Copilot (licence) - Analyzing a OneDrive file with Copilot Tutorial
Unlock the power of Copilot in OneDrive! Analyze documents without opening them - simply hover and click the Copilot icon. Summarize or generate FAQ from your documents effortlessly. Get insights on marketing strategies, nutritional values, and more. Query Copilot for specific details and access conversation history. Experience seamless document analysis with Copilot in OneDrive!
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Add new actions
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Create a first action
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Access Copilot Studio
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Add participants quickly and securely
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Manage calls on hold
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Live transcription and generate summaries via AI
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Modify, Share, and Install an Agent
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Configure a Copilot Agent
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Describe a copilot agent
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Rewrite with Copilot
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Analyze a video
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Use the Copilot pane
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Create an insights grid
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Chat with Copilot
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Data Privacy in Copilot
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Access Copilot
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Use a Copilot Agent
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Edit in Pages
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Generate the email for the recipient
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Action Function
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Search Function
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Date and Time Function
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Logical Function
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Text Function
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Basic Function
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Use the narrative Builder
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Microsoft Copilot Academy
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Connect Copilot to a third party app
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Objectifs :
This document aims to provide a comprehensive overview of how to utilize Copilot in OneDrive for document analysis, including summarization, FAQ generation, and querying specific information.
Chapitres :
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Introduction to Copilot in OneDrive
Copilot is a powerful tool integrated into OneDrive that allows users to analyze various types of documents without the need to open them. This feature enhances productivity by providing quick insights and information directly from the file interface. -
How to Access Copilot
To use Copilot, simply hover over the file you are interested in and click on the Copilot icon. Alternatively, you can click on the three dots next to the file or the Copilot icon located on the action bar to access its features. -
Key Features of Copilot
Copilot offers several functionalities that streamline document analysis: - **Summarization**: This feature provides a concise summary of the document, such as a synthesis of a marketing product sheet. - **FAQ Generation**: By selecting this option, Copilot generates a list of frequently asked questions and answers derived from the document. For instance, from the product information on 'Fruity Boost', it retrieves questions regarding its natural ingredients, nutritional values, and targeted marketing strategies. - **Ask a Question**: Users can freely query Copilot about specific details in the document. For example, one might inquire about revenue figures for January from an Excel file. -
Conversation History
To avoid redundancy, Copilot in OneDrive maintains its own conversation history, which is accessible for each document. This feature allows users to track previous queries and responses, enhancing the efficiency of information retrieval. -
Preview Functionality for Text and PDF Files
For text and PDF files, the preview feature in OneDrive also provides access to Copilot. This allows users to analyze the document directly from the preview without needing to open it fully, making it easier to gather insights quickly.
FAQ :
What is Copilot in OneDrive?
Copilot is a feature in OneDrive that helps users analyze documents by providing summaries, generating FAQs, and allowing users to ask specific questions about the content without opening the files.
How do I use Copilot to summarize a document?
To summarize a document using Copilot, simply hover over the file in OneDrive, click on the Copilot icon, and select the summarize option to receive a concise overview of the document's content.
Can Copilot generate FAQs from any document?
Yes, Copilot can generate a list of frequently asked questions and their answers based on the content of the document, making it easier to understand key information.
How can I access the conversation history in Copilot?
The conversation history in Copilot can be accessed directly within OneDrive, allowing you to review previous queries and interactions related to specific documents.
What types of files can I analyze with Copilot?
Copilot can analyze various types of files, including text documents and PDFs, providing insights and summaries without the need to open them.
Is it possible to ask specific questions about an Excel file using Copilot?
Yes, you can ask specific questions about an Excel file, such as revenue figures, and Copilot will provide the relevant information based on the document's content.
Quelques cas d'usages :
Marketing Document Analysis
A marketing team can use Copilot to quickly summarize product sheets and generate FAQs about new products, streamlining the process of preparing for a product launch.
Financial Reporting
Finance professionals can utilize Copilot to analyze Excel files for revenue reports, allowing them to ask specific questions about financial data without manually searching through spreadsheets.
Research Document Review
Researchers can leverage Copilot to summarize lengthy research papers and generate FAQs, making it easier to extract key findings and share them with colleagues.
Training Material Preparation
Trainers can use Copilot to analyze training documents and create FAQs, ensuring that all relevant information is easily accessible for participants.
Product Information Retrieval
Sales teams can use Copilot to retrieve detailed product information from documents, such as natural ingredients and nutritional values, enhancing their ability to answer customer inquiries.
Glossaire :
Copilot
A feature in OneDrive that assists users in analyzing documents without opening them, providing functionalities like summarization and question generation.
OneDrive
A cloud storage service from Microsoft that allows users to store files and access them from any device.
Document Summarization
The process of creating a concise summary of a document's content, highlighting key points and information.
FAQ Generation
A feature that automatically creates a list of frequently asked questions and their answers based on the content of a document.
Conversation History
A record of previous interactions and queries made by the user with Copilot, allowing for easy reference and continuity in analysis.
Preview
A feature in OneDrive that allows users to view the content of text and PDF files without fully opening them.
Excel File
A spreadsheet file created using Microsoft Excel, commonly used for data organization, analysis, and calculations.