Platform Banner

Copilot (licence) - Summarize Discussions and Schedule a Meeting Slot Tutorial

Unlock the power of efficiency with our video 'Summarize Discussions and Schedule a Meeting Slot'! Discover how to leverage Copilot's features to streamline email communications, summarize key points, and effortlessly schedule meetings with ease. See how to condense negotiations and maximize your productivity—watch now to transform the way you manage projects!

02:25
502 views
Parteger

Available in AI - Artificial Intelligence

00:00:09

and initiate a negotiation via email with my supplier.

00:00:12

I was invited to a meeting to finalize a commercial

00:00:15

offer and provide details about opening a premium business account.

00:00:21

Co-pilot offers a feature within email threads to summarize exchanges

00:00:25

into key points and assist in planning the meeting.

00:00:28

Here's the email thread between myself and Frederic

00:00:31

Beardy, my contact at Bureau

00:00:33

T

00:00:33

my potential supplier,

00:00:35

as well as a brief exchange with Julie Mud

00:00:37

on

00:00:37

my manager who tasked me with sourcing office equipment.

00:00:41

I then use the summarize with copilot feature at the top of the reading pane

00:00:45

copilot extracts the key elements of the conversation

00:00:48

condensing the exchanges into a concise summary.

00:00:52

The discussion revolves around my request for pricing on

00:00:55

it purchases within a set budget and payment terms.

00:00:59

Additional information includes the possibility of a

00:01:01

discount if I commit to further purchases.

00:01:05

My contact suggested explaining all of this in

00:01:07

detail during a meeting which I can schedule.

00:01:10

Julie Meudon

00:01:11

approved the meeting and outlined the main discussion points

00:01:14

including the terms of the premium plan,

00:01:17

proposed discounts and potential opportunities for future purchases.

00:01:23

Now, I'll use copilot's schedule with copilot button.

00:01:29

This feature can generate an agenda or meeting outline if you prefer

00:01:34

and a summary of the email exchanges. Everything is of course editable.

00:01:39

Additionally, a full copy of the original email thread is included for reference.

00:01:44

Another important feature is the proposed schedule in the right

00:01:48

hand pane which takes into account the calendar availability of participants

00:01:52

by default.

00:01:53

The invited participants will include everyone involved in the email thread.

00:01:58

This scheduling proposal only considers the

00:02:01

availability of my internal colleagues.

00:02:03

However, I can still outside of copilot,

00:02:06

initiate an availability poll allowing participants to vote on

00:02:10

time slots I define in the right hand pane

00:02:14

once everything is set, all that's left is to send the invite.

00:02:18

It's simple, efficient and comprehensive,

00:02:21

giving me more time to focus on my other tasks.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

E-learning Intermédiaire

Vu 132 fois

IA Academy : Everyday Heroes with Copilot

Manage your budgets with Copilot: from structuring to projection, discover how to transform your financial data into decisions.

E-learning Débutant

Vu 609 fois

AI Academy: Assistants, Become Organizational Strategists with Copilot

With Copilot, assistants transform into master strategists—analyzing, organizing, and managing documents, budgets, emails, and meetings like true organizational heroes.

ALL COURSES