Introducing new agentic features for Copilot in Forms – Create, Refine, and Share with Ease

Say hello to new agentic features for Copilot in Forms—your intelligent assistant that helps you work smarter to collect data and make decisions.  Copilot can now help you get your form ready to send with relevant, easy-to-use suggestions tailored to your form. It can also help you collect and monitor response progress, so you can offload mental effort and get informed when it’s time to take action. And finally, Copilot can help you proceed to more advanced data analysis in Excel, so you can arrive at insights quickly and efficiently. Let’s check how it works.

You may already be familiar with using Draft with Copilot to create new forms from scratch. Now, as you edit your form, Copilot can help review and provide suggestions, so you can easily achieve a well-structured and ready-to-send form. Here are some suggestions Copilot can provide to help refine your form:

Copilot in Forms reviewing a form

Suggestions to refine the form

Content suggestions

Copilot can suggest ways to improve your form content—such as adding more questions to gather detailed insights, refining wording for clarity and accuracy, or marking important questions as required to ensure you collect all necessary feedback. You can even view Copilot’s suggestions on the form canvas, making it easy to visualize the changes and decide which ones to adopt.

Viewing a suggestion to add a question

Theme suggestions

Copilot can recommend a relevant theme based on the topic of your form, so you can engage your respondents effectively with a polished look and feel. A well-designed form can boost user interaction and improve response rates, making it both professional and inviting. You can also use the prompt box to ask Copilot to help find a specific type of theme you have in mind.

Selecting from theme suggestions

Settings suggestions

Additionally, Copilot can recommend settings that enhance both response management and user experience. This includes allowing responders to receive a copy of their submission, providing the option to edit their response later, or more. These settings help make your form more effective and easier to use.

Selecting from settings suggestions

Once your form is ready to send, Copilot can help with the next step.

Collect and track response progress

In addition to helping you refine your form and get it ready to send, Copilot can now fulfill agentic tasks like sending your form, monitoring response progress, and even sending reminders to nonrespondents. When you click “Boost response” from the Copilot suggestions menu, Copilot will suggest distribution channels, craft invitations, and offer to track response progress for you. If you have a specific response goal and deadline, Copilot can adjust the plan accordingly.

Viewing a distribution plan from Copilot

Invitations crafted by Copilot

Adjusting response goal or deadline

Tracking response progress

When you toggle on response tracking, Copilot will monitor your response progress and inform you via email when it’s time to take action. For example, Copilot can craft reminder messages to send to nonrespondents, or let you know when your data is ready to analyze. By taking on the task of collecting and monitoring responses, Copilot helps you save time and mental effort, while collecting the insights you need to make an informed decision.

Turning tracking on for a form

Tracking response progress

Advanced analysis in Microsoft Excel

When your form data is ready, Copilot can help you analyze and arrive at insights for your form. From the responses page, Copilot can provide early insights to help you get a quick overview. Additionally, when you open your form data in Excel, you can use Copilot to run advanced analysis with Python to help transform and visualize your data into insightful charts and tables. In this way, Copilot works across Forms and Excel to help you arrive at faster insights and convert data into decisions.

Insights on the Forms responses page

Starting advanced analysis in Excel

These agentic features for Copilot in Forms will begin gradually rolling out starting this April, and it will be available to all users in the coming months. To use it, you'll need a Microsoft 365 Copilot license. Click here for more details.

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