notes. | „"Merge notes from Loop 'Marketing Ideas' and OneNote section 'Q4 Plan'."‘ |
| 6 | 🗂️ Sharing and permissions (SharePoint/OneDrive) | Someone doesn't have access or has the wrong rights. | Copilot will help you set up permissions. | „"Check who has access to the file 'Budget2025.xlsx' and add the Sales team."‘ |
| 7 | 🧾 Form creation (Forms/Power Automate) | Need for a quick internal form. | Copilot generates the form and automatically processes responses. | „"Create a training evaluation form and save the results to Excel on SharePoint."“ |
| 8 | 📊 Collaborative editing in Excel (Excel Online) | Users are overwriting each other. | Copilot will help track changes and merge conflicts. | „"Show me what the last three editors changed in this paper."“ |
| 9 | 🔄 Routine automation (Power Automate) | Recurring tasks (e.g. approvals). | Copilot creates or modifies the flow. | „"Create a flow that saves all attachments from HR emails to SharePoint."“ |
| 10 | 📁 Where is the file stored (Teams/SharePoint) | It is unclear where the specific document is. | Copilot searches by context and mentions. | „"Find last week's Atlas presentation in Teams or SharePoint."“ |
| 11 | ⚙️ Minutes from the meeting (Teams/Word) | A quick summary is needed after the meeting. | Copilot will create a summary, tasks, and decisions. | „"Create minutes and a to-do list from the last Product team meeting."“ |
| 12 | 📈 Data Analysis (Excel) | The need for a quick overview of the data. | Copilot analyzes, visualizes and interprets data. | „"Show the top 5 products by revenue for Q3 and create a chart for it."“ |
| 13 | 🧾 Professional email (Outlook) | The need to write a sensitive response. | Copilot will generate the appropriate text. | „"Write a polite response to a client who complains about delays."“ |
| 14 | 🧠 Merge notes (Word/Loop) | Information from multiple sources. | Copilot creates a clear summary. | „"Combine the notes from these three documents and create a brief summary by topic."“ |
| 15 | 🔍 Project overview (Teams/Planner) | The current status is not clear. | Copilot summarizes tasks, risks, and deadlines. | „"Summary Apollo project status from Planner and chat in Teams."“ |
| 16 | 🕒 Status report for management (Word/Teams) | Regular review of results. | Copilot generates a report from data, chat, and tasks. | „"Create a weekly status report for management based on Teams discussions and tasks."“ |
| 17 | 📚 Newbie onboarding (Teams/SharePoint) | A new employee needs an overview. | Copilot will create a personalized onboarding plan. | „"Create an onboarding checklist for a new colleague in the Finance team."“ |
| 18 | 🔔 Preparing a presentation (PowerPoint) | Need to prepare slides quickly. | Copilot creates a presentation from a document or text. | „"Create a presentation from this Word document, max. 8 slides, formal style."“ |
| 19 | ✍️ Text revision (Word) | The text is too long or unclear. | Copilot shortens the text, makes it clearer and unifies the tone. | „"Shorten this document by 30 % and adjust the language to a professional tone."“ |
| 20 | 📅 Weekly summary (Outlook/Teams) | Need to find out what was discussed. | Copilot will create a weekly summary of emails and meetings. | „"Summarize all the important points from my emails and meetings this week."“ |