Copilot in Outlook: how to get, enable and use

Learn how to optimize your Outlook routines with Copilot, an AI-powered virtual assistant. Uncover the secrets to automatic email drafting, intelligent summarization and perfecting your emails with smart coaching.

Are you feeling overwhelmed by the never-ending flood of emails? Enter Copilot in Outlook - a virtual assistant that helps you manage your emails more efficiently and effectively. But what exactly is this Copilot magic, how does it work, and what benefits does it offer? In this article, we'll explain everything you need to know about Microsoft Copilot in simple terms. So, sit back, relax, and discover how Copilot can transform your Outlook email experience!

What is Copilot in Outlook?

Copilot in Outlook is a virtual assistant powered by artificial intelligence (AI) and machine learning algorithms. Its primary objective is to assist users in handing emails, scheduling meetings, and organizing their daily workflow. Copilot is designed to learn from your interactions and adapt to your work patterns, providing a personalized and productive email experience. It's worth noting, however, that AI is built to support you in your work, not to replace you. Copilot in Outlook

Which Outlook versions have Copilot?

As of now, Copilot is available in the new Outlook (for Windows and Mac) and in Outlook on the web. Also, Microsoft promises to extend its support to the classic Outlook desktop for Windows in the future.

Important note! At this time, Outlook Copilot only supports work and school accounts as well as Microsoft accounts registered to the following email addresses: outlook.com, hotmail.com, live.com, and msn.com. If your Microsoft account is associated with an email provider from a third party, like Gmail, Yahoo, or iCloud, you won't be able to access Copilot features in Outlook.

How to enable Copilot in Outlook

Enabling Copilot in Outlook is a straightforward process – there are no settings to configure. To activate Copilot in Outlook, you'll just need to purchase the required Microsoft subscriptions and install the supported app:

  1. Get Microsoft 365 subscription. Before getting Copilot, ensure you have a Microsoft 365 subscription, such as Microsoft 365 Personal, Family, or Business.
  2. Get Copilot subscription. Choose the Copilot plan that aligns with your Microsoft 365 subscription (please refer to these options) and buy the corresponding Copilot subscription.
  3. Assign Copilot licenses to users. If you've bought Copilot for your organization, assign Copilot licenses to users as needed in the Microsoft 365 admin center.
  4. Install new Outlook. Install the new Outlook and create an account using the same email address as your Copilot subscription. Alternatively, log into Outlook on the web using the same Microsoft account.

That’s it - integration complete!

Note. For the Copilot icon to appear in the new Outlook, you’ll need to restart it and sync your Microsoft 365 settings. If you’re using the Outlook web app, simply refresh the page to see the Copilot icon.

What Copilot in Outlook can do

Currently, Outlook Copilot introduces three key features:

Summarize emails - automatically creates a summary based on the content of an individual email or an entire email thread. This feature helps you comprehend the core information and quickly grasp the key points.

Draft emails - writes a comprehensive email draft based on the original email you’re responding to or your own prompt when composing a new email. You can use the generated content as-is or tweak the tone and length settings to create a new draft that’s just right for you.

Improve emails (coaching) - analyzes your email drafts and provides feedback on tone, clarity and reader sentiment, accompanied by specific suggestions to improve various aspects of the email. This feature is particularly useful for obtaining feedback on crucial emails, allowing users to fine-tune their text before sending.

These main functionalities offer a variety of practical applications, including:

  • Condensing lengthy emails, meeting invites and whole discussions.
  • Creating initial email drafts, providing a solid foundation for you to build upon.
  • Helping you prepare for meetings and events: draft a meeting agenda from your notes, alert you about any conflicts in your Outlook calendar, and even offer recaps for your meetings that have already happened.
  • Refining, rephrasing, and improving your emails, making sure your messages are clear, concise, and effective.
  • Adding some style to your emails to make them more engaging and personalized.
  • Teaching you to write better emails.

In summary, Copilot is an amazing tool that is actively developed. So, you can anticipate even more incredible features in future. Just as Microsoft shows in their promotional videos, it will be able to prioritize your emails and tasks, provide suggestions for follow-up actions, and search for information from other Office apps to include to your emails. And that’s just the beginning!

How to use Copilot in Outlook

Getting hands-on with Copilot is intuitive and straightforward. Typically, wherever an AI feature is accessible, you'll see its icon or a prompt guiding you along the way. Let’s explore how to use Copilot in typical scenarios that Outlook users encounter daily.

Summarize by Copilot

When a lengthy and intricate email gets in your inbox, Copilot steps in to save the day. The AI swiftly analyzes the content, extracts the key points, and presents them in a brief summary in simple and easy-to-understand language. Here's how you can make the most of this feature:

  1. Open the target email or conversation.
  2. Click on Summary by Copilot or Summarize, whichever appears at the top of the email.
  3. Copilot will diligently scan the thread, identifying main points, and display a summary for you.

As an illustration, check out how Copilot jazzed up its own welcome email with a delightful summary: Use Copilot to summarize Outlook emails.

For those extensive email conversations, Copilot will provide a quick rundown on decisions made and actions suggested by others. Use Copilot to summarize email threads in Outlook.

Draft with Copilot

Drafting with Copilot is the ideal solution to overcome the “blank page” syndrome and save precious time.

  1. In the new Outlook or web app, click Home > New Mail to creating a new message.
  2. Click the Draft with Copilot link in the email body. If the link is not there, click the Copilot icon on the toolbar, and choose Draft with Copilot. Draft Outlook emails with Copilot.
  3. In the Copilot box, type your prompt or outline the key points for the email. The more specific and clear your prompt, the better the draft Copilot will produce. For example, a prompt may sound like this: "Welcome the new customer and inquire about the best way to contact them regarding questions about their order."
  4. Optionally, click the Generate options icon Generate options to tailor your desired tone and length. The defaults are set to Direct and Short. Type your prompt and choose the desired tone and length for the email.
  5. Once ready, hit Generate, and Copilot will craft a message for you. Copilot generates an email draft based in your prompt.
  6. Review the drafted message. If you are fully satisfied with the draft, select Keep it. If it's not precisely what you want, opt for Regenerate, and Copilot will create a new version.
  7. Edit the draft as necessary, and then hit Send.

When responding to someone's message, Copilot displays a variety of suggested replies based on the original email's content. Choose a suggestion that fits your needs. Or, if none suits you, click Custom and provide a prompt for a tailored draft response. Copilot suggests a variety of replies based on the original email's content.

Coaching by Copilot

When you're writing an important message and want it to hit the right notes, Copilot has your back with helpful suggestions on how to improve the email’s tone, clarity, and reader sentiment.

  1. Type the text of your message or response.
  2. Click the Copilot icon on the toolbar, and then choose Coaching by Copilot from the drop-down menu.
  3. Copilot checks your email and gives you tips on making it sound better - whether it's the tone, how clear it is, or how the reader might feel.
  4. If you like any of the suggestions, incorporate them into your email.
  5. When you're happy with how it looks, hit the Send button.

Curious how well it works? I’ve tried this feature on an email written by Copilot itself. As you can see, there's always room for a bit of improvement :) Copilot provides suggestions on how to improve the email’s tone, clarity, and reader sentiment.

Limitations of Outlook Copilot

While Microsoft Copilot in Outlook offers many advantages, it’s important to be aware of its limitations and challenges. Some of these include:

  • Can't be purchased separately. Copilot is integrated with all Microsoft 365 apps and cannot be purchased exclusively for Outlook.
  • No trial. Unfortunately, there's no trial version of Copilot available, making it a direct purchase without an evaluation period.
  • Not supported in desktop Outlook. Copilot is only supported in the new Outlook and Outlook on the web, but not in the classic desktop app.
  • Some features may be unavailable. Copilot is constantly evolving, so some features may not be available yet or may be in development.
  • Dependence on data quality. Copilot’s effectiveness depends on the quality and completeness of the data it accesses. Incomplete or outdated information may lead to less accurate suggestions.
  • Summarizing limits. For very long email threads, the Summarize feature may not be able to include all the older messages. This is due to limitations in the amount of data that can be processed by the language models. In such cases, you may receive a warning that the summary might not represent the entire thread.
  • Drafting limits. Although there is no restriction on the length of prompts in the Draft with Copilot feature, in lengthy conversations, not all previous messages might be considered due to limitations in data processing.
  • Coaching limits. The Coaching by Copilot feature cannot be used on a draft that is less than 100 characters in length.
  • Limited to primary mailbox. The Copilot features in Outlook are only available for your primary mailbox that’s associated with your Copilot subscription. This means that you won’t be able to access them in archive, group, shared and delegate mailboxes, or any other email accounts.
  • Accuracy. Keep in mind that the content generated by Copilot may not always be 100% accurate, as it’s based on language data patterns and probabilities. So, before making any decisions, be sure to use your own judgment and double-check the facts.
  • Privacy and security. Just like any other AI tool that deals with personal or sensitive data, there are always concerns about data security. Microsoft takes these concerns very seriously and has a strong focus on security, compliance, and privacy. However, it’s always a good idea for users to stay informed about these issues and understand how Microsoft handles data within Copilot.

Outlook Copilot FAQs

Now that you’ve learned about the amazing things Outlook Copilot can do, let’s dive into the technical specifics and answer some frequently asked questions.

How does Copilot in Outlook work?

From a technical perspective, Copilot operates on the forefront of artificial intelligence (AI) and machine learning algorithms. It uses natural language processing (NLP) to understand the content of your emails and other data, and then applies predictive analytics to anticipate your needs and provide useful suggestions.

Copilot learns from your interactions and adapts to your work patterns, giving you a personalized email experience. It also works with other Microsoft 365 apps and services, like Teams, SharePoint, and OneDrive, to make your work even more efficient.

Is Copilot for Outlook free?

While there is a free web version of Copilot available, to unlock its features within Outlook and other Microsoft 365 applications, you’ll need to have a subscription. This means there is a fee associated with using Copilot’s full range of features within these apps.

What’s the price for Outlook Copilot?

At present, there are two subscription options to choose from:

  • Copilot Pro ($20 per user per month) – for Microsoft 365 Personal or Family subscriptions.
  • Copilot for Microsoft 365 ($30 per user per month) – for Microsoft 365 Business Standard, Business Premium, E3, E5, or Office 365 E3 or E5 subscriptions.

For the sake of clarity, Copilot cannot be purchased exclusively for Outlook. With either subscription, you’ll have it integrated with all your Microsoft 365 apps such as Outlook, Word, PowerPoint, and Excel.

Can Copilot settings be customized in Outlook?

At this time, the customization options for Outlook Copilot are limited. There aren’t any global or general settings that you could configure. You can only choose the tone and length of your content when using the Draft with Copilot feature.

What languages does Copilot in Outlook support?

Copilot supports several languages, including English, French, German, Italian, Japanese, Portuguese, and Spanish. Microsoft intends to grow the number of supported languages in 2024.

Can Copilot's content be trusted?

The AI features in Outlook aim to provide accurate content and summaries based on available data. However, keep in mind that the output might not always be spot-on, as it relies on language data patterns and probabilities. And Copilot candidly alerts users with a transparent warning that “AI generated content may be incorrect”. So, it's always good to use your own discretion and verify the facts before making decisions or acting on the generated content.

As we wrap up our exploration of Copilot in Outlook, remember that this smart companion is always learning and improving. So, keep an eye out for its prompts to sprinkle more magic into your inbox routine and have your emails running on autopilot :)

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