SOLVED

Using Copilot to create summary of emails by month

Copper Contributor

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.

8 Replies
Has M365 Chat helped at all?
best response confirmed by alealbright (Copper Contributor)
Solution

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

Good to know. I am just getting that chat icon in Outlook. Some days it disappears too oddly enough.
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.

@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

 

@Ankur_B 

e.g. these icons are available for me:

Outlook new

Screenshot 2024-04-27 060213.png

 

Outlook classic

Screenshot 2024-04-27 061109.png

 

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

 

@mande1191 : Please find below screenshot for reference;

Ankur_Baid_0-1714203414372.png

  • Above screenshot is for Outlook client version 2402 (Monthly Enterprise Channel)
  • This feature is available in new version of outlook client #newoutlookforwindows
  • This feature has been rolled-out recently, kindly find below screenshot for reference;
    Ankur_Baid_1-1714203625617.png

@Ankur_B 

very cool, thank you very much. :cool:

For me (Microsoft 365 Family Account&Copilot Pro) it looks like this:

Screenshot 2024-04-27 101425.png

These are the big differences between business and private customers. Many interesting things are not (yet?) available.

My version of Outlook new is:
Outlook version 1.2024.417.100 (Production).
Client version is 20240419007.16

 

Many thanks again

 

Best regards
Andreas

1 best response

Accepted Solutions
best response confirmed by alealbright (Copper Contributor)
Solution

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

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