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Microsoft Teams Blog
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Prompt Like a Pro: Prepare for your week with Microsoft Copilot in Teams

Luca_Valadares's avatar
Mar 21, 2024

UPDATE: As of September 16th, 2024, Microsoft Copilot for Microsoft 365 is now Microsoft 365 Copilot. Any mentions of Microsoft Copilot in this blog refer to Microsoft 365 Copilot.

 

 

Do the number of meetings and tasks you have to juggle every week feel overwhelming? When your week ahead is full of meetings, emails to respond to, and content to review, it can be hard to know the best place to focus first and how to prioritize your time. Now there is a smart and easy way to plan and prioritize your time – just head to Microsoft Copilot in Teams. In this blog post, we will show you how you can use Copilot in Teams to get a weekly overview of your upcoming meetings and events and how you can use simple follow-up prompts to optimize and plan any week.


Get an overview of your meetings for the week

Thanks to Copilot in Teams, you have a quick and easy way to understand how best to spend your time before your week starts. As long as you have a Copilot for Microsoft 365 license, just open Copilot from your Teams chat pane and type out* the prompt: “What do I have coming up this week?”


Copilot will search your calendar to display a list of all your scheduled meetings, along with their date, time, and attendees. You can even ask Copilot to tell you what you have coming up tomorrow or even next month.


Organize your schedule

Continue your conversation with Copilot and build on your original prompt to start to understand how your time will be spent so you can better prepare for the week. Give Copilot a follow-up prompt like: “Organize my meetings into 5 categories with percentages so I can understand how I am planning to spend my time this week.” In doing so, Copilot will use the meetings it pulled from your calendar for the week and organize them into categories such as: 1:1 meetings, team meetings, personal time, other, and so on. Instead of what you would see from looking at your schedule on the Teams calendar, Copilot will output a more robust weekly overview, even providing a meeting participant list - something you would need to click into each meeting on your calendar for. This output will also show you exactly where you need to invest the most time in for that week. For example, if 40% of your meetings are 1-on-1s, then you know to spend about half of your time preparing for each of those individual meetings.



To make this information more useful and shareable, you can also use more prompts to have Copilot generate a table, chart, etc. from the numbers it provided.



Prioritize your preparation time

Now, you can get a complete idea for your week ahead in seconds rather than spending hours opening meeting invites and going back and forth between your calendar and prep documents. In doing so, you can spend time focusing on preparing for your meetings vs. figuring out what each meeting is about. It’s a great way to start any work week and help build a habit of prioritization and preparation that is made possible with the power of Copilot in Teams.


Additional resources

For more examples of prompts that Copilot can help you with, check out Copilot Lab. Filter by M365 app – Teams - to learn what prompts to use for meetings, in chats, and get tips for better optimized prompts in Teams and beyond!


What’s coming next

Copilot in Teams is constantly evolving and improving thanks to your input and feedback. Stay tuned for more tips on how to work with Copilot to plan for any week and before you know it you will be prompting like a pro! If you’re already using Copilot in Teams, share your favorite prompts in the comments for the chance to get featured in a future “Prompt Like a Pro” blog.

 

*While there are a lot of prompts you may have to write out yourself, there are also pre-built prompts that will be recommended for you to use with Copilot. Using pre-built prompts allows Copilot to provide a high-quality response and is a great foundation for additional prompts you may want to ask in your own words.

Updated Sep 16, 2024
Version 3.0
  • PGraham's avatar
    PGraham
    Brass Contributor

    Great suggestion - but would be interested if others are experiencing the same challenge.  When using the "organize" prompt, Copilot struggles to accurately count the meetings for the week and the percentage counts are widely off.  For example, I have 1 hour focus meetings schedule each day of the week.  Copilot correctly categorized them but only counted 2 of them - "Focus (2 meetings, 9.1%): These are blocks of time you have set aside to focus on specific tasks without interruptions.".

  • Abbye's avatar
    Abbye
    Copper Contributor

    Will Copilot be able to automatically schedule tasks for me on my calendar? Similar to other platforms like Motion? 

  • agreca's avatar
    agreca
    Iron Contributor

    This is great and all but it's currently very limited (assuming it's token limits) making it so that, at most, it will return 10 meetings or messages. This isn't very helpful for someone who has 30 meetings in a week.

  • PGraham's avatar
    PGraham
    Brass Contributor

    Thanks Luca_Valadares for the reply.  I had actually modified your original prompt to be "What do I have coming up NEXT week?” to ensure I was getting a full week view.  There were clearly 5 "Focus" entries in my calendar for the next week.  We've seen the problem with Copilot miscounting items before in other prompts.  As example, try this simple prompt - "How many emails did I receive yesterday counted by sender."

  • PGraham thank you for your comment! In this case, when you feed this prompt to Copilot it may only give you meeting information from that point in the week. For example, in your scenario, there are only 2 more instances of the focus meeting this week: Thursday and Friday. That is because you submit the prompt on a Thursday, so Copilot will only show you how many of a certain meeting are left before the end of that week. For optimal results with this prompt, I recommend asking again on Monday. Hope that helps!

  • agreca as noted in this blog's disclaimer, since this prompt is not a pre-built prompt, there is a higher variance in the response you receive from Copilot. Sometimes it will give you only 10 meetings like you mentioned. In this case, continue your conversation with Copilot! I recommend using a follow-up prompt asking Copilot to display or organize all your meetings that week and see if that helps.

  • agreca's avatar
    agreca
    Iron Contributor

    Thanks Luca_Valadares I did try following up with something like that but it seemed to just redo the same prompt with a different set of 10 items. It didn't combine the results of both responses.

  • Deanna1211's avatar
    Deanna1211
    Copper Contributor

    My original prompt yielded the correct number of meetings for the week 23. I then asked copilot to exclude lunch from the totals. The second response had the same number of meetings in each category:23 but the percentage was based on a total number of meetings of 32. Lunch wasn't excluded and 9 phantom meetings were added.

     

    Selecting the suggested prompt tell me more about project specific meetings returned info on 5 meetings though both previous results list 6 meetings as project specific and one of the returned meetings was actually an external meeting. The summary lists 3 external engagements but asking for more info on them returned an error both times I tried to get more info. Asking for more info on operational meetings returned the same apology and generic explanation of the meeting category.

     

    I think there is potential for benefit if copilot can provide accurate info. I tested the suggested prompts for about an hour. None of the results were helpful either because the response was an apology with generic info or it wasn't accurate.

     

     

  • JSEric's avatar
    JSEric
    Copper Contributor

    We also tried some “organize” type prompts for information retrieval to help us quickly prioritize our schedules based on all the communications (chats, meetings, channels, group chats) within Microsoft Teams.  What we found is that Copilot still didn’t save us time from sifting through all the information. Most of the time, Copilot pulled up zero results, or the results were inaccurate or irrelevant. This led us to try building our own AI Assistant for Microsoft Teams, specifically to perform faster, more accurate information retrieval tasks. You can see how our AI Assistant compares to Copilot using the same natural language prompts in this video [link removed by admin]