Transcripts
1. Intentional AI - CoPilot 365: What is intentional
artificial intelligence? Intentional AI. It's when we use artificial
intelligence to actually accomplish and
help us accomplish things that we are
already doing. We're not just
learning how to use artificial intelligence
for the sake of AI itself, and that's what this
course is about. This course is
about copilot 365, a very powerful integrated
artificial intelligence that many companies are using in order to
be more productive, whether it's a
school, a company, or any organization
that's looking to use artificial
intelligence with intention. My name is Frank and I've
been teaching for many years. I'm an AI project lead at a large post secondary
institution. I actually have a
YouTube channel called Learning and
Technology with Frank, where we look at
the intentional use of technology for learning, teaching, and being
more intentional. I wanted to create this
course because I believe that copilot 365 is
the type of skill that can really set you apart when you're
trying to work in an environment where AI is used with intention
for productivity. Now in this course, we'll
talk about what copilot is. I'll talk about the
architecture of artificial intelligence
and why a lot of artificial intelligence
training and information is maybe misaligned with how people can really
benefit from AI. I'll talk about Microsoft
copilot and do an introduction. Then we'll look at common tasks like working with documents, working with Excel spreadsheets, working with PowerPoint
and presentations, and some fun topics
like creating an automated agent
to help you with your work and creating content that can help
you be more effective. The goal here is not to use
artificial intelligence as a complete replacement or to do things
that you can't do. It's to do things that augment
what you're already doing. The project for this course will clarify that because
what you'll do is go in and make a list of all the
things you do in a day and ask yourself the question once you've taken the course. Can copilot help me with this? Can it alleviate 10%, 20%, 30% of the workload? I think you'll find
it interesting and I'm here to help as well. Comment as you're going through the course in the
discussions for each lesson and I'll do my best
to guide you and help you not just through the
lessons of this course, but through the discussions
that we can have. Thank you so much for
considering taking this course. I hope you're successful with it and I'm
here to help you. Thanks again and we'll see
you in the first lesson.
2. The AI Maturity Model and CoPilot 365 Overview: Is Microsoft copilot 365 the best AI solution for actual AI supported
productivity? In this video, I'll share
why I think the answer to that question is
a pretty strong yes. You may have heard
about the AI bubble or the end of AI or even
the term AI fatigue. And I'm not surprised that we're starting to hear
this type of reaction to the flood of AI information that we're constantly
being bombarded with because so much of what
we're being told about AI is really about and
from early adopters. Those people that are
exploring new tools, people that are already
comfortable with technology, and they're really
focused on exploring and using AI in unique
and novel ways. And this isn't new.
When web browsers first arrived as a technology, the debate was really on
the browsers themselves, not what we could
actually do with the browsers in order to accomplish things that
were meaningful for you. It's time we started looking at AI that supports what we're
actually trying to do, which is getting things done. And this is where copilot
365 really becomes the best AI for actual workplace productivity,
working with documents, spreadsheets, presentations, creating content
building a business, collaborating with other people, all the things that we
actually want to do aligned with the way we
work and with deep insight, not only to the entire world where it can synthesize
information, but also to our very
specific workplace. To start, we'll look at an AI maturity model that
I developed and that I use whenever I'm invited
to speak about AI to business owners,
leaders, or staff. And then we'll do a
tour of copilot 365. I'll point out some
of the features and capabilities that
might surprise you. In fact, copilot 365 can often do everything that other AIs
can do, but actually better. This is the AI Maturity scaffold
diagram that I created, and I created this
diagram to have a visual way to
begin a discussion, begin a dialogue about
using AI to be more productive with an
organization or a business, anyone that wants to use AI and actually get
results from using AI. For a lot of people when
they think about AI, they'll have a term or
an idea of what AI is. There's a lot of differing
opinions about what AI is and how to best use it
and how to best learn it. So for a lot of people
that were early adopters, they really look at
the AI platforms, the generative tools. The common one
would be chat GPT, or Cloud or perplexity. There's a number of
tools out there, and this makes perfect
sense because this is really how AI sort
of hit the world, the popular AIs
that we see today. This is how they entered the so for many people that
were early adopters, their first use of AI was
using a tool like Cha CPT, whatever version
they began with. And for many of those folks, they learn to do
prompts to chat GPT. And now as hat GPT, and some of the
tools have evolved, what they've done is they've
been able to create imagery. They've been able
to create videos, podcast there's many things
that generative AI can do. But once you're
familiar with a tool, you start thinking about how can I do more with that tool. So you'll see a lot of AI videos on how we can do AI automation. You'll see a lot of videos
on how we can even start making AID work for us
or build a gentic AI. The challenge with that entire
end of the maturity model is that all of these have
really a developer mindset. So you're really a
developer mindset. You're more focused on the technology and extending
out the technology. But that's not really
how most people work. Most people go to work every day and they have a
job task checklist. They have a list of things
that they need to accomplish, and writing prompts is not
what they're sent to do. They need to do
customer service. Maybe they need
to send an email. They need to communicate
something through a document. They need to be able to
provide a presentation. They need to be able to do a data analysis or look for something on an
Excel spreadsheet. They're really working with technology in order to
do customer service or sales or supply chain or something that makes
that business productive. And many of the things that they do will be human only things. They'll talk to people, they'll build relationships with people. In fact, many of the things that we do as humans are really the core of the business and really drive the true
value of a business. You don't go to a
business because they have the best
computer system. You go to the business
because they have the best customer service or
they have the best product. If you go to a restaurant, you don't really care about
the point of sale system. You don't care
about whether they can split checks or whether they can do all sorts of cool things with the
point of sale system. You really care about
the fact that you had a nice time with your
friends and a nice meal. But there are ways that we can use technology to augment that. And that's really
the first thing that we want to do with AI. What we really want
to do with AI is we want to take the things
that we're already doing, and we want to go in and
we want to do them better because AI is helping us know more about the
things we're doing. And that's where
productivity tools like copilot 365 come into play because they sit inside of our existing
productivity applications, and they can do all of the
things that generative AI will you'll see that in this video and any
subsequent videos, you'll see how copilot 365 can actually do all of the
things that hat GPT can do. It's a very powerful platform, but it's integrated
into the office suite. It's integrated into
my office environment. And there are some
specialty tools out there that can also help us, maybe a tool that's
built to help me do food costing
for a restaurant. Maybe a specialty
tool that helps me do research or helps me
do something specific. Those are also tools that
are built for purpose. We're focusing here, of course, on copilot 365 and that
level one of maturity, which is the bulk of
the people working in an organization and
a bulk of the value. And something that's very important to also
consider when it comes to AI is that AI is part of
digital transformation, and digital transformation
is not just about AI. It's about more than AI. In fact, I'll just pop
into another model here. I'll go into my digital
transformation model. This is not a maturity model. It's a digital
transformation model. But when it comes to
digital transformation, we have artificial
intelligence as just one aspect of a digital
transformation strategy. We also have data, cloud
services, IOT and automation. And then from a
business standpoint, the relationship that we have
with customers is changing. We have competition,
again, data, how we use it to
serve our customers, how do we innovate,
how do we drive value. We'll concentrate on AI here, and we'll concentrate on
how we can use copilot. But the key here is
that when it comes to using copilot or Chat GBT, and some of the
other AIs out there, is that when it
comes to copilot, what we're looking
at is data access. So we want to take
our AI and have it access the data that we're currently using
to run our business. Whereas if we want to
start getting into AI automation and agentic AI, we are going to have to do
a data engineering project. And that's actually
what I teach. I teach data engineering. We're going to have to
go through a cycle of ingesting data, storing data, cleaning and cleansing and transforming data,
modeling that data, and then serving that
data to an AI system, or to a data analysis system. And I think you'll be pretty amazed at how
quickly you can then rise up in the maturity level as you start getting
more value with AI. So let's take a look at copilot and as we look at copilot, think about how it's
accessing data, my data, my organizational data,
as well as the data in the world because it can do everything that a
generative tool can do. In fact, copilot is built on top of hachPT five, so there's that. But we can go in and I'll
show you this in copilot. And then as we're doing this, think about as you expand your knowledge and
you get everything with copilot in order, how you can then build
upon that platform. And if you're running a business or if you're supporting
a business with AI, think about how
you can get all of your staff and all of your
organization functionally literate with AI
and working with AI effectively so that as you add more services and as you
get more complex with AI, it can be digested, incorporated, and
used effectively. Let's go take a look
at copilot 365. It's important to
distinguish between copilot chat and copilot 365. Copilot chat is fantastic, helps me retrieve information, use AI in very meaningful ways to help me with my tasks and all sorts of different
things I can do. It's a great tool, and
for a lot of people, they have access to copilot chat through an office
365 subscription. Copilot 365, on the other hand, is an additional license
that you need if you're part of an organization like a school or a business, and this additional license
has a monthly charge to it, but it's really integrated with how you do work with
Microsoft Office 365. It's actually integrated
into the Office 365 suite. Helps you do things like
generate documents, work with spreadsheets, create presentations,
draft emails. And the key here is that
copilot 365 works with your existing Office 365
subscription environment and respects all of your
security boundaries. One of the most powerful and
important aspects to copilot 365 is that it keeps
your data safe. So you'll need to have
an administrator go in and give you a license
to copilot 365. It's part of your
Microsoft 365 environment, but it is a separate license. And when you have a
license to copilot 365, it will be able to use
role based authentication. What that means
is that if you're a member of a group
that has access to files or your own personal files that you're storing in
your company environment, your OneDrive, your
teams, your Word, your Excel all of those files
can be seen by copilot 365. All of those files can be
used as part of its AI. And this means that your
data is completely safe because it's behind that
enterprise firewall. It means that you only have access to the
things you can see. You can't see a co
worker's information. Your co worker cannot
see your information in the same way that you cannot read a co worker's emails, and they can't read your emails. If you share something
with someone, then of course,
they can read it. And when I say A, I
also mean copilot 365. This is very useful because it means I can use
existing materials that I've created as the input for new materials
that I'm creating. Things like summarizing emails, things like looking at
my Excel spreadsheets. Now, the nice thing behind
this is this is all firewall, but external data
can be brought in. In fact, it uses hat GPT five. So you're actually
using hat GPT five, you can go out onto
the Internet and run AI queries against the
public datasets or the public AI datasets
without taking your data and using it to
train those public data set. Your material is your material. Role based authentication protects you with your material, but you can still go and
get public material. As an example, let's say I
had an Excel spreadsheet. It contained a lot of
confidential information. I'm the only one in
my organization that has that spreadsheet.
I'm looking at it. I could go out
onto the Internet, bring in taxation tables or
bring in supply chain tables, and I could use those as part of my AI work that I'm doing, but that doesn't mean
that my information will go out into the
public environment. And this is very useful and something that protects my data. Well, now that we understand
the maturity model and we understand
what copilot 365 is, here we are in the
copilot 365 environment. I've logged in with an account that has an assigned license, and to get here, I just put
in Microsoft 360 five.com. You can see that in the
center of the screen, I have a typical chat
type of environment. It's a new chat
that I have here. I'm working with copilot. It's even nice because it gives me some suggested
prompts in here, and I can even see more
suggested prompts. If I scroll down, I can go in to a prompt gallery. Where it'll give me
a whole number of different prompts that will
help me interact with the AI. I can even go in and
choose specific tasks. For example, let's say I want to understand or edit
or code or analyze. Let's say, for example, I want to go in and prepare
and I want to prepare, for example, let's
say I'm in marketing, you can see, Oh, we'll
go into human resources. Let's say I want to go in
and do an interview prep. It's giving me
suggested prompts, and you can see here that when
I put that prompt in here, I can set a number of
different values in. I'm not going to
use this prompt. I'm not in human resources,
so I'll just delete that. Now, I can also go up to the
top right hand corner here. And for this video,
we'll mostly be doing a tour of copilot 365, and then in subsequent videos, we'll go into each area in great detail where we're
doing specific tasks. So you'll make sure to
stay tuned for those. I have a green shield up here, and this just indicates that I am using enterprise
data protection. So this means that
my information is just for me or information
that's shared with me. It's not going out to a public environment,
and that's very. I can go in and I can do a temporary chat if I don't want to retain
what I'm chatting about. And I can also choose the model
that it's using to think. I can do auto. That's
normally what I do. I just let it determine
whether to do a quick or a deep thinking response based upon my prompt.
So we have that. And the ellipse here gives me a lot of very
interesting options, some of which you
might get excited about just by seeing them, but we will be covering
them in more depth. So first of all, I can see my recent pages that
I've worked with. We'll talk about what pages are. We can do scheduled prompts, super useful, especially when
I'm working with Outlook. I can send feedback, so I can send feedback
on what's happening. I can turn my web search on and off so I can eliminate
the web from being part of this AI process if I don't want it to go
out and look on the web, and I can go into my setting
and with my settings, there's some really interesting
things that I can do. I can go underneath
data controls, so I can have shared
links, right? So how I will use data
to ensure privacy. So I can manage shared
links if I decide to share a prompt or decide to share the results
of a prompt. And I can do personalization. I can actually provide copilot 365 with custom information
about my preferences, things that I'm interested in, the way that I like
to be spoken to, the way that I like
to conduct research, any goals that I might have. And that will allow
copilot to really assist me with
personalized information. And I can even go into
the copilot memory where I can go and see any of the memories
that it's captured. This is a fresh license that I've just assigned
to an account, so I don't have as much
material in here to draw from, but I can go in and do this, and I can go to my work profile, as well, which will give me my location of where I'm
working from and such. I can also go into
agents and I can set up access to specific
external data, so I can actually allow connectors through my admin
portal to connect up. Some of this is a
little bit more advanced, but the
point here being, is that you have a lot
of configuration options with copilot to really make
it your own environment. And I really do like the
prompt gallery, especially. For example, a lot of
times I will go in, and if you're in an
academic environment, there's actually
teaching in here. But let's say I want
to do learning, and I want to
learn, for example, something along the
lines of let's say I'm working in a consumer
goods environment. Well, you'll see that
the prompt galleries, we can go in and create
our own prompts as well, so we can save prompts and
put them all in our gallery. You can even share prompts amongst other people
in your organization. It won't use the
documents in the prompts, but it'll build a
generic prompt. So we can go in and we can build prompts in there.
That's very useful. So, for example, I could say, help me prepare for my day. And if I go in here,
I can even provide it with work content,
images, and files. And one of the
things that's really useful is if I use
the forward slash, I can actually bring
in specific documents. So let's say, for example, instead of help me
prepare for my day, help me prepare, I could
say for a presentation. On learning techniques
on learning, and I can give it
this document here, and it will then actually
use this document as part of its preparation to
help me prepare for this particular topic that I'm going to
be presenting on. So there's a lot that
we can do with AI. We'll go through many
different scenarios as well, but you can see it's going to choose whether it's going
to do deep thinking or not. I can even go up here
and start a group chat in teams about this
prompt so we can all brainstorm and work
together on this if we have a shared document or if we're
planning shared project. So that's very useful as well. Can even go in and instead
of just using my material. So I'm using my work material, and I can go out
on the Internet, but I could isolate
just to the web. So if I just want to
isolate only to the web, I could do that, and I'm only
doing web search as well. So it's going to go through, and it's going to generate
a response for me. Meanwhile, let's just go down the side and talk about
some of these things here. We can go in and do a search. That's pretty standard.
I'll just go through. We'll do a standard search. This will help me find documents
across my organization. So, for example, I'll just say, Let's go here, right? So I can go in. It's just
giving me some date in here. But let's say, for example, these are documents that I've
recently been working with in a SharePoint site
in my organization, and you can see here
that I would be able to go in and I'd be able to find people in my organization. And this is very useful. I don't know about
you, but sometimes I'm looking for a document. I don't know where it's stored, but I know I have access to it. I can go in here, and it often allows me to find
it quite quickly. I can build up a library of content across
my organization. I'll do an entire video
on how we can build up pages and how we can use those in notebooks. Stay
tuned for that. But the idea is that I can build a personal library
here in copilot 365, and the create function
is very useful. Once again, we'll be
doing an entire video dedicated to create function. But we can create images, make videos, design
infographics. There's a lot that
we can do here. So a lot of times you'll
see someone that will want to create an image in order
to put it into a PowerPoint. Well, in the video
about PowerPoint, we'll talk about how
we can create an image and use that in our
PowerPoint presentation. There's lots we can do in terms of creating
content in here. It's very, very useful again. If you have the copilot
365 subscription, you'll also get access
to a researcher tool, so you'll be able to go in
and you'll be able to do research on a project or
something you're working on, as well as an analyst tool, so you can start analyzing
data and visualizing data. And then we can build My Hub. This is an agent I put
in and Viva goals. We can also add our new agents, which we can create ourself. We can also look at many agents that are available
for us to put in. So we can go in. There's a
lot of different agents. For example, if I want to work
with earning on Frontier, SharePoint page agent right, so I can automate
news posts and such. There's a lot of different
agents that are by Microsoft, different
featured agents. We can create agents, and there are more agents. There are lots of
different agents out there that will allow us to do specific things and
help us with the AI process. Now, at this point,
you might almost feel overwhelmed if you're just starting out on your AI journey, the chat itself can help us. If we just go into the
chat and work there, that can help us with
what we're doing. Okay. So if I go through, you
can see my old chat, the one that I was working on when I went off
to the menu here, it's still working on that chat. All of my chats will
be in here as well. Now, there's a lot to copilot. This is the overview
of how we get in and just a quick tour
of where things are. The key element is that in
order to use copilot 365, you do require that license, and it does need to be a license as part of an organization. So a school or a business. It's part of Microsoft 365. And in this course, you'll learn a lot of different
aspects of copilot 365 that you can put into immediate use and start being
more productive with AI. Let's move on to
the next lesson.
3. Documents with CoPilot 365: Working with documents is a huge part of being productive, no matter what job you have, whether you're
creating some sort of letter to communicate ideas, whether you're creating
some sort of manual or using existing templates to create something as a document. It's not a surprise
that word processing is one of the earliest applications that computers were used for. But if we could
use copilot 365 to be even more productive with documents, that would
be a great thing. Well, in this video, I'll show you exactly
how we can do that, how we can use copilot
to draft documents, how we can use copilot
to edit documents, how we can use copilot to
summarize many documents, and how we can even
chat and interact with documents in order to extract
information from them, all using Microsoft copilot 365. Let's take a look at drafting a completely fresh
document using copilot 365 in Microsoft Word. Now, what I can do is you'll see that I'm in
the web interface here, so I have all of my applications that I can run through
a web interface. If you don't see this screen, by going to Microsoft
365 here at the bottom, you'll actually see an icon that'll bring you
to your app window. Now, of course, I can work on word through a web interface, or if I install the application, everything that I'm
showing you can also be done within the
word application. In fact, for document help, you can also get help with email and other documents like
messages and teams. So I'm going to go into Word
and when I open up Word, it's going to be
the web interface of I'm going to start
a new document. Let's create a blank
document here, and this blank
document will have a few new features because
I'm running copilot 365. First thing you're
going to notice is that when the
document comes up, up at the top is a dialogue box. There'll be a dialogue
box and it may take a few moments to load
into my web browser, depending on the speed of my Internet connections and such. But you can see here
it's going to say, describe what you would
like to draft with copilot. I could go in here.
It's going to remember some previous
work that I done, for example, this lesson plan. Maybe I want to do a lesson
plan on metacognition. So we'll do a lesson
plan on metacognition, and I want to provide it with some information to help
it draft this document. I could simply put this in, and it would do a
public web search and search my
documents and such. But it's best if you have
resources to add them in here. So I'll go into my files. I could go into my emails if I wanted to create a letter
responding to an email or even my meetings
if I wanted to create a document maybe based
upon a meeting that I had. But in my case, I'm in files, and I'm just going
to scroll down here. And here's a
literature review that I have for metacognition. I have this literature
review that I have on metacognition, and
now when I go in, I can begin generating a draft of a lesson
plan on metacognition. This is also really handy if you have templates
because, for example, if I had a template on a
specific lesson plan style, let's say the bops model. It's a special model that we
use in teaching, BO PPPS. And what I can do is I can say use this document
as the template. But you can see here
it's already starting to generate a nice
little lesson plan here right from scratch. And I would not use this
as the lesson plan. It's probably pretty good, but I'm still going to go in and bring my
expertise into this. But what I do have is I have a structure and I have
a point of departure. I can start working
with this document. So I can say, do I want
to change something? In my case, I'll just
keep it for now, assuming I read it, we're
doing the video here, but I would read through
that and you can see it's even got my
literature review in here. If I go into copilot here, I can now chat with this
document and begin modifying it, or I can just directly go in and start editing
the document. This is how I would start a brand new draft
using copilot 365, not facing a blank page and getting something
that I can begin working with and turning into something perfect for
what I'm trying to do. Now that I have a document or any document that I might
have from the past, I can open it up again in copilot and you'll notice
the first thing here, it creates a summary of the
document here at the top. So I've got this nice little
summary of the document, including the citations
for what it did in order to generate
the text in here. So you can see here,
I can go through. I can see the different
types of citations in here, so I can jump to those
sections of the document. I can go in and I
can go and create a briefer or standard
or a detailed summary. I can copy this summary. This is very handy if I want to share just a summary
of the document, or maybe I have an
existing document, and I'd like to summarize
it so that I can quickly understand what's
in the document before I commit to reading
the entire document. Really like this if I
have a lot of documents, I'll show you that in a moment. If I want, I can go
in and open the chat, but I have the chat
open here on the side. I can get that by clicking
on the copilot button. I can go in and I can do things like connect up to
my work environment with the web or I can go through a web
exclusive environment. And if you go in here,
you can see that I have the ability to go think
deeper, quick responses, depending on how I want
GPT five to behave because the heart of copilot
365 is GPT five. I usually leave it on auto, and then depending on
what I'm asking it to do, it chooses the
appropriate model. So let's say I'd like to go
in here and do some editing. So one of the things I
could do is I could say, could you rewrite this to
sound more professional? And if I go in and choose
that option here, right? So rewrite this to sound more professional
and less verbose, I could choose a specific area of the document if I'd like, or I could go in and you can
see I can configure this. I can go in and get
insights from data. If there was data
in the document, I can go in and
create images from a description that might
be in the document. These are all my agents in
here that I can access. And again, we have
another video coming up on creating and
working with agents, but just to be aware that they're and I can go in
and add the document. I can upload documents,
work documents, upload a document or attach Cloud files if I want to analyze that.pe's not absolutely 100%
has to be this document. I could work with multiple
documents at the same time. So if I was to go
in here and ask it to rewrite to sound
more professional, you can see, in this case, here I should have selected
a piece of data in here, but you can see it's going
to do the entire document. And if I like some
of this in here, I can start moving it
into the document. I could format it for a handout, make it even more concise. You can see I have a lot of
options and suggestions, but I could do my
own thing as well, and I could say something like create an image of a brain. And even right here, in my Word document, I can go in here and it will use the image creation features of copilot in order to generate
an image of a brain. I'd probably want
to put a little bit more detail in here, and then I could put that into the document on metacognition. This is a lesson
plan, so I don't necessarily need to add a
lot of images and such. It's more for me
when I'm teaching. But if this was going to be
a handout on metacognition or if this was going to be something that I was going
to share with others, then maybe I do want
to embellish it with some brains and that sort of thing because it's
on metacognition. This is actually going to be
a fairly realistic brain. I might want to get a little more creative
in the image I create. One of the things that I do here with a lot of the copilot
features is that people say, Oh, it's a little bit
slow drawing your brain, and my response to that
is always the same. This is much faster than
if I had to take out a piece of paper or if I had
to try to draw this myself. This is something
where it does take a little bit of time
to generate an image, but the one or 2
minutes is a lot more efficient than me
trying to draw the image. Even for me to go and
search Cliff art, that's exactly what I want. I do use this
feature quite a bit. You can see I've got
my image of a brain. I could go ahead and copy that. I could bring this up here
to the beginning here, having learners learn
about their own learning. Put in just go ahead and
paste that right in there. So you can see that
we have a lot of ability to really make
this our own document. So that's an example
of editing it. We can also go in, and I actually already showed
you how we can summarize. We get the automatic
summarization in here. But we also can get insights
into this document. So there's some key
numbers in here. What is metacognition
wise and important? That's a good
question and answer. So it helps me give
some insights, some Q&A in here as well. I can go and have
discussions on this. So in this case, here,
I can go in and I can take this and,
um, get information. We could have a
discussion, comments and conversations
on the document. I haven't started any yet, but I could put that in there. I could start going in and open a chat related to
this document here. It's actually a chat on the side and I can look at activity. Since I created the document, I can see who's worked on it. This is not a shared document, so therefore the discussion and the activity is
just going to be me. But you can see I have this in. Another cool feature
is, as well, I can do a podcast like
discussion between digital voices reading
this document to me. If I go in here, it'll
generate a podcast. Let's say I have a document, maybe not necessarily
when I create it, could be a document that I downloaded and I want
to get a summary of it. I could get the summary
in the same way here, open it up, get the summary. But I could also go ahead and generate an audio version
of this lesson plan. So I can go in here and
it'll take a little while, but it'll have a conversational
podcast style dialogue about metacognition. That's great for
doing reviews of documents and such very handy. I can continue to chat with
the document and such. Here you saw that just Oh. Overview of metacognitive.
There we go. It was starting the podcast. I was hearing that. I'm not
sure if you heard that, but it started
playing the podcast. You can see here that what I've done is I've gone
in with documents, started working with
it with the AI, enhancing it with some
images through the chat, summarizing it,
generating podcasts. I did this all by starting
a fresh new document, in my case on metacognition
and then going in and taking care of
it with a dialogue. Enhancing it. Imagine how much time you
could save if you used copilot 365 to help you with
the drafting and editing, summarizing, and extracting
information from documents. We're not trying to
replace what we do, but if we could save ten, 20, 50% of the time that
we spend on documents and use that time for more meaningful work,
well, that's a win.
4. Document Exercise: Now it's your turn
to try things out. If you have a copilot 365
subscription provided by the organization you work with or school that you attend,
then you're all set. If you don't, you can
still use copilot chat, which is not as full
features as copilot 365, but still has a lot
of functionality in order to work with documents. Give it a try,
comment and let us know exactly how you did and
things that you tried out.
5. Excel and CoPilot 365: Was the last time you worked
with Microsoft Excel, opening a spreadsheet,
looking at a spreadsheet, creating formulas and such. If you work in an
office environment, that answers like 5
minutes ago because everybody uses Excel on
a very frequent basis. I mean, I know for data that
a lot of people are moving to PowerBI and doing a lot
of modeling in Power BI, and there's fabric and the whole data engineering
end of things. But when it comes
to business, Excel, and this is the
textbook I use when I teach some of the
Excel courses I teach. Is rather big.
There's a lot to it. It's been used for years, and it delivers a lot
of value to business. Well, in this video, we'll take a look at
how you can use copilot 365 to get a ton more value
out of Microsoft Excel. I'm not just talking
about the people that are really into Excel, the people that are going to the Excel worldwide
competition and such. I'm talking to the
average user that receives a spreadsheet
and wants to get some insight into what's in that spreadsheet and what that spreadsheet
is telling fact, we'll have a little bit of fun. What I'm going to do is
I'm going to import into an Excel spreadsheet a list of all the PSP games that
were ever produced, and we're going to
take a look at them. I'll show you how that works. But let's take a
look at working with copilot 365 in Microsoft Excel. So I've imported my
data from the Internet. Again, comment down below if you'd
like to know how to do that. But what I want to do with
this table is prepare it so that copilot 365 can really
work with it effectively. There's a couple of things
that you want to have happen. First, I'm going to
click the top corner in order to select the
entire dataset here. So I'll click on there. And
I do want to make sure that this is formatted as
a table or a range. You can see here that it looks like it's
formatted as a table, but I'm going to be
extra sure that it is. And I'll just choose, let's say, to make that orange. So I'm going to go ahead.
I've formatted it. I know it's formatted
as a table. The other thing that I did
is when I imported the data, I did do a transformation
through Power Query so that the first row
becomes my headers. You could also do
that after the fact, if I just imported raw data, but you do want to
have a header row in there so that you can identify the various columns
in your dataset. That's going to make
copilot 365 happy because as we're having a
conversation with copilot, it's going to know what
I'm talking about. Now, you'll notice I have
the copilot icon up here, and I do have my copilot
365 subscription, which is an organizational
subscription. Underneath here, I can go
in and learn app skills, so I can learn how to
work with copilot, or I can chat and start
looking at the data. So I have copilot chat open. I can give myself a
little bit more space here by dragging
the window over, and there's a lot I
can do with the chat. So, for example, I can go in and I can actually use
agent mode in here. We'll talk about agents in another video in
the series here, and I can go in and
make changes like scheduled prompts. There's
a lot that I can do. I have a full copilot
environment here, but maybe what I'd like to
do is I'd like to go in, and I could even choose
whether I want to include the web in here
or just my work data. So I'm going to go in and give me some interesting
data insights. It's going to analyze
this particular workbook. It's going to go in and give me some interesting data insights. If I have multiple files open, I may have to tell it which
file that I'm interested in. So it's reviewing the data here. Notice it's gone through, it's reviewed the structure
and content. Now, I'm familiar
with this dataset. It's a list of titles, whether they were released
in North America, Europe, Asia, Japan,
and Australia. It gives me the name of the publisher and the
name of the developer. So it's going to
go through here. It's talking a little
bit about the overview. And I have some key insights
immediately like this. So many titles are unreleased in either North America,
Europe or Australia, but many have release
dates in Asia, Japan, because the
PSP is from Sony. So a lot of titles there, gives me inttration information on Namco BandiGames,
Idea Factory. These are frequently the
publishers of these games. I can see, you know,
here that we have Idea factory and Quinn Rose for the visual novel and
a Tome game genres. I'm not so familiar with
that particular genre, but I assume it's a
particular genre. PSP people, comment
down below if you're familiar with all the different
Japanese game formats. And if we go in here, so there's a lot here that's
quite interesting. And I can put my own
information in here, so I could say, for example, how many games were released. In North America. So I
can go in and I can say, how many games were released in North America and it'll take away all of the
unreleased games. I'll review the data, and it'll give me a good
sense of what's there. So how many games are in here? It's gone in. So 393 games were released in North
America in this workbook. I can even go and get
a breakdown by year. So this is an example
of how I can use copilot in Excel to start getting more information
about my spreadsheet in a way that's very intuitive and a way that's
more conversational. This is fantastic
for anyone that is given Excel spreadsheets and
has a lot of data in there, but needs to extract
some insights. A good example is,
let's say you had a number of people respond
to a feedback form. So you have a feedback form, say four or 500 people responded back to
that feedback form, and you want to take a look and see what the breakdown is, how many people are
rating things high, low, what are common
concerns, and so on. Here's a nice table that
was generated of each game. You can see that
2013 really that last year only had
nine games released. Can get a breakdown
by publisher, so there's a lot that
it's coaching me to do. So I could say I could even
generate values in here. Can you visualize the above table as a pie chart. And so we can start interacting. So now I can say, Okay, I'd
like to see a pie chart. Actually, it already
had done a line chart. So it or sorry, histogram. So you can see here it actually did the visual summary
here of the bar chart. So you can see the bar
charts in here as well. And if I scroll over, it would
have nine games for 2013. And it's going into,
but I've asked for a pie chart, so I can go in. And actually, if I go above here just while it's doing that, you can go in and
you can modify. You can copy the preview. You can change
display options in here as well if you
want to use coding, for example, to
embed it somewhere. And if I go here, here's my
pie chart by games as well. So you can see here that you've got the
different colors here. So if I go across,
if I scroll across, go back to 2014, you can actually
see there's a very, you know, if I go in here,
it'll be interesting. There's five games in 2014
and 2013, take out 14. So, 2013, there's
the nine games. So you can see here
that I can see, Oh, 2016, that's interesting. Well, see, now I'm getting
excited about the dataset. But if I go into
2016, for example, and playing around here, take off the 2013, there was two games in 2016. So that was probably some sort
of contractual obligation. Now, I'm getting excited
because I like PSP games. The point here being, though, is I can start
interpreting the data. Now, there are some
publishers, for example, in this particular PSP
game collecting market that are quite valuable, the publisher, they publish
very popular games. NIS is one of them. And there's another
one, as well, which whose name Atlas Atlas and NIS are two game
companies that do a lot, but I'm talking
about the data now. The point here is that copilot
can really help me break this down and start getting insight into what's happening. Now, the other thing that
I can do here is I can go in and I can instead of
looking at the breakdown here, I could go into my app skills, and now I'm learning how
to use Excel with copilot. So for example, I could go in and suggest formulas
and columns in here. I can use pivot
tables and charts, so you can go in here, and it'll not only tell me how
to do this, right? I'll give me the option
to make changes in here. I can apply changes, and I can go through. These are some previous things
that I had done before. I was making some changes with
headers and such earlier. But you can see
here, I analyze it. Here's what I found,
so it can go in here. I can add that to a new
sheet, for example. And you can see I now
have count by developer. I have all my developer
in here, for example, I think I mentioned
a little bit earlier here that one of
the developers I really like is one called Atlas and there's
six games by Atlas, and the other one
that I like is NIS, and if I scroll down, I'm just trying to see some
other ones in here as well. But if I go into NIS, which could be writing NponIch
software, 15 games there. So very interesting to see how I can start using copilot in conjunction with my
Excel spreadsheet to get more insight and value. Oh, and let me show
you one other thing that's really cool as well. In the copilot chat, if I hit my ellipse here, I can go in and I can do
things like open this up in the Microsoft 365 app. I can also start a group chat in Teams on this
particular spreadsheet and the conversation
I'm having with it. We'll talk about scheduled
prompts in an upcoming video. Make sure you watch for that. And if you're not subscribed,
you can subscribe. Hit the Bell notification.
You'll get all the videos. And so we can do this. But the team chat one
I wanted to show you, this is a great way
to work together on a spreadsheet and have conversations using
copilot and co workers. So very useful things that
we can do there as well. Okay, a special bonus if you can spot the Black Cat
in this video. In the monitor, I can't see her, but this has blossomed
my little Black Cat. Anyhow, so we've seen
how we can use Excel. We've seen how we can
use copilot 365 to start talking to our spreadsheet in the same way that we
would think in our mind, What do I want to know
from this spreadsheet? What's the information
I want to get? This is a great way to begin the process of interacting
with a spreadsheet. Maybe that's all I
need to do is just get that overview of the data
that's in that spreadsheet, and I'm fine to make
decisions based upon that. Maybe I want to enhance
the spreadsheet, add visuals, or learn how to do things in the spreadsheet
like formulas and such. Copilot 365 is there
for that, too.
6. PowerPoint with CoPilot 365: Using PowerPoint to structure presentations in order
to train or provide information is something
that's been used in business and in education
for quite a few years now. It's a great tool to provide
an outline, a structure, a way of navigating
through ideas and through information and how to develop communication
skills as well. In this video, we're going to focus on how we can
use copilot 365 with PowerPoint
to really elevate our ability to
convey information, to structure our training, to do things that really help people understand what
we want to talk about. If we don't
communicate our ideas, it's effectively as if we
didn't have any ideas, and if we don't
structure our training, it can be very difficult
for people to follow along. So in this video with
Copilot 365 and PowerPoint, we're going to look at
how we can use copilot 365 to help us structure
our presentations. We'll look at how we can
use copilot 365 to get help on how to use PowerPoint to get it to
be a more effective tool. We're going to take a
look at how we can use copilot 365 to help
us generate ideas, to come up with concepts that maybe we didn't include
in our presentation, but would be useful
as a thought partner, and we're even going to take a look at how we can use copilot 365 to create visuals and engagement in our
PowerPoint presentations. Let's go take a look at using
copilot 365 in PowerPoint. I'm using copilot 365, I can use it through
the web interface, or I can use it directly within the applications if I have those applications
installed on my computer. So, in this case, here,
I have PowerPoint. I have a blank presentation, and I've opened up
copilot by clicking on the copilot icon
up in the corner. And I can adjust the width of the working surface
that I'm working on, so depending on the size
of my screen and such. But let's say, for example, I want to go in and I want to brainstorm on
a specific topic. Now, remember, this is going to reach into all of
my work documents, all of my emails. Everything that I
have in Microsoft 365 is accessible by
copilot 365, as well. This is why it's again,
very important to store all of your material
in your one drive, not on your local hard drive. I can also use the web, so it's also going to pull
resources from the Internet, and I could just go
web exclusive if I just want to do
only web resources. But in my case, I
do want to reach into maybe I have some
documents that I've saved. So I'm going to go and
do some brainstorming on metacognition. And so I know that I've done some stuff with
metacognition in the past. I want to have this
presentation pick up on that. So now it's going to go through. It's going to review my data, and it's going to help me build a structure for
this presentation. So you can see here not
only does it go through, it's looking at some
lesson plans in here, but it's actually giving
me the connection to either external resources or the resources that
I have myself. So, for example, I
have a lesson plan in that I created
on metacognition. I created that not
that long ago, actually, so I created it a
lesson plan on metacognition. You can see I've got some
external resources in here. I can go in the University
of Calgary and Yale in here. I could go in and there's
an external resource here, dt.org. Here's, for example,
metacognition. This is a PDF that I created last month metacognition to teaching learners how to
understand how they're learning. So I've got all this in here, and now what I can
do is I can say, Okay, let's go ahead and provide a detailed breakdown
and outline for this. I can even start looking
at interactive activities, again, creating that
engagement piece. And if I go in here,
I'll go ahead and say, Yeah, let's look
at some structure to this particular presentation. So copilot has gone through and it has created a nice
structure for me. I've asked some other
questions in here as well. But you can see that I can have this chat element to help
me develop the structure. And if I go into my web
interface and I go in, you'll notice that my chat is saved in my web
interface, as well. So I can switch back
and forth because I'm actually drawing on
the same information, and here we are. The same information is here in the web interface
of Copilot 365. Now it's also possible as I'm working with copilot
or as I'm working with PowerPoint
here that I might have some questions about
the application itself. So you can do that, as well. You could say down in the
copilot messaging here, I could say something
along the lines of, how do I create word art? So there might be something. You know, I'm not
familiar with how to do this in PowerPoint. So this becomes a
help feature for me. And copilot will
go take a look at how I create Word
Art in PowerPoint, and it'll direct me
basically having the entire manual here
right in copilot. I can ask questions. There's even links out
to YouTube videos and tutorials on how to create
Word art, and that's useful. Video tutorials in here as well. So if I go here, that'll
bring up a web browser with the Create WordO word art
by Microsoft Support. So you can see here, I've got it'll launch out into the web, so it can act as
a help function. Something else that I really
like to use copilot 365 for when I'm developing presentations is as
a thought partner. So here's a fairly
generic presentation that I've just opened
up in PowerPoint, and maybe I'd like to refine
it a little bit more. Notice that I can create
an image for this slide. So that's one way,
and we'll talk a little bit more about
that in a moment. But let me go in
and say, you know, can you identify any gaps or improvements in
this presentation. And what's going to do
improvements I could make? So I'm basically
just almost asking a question as if I would ask this of a friend or somebody
that I'm working with, I can go in and copilot
will now go through analyze this presentation and look for ways for
me to improve it. And that's a very
useful way of using copilot 365 as a
thought partner. It's going to go
through. It's talking about some gaps in here, over use of generic layouts, lack of audience focus, too much placeholder data,
not enough storytelling. So this is great. This is some pretty significant
feedback for me. It is a generic presentation. It's not structured or
designed to actually be used. I just threw that in place so
that we could start working with it and so that I could get some harsh feedback on it. It's not very good.
So I can go in here. I can say give me specific
suggestions for each slide. I can say suggest
interactive elements. And now I'm using copilot
365 as a thought partner. Okay, so you may not be able
to see her in your monitor, but we've been joined by my
little black cat Blossom. She really is here. And we're going to go into
the web interface for copilot 365 because there's a few things I'd
like to show you that are very useful when it comes to PowerPoint
and presentations. So I have a new chat here, and I could talk about
PowerPoint here, but I can also go into
the Create option. And underneath the
Create option, notice that I have many
things that I could create images,
videos, infographics. All of these are
fantastic and can be inserted into a
PowerPoint presentation. In fact, I can even go
underneath the Me button here, and I could design
a presentation directly out of
this create menu. Let's begin by creating an image in honor of my
little Black Cat Blossom. What we'll do is we'll create
an image of a black cat, an image of a little black cat, of a little Black Cat, just like you blossom, even though you're
sleeping now in my arms, little Black Cat. And what we can do with
this image is we can add content as a reference so I can upload a
picture of Blossom, and it would use
her as a reference. I can choose the style, whether I want to
be whimsical or photorealistic, cinematic. There's a whole bunch of
different options in here. So, let's say, for example, I'll make it something like
let's make it a retro print. I think that would be fun. I can add my brand and color in. I could make it square, which is very
useful not just for social media, but
it's also very, very useful for PowerPoint because if I have
text with an image, then I can put them together. So we'll go ahead and
we'll create the image. Now, one of the things
that I'm often told or asked when I demonstrate this to people is
people will say, Why does it take a little
bit longer for copilot 365 to create an image
compared to other tools? And it does take a
little bit longer. I've used Gemini's nanobanana at this point in time when
I'm making the video, it's quite quick and
it's quite good. And I've used chat
GPT to create images. It's quite quick, but I don't
think it's quite as good. I think it gets a
few things wrong. And then I've used copilot 365. And well, it does take a little bit longer to generate an image, and I'm letting it
generate this in real time as I'm
making this video. I think it does a very nice
job of generating images, and it's something that because it's part of my
co pilot license, doesn't require me to
have additional licenses. So here's a little black cat, that's quite a cute cat in
that retro poster style. And when you do things
like photo realistic, you can play and see the
results are quite impressive. What's also nice is this is now stored in my
library of images. So if I have to bring this into a document or if I want to bring this
into a Power Point, I can use it across all of the different things that I'm doing, which is really nice. If you take your time,
create a number of images, you can now have a library
of consistent images. I'm going to go
back to the Create, so go back to the create menu. And you'll notice here that I won't go
through all of these. I'll do another video
on the Create function, but I could go in and
create a presentation. And notice that I have a
number of different templates. I can do a pitch deck. I can do business and
productivity presentations, research share outs,
projects reports, marketing. So there's all sorts of
different presentations that have templates in here
that I could use, as well. And if I go in here, it'll
just edit this in PowerPoint. But what I'm going to do, I'll start with a template, right? So I can start. And
I'll just start with a blank presentation template. And notice it opens up
PowerPoint in my web interface. And now I can go in and you'll see here takes
a few moments to load. But now I've got
this presentation three that I'm working on. You'll notice that I have
my copilot button here. I can create a new presentation, create a new
presentation off a file, add slides, start working with copilot directly from
this button here. So I'll actually go
into copilot from here, and you'll notice it just
opens it up on the side. Designer is part of copilot. I can bring in a
design element here. This now becomes
my design element. Go into copile it here
by bringing up the menu. And I can start interacting with copilot to help me build
that presentation. So you can see here what's the story here and maybe
what I'd like to do, I'll create an image
directly out of here and let's do
Black Cat again. So we'll do another Black Cat, and I can, in this case, here, go into my settings here. Notice I can go in
designer if I want, but I can say here
photo realistic. So I'll go photorealistic.
Make it all one word. Right, blossom. Oh, you're
going to groom yourself now. Okay. So, she's gonna go on
to her little sleeping area. You know, she lives
a life that blossom. She's pretty relaxed as a cat. But you can see here I'm
generating the image right out of copilot in the
PowerPoint environment. And again, it's going to
start generating an image. This time here, it's going to do a photo realistic
picture of an image. Won't be as beautiful
as blossom, but it does a pretty good
job of generating an image. And, again, it's going to take a few moments to
generate that image. I'll pause the
video in this case. My little image of
a black cat has shown up or my image
of a little black cat, and I inserted it
into the slide. So you can see it's now
part of the slide here. I can, of course,
work with this. I could go in and I could
crop this image, for example, you know, put it, so it's a little bit more ears
in there. There we go. My little black cat. But I could do more with it, as well. I could do things like I could go in and add a
background to the image. I could modify the fur. I you know, show a playful post. These are just some
suggestions from copilot. There's a lot more
that I can do in here in order to
work with the image. I could copy the image, paste it into other things. I could get information
about the image. So I have a lot of ways that
I can work with images. What's even cool
here is that if I go into my copilot website here, this image will now
be part of a library. So in the library,
you have pages, which we'll talk about
in another video, but I have all of the
images that have been generated will be a
part of this library. In my case, it's a
little bit slow loading. I'm having an Internet
issue at the moment, but it'll load up all
of the images that I've generated so that I can use them and repurpose
them for other things. So you'd see the image
of the black cat. You'd see the image of a
retro style black cat. Here's a bunch of images
that I created previously. They're all loading up in
here, AI maturity models. Now, I will say that with your image library or when
you're generating images, you do have to check the
images to make sure that they don't have anything unusual
in them. What I mean? Like, for example, if I
did the image of the cat, you want to make
sure that it doesn't add an extra pa or tail. So you may have to provide some additional information
to get the image just right. The idea, hopefully, is that
you spend the time to give enough information so that the image is well created
in the first place. But the point is, you can go in and modify then you will have a library of images that you can use in subsequent
projects and such. So that's an example of using the image and
the create function. Now, we've seen how
helpful copilot 365 can be in helping me develop and
create my own presentations. But what if I'd like copilot
365 to create a presentation for me that I could
then edit and build upon? It can
do that, as well. So once again, I'm in
the web interface here, and what I've done is I've
gone into my application, so you can see I'm in my apps, and I have PowerPoint here. And underneath PowerPoint, when I bring up
PowerPoint on the web, it sees the files that
I've been working with. So you can see it's
got my file that I was working with in the
application on my desktop. I can create with, you know, different templates on
presentations, infographics. Those are all here as well. Different types of
presentations are in here, and I can create a blank presentation through
the web interface. Now, when I click on
Create New presentation, notice that I have the ask
copilot menu item at the top, copilot on the side. But if I hit this
little button here, I can actually say,
create new presentation. And when I create a
new presentation, this will have copilot
do a lot of the work for me and build me a structure that I can
start working with. So let's say I want to create a presentation on taking care of cats that's aimed for
elementary school students. I can go in and add
reference files. So if I do have any
information about cats, I can throw those all in
images of cats that I have. Maybe all the students bring
in a picture of their cat, and I put them in there
to make it fun and such. And I'll go ahead and I will
say, generate the image. Now, when it comes to design, if I go into the
design templates, I have all of these different design templates that are from Microsoft 365 or organizational
templates, if I have them. So if I'm going to have one
on taking care of cats, let's just scroll down and
we'll make it kind of fun. We'll kind of put in
this school days one. We'll select that design. And it'll now use that as the template to create
the presentation for me. I don't have any
reference files on CATS, so I won't add those,
but it'll grab them from your organization
or you can upload them. And now when I go in, it'll generate the outline here again. But this time, it's a little
different because this time, it's not just generating
the outline for me to work with and build
something on my own. It's actually going
to generate this for. So I go in here, I
can read the outline. I can take out a slide. I can modify slide
elements in here. So before I actually
generate the slides, I can go in and
make modifications. And when it comes to images, I can go to the Microsoft 365 Image library,
the content library. So stock images
from Microsoft 365. I could just use organizational
brand images if I want, or I can use a
combination of both. Now, notice here
it's going to do 16 slides, maximum of 40. I could go in and make some
modifications in here. So, for example, I could say, I only want to
create ten slides, but I'll go ahead and take the suggested ones here and
I'll generate the slides. It's now going to go
through and begin generating all of these slides for me based upon the
outline that it generated. And look what I have already. It's already starting to build
some nice slides in here. Everything is nice and clean. There's not a lot of
words on any one slide. It's not overdone. So this could be a
great starting point, or if it's something that I just want to do for fun in class, it's something I
could just take as is and use it as generated. So it takes a few
moments to generate it, and now I've got this nice little slide deck
here if I want. I can preview the slide deck so I can present the slide deck, and let's see what
exactly I have here. You can see I've got how
to take care of cats loaded or built
entirely with copilot. So, it's pretty good, right? Now, of course, you have control over this and you can modify it. You can change fonts. You can do all sorts of things, but it's got
transitions in there, cute little cat in there, different things that
we can put in here. And I've got a nice slide deck generated by copilot
365 that I can, again, work with or use as is. I'll just escape out of here, all the things we
need to do to make sure our feline
friends are happy. And that's how we
can use copilot to actually build
the slides for us. Copilot 365 is there for you, no matter how you'd
like to create or work with presentations from
the beginning phases of creating ideas and structuring to helping you with
the application itself to providing feedback on how to improve
your presentations, to creating images and resources
for your presentations, and to even creating the
entire presentation for you. It can also be used to have you record the presentation and then provide feedback on that. There's more that we can do. But in this video,
we concentrated on the core functionality and
some things that I think you can take away and really
start working with to create better presentations by using copilot 365 to help
you with the process.
7. Prompt Engineering in CoPilot365: How do we interact with an AI
system in a way that's most effective for getting
the results that we want in order to be more
effective and efficient? Well, prompt engineering. And you'll see a lot of information on
prompt engineering. It's really just how do we structure our
conversation with the AI so that the AI can have the best chance of returning
something to us a value. And in this video, we're going
to talk not only on how to talk to the AI through a
prompt engineered approach, but also we're going to
show how in copilot 365, we can get help
with our prompts. We can refine our prompts, and we can even schedule our
prompts to have information waiting for us when we come into work or at the end of the
week or whatever we want. It's a very interesting
thing to be able to do with copilot 365. It's very powerful, and it
doesn't really take that much before we develop the skills to do effective
prompt engineering. In this video, we'll look at a four step process to
write effective prompts. The first step is to set a goal, where we set a goal for what
we'd like the prompt to do. The second step is we provide
context the third step is that we provide sources or information that can be
used in part of the query. And then the fourth step
is we set expectations. Let's go through each
of those steps in turn, and then we'll look
at how we can even schedule the prompts to
occur automatically. The first step in creating an effective prompt
is setting a goal, the output that
you're looking for. It could be a summary. It could be that
you're looking for handouts, a lesson plan. You're looking for a document. Whatever you're looking for, you should state
that in your goal. So here I have the goal that I would like to create
handouts for students on how they can use research
back study techniques to learn more effectively. So here I am at the first
part of building the prompt. I've put my goal
into copilot 365. And here, I actually put in the word goal in order to keep things organized
in my own mind. The AI doesn't care about that. It's just going to read
the goal and continue on. The second part of a good
prompt is to provide context. Context really helps the AI understand what it is
that you're trying to achieve and really
works well with AI so that you get a result that
matches your expectations, which we'll talk
about in a moment. So here the context is, you are my research assistant, and I am an instructor
of students at a technical school learning how to study more effectively. We are creating a study guide
on learning how to learn. You could provide even
more context than this, but what this does is
it really situates the answer as being geared towards technical
school students, understanding that
we're going to create a study guide and
understanding that the objective here is to create something on
learning how to learn. Context is really an
area where you can get copilot to behave
exactly like you want. If you provided
information, for example, on the age range
of the students, the specific subject areas
that they're taking, the demographic breakdown
of the students, there is so much
that you can add to context that will really help tailor the
result you get back. In fact, a lot of times, I will keep a notepad of
different contexts where I put quite a lot of effort into thinking about what type
of result I might want. I might want to say that my context is a
certain grade range, a certain skill level, a certain area of the world, or a certain area of study, there are so many things
I can add more context. And again, it may seem
like we're putting a lot of effort into building this
prompt instead of saying, give me a study guide, but
we're getting better results. You'll see once we
push this into the AI. The next thing that we'd like
to do for our prompt is to provide sources for
the AI to work with. And this is where copilot
365 is especially powerful. In fact, the way that copilot
365 works with sources is something that
makes it my preferred AI because of what it can do. Now, any AI system
will allow you to add files and reference material into the prompt that
you're creating. There's usually a
little plus sign here where you can add in various work content or upload images and
reference files. That's fantastic. Except
anything you upload into many AIs could potentially be used to train public datasets. This means if I upload proprietary research or if I upload confidential
information, that could potentially leak
into a training model. We do not want that, especially in education or government or anywhere where we have secrets or information that
should be protected. So we don't want to do the
nice thing about copilot 365 is it uses your
Microsoft authentication, your role based
authentication control or role based access control in order to go into
those objects that you have permission to within
your work environment, but it does not use those to train a public model
or a public dataset. And I can go in and
add them in here, or one handy thing I can do is hit the forward
slash button. And when I hit that forward
slash, I can look for people, files, meetings, emails, chats and sites,
SharePoint sites. Anything that's in
my environment, I can just add in as a source. I also will be using the web, so I'll pull from the web, but I can use my internal
work environment or a hybrid of work and web. I can even go web only
if I go up here and say, I just want to use the web. But in my case,
maybe I do want to go in and I want to
add some files in. And I can continue to add
different sources in here, so I can go ahead and just
use this forward slash. I can continue to
add files in here, and you can see that
these files will allow me to have context for the
query that I'd like to do. So now I've really
started to build up this query. I have my goal. I have the context, which I could improve on a
little bit here, and I have some
sources that will help the AI create
exactly what I'm looking. Now it's time to
set expectations. By clearly stating
the expectations, whether you want a table of information, comma
separated value, whether you'd like a
report that's summarized, whether you would
like a handout, whatever you would
like, it's important to tell the AI exactly
what you want. So we'll set expectations. Okay, so I've put in the
expectation that I'm looking for a summary a handout called Research Back
study techniques. I could get even
more detailed here, explain how big the
handout should be, whether I want to have
graphics in the handout, whether I want tables, whether I want quick tips. Everything that I'm expecting
to get from the AI, I can put it in here. Now, it does take a while
to create this prompt. But when we think about what the AI is going
to do for us now, we're going to see that
the results are well worth taking a little
bit of time to give the AI as much information so that it's going to be in a position to give
us what we'd like. Let's see exactly what
the AI says to us. Going in, I already knows
that it's synthesizing. Notice that it's
not going in and spending time asking me for
a lot of clarification. So I can go in here.
It's giving me a nice little handout
that I have here. And you can see
here I could go in. It gives me my
sources that I had. I could go in and sample
activities for students. That might be
interesting. Could have caught that in my prompt. And should I make
it more concise? I'll say, go ahead and create some sample activities
for my students, and then I could continue
to work and refine this. The point being is that I
got a very good summary of all those articles that I put in in the form of a handout
that I could use. So I could make it a
printable handout. I could tailor it
to math students or another group of
students, for example. And you can see here that we're starting to really build
up something here. Nice reference table in there, and we could do it as
a printable handout, or I could say, you know, add some graphics to this, add some graphics
to the handout. So we can really start
working with this and make it exactly what we might need for our classroom
or our business, if this is something that's referencing documents that
are part of my company. As you work with copilot 365, you'll become used to
the different goals, contexts, sources,
and expectations that you might put into a prompt for different aspects
of your work. So if you're working
with documents, you may be interested in summarizing or
providing clarity. If you're working with emails, you might be interested in more of a search and
summary activity. If you're working
with the researcher or with the analyst
environments, then you may have different
objectives with your prompts. But by following that structure, you'll get great results.
But we can do even more. Co pilot 365 has a
prompt gallery and allows us to refine the prompts using chat
and the prompt gallery. We can also schedule a
prompt so that it will fire off and send us an email with the results on
a regular schedule. We can, of course, save the prompt to
use it in the future. That's very handy if we take time to create high
quality prompts. We can use them and refine them. And, of course,
we can share them with other people
in the organization so that we can benefit from prompts that we and others
have written for each other. So here I am in a new chat, and you can see that there
are some suggested prompts for me at the bottom
of the chat window. If I say see more, it will go through and
give me a number of other things that I can
do like summarize a file, look at a schedule,
and an email, all sorts of different prompts, and these will start
working with my data, as I work with copilot 365 to identify people that I work with a lot or files that
I've recently opened. So, for example,
I opened recently an Excel file on
PSP video games, but you'll also notice here that if I go to my
prompt gallery, this will open an entire gallery of prompts that I can
work with in copilot. You can see here
there's all sorts of different types of prompts that are suggested
right off the bat, but I can actually start
refining them by task. Let's say, for example, I would like to learn something. I could go in by job type, so I could choose
a specific type or department or industry. I'll leave that blank, and
I can choose whether I want to use the copilot
analyst, my Hub, if I've stored a number of
prompts, the researcher agent, visual creator, if
I want to create maybe some spreads
or spreadsheets, I want to create some handouts. Spreadsheets would be
a different thing. My Viva goals, my
Microsoft 365 admin these will change depending on your
access in Microsoft 365. So I'm just going to
go into learning, and you notice that my
prompts that I save would also be available to me here
as well. So let's go ahead. Underneath learning,
I could say, What does it mean or grow your network or explore
what's possible. So let's say, for example, I'll go into the Explore What's possible and notice it says, tell me an interesting fact and hypothesize what it
reveals about the world. This is a very short prompt. It doesn't follow our plan
of goal, context, sources, expectations, but
sometimes we can use small prompts if we just want to be a little bit
more exploratory. So if I go in here, you'll see it'll give me an
interesting fact. I didn't even ask it an
interesting fact about anything. So, in this case, here,
honey never spoils. What an interesting fact. Those bees are awesome. So anyways, if we
that wouldn't course, be applicable
necessarily to my work. But if I'm just wanting
to play around, I could go ahead and
look at some of this. The next feature of copilot 365, when it comes to prompting
is so interesting that my little black cat blossom has decided to join
us to look at it. So I've put in a query here, I've put in a prompt, and I didn't follow the goal, context, sources, expectations,
a simple prompt, similar to the one that I
chose from the prompt library. I'm asking copilot, tell me an interesting fact about
cats and how I can observe or apply it when taking care of my black cat blossom and my gray cat peanut who's
somewhere around here. So I'm going to go ahead
and execute that query. Typical prompt, typical response might give me some
interesting information. But I like this so
much that I would like to start this
every Saturday morning. Every Saturday morning, I would like to know an
interesting fact about cats so that I can
plan how I'm going to spend my weekend taking
care of my little cats. Well, I could read the answer. I could save the
prompt and execute it every Saturday
morning, but watch this. I can go up to the prompt itself and I can click
on Schedule this prompt. When I go to schedule
the prompt, I could say, I would like this to happen
every week on Saturday, so I could make it
every week on Saturday. Maybe I want to start that
early in the morning, so I want to have this execute
at 7:30 in the morning, and I want it to
run for 15 times. What it will do is
every Saturday morning, it will send me an email with
the results of this prompt. Now I've said it and
I've forgotten it. Every Saturday morning, it'll send me a
nice little prompt, and then blossom Peanut
and I can have some fun. She's going to go have
some fun right now. So you can see that it's
building this for me. It's scheduling,
and it's going to next run on December 20. I'm making this video on the
14th, which is a Sunday. But I could go in and I
could run it right now. And when I run this,
it'll actually test it. I'll execute the prompt. I won't see anything
on the screen, but I will receive an
email that will have the results of this let's wait for it to finish executing, and I'll show you the email. So I did indeed receive
the email here. This came automatically. This is my test email. Otherwise, I'll receive
it every Saturday morning at 7:30 A.M. For
the next 15 weeks. And when I go into
interesting cat facts about blossom and Peanut,
I'll click on there. It'll bring me out
to copilot 365, and the results of the prompt
will be here immediately. Says, How can I help you? But in a second,
it'll actually show me the results of that prompt. I don't have to type
anything in hands free here, but you can see
here it's going in here when they're making
eye contact and such, you know, and I
can go back here. I'll ask me some more questions about science backed behavior, but it will execute this
prompt on a regular basis. I will use this
prompt quite often to go in and summarize
every week at work. So I will say, summarize the activities for
the past week. What are action items that
are still outstanding? What are some of the
things I did in meetings? Can you summarize those for me? And I'll also have another
one execute every morning. Well, I'm on my way into work, so I'll have it execute around
6:00 A.M. In the morning. So by the time I arrive at work, I will have an email that summarizes all of my
tasks for that day, things that I'm hoping to
accomplish based upon my email, my files, my meetings, and people that I'm
interacting with. It's a great way
to really minimize your prep time so I can basically come into the office
and hit the floor running. I can also go into a prompt and I can choose to
save that prompt, so I can save this prompt, and I'll call it Cat fax. And then I can save this here, and I can modify it in
the future, as well. So now I have that available
in my prompt library. And I can go in
and I can actually create a link to this prompt that I can
share with others. I can copy the prompt
and make modifications. I also like dogs. So I can make another
prompt called dog fax. And of course, I could go in and edit the prompt
here as well. Now, one of the
things that's also useful extra bonus
tip here as well, is if I go into this prompt, so I'll just copy this prompt and paste it into my chat here. So we have a prompt
in here as well. So what I can do is I can go into the prompts here,
view different prompts, so I can go directly there, and I can also go in and manage access to any of my
shared prompts, as well. So there are the prompts
that copilot has, but I can manage access
to shared prompts. And something you can do
that's quite useful as well, is you can go into
the prompt here. You can select it.
Well, in this case, here, I've already copied it. But what I could do is I
could actually ask copilot. So I'll go in and
add a line here. Can you help me help me write a better prompt.
From the one below. So I'll say better prompt. So maybe I want to
get a better prompt than the one below in
order to work with cats. So I'm going to
provide this one here. I'll actually normally put
it in quotations just so that copilot really understands that I'm talking about a prompt, about a prompt, and I'll go in here and it will
help me refine this. So copilot will say, Okay, I see your prompt and I'll say, Here's a stronger one, right? Share a science based
fact about cat behavior, and you can see here that
I've got this in here. Strength their care
and simplicity, it tells me why it's better. I can even say, Are there
some more variations? I can get more variations. And you can see that by using the AI to help me use the AI, I'm actually able to
get better results. If we think about metacognition as a way of thinking
about thinking, I guess we could
think about this as metapmpt prompting
about prompting. Taking time to learn how prompting works and improve
your prompting skills is a worthwhile investment
if you're going to be working with copilot 365. You'll get better results. You'll be able to
schedule prompts. You'll be able to get a
lot of information in a way in a format that matters
to you that you can use.
8. Agents in CoPilot 365: Artificial intelligence is
a very powerful technology. And when you introduce agents into artificial intelligence, it becomes super powerful. Microsoft copilot 365 has a large number of built in agents that we can
start using right away. But we also have the ability to create our own agents in copilot 365 that extend
the functionality and can be customized
to our environment. In this video, we'll take a look at some of the agents in copilot 365 and then we'll look at how we can
create our very own. It's a very interesting way to work with artificial
intelligence. It can be very useful and
it's incredibly powerful. Let's take a look at
agents in copilot 365. Here I am in my co pilot
365 web interface. I've gone to Microsoft
360 five.com, and I'm in copilot. Again, remember
that copilot 365 is an organizational
license through a school or through an
organization or a business. You can see here that
I can have a new chat, my search, my
library, my create. We've talked about most
of these in other videos. This is part of a series
of videos on copilot 365 that make up a YouTube course actually,
completely free. You can check it out.
I'll put link down below. But underneath agents here, you can see that
we have a couple that are pinned to
my menu already. I have one called researcher,
one called analyst, and then I have some other
ones in here such as Lesson Planner,
Microsoft 365 Admin. I can look at new agents or
I can look at all agents. Now, when I do have a
copilot 365 license, I will normally have
the researcher and analyst agents
pinned to the menu. The other ones are ones
that I've either either added or ones that
I've created myself. Let's take a look at
the researcher agent to get an understanding of
what an agent looks like. So the researcher agent, think of it like a
specialized chat box that's dedicated to research. So this agent is
designed to be more of a searching research
gathering tool as opposed to a general AI chat. It's a little bit nuanced, but what it means is that when I go into the researcher agent, the focus is going to be
on conducting research. Things like a customer brief, market analysis, meeting
prep, topic reports. You can see that we
have a whole bunch of different starter prompts
that can help me get going. I can go underneath
computer use, which allows me to
perform tasks using a virtual computer.
That's very powerful. I can go and select sources for my research and because
I'm in the researcher app, it will also go out to the web and grab resource
articles as well. I can also hit the plus
button here, of course, to add work content, upload images and files, and attach Cloud files. But let's say I
want to do research and let's say we'll
do a market analysis. And let's say I'll do
a market analysis on Microsoft themselves.
So I'll go in here. I'll build a comprehensive
market share analysis for Microsoft using both
work and web resources. This is a very nuanced thing, but because I'm a member
of Microsoft 365 tenant, if I have emails or if I have files about
Microsoft in my OneDrive, let's say Microsoft was one of my customers or a company
I do business with, or maybe I subscribe to a newsletter that has
proprietary information. I pay for it, for example, and I store that in my OneDrive, that would be part
of my research. Now I don't have a business
relationship with Microsoft, so my work material
would not be there, but it will go to
the web sources. This is very useful,
let's say, for example, if I want to do
market research on one of my customers
because it'll take all of my documents as well as web sources to
do that research. I will go out and it'll be doing a more comprehensive
look at Microsoft. I could have focused
my research by saying, look at their Cloud services or Azure or their AI copilot. But in this case, because it knows that I want to
look at Microsoft, it's going to go in
here and say, well, what part do you want to
know about Microsoft? Are you interested in
their market share? Should have competitors
in so in my case, I want to have it short, just one to five pages, and I would like
to focus just on Cloud and productivity segments. So I'm taking their suggestions. I could go in here and I
could view more prompts. So in here, I could
do a topic report or some of these other
prompts that are suggested. But in my case, I'm good with a focus on
productivity segments. If my research
involved programming, that's where the computer
use or running in a virtual machine
would make more sense. Now it's going to
conduct the research, and this will be
a longer process than when I'm working
with a typical AI chat. It's going to do a
lot more research. I'm going to pause
the video just for a moment and then we'll come back and see what the researcher
agent has gotten for me. So the research is completed. It did take a little while in order to complete
the research. If you look here, I can drop this down and it
will talk about all of the different steps that it took when it was
conducting the research. So I have full visibility on the process that the AI took. If I go here, I can
get the results. I can download the PNG, copy the preview, export out. I can download the PNG. If this was code, I could copy the code as I scroll through. I'm not going to read
all of the research. Let's just scroll I
actually was playing around with this a little bit before I restarted the video, but it comes up
with a conclusion. Notice that I can export
this out to Word, PowerPoint, a PDF, or even
generate an infographic, very importantly, if
I click on sources, I can get a list of all
the sources that were used as part of this research. Now, the research agent
is fascinating by itself. I encourage you to play
with this if you have a co pilot 365 license. I will often use this to do research on internal
documents that I might have. For example, let's say, I was working with a
certain company or let's say I was teaching a
certain course and I wanted to look at the last
five or six times that I taught the course and I wanted to see
which assignments were the most challenging
for students. Which assignments did they
struggle with the most? Then I could do research
on that, pull the sources, all of the different
grade books, all of the different
assignment lesson plans. Very internal, something I definitely would
not want to share out on the Internet or have
used to train a public model. But within 365, that's
internal research. Then if I was working
with a company, external research like
this is quite useful. There's also the
analyst agent in here, and I won't do a full
demo on this one, but this is allowing me to get data insights and
to visualize data. This can be quite powerful. The key here for
this video is that both the researcher and the
analyst agents are agents, and there are many more. If I click the button
to say all agents, there are a number of agents that are created by Microsoft. First of all, a lot of
the agents I've been playing around with
show up at the top. I use researcher and analyst
there there by default, but I also have a
Microsoft 365 admin agent because I have my own
tenant for Microsoft 365. I have my work,
one, I have my own. And then I have a lesson
plan or one that I just created so I could demonstrate that to you
and some other things. But there's a number
built here by Microsoft. There's a huge number or a significant number of agents that Microsoft
has built in. Things like SharePoint
page agent to transform conversation results
into SharePoint pages. There's learning agents. Here's There's a couple
that are very, very useful. There's the prompt Coach agent. I can add that in,
and this will now be a prompt design coach and it'll show up just
on the side here. If I go in here, it might not
have enough space in there, but I did go ahead and I can launch this agent if
I go to all agents. I can have an Ida
coach where if I click on Idea Coach,
prompt Coach came up. I'll go back to all agents
I I go here, scroll down. The other one that I really
like is the Idea agent. That one I'll add in as well. This is a great agent
to have copilot 365 work with me as
a thought partner. There's many other ones, writing coach, learning coach. I literally could
probably do a video on each of the agents and
doing work with them, but the fun part is to play
around with them yourself. I can brainstorm a topic, go in here, there's things
like organize my ideas, training and development,
help me improve my skills, and say, what do I
want to focus on and all of that
sort of good stuff. I'll go to my prompt coach. Again, it's how do I
do prompt engineering? How can I fix a prompt in here? I'm not getting output
I expect from a prompt? How can I fix it? It's going to ask me what's your prompt. It's going to go in
here and say, well, why don't you give
me a prompt and then we can go from there and
it'll help me improve it. That's a lot of
different agents in here that I can work with,
show you a few more. So if I go into all agents, so I'll pop back
into all agents. And I can also get agents
from third party companies. I'll exit this for a moment
and we'll just go in here. Exit the prompt coach. We'll just wait for a second. That's on me because I'm clicking too many
buttons all at once. I'll just refresh the page. Sometimes things do
go wrong and I'd rather show you how I deal
with them. Here we go. I'm going back to all agents, and if I scroll down,
you'll notice, by the way, at the top, the Ida coach and the prompt coach are now part of my agents
because I added them in. There's the ones by Microsoft, there's a number
of featured ones. Like for example, there's
a Canva agent and a dropbox agent and decisions. I can create an agent. We're going to get
to that in a moment. And then there's
other agents in here. If I drop these down, lots of different agents in here for programs that
you may be familiar. So things like, for
example, a Mirror board. I prefer Microsoft Whiteboard. There's a career coach
that Microsoft created. There's a teams manager in there that's by
solutions to share. So there's a number
of different ones in here and Snowflake in here. Now I'm going to get
excited, but there's a lot. We're obviously not going
to go through them all, but there's a lot in there
that are agents that we can go ahead and install
into our environment. Let's go down. I can go into a new agent by clicking
this button here, or you saw as I
scroll down here, I can create an
agent right here. So this is effectively
the new agent dialog. And the nice thing
about creating a new agent is
that first of all, it's private to me, or I
can share it with others. Let's say, for example, I wanted to create a
new agent on how to get customer insight or a corporate
communication crafter. There's lots of different
ones that I could use in terms of starting point, maybe a quiz tutor
or a prompt coach. Let's say I'll do a quiz tutor. So do a quiz tutor in
here and we'll call this, uh, quizzes for classes. I'm not sure if I'm
in there. Let me see. There we go. I think
I went into load. It was loading the template.
So let me scroll back up. So quizzes for classes. And because it's a template, there's a description in here, so it creates interactive
fun and engaging quizzes. There's instructions in here of, you know, what's
going to happen. I have up to 8,000
characters I could put in here to go into the quiz agent. Now, I'm just
effectively copying the quiz agent because I would
add my own stuff in here. With my lesson planner one, which is one of my
agents that I created, I put in instructions
for it to use the boops model and to create
a PowerPoint presentation. We'll talk about
that in a moment. But you can see
that starting from a template can really save
me quite a bit of time. Notice here that I have an
entire knowledge section. I can say, go into my
files, my meetings, my chats, I would like to
put those into this agent. For example, if I wanted
to create an agent that summarizes the meetings that I have at work and such, I could add my team
sites in there in order to have those available
or my SharePoint sites. All of these can be put in. I can search websites
or not search websites, making it an internal
agent, if I don't, making it a hybrid agent, if I do search websites. I can say only use specified
sources and nothing else. I can reference people in the
organization if I'm running that agent internally or sharing it with people
the results with people, I may not wish to
reference people by name if I'm going to share my results with
external audience, but you could if you wanted to, maybe if it's just
an internal report. There's a lot of
cool capabilities. I'll let it create charts
and code and documents. So I'm going to give
it that ability. I just use the toggle
switch and turn it on. I'll give it the ability
to create images. I'm turning that
functionality on as well. Again, because I'm
using a template, it has a number of
suggested prompts, and I can add my own
suggested prompts in there so that I'm able to really
make this agent my own. Notice here that the preview here shows me what
it would look like. These are some of
the things in here, and then I can
create this agent. Now, once it's
created this agent, it will show up underneath
all of the agents. There's only a few of
them that will show up on the side here once it
creates the agents. If I go to all my agents, it's still going to
be in the process. But you can see here that I have my lesson planner
agent that's in here, and then this agent
that's being created, I hope I didn't
just knock it out. But usually, I'll wait
for it to be finished. But if I go into my
lesson planner agent, which was one that
I created earlier, you can see that this is a simple agent that was created by myself and it's asking what's the age group
for the lesson? I could say the age
group is post secondary. That could be one of
the questions that I have and I could say here, this agent that I created will create lesson plans for me. And I could load up templates, but you can see that
as part of the agent, I gave it a lesson
plan template to use, and you can see
the sources here. This is my own document. Let's say I have a number of internal documents
that are formatted. Let's say we have a standard
template for lesson plans or a standard template
for quizzes or a standard template
for purchase orders. I could load up those templates into a custom agent,
and then when I say, create a lesson plan or
create a purchase order, I'll use whatever I've given it in that knowledge
base section. You can see here, I've got it, I've uploaded here for 12. I didn't put a topic in there. I'll say here, uh the
lesson is on dolphins. I like dolphins. Nice animal. We go in there and now do a
lesson planner on dolphins. Now, in this case here, I had already told
it when I created the lesson plan agent that the lesson
should be 45 minutes. They should include a ten minute interactive
class activity. And you can see here, it's got the introduction, it's got this ten minute
activity in here. So it went in and
I can even say, create a PowerPoint
for this lesson, and it will generate PowerPoint
slide structure for me. And you saw if you've been
watching the whole course, then you've seen the
other video where we did PowerPoint slides, and we worked with Copilot
365 in PowerPoint. But this is effectively what's happening here as
well. It's going out. It's using copilot
365 with PowerPoint, it's going to generate
some slide outlines. I can actually have in
the agent if I wanted to, I could automatically
cue that behavior. It would create both
a lesson plan and supporting PowerPoints
for that lesson plan. I'm just going to pop into, well, this one's analyzing. I actually have a previous
one that I created here where I asked it to
create a lesson plan on metacognition and you can see that I
asked it to create the PowerPoints and these
are the PowerPoints that it generated from my lesson
plan on metacognition. This was an example of another lesson that
I created using the same agent that I created using the knowledge base that
I wanted with my templates. You can see it's a very
powerful way to get a lot of work done without having
to go over there, the dolphins lesson plan
is here. That's great. I can see my dolphin
lesson plan. And so on. I can continue
to work with these. Now I've got a number
of windows open. So you can see I've
got a number of windows open here. We'll
close this one here. This is just some
code that I had in here and we'll go
into my other browser here and we'll see
what we have in terms of my lesson
plan for the dolphins. I can add speaker notes. I can have a formatted
lesson plan document here. There's my Power Points. We'll see. We'll take a look at my dolphin Power
Points because that's the lesson plan that I
demonstrated to you. Oh, there we go.
Notice it's put in some nice clip art of
some dolphins in the sea. Now, I will say,
agents are extremely powerful and the more you put into developing a
high quality agent, the better quality results
you'll get from that agent, but you still have to
ensure that you go in as the human and make sure that the information
here is accurate. We can check the
resources that we had. But you want to make
sure I have had cases where I've done a lesson
plan on an animal, and it shows the wrong animal. So you might have that occur as well. But it's quite nice. You can see that it's
generated, in this case, here, little 13 slide lesson
plan for dolphins. What you're able to
do with agents in copilot 365 is almost unlimited. Remember, it can reach into
documents that you give it. It can reach into your
emails, your team meetings. I can go out on the web. This means that it
has a huge library of knowledge available to it, whatever you configure in that knowledge
section of the agent. As an example, you
could literally have an agent that prepares
a meeting brief for you and you'd run that agent whenever you're going
into a meeting and it goes into all your emails and team meetings and
anything that chats, anything that you had that related to the topic
of that meeting, and it summarizes it for you in a nice table with action
items and an agenda.
Frank Bergdoll
