Class Note: Microsoft Copilot in OneDrive – Key Features and Workflow

Objective

This document summarizes the main points of Leila's walkthrough of Microsoft Copilot integration in OneDrive, including its core capabilities, practical applications, and usage tips.

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Overview

• Copilot is now integrated inside OneDrive (for Business and Personal).
• Copilot can:
  • Summarize files (Excel, Word, PowerPoint, PDF)
  • Create FAQs and answer questions based on file contents
  • Compare multiple files side by side
  • Provide improvement suggestions for files
• Features are accessible via the Copilot icon within OneDrive's UI.

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Core Features Demonstrated

1. File Summarization

• Hover over a file and click the Copilot icon.
• Choose "Summarize".
• Copilot analyzes the file and provides a summary, key points, and bookmarks linking to the exact source within the file.
• Works with:
  • Excel (e.g., HR data table)
  • Word
  • PowerPoint
  • PDF (e.g., BMW quarterly statements)

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2. Question & Answer (Q&A)

• Use sidebar to type specific questions about the document.
• Example: Finding the “group EBT margin in the first nine months of 2024” from a PDF.
• Copilot provides direct answers with clickable links to portions of the file for confirmation.

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3. Create FAQs from File Content

• Used to generate a list of common questions and answers from documents like cheat sheets or guides.
• Works with various formats, e.g. PowerPoint “PivotTable Cheat Sheet”.
• Can customize the FAQ by instructing Copilot to focus on particular topics or steps from instructional documents (e.g., Nespresso machine manual).

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4. File Comparison

• Select multiple files and use Copilot to:
  • Compare documents (e.g., different signed contracts)
  • Highlight differences (e.g., personal info, signatures)
  • For dissimilar files: Ask Copilot to compare specified metrics (e.g., file name, summary, project time, cost) and produce a comparative table.

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5. File Improvement Suggestions

• Ask Copilot for ways to improve a document (e.g., a Gym safety report).
• Example suggestions:
  1. Add visual aids (charts, graphs)
  2. Include detailed action plans
  3. Incorporate testimonials or case studies
• User can choose which suggestions to implement.

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Limitations & Considerations

• Only works on files you have access to.
• Copilot’s information might not always be correct—double-check using provided bookmarks/links.
• Official Microsoft FAQs cover:
  • Availability of Copilot in OneDrive
  • How to enable it
  • Technical limitations

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Practical Tips

• Always verify Copilot’s answers via links/bookmarks.
• Can be a significant time-saver for summarizing, comparing, and extracting information from files.
• Useful for non-technical users, as it eliminates the need to open files for quick overviews or data extraction.

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Additional Resources

• Microsoft official FAQ link (provided under the original video).

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Final Notes

• Copilot in OneDrive offers robust features for working with documents, saving time and improving productivity.
• Important to remain mindful about the potential for incorrect AI-generated content.
• Feedback and engagement are encouraged to continue improving these tools.

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End of summary.