Copilot - Formulate a Request for Pricing Conditions via Email Tutorial

Unlock the secret to effective business communication in our latest video, 'Formulate a Request for Pricing Conditions via Email.' Watch as we demonstrate how to leverage Copilot for drafting a professional email that precisely outlines your product selection and budget. Discover tips on ensuring clarity in your requests, including payment terms. Don't miss this chance to enhance your email writing skills!

  • 02:20
  • 369 views

Objectifs :

This document aims to provide a comprehensive guide on how to effectively use Copilot chat to draft a professional email for discussing pricing options with a supplier, ensuring clarity and adherence to budget constraints.

Chapitres :

  1. Introduction
    In this guide, we will explore the process of utilizing Copilot chat to draft a contextual email for reaching out to a potential supplier. The focus will be on how to communicate effectively regarding pricing options while adhering to budget constraints.
  2. Selecting Tech Items
    Previously, I used Copilot chat to analyze a PDF supply catalog, selecting specific tech items for my team. The items included: - Headsets - Mice - Mouse pads These selections were made to enhance our team's productivity and comfort.
  3. Reaching Out to the Supplier
    After selecting the items, the next step is to reach out to the potential supplier to discuss pricing options. This is crucial as the selections have slightly pushed the budget over the limit.
  4. Drafting the Email
    To draft the email in Outlook, I start by copying relevant parts of my Copilot chat discussion from my chat history. This information serves as the basis for my email prompt. The steps to compose the email are as follows: 1. Open Outlook and create a new email. 2. Fill out the recipient and subject fields. 3. Access Copilot directly within the email body or from the toolbar. 4. Request a professional tone that details expectations for favorable pricing options.
  5. Specifying Budget and Expectations
    In the email, I specify my budget and ask the recipient for a prompt response. Before sending, I paste in the list of items of interest that I copied earlier from my Copilot chat. The generated email is concise, detailed, and tailored to my needs.
  6. Adding Payment Terms
    I realized I forgot to mention payment terms, so I ask Copilot to add a paragraph about my preference for a bank transfer with net 30-day terms. The paragraph is seamlessly integrated into the email.
  7. Including Contextual Information
    To provide context, I mention at the beginning of the email that I am Eloy, Assistant to Julie, who tasked me with sourcing this equipment. Copilot quickly incorporates this detail, enhancing the professionalism of the email.
  8. Final Review and Adjustments
    The result is an email that meets my expectations. I decide to keep Copilot's version, make a few adjustments, and prepare to send it out. It is essential to review any AI-generated content thoroughly, as I am ultimately responsible for the content I produce.
  9. Conclusion
    In conclusion, using Copilot chat has allowed me to achieve both the tone and detail needed for this task efficiently. The process demonstrates the effectiveness of AI tools in enhancing communication and productivity in professional settings.

FAQ :

What is Copilot and how can it assist me?

Copilot is a digital assistant that helps users draft emails, analyze documents, and generate content based on user input, making communication and documentation tasks more efficient.

How do I create a professional email using Copilot?

To create a professional email using Copilot, start by drafting your email in Outlook, then use Copilot to generate content by specifying your needs, such as tone and details about the subject matter.

What should I include in my email to a supplier?

Your email to a supplier should include a clear subject line, details about the products of interest, your budget, payment terms, and a request for a prompt response.

Why is it important to review AI-generated content?

It is essential to review AI-generated content thoroughly because, as a user, you are ultimately responsible for the accuracy and appropriateness of the content produced.

What are net 30 day terms?

Net 30 day terms refer to a payment agreement where the buyer must pay the full invoice amount within 30 days of the invoice date.

Quelques cas d'usages :

Sourcing Equipment for Teams

When a team leader needs to source equipment, they can use Copilot to analyze product catalogs and draft emails to suppliers, ensuring they communicate their budget and expectations clearly.

Negotiating Pricing with Suppliers

A purchasing manager can utilize Copilot to draft emails that negotiate pricing with suppliers, incorporating specific budget constraints and payment terms to facilitate favorable agreements.

Streamlining Communication in Procurement

Procurement professionals can leverage Copilot to streamline communication with vendors by generating concise and professional emails that detail product requirements and payment preferences.

Efficient Email Drafting for Project Management

Project managers can use Copilot to quickly draft emails to stakeholders, ensuring that all necessary details, such as project budgets and timelines, are communicated effectively.

Glossaire :

Copilot

A digital assistant tool that helps users draft emails, analyze documents, and generate content based on user input.

PDF supply catalog

A digital document in Portable Document Format that lists products available for purchase, including specifications and pricing.

Budget

An estimate of income and expenditure for a set period of time, used to plan financial resources.

Outlook

A personal information manager from Microsoft that includes email, calendar, task manager, and contact manager functionalities.

Professional tone

A formal and respectful style of communication that is appropriate for business correspondence.

Bank transfer

A method of transferring money from one bank account to another, often used for payments.

Net 30 day terms

A payment term that requires the buyer to pay the full invoice amount within 30 days of the invoice date.

résultat(s)
00:00:09
and selected specific tech items for my team including headsets,
00:00:12
mice and mouse pads.
00:00:16
Now, I need to reach out to my potential supplier to discuss pricing options.
00:00:21
As the selections have pushed me slightly over budget
00:00:25
to draft a contextual email in outlook.
00:00:28
I start by copying relevant parts of my
00:00:30
copilot chat discussion directly from my chat history.
00:00:34
This will be the basis for my prompt in outlook in outlook. I compose a new email.
00:00:40
I fill out the recipient and subject fields.
00:00:43
Copilot is accessible directly within the email body or from the toolbar
00:00:50
for the prompt.
00:00:51
I request a professional tone that details
00:00:53
my expectations for favorable pricing options.
00:00:56
I specify my budget and ask the recipient for a prompt response
00:01:02
before sending I paste in the list of items
00:01:04
of interest copied earlier from my copilot chat.
00:01:14
The email generated is well suited to my needs,
00:01:17
concise, detailed
00:01:18
and filled in with my selected products from the catalog.
00:01:22
However, I forgot to mention payment terms.
00:01:25
So I ask Copilot to add a paragraph about my
00:01:28
preference for a bank transfer with net 30 day terms.
00:01:33
The paragraph appears perfectly in line with my request. Great.
00:01:38
It would also be helpful to mention at the beginning that I'm
00:01:41
Eloy Assistant to Julie who tasked me with sourcing this equipment.
00:01:48
Copilot quickly incorporates this detail. The result is spot on.
00:01:56
I decide to keep Copilot's version,
00:01:58
make a few adjustments and prepare to send it out.
00:02:01
Remember, it's essential to review any A I generated content thoroughly
00:02:06
as a copilot user, I'm ultimately responsible for the content I produce
00:02:11
from my perspective.
00:02:12
Copilot and I have successfully achieved both
00:02:15
the tone and detail needed for this task
00:02:17
all in record time.

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résultat(s)
00:00:04
Usei anteriormente o chat do Copilot para analisar um catálogo de fornecimento em PDF
00:00:09
e seleccionou elementos técnicos específicos para a minha equipa, incluindo auriculares,
00:00:12
ratos e mouse pads.
00:00:16
Preciso de contactar o meu potencial fornecedor para discutir as opções de preços.
00:00:21
Uma vez que as selecções me empurraram ligeiramente para cima do orçamento
00:00:25
para elaborar um e-mail contextual no outlook.
00:00:28
Começo por copiar partes relevantes do meu
00:00:30
discussão do chat copilot diretamente do meu histórico de chat.
00:00:34
Esta será a base para a minha prontidão no outlook in outlook. Escrevo um novo e-mail.
00:00:40
Preencho os campos destinatário e assunto.
00:00:43
O Copilot pode ser acessado diretamente no corpo do e-mail ou na barra de ferramentas
00:00:50
para o prompt.
00:00:51
Peço um tom profissional que detalhe
00:00:53
as minhas expectativas para opções de preços favoráveis.
00:00:56
Especifico o meu orçamento e peço uma resposta imediata ao destinatário
00:01:02
antes de enviar, colei a lista de itens
00:01:04
de interesse copiado anteriormente do meu chat copiloto.
00:01:14
O e-mail gerado é adequado às minhas necessidades,
00:01:17
conciso, detalhado
00:01:18
e preenchido com os meus produtos selecionados do catálogo.
00:01:22
No entanto, esqueci de mencionar as condições de pagamento.
00:01:25
Por isso, peço ao Copilot que acrescente um parágrafo sobre a minha
00:01:28
preferência por transferência bancária com prazos líquidos de 30 dias.
00:01:33
O número parece perfeitamente consentâneo com o meu pedido. Ótimo.
00:01:38
Também seria útil mencionar no início que eu sou
00:01:41
Eloy Assistente da Julie que me encarregou de obter este equipamento.
00:01:48
O Copilot incorpora rapidamente este detalhe. O resultado é perfeito.
00:01:56
Decidi manter a versão do Copilot,
00:01:58
faça alguns ajustes e prepare-se para enviá-lo.
00:02:01
Lembre-se, é essencial rever todo o conteúdo gerado por A I
00:02:06
enquanto utilizador copiloto, sou o responsável final pelo conteúdo que produzo
00:02:11
da minha perspectiva.
00:02:12
O Copilot e eu conseguimos ambos com sucesso
00:02:15
o tom e os detalhes necessários para esta tarefa
00:02:17
tudo em tempo recorde.

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résultat(s)
00:00:04
In precedenza ho utilizzato la chat di Copilot per analizzare un catalogo di forniture PDF
00:00:09
e ho selezionato articoli tecnologici specifici per il mio team, tra cui cuffie,
00:00:12
mouse e tappetini per mouse.
00:00:16
Ora devo contattare il mio potenziale fornitore per discutere delle opzioni di prezzo.
00:00:21
Poiché le selezioni mi hanno spinto leggermente al di sopra del budget
00:00:25
per redigere un'email contestuale in Outlook.
00:00:28
Comincio copiando parti rilevanti del mio
00:00:30
la discussione via chat di copilot direttamente dalla mia cronologia chat.
00:00:34
Questa sarà la base per il mio prompt in Outlook in Outlook. Compongo una nuova email.
00:00:40
Compilo i campi del destinatario e dell'oggetto.
00:00:43
Copilot è accessibile direttamente nel corpo dell'email o dalla barra degli strumenti
00:00:50
per il prompt.
00:00:51
Richiedo un tono professionale che descriva i dettagli
00:00:53
le mie aspettative in merito a opzioni di prezzo vantaggiose.
00:00:56
Specifico il mio budget e chiedo al destinatario una pronta risposta
00:01:02
prima dell'invio incollo l'elenco degli articoli
00:01:04
di interesse copiato in precedenza dalla mia chat di copilota.
00:01:14
L'email generata è adatta alle mie esigenze,
00:01:17
conciso, dettagliato
00:01:18
e compilato con i miei prodotti selezionati dal catalogo.
00:01:22
Tuttavia, ho dimenticato di menzionare i termini di pagamento.
00:01:25
Quindi chiedo a Copilot di aggiungere un paragrafo sul mio
00:01:28
preferenza per un bonifico bancario con termini netti di 30 giorni.
00:01:33
Il paragrafo appare perfettamente in linea con la mia richiesta. Ottimo.
00:01:38
Sarebbe anche utile menzionare all'inizio che lo sono
00:01:41
Eloy è l'assistente di Julie che mi ha incaricato di procurarmi questa attrezzatura.
00:01:48
Copilot incorpora rapidamente questi dettagli. Il risultato è perfetto.
00:01:56
Decido di mantenere la versione di Copilot,
00:01:58
apporto alcune modifiche e mi preparo a spedirla.
00:02:01
Ricorda che è essenziale esaminare a fondo qualsiasi contenuto generato da I
00:02:06
in qualità di utente copilota, sono in ultima analisi responsabile dei contenuti che produco
00:02:11
dal mio punto di vista.
00:02:12
Io e Copilot abbiamo raggiunto entrambi con successo
00:02:15
il tono e i dettagli necessari per questo compito
00:02:17
il tutto in tempi record.

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