S1E05Season 1

COPILOT IN APPS (PART 1)

Excel & Outlook Integration

28 November 2025

45 min

OVERVIEW

Microsoft Copilot integration in Excel and Outlook. Setup requirements, capabilities, limitations, and practical demonstrations.

KEY TAKEAWAYS

Copilot requires files saved to OneDrive/SharePoint. It won't work with local files

Data must be formatted as a table with headings for Copilot to work effectively

Without the Add-on License, Copilot creates new documents rather than modifying existing ones

Copilot in Outlook can summarize emails and draft responses with specified tone

SESSION CONTENT

COPILOT SETUP REQUIREMENTS

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Before using Copilot in any Office app: 1. Save your file to OneDrive or SharePoint (not local) 2. Format data as a table with clear headings 3. Click the Copilot button in the ribbon Without these steps, Copilot either won't activate or will produce poor results.

Deep Research & Agentic AI Copilot in Apps (Part 2)

TOPICS COVERED

Copilot in Excel

Copilot in Outlook

Enterprise AI Setup

CONTENT QUALITY

Reference only — limited depth