Manage your emails and calendar with ease
Welcome to CSG’s mini Copilot series #2 where we are taking a look at how to manage your emails and calendar with ease. Open Outlook: start by opening your Outlook application where Copilot is integrated.
Enable Copilot: ensure Copilot is enabled in your Outlook settings. You can do this by navigating to the Copilot tab in the toolbar.
Summarise long emails:
Step 1: Select the email you want to summarise.
Step 2: Click on the “summarise” button in the Copilot toolbar.
Step 3: Copilot will generate a concise summary of the email, highlighting key points and important information.
Draft emails with real-time suggestions:
Step 1: Begin composing a new email.
Step 2: Copilot will provide real-time suggestions for grammar, style, and clarity.
Step 3: Review and incorporate these suggestions to ensure your email is clear, concise, and professional.
Managing calendar
Open calendar: navigate to the Calendar section in Outlook.
Schedule meetings quickly
Step 1: Click on “New Meeting” in the Calendar toolbar.
Step 2: Use Copilot to suggest optimal meeting times based on participants’ availability.
Step 3: Enter the meeting details and invite attendees.
Step 4: Copilot can also suggest relevant documents or notes to attach to the meeting invite.
Set reminders
Step 1: Select the event or task you want to set a reminder for.
Step 2: Click on “Set Reminder” in the Copilot toolbar.
Step 3: Choose the time and frequency for the reminder.
Step 4: Copilot will ensure you receive timely notifications to keep you on track.
Prioritise tasks based on urgency
Step 1: Open your task list in Outlook.
Step 2: Use Copilot to analyse and categorise tasks based on urgency and importance.
Step 3: Drag and drop tasks to reorder them according to priority.
Step 4: Copilot can also suggest deadlines and follow-up actions for high-priority tasks.
Tips for efficient email and calendar management
- Leverage real-time suggestions: use Copilot’s real-time suggestions to improve your email drafts. Pay attention to grammar and style recommendations to ensure your messages are clear, concise, and professional.
- Utilise task automation: take advantage of Copilot’s ability to automate routine tasks, such as scheduling meetings, setting reminders and organising your inbox. By automating these tasks, you can save time and focus on more strategic activities.
- Personalise your experience: customise Copilot’s settings to align with your specific needs and preferences. Adjust the level of assistance you receive, and tailor the suggestions to match your communication style.
- Collaborate seamlessly: use Copilot to streamline collaboration by tracking changes, adding comments, and suggesting edits in real-time. This ensures that all team members are on the same page and can contribute effectively.
- Enhance efficiency: Prioritise tasks based on urgency with Copilot’s smart categorisation. This helps you focus on what matters most and ensures timely completion of important tasks.
By following these steps and tips, you’ll be able to manage your emails and calendar with ease, enhancing your productivity and efficiency. CSG are a Microsoft solutions partner, meaning we have proven our extensive experience in supporting businesses with Microsoft tools.
