Summary of "My 5 Favorite Microsoft Copilot Tips to Get More Done"

Summary of “My 5 Favorite Microsoft Copilot Tips to Get More Done” (tech/product-focused)

The video presents five practical, day-to-day Microsoft 365 Copilot tips designed to speed up work, improve efficiency, and produce higher-quality outputs. The speaker demonstrates each feature inside the Microsoft 365 Copilot app, starting from microsoft365.com → New chat.

1) Model Switcher (mode + model selection)

In the Copilot UI, the mode switcher (upper right) helps users control how long Copilot “thinks.”

Auto: Copilot decides how much thinking time to use.
Quick response vs Think deeper:
- Quick response prioritizes speed
- Think deeper pushes for more complex/deeper reasoning

The user can also switch between underlying models (e.g., Claude vs OpenAI GPT variants). An example shown includes GPT 5.5 and GPT 5.5 Think deeper.

The demonstration includes attaching internal cloud files (e.g., meeting notes, email thread, spreadsheet) to generate a cited executive memo / summary grounded in those materials.

Key takeaway: Adjust thinking depth (and even the model) and attach internal documents to produce grounded, source-cited outputs.

2) Copilot Pages (collaborative “loop page” workflow)

Copilot Pages are described as collaborative AI pages that help transform chat output into structured content.

Workflow shown:

Generate content in Copilot chat with a prompt
- Example: turn notes into a YouTube launch plan, including title ideas, thumbnail concepts, and a publishing checklist.
Click “Edit in pages” to move the content into a Copilot Page.

Behind the scenes, these are Loop pages:

Copilot chat can update the page in real time.
Pages support editing and transforming content
- Example: converting a publishing checklist into a real checklist.

Shortcuts let you quickly transform outputs:

Change tone/style
Adjust length
Convert formats (e.g., email/blog)
Add emojis
- (with live updates)

Sharing/embedding options:

Pages can be shared as a Loop component
They can be embedded in Outlook and Teams
Pages are saved under a Library for later retrieval

Key takeaway: Use Pages/Loop components to convert chat drafts into editable, shareable, embeddable artifacts.

3) Researcher Agent (deep research + citations + parallel tasks)

The Researcher agent is positioned as a tool for “go really deep” using high-powered prompt templates.

The UI includes multiple research categories, including:

comparative analysis
customer feedback
explaining complex ideas
investment research
sustainability
status reports
crisis management
competitive analysis
market trends analysis

Demonstration:

Select market trends analysis for “Zava in the smart wearables market.”
Attach internal files as “product input,” such as:
- value proposition
- partnership details
- GTM plan
- tech specs
- sales data
Researcher asks clarifying questions, including:
- competitive set
- market scope
- business emphasis
- response length (e.g., long vs short)

The system runs many tasks in parallel, then returns:

a detailed report with citations/sources
formatted output and infographics
non-text assets, such as an infographic poster covering market shifts, competitive pressure points, and market scale/growth

The output can be transferred into Pages and exported/converted into formats such as:

Word
PowerPoint
PDF
an infographic

Researcher modes/strategies mentioned:

Critique and council: GPT drafts, Claude refines (described as Microsoft’s “most successful” approach per their research)
Model council: show GPT and Claude side by side for comparison
A note that there’s also a linked “deeper dive” video for critique/council

Key takeaway: Researcher delivers deep, cited research grounded in internal files, producing both reports and visual artifacts—using configurable reasoning strategies.

4) Copilot Notebooks (content-grounded AI workspace)

Copilot Notebooks are described as a newer workspace for turning existing resources into an AI-powered notebook tied to those materials.

Workflow shown:

Create a new notebook with a title/icon.
Add files and reference materials from your workspace (example: “Dunder Mifflin” documents).
The notebook builds a references pane, including:
- a summary
- key insights extracted from the content

Chatting with the notebook enables analysis across the referenced materials (example: “describe common themes”).

Quick create options include:

audio overview / podcast generation
mind maps
mention of upcoming creation of documents, presentations, or Excel from the notebook

Demonstration includes:

generating an audio podcast and editing/customizing it
creating and expanding a mind map interactively
using targeted actions like “explain” (e.g., “Explain Stanley Hudson”), where Copilot references notebook resources
a brief mention that Study guide creation is rolling out (quizzes/flashcards/topic pages)

Key takeaway: Notebooks provide a controlled, reference-based environment for summarizing, exploring, and generating derivative assets (audio, mind maps, study guides) tied to your documents.

5) Copilot Prompt Gallery (prompt discovery + job/task/industry filters)

The Prompt Gallery is accessed from Copilot chat via a three-dot menu.

It contains hundreds of prompts, organized with filters such as:

job type (e.g., marketing, sales, project management)
industry (e.g., financial services, manufacturing)
task category (e.g., catch up/ask/learn/create/understand/prepare)

Demonstration:

Filter by understand
Choose a prompt such as drafting a glossary guide
Insert content via a slash command and attach relevant text (example: a Zava text spec)
Copilot generates a glossary and can create a Copilot Page (Loop page)
The result can be exported to Word

Key takeaway: Use the gallery to find proven prompts, then generate and package results into pages and documents.

Main speakers / sources

Main speaker: The video creator/host (not named in the subtitles).
Primary product/UI source: Microsoft 365 Copilot (web app at microsoft365.com), including:
- Copilot chat
- Copilot Pages (Loop components)
- Researcher agent
- Copilot Notebooks
- Copilot Prompt Gallery