Generate drafts or modify existing documents in Word

- [Narrator] In this video, we will see two main ways to work with Copilot in Microsoft Word. With the document open, make sure the Home ribbon is active. Then look for the Copilot button in the ribbon. When you click that, it opens a panel where you can start a conversation with Copilot to get information about your document. You'll see some suggested prompts. Asking for a summary is a great option, or you can click the chat field below and write in a more detailed request. Or if you have a microphone connected to your computer, you could click this microphone button and ask with your voice. So I'll do that and I'll ask a specific question about this document. Do any of the Globe Bank executives have prior experience with other financial institutions? Then you can click that microphone button again when you're finished and click the send button to ask for those results. It'll take a moment to generate, and here it is. So instead of reading the entire document to find this information, Copilot was able to find it for me. And in the results, there is a Copy button, so you can copy this text and paste it somewhere else. Copilot will respond to lots of different prompts and questions, so I encourage you to experiment and try some ideas. As we learn more about Copilot, you'll be able to use a panel, like this, in Excel, PowerPoint and other applications. But here in Word, there is another way to work with Copilot. So I'll click the X here to close this panel, and I'm going to select some text on this page. With that text selected, a Copilot button appears to the left, and that will give you options for Copilot to rewrite the selected content to change the tone. Now, when you click this button, it may give you a few options based on the type of information you have selected, but most of the time, when you click this button, it will simply offer a rewritten version of that text. So this draft basically says the same thing, but rewritten with a different tone. And there are three options. I can click these arrows at the top to see those different options, or you can click this settings button down at the bottom to choose which tone you want for the rewrite. So I'll choose Casual, then click Regenerate, and if you do get a rewrite that you like, you can click the Replace button to replace your original text with the rewritten text. Or if you want both, you can choose this option to Insert the rewritten text below. Or if you don't want to use this at all, you can just click outside of the panel to close it. Next, I'm going to scroll all the way down to the bottom of this document, and I'm going to click on an empty line. When my text cursor is in an empty line, I see that Copilot button to the left. And if you click that button on an empty line, it opens a panel that can help you write a draft. You can use that here in a blank line in an existing document. Or if you start a new Blank document, you'll see that panel opens automatically on a Blank document. Of course, you could close this panel, but if you click on an empty line, you'll see that Copilot button to the left, and you can click that to open it again. So let's use this to write a draft. Of course, you can use natural language to write whatever request you have, and the draft will be better if you provide more information. (computer keys clicking) After typing in your request, you could just click the Generate button. Of course, Copilot will use information that it finds online to generate this draft, but I'm asking for information about a company called KinetEco, one of the clients I work with. It may not be able to find the relevant information on the web, but Copilot also has the ability to search for information in your Microsoft 365 account and your organization, including email messages, meetings, or documents you have stored on OneDrive or SharePoint. This information is known as the Microsoft Graph, and it is protected by all of the standard security features in Microsoft 365. But there also is the option to refer Copilot to a specific document that has this information. So before you click Generate, you could Reference a file. You could click the Reference a file button here, or you could type the slash key and start typing in the name of a file. And based on what I typed, it found a PowerPoint presentation on my OneDrive. I could select that and you can reference as many as three files in each request. But for now, I'm not going to Reference a file. I'll just delete this and we're going to see what it finds in my Microsoft Graph. So I've written my prompt and I'll click Generate and I'll give it some time to generate the results. And here is a draft based on information from my Microsoft 365 account. You can click the trashcan button in this panel if you don't want to use it. You can click Keep it if you do want to keep it here on this page. Or you can use this field to ask for more changes. Remember, this information may contain some errors. You should always review and make revisions and only use these drafts as starting points.