Use Copilot across Microsoft 365 apps to complete a task from start to finish

  • 3 minutes

Scenario: Imagine you're a project manager wrapping up a team meeting. During the discussion, your team reviewed progress, made decisions, and identified next steps—but now you need to turn that conversation into clear, actionable work.

Instead of switching tools and manually recreating information, you can use Microsoft 365 Copilot across apps to move from discussion to deliverables quickly and efficiently.

Use Copilot to move from conversation to action

Copilot works across Microsoft 365 apps, helping you carry context from one step to the next. In this scenario, you'll use Copilot to:

  • Capture key points from a conversation.
  • Communicate updates to your team.
  • Create structured documentation.
  • Build a presentation for stakeholders.

Step 1: Catch up and identify next steps in Microsoft Teams

Start by reviewing the conversation from your meeting or channel discussion.

With Copilot in Teams, you can:

  • Summarize the discussion.
  • Identify key decisions.
  • Highlight open questions.
  • Extract action items and owners.

For example, you might ask Copilot to:

  • Summarize the meeting and list key decisions.
  • Identify the next steps and assign ownership.

Result: You quickly understand what was discussed and what needs to happen next—without reading the full conversation.

Step 2: Draft a follow-up message in Outlook

After identifying action items, you must follow up with your team.

With Copilot in Outlook, you can:

  • Draft an email based on meeting outcomes.
  • Adjust tone and length for your audience.
  • Include key decisions and next steps.

For example, you might ask Copilot to:

  • Draft a follow-up email summarizing the meeting and action items.
  • Make the message concise and professional.

Result: You create a clear, ready-to-send update in seconds, ensuring alignment across your team.

Step 3: Create a structured project brief in Word

Next, you want to formalize the discussion into a reusable document.

With Copilot in Word, you can:

  • Turn meeting notes into a structured document.
  • Summarize key sections.
  • Organize content into headings and bullet points.

For example, you might ask Copilot to:

  • Create a one-page project brief based on the meeting summary.
  • Include sections for goals, decisions, risks, and next steps.

Result: You generate a polished document that captures key details and can be shared with stakeholders.

Step 4: Build a presentation in PowerPoint

Finally, you need to present the project update to leadership.

With Copilot in PowerPoint, you can:

  • Generate a presentation from your document.
  • Create a slide outline with key points.
  • Add structure and refine messaging.

For example, you might ask Copilot to:

  • Create a short presentation based on the project brief.
  • Add slides for status, risks, and next steps.

Result: You quickly produce a presentation that communicates your message clearly and professionally.

Key takeaways

Using Copilot across Microsoft 365 apps helps you:

  • Stay in context: Move between apps without recreating work.
  • Save time: Automate repetitive tasks like summarizing and drafting.
  • Improve clarity: Turn discussions into structured outputs.
  • Deliver faster: Go from meeting to deliverables with less effort.

By using Copilot across Teams, Outlook, Word, and PowerPoint, you can streamline your workflow and focus more on decision-making instead of manual tasks.