Copilot - Boost Your Proposal with Copilot Coaching for Outlook Tutorial

Enhance your business proposals and emails with Copilot’s advanced coaching features in Outlook. Learn how to fine-tune your communication tone, structure, and content clarity in this tutorial, making every business correspondence impactful and professional.

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Objectifs :

This document aims to provide a comprehensive overview of the process of drafting a commercial email using AI tools, specifically focusing on the use of Copilot for enhancing email quality and ensuring effective communication.


Chapitres :

  1. Introduction
    In today's digital communication landscape, crafting a well-structured and professional email is crucial, especially when sending important commercial offers. This guide outlines the steps taken to prepare a detailed commercial offer email, utilizing AI tools to enhance the drafting process.
  2. Preparing the Email
    The first step involves preparing the email by attaching necessary documents and specifying the subject line to indicate the importance of the correspondence. It is essential to ensure that the recipient's address is correctly entered to avoid any miscommunication.
  3. Drafting with AI Assistance
    While the initial drafting of the email is done manually, AI tools like Copilot can assist in refining the content. The user drafts an email and then uses AI in coaching mode to correct tone, structure, and inconsistencies. This collaborative approach helps in enhancing the overall quality of the email.
  4. Analyzing the Draft
    Once the first draft is ready, Copilot analyzes it and provides a summary critique in the form of a table. This critique focuses on various aspects such as tone, reader sentiment, and clarity of the content. The user retains the responsibility for making modifications based on these suggestions.
  5. Incorporating Suggestions
    The user can choose to incorporate Copilot's suggestions into the email. For clarity, the three licensing proposals are displayed in bullet points. The user can regenerate the draft multiple times, soliciting further feedback from Copilot to refine the email.
  6. Finalizing the Email
    Before sending the email, it is advisable to seek a grammatical, orthographic, and structural analysis from an editor. This step ensures that the email is polished and professional. The editorial coaching offered by Copilot serves as an advanced analysis tool, which may require multiple iterations to achieve a satisfactory result.
  7. Conclusion
    In conclusion, the process of drafting a commercial email can be significantly enhanced through the use of AI tools like Copilot. The user has the flexibility to choose which suggestions to implement based on their relationship with the client and the desired tone of the communication. Ultimately, the final step is to click 'send' and ensure that the email is ready for delivery.

FAQ :

What is a commercial offer?

A commercial offer is a formal proposal that outlines the terms, pricing, and conditions of a service or product presented to a potential client.

How can I improve my email writing?

You can improve your email writing by using tools like copilot, which provides suggestions for tone, structure, and clarity, as well as by seeking feedback from an editor.

What is the purpose of an executive summary?

The purpose of an executive summary is to provide a brief overview of a larger document, summarizing key points and recommendations for quick understanding.

What does the copilot do?

The copilot assists users in drafting emails by analyzing the content and providing suggestions for improvement in tone, clarity, and structure.

Why should I use an editor before sending an email?

Using an editor helps ensure that your email is grammatically correct, well-structured, and free of spelling errors, enhancing professionalism and clarity.

How do I know which suggestions to follow from the copilot?

You should evaluate the suggestions based on your personal style and the relationship you have with the recipient, choosing those that align with your communication goals.


Quelques cas d'usages :

Drafting a Business Proposal

When preparing a business proposal, professionals can use copilot to draft the initial email, ensuring that the tone and structure are appropriate for the client. By incorporating feedback from the copilot and an editor, the final proposal can be polished and professional.

Improving Client Communication

In client communications, using copilot can help maintain a consistent tone and clarity in emails. This is particularly useful for professionals who need to convey complex information in an easily digestible format.

Creating Licensing Agreements

When creating licensing agreements, professionals can utilize copilot to draft clear and structured proposals. By following the suggestions provided, they can ensure that all necessary terms are included and presented in a user-friendly manner.

Finalizing Important Correspondence

Before sending important correspondence, professionals can use an editor to review their emails for grammatical and structural accuracy. This step is crucial for maintaining professionalism and ensuring that the message is conveyed effectively.

Enhancing Team Collaboration

In team settings, using copilot can facilitate better collaboration by helping team members draft emails that are clear and aligned in tone. This can improve overall communication and reduce misunderstandings.


Glossaire :

commercial offer

A formal proposal presented to a potential client outlining the terms of a service or product, including pricing and conditions.

executive summary

A concise overview of a larger report or proposal, highlighting the main points and recommendations.

copilot

An AI-powered assistant that helps users draft and improve their written communication, particularly in email applications.

coaching mode

A feature of the copilot that provides guidance and suggestions for improving the tone, structure, and clarity of written content.

regenerate button

A function that allows users to request new suggestions or revisions from the copilot based on the current draft.

editor

A tool or service used to analyze and improve the grammatical, orthographic, and structural quality of written content.

licensing proposals

Formal offers outlining the terms under which a product or service can be used or distributed, often presented in a clear and structured format.

tone

The attitude or emotional quality conveyed in written communication, which can affect how the message is received by the reader.

clarity

The quality of being clear and easy to understand in written communication.

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and the executive summary directly via email to my contact.
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I've prepared my email by attaching the necessary documents,
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specifying the subject indicating that it's an important
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correspondence and not forgetting the recipient's address.
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I couldn't trust the entire drafting to copilot,
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but I prefer here to base it on an email that I
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drafted myself using A I in coaching mode
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to correct the tone structure and inconsistencies.
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The copilot coaching for outlook will then analyze
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this first draft of the email and provide
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me with a summary critique of the points for improvement in the form of a table,
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whether it concerns the tone used the reader
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sentiment or the clarity of the content.
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The modifications based on the suggestions remain my responsibility
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and I can choose whether or not to follow copilot's advice.
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Here, I choose to take into account.
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Copilot's suggestions and display the three licensing
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proposals in bullet points for clarity.
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I click the regenerate button to again solicit my Copilot coach.
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I replace parts of my initial text via copy paste following
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the various suggestions which I deem pertinent provided by Copilot.
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Once the action is performed. I regenerate again to solicit co-pilot.
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The visual structure and uniformity of the layout remain my responsibility.
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I finalize by regenerating one last time.
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And additional suggestions are offered to me. It's up to me to follow them or not.
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Before sending.
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I will as a precaution,
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ask an editor for a grammatical orthographic and structural analysis.
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The use of the editor is not linked to copilot.
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All I have left to do is click send
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the editorial coaching offered by Copilot
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is an advanced analysis tool that must be solicited
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multiple times before achieving a result that satisfies me.
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The use of the suggestions will depend on my desire
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as a person to employ one tone over another,
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depending on the relationship I maintain with my client.

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