Microsoft Copilot — GreenHornet IT Help Desk

Copilot in Word

#	What to Do	How to Do It
1	Open Copilot in Word	Open a Word document. Click the Copilot icon in the ribbon or press Alt+I.
2	Draft content	Click Draft with Copilot, describe what you want written, and click Generate.
3	Summarize a document	Click the Copilot icon > Summarize. Copilot will generate a short summary of the document.
4	Rewrite or improve text	Select text, right-click > Rewrite with Copilot, or use the Copilot pane to request changes.

Copilot in Outlook

#	What to Do	How to Do It
1	Draft an email	Click New Email > Copilot icon > Draft with Copilot. Describe what you want and click Generate.
2	Summarize an email thread	Open the email thread. Click the Copilot icon at the top > Summarize.
3	Adjust tone or length	After Copilot generates a draft, click Regenerate and specify: Make it shorter, more formal, etc.

Copilot in Teams

#	What to Do	How to Do It
1	Summarize a meeting	During or after a meeting, click the Copilot icon in the meeting toolbar. Select Recap or ask "What did I miss?"
2	Summarize a chat thread	In a Teams chat, click the Copilot icon (✨) at the top right of the chat > Summarize.
3	Ask questions about a meeting	In the Copilot pane during a meeting, type a question like "What action items were mentioned?"

Copilot in Excel

#	What to Do	How to Do It
1	Analyze data with Copilot	Select a data range or table. Click Copilot in the ribbon. Ask it to "Analyze this data" or "Show trends."
2	Create a chart	With data selected, open Copilot and ask "Create a bar chart of sales by month."
3	Add a formula	Click a cell, open Copilot, and ask "Write a formula to sum column B where column A equals Q1."

Copilot Privacy & Data Policy

#	Rule	Detail
1	Follow company data policy	Copilot follows your organization's Microsoft 365 data governance settings. Your prompts stay within the tenant.
2	Do not enter confidential data	Avoid entering PII, patient data, or trade secrets into Copilot prompts unless your org has approved the use case.
3	Verify AI output	Always review Copilot-generated content before sending or publishing — it can make mistakes.

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