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alealbright's avatar
alealbright
Copper Contributor
Apr 18, 2024
Solved

Using Copilot to create summary of emails by month

I'm trying to determine if it is possible to use copilot to create a summary of emails received from particular addresses (example: @organizationname.com) for a given month. The goal is to more efficiently create a monthly workload report, identify frequent fliers, identify frequent requests, etc. I've been manually entering information from outlook into a microsoft form, but it seems to me that Copilot should be able to accomplish this task.

 

I do not use Tasks/ToDo. I do use Follow Up and Categories, but not consistently.

 

I've had limited success so far where emails are concerned. Copilot pulls out calendar entries/meetings quite well.

 

I'd appreciate any thoughts the community may have.

  • Using Copilot icon in Outlook client (along with the below prompt) we can get summary of all emails from a particular email address;

    Summarize all emails received from email address <enter email address> for last month

  • Ankur_B's avatar
    Ankur_B
    Iron Contributor

    Using Copilot icon in Outlook client (along with the below prompt) we can get summary of all emails from a particular email address;

    Summarize all emails received from email address <enter email address> for last month

    • mande1191's avatar
      mande1191
      Steel Contributor

      Ankur_B 

      Can you please explain in more detail which button you mean exactly, perhaps preferably with a print screen?
      That would be very helpful and much appreciated.

      Best regards 

      Andreas

       

      • mande1191's avatar
        mande1191
        Steel Contributor

        Ankur_B 

        e.g. these icons are available for me:

        Outlook new

         

        Outlook classic

         

        Which icon are you referring to in your statement?

        I cannot make this summary with "my" icon.

        Thank you very much for your answers.

         

        Best regards
        Andreas

         

    • alealbright's avatar
      alealbright
      Copper Contributor
      Thank you Ankur_B. That will work. I was hoping for something a bit more comprehensive. That approach assumes I have a list of everyone who emailed that month. But I'll definitely give this a try as a starting point.
    • Chris_Ferraro's avatar
      Chris_Ferraro
      Steel Contributor
      Good to know. I am just getting that chat icon in Outlook. Some days it disappears too oddly enough.

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