A salesperson with 25 years' experience uses Copilot during Teams calls, with transcription on and the customer told, to suggest how to acknowledge a concern and what to ask next. They ask it to stick to what the transcript supports, flag assumptions and keep answers short, and they use its ideas selectively.
Based on the meeting transcript so far, [CHOOSE ONE: what important customer priority have I not explored? / suggest a response that acknowledges the customer's concern about [ISSUE] and offers a clear way forward / what would be the most useful next meeting and who should attend?]. Use only what the transcript supports, flag any assumptions and anything I must check before promising it, and keep your answer short.
Replace the [PLACEHOLDERS] with your own details before you send it.
How to try it
- Turn on Teams transcription for the call and make sure the customer knows it’s on.
- When a tricky moment comes up, ask Copilot one short question based on the transcript.
- Pick only the suggestions that fit, stay focused on the person and check facts before committing to anything.
More work use cases
Get your ideas down clearly at work with Copilot as a dyslexia aid
A Defra team leader with dyslexia, given a Copilot licence as a reasonable adjustment, uses it every day in Outlook, Teams and Word to improve written work, summarise long emails and documents, check spelling and grammar, and organise information. The ideas are still their own, they say, but Copilot helps turn them into clear writing at the pace their brain works.
Here are my rough notes for [EMAIL / REPORT / UPDATE]: [PASTE NOTES OR DICTATION]. Turn them into a clear, well-structured draft for [AUDIENCE], keeping my wording and points wherever possible. Use short paragraphs and headings, fix spelling and grammar, and list anything that seems to be missing or unclear rather than inventing it.
Draft routine reports and find facts in long documents with Copilot
On Hacker News, a daily Copilot user said it takes the tedium out of routine office work: writing boring reports and memos to an acceptable standard and finding a single key fact in a long document without skim-reading it.
Using [DOCUMENT NAME], answer this: [SPECIFIC QUESTION]. Quote the relevant passage and give the page or section. Then draft a short memo to [AUDIENCE] summarising the answer in under 200 words.
Summarise a long Teams conversation with Copilot
One lawyer had Microsoft Copilot read and summarise a Teams conversation, pulled the drafting instructions out of the summary and, after 20 minutes of editing, reckoned it had saved at least five hours of drafting.
Summarise this Teams conversation: [CHAT OR CHANNEL NAME]. List the decisions made, the instructions given to me, any deadlines, and open questions. Then turn the instructions into a numbered checklist I can work from.
Reference: X @cvheady007