Using Microsoft 365 Copilot in Outlook will significantly improve your work efficiency. With these five tips, you can learn how to use the tool to manage email, task tracking, and meeting scheduling.

Enabling Microsoft 365 Copilot in Outlook brings an AI assistant directly to your email, making it easier to manage email, organize tasks, and schedule meetings. Use our 5 tips for effectively using Copilot in Outlook to streamline your everyday life.

1. Take advantage of the “Task Tracking” feature

Using Copilot in Outlook helps you track and prioritize tasks to stay on top of important emails and tasks.

Ask Copilot to list, for example, emails from last week that had noteworthy mentions or recommendations for follow-up. This feature is especially useful when you want to quickly figure out what to do or review after a busy week​.

Practical tip: Ask Copilot to create to-do lists from messages mentioning important tasks or schedules. This way, you can ensure that essential tasks are not overlooked.

2. Summarize and filter emails

Copilot in Outlook can summarize long email threads and extract the key points, saving you time and allowing you to focus on the essential content of the messages without going through the entire conversation. The summarization feature is handy when receiving emails or long message threads.

Practical tip: Use Copilot’s “Summary” feature regularly during projects to stay current on progress and essential threads without information overload.

3. Turn an email thread into a meeting request

If an email conversation is long and needs clarity, using Copilot in Outlook allows you to turn it directly into a meeting. Select the “Schedule with Copilot” option during the conversation, and the AI ​​will automatically create a meeting, summarize the key points of the email thread, and suggest suitable times for participants.

Practical tip: When you notice an email conversation starting to drag on or cause misunderstandings, use Copilot’s “Schedule with Copilot” option to set up a meeting, which helps ensure that everyone is on the same page and things are progressing efficiently.

4. Plan meetings and coordinate schedules

Copilot can make it easier to organize meetings by suggesting available times directly from your calendar. It also allows you to automatically send meeting requests without manual adjustments, making coordinating schedules smoother, especially when dealing with a larger group or a tight schedule.

Practical tip: Use Copilot’s scheduling feature to your advantage, especially with tight deadlines and multiple participants. Copilot can suggest the most convenient times for all parties, reducing the back-and-forth communication to agree on schedules.

5. Proofread your language and style

Copilot in Outlook can proofread your emails and improve their style before sending them, ensuring that your messages are clear, polite, and professional. A polished communication style is especially important when communicating with clients or in other formal communication situations. Copilot can also suggest alternative wording or improvements, which makes your communication smoother and more professional.

Practical tip: Ask Copilot to review essential messages before sending them, especially if they are going to a large audience or contain critical information, which will ensure that the tone of the message is appropriate and that it conveys a professional impression.

Try Copilot to master Outlook

Using Microsoft 365 Copilot in Outlook provides powerful tools to support email and time management. By taking full advantage of Copilot, you can save time, improve the quality of your communications, and stay up to date on what matters. These five tips will help you learn how to use Copilot’s features to make your email experience effortless and productive.

Want to get the most out of Copilot? Check out our Copilot training.