Copilot - Send invitations or reminders with Copilot Tutorial

Discover how to simplify the process of sending invitations or reminders with Copilot. Learn how to draft an invitation or reminder email using Microsoft Forms and Copilot's drafting feature. Save time and effort by generating invitation proposals based on your draft and easily choosing the one that fits best. Watch now to streamline your form sharing process!

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Available in AI - Artificial Intelligence

Objectifs :

This video aims to guide users on how to effectively use Microsoft Copilot to draft invitation or reminder emails after creating a form in Microsoft Forms. It highlights the steps to utilize the drafting feature and provides practical examples for clarity.

Chapitres :

Introduction to Drafting Emails with Copilot
After completing your form in Microsoft Forms, you may want to share it with others. Microsoft Copilot can assist you in drafting an invitation or reminder email, making the process efficient and straightforward.
Accessing the Responses Tab
To begin, log in to your Microsoft Forms account and navigate to the 'Responses' tab. This is where you can manage the feedback and interactions related to your form.
Using the Drafting Feature
Once in the Responses tab, Copilot will prompt you to try the drafting feature. An invitation window will appear, presenting a default phrase that you can customize.
Creating Your Draft
Take the time to write a draft that includes all the important information you wish to convey. For instance, you might mention: - The deadline for the questionnaire (e.g., September 15th) - The estimated time to complete the form (e.g., five minutes) - A note of thanks to the recipients.
Generating Invitation Proposals
After drafting your message, click on 'Rewrite with Copilot.' The AI will generate three different invitation proposals based on your draft. You can select the one that best fits your needs or click to generate additional proposals if desired.
Finalizing and Sending Your Email
Once you have chosen your preferred invitation text, add the recipients' email addresses. Finally, click 'Send' to distribute your invitation or reminder email.

FAQ :

How can I use Copilot to draft an invitation email?

To use Copilot for drafting an invitation email, log in to Microsoft Forms, navigate to the responses tab, and select the drafting feature. You can input key information, and Copilot will generate multiple invitation proposals for you to choose from.

What information should I include in my invitation email?

Your invitation email should include important details such as the purpose of the questionnaire, the deadline for responses, the estimated time to complete it, and a thank you note to the recipients.

Can I customize the invitation proposals generated by Copilot?

Yes, you can customize the invitation proposals generated by Copilot. You can select one of the generated options or click to create additional proposals based on your draft.

What is the deadline for the questionnaire mentioned in the video?

The deadline for the questionnaire mentioned in the video is September 15th.

How long does it take to complete the questionnaire?

According to the video, it takes approximately five minutes to complete the questionnaire.

Quelques cas d'usages :

Creating a Survey for Employee Feedback

A company can use Microsoft Forms to create a survey for gathering employee feedback on workplace satisfaction. By utilizing Copilot, the HR team can draft a clear and concise invitation email that includes the survey deadline and estimated completion time, ensuring higher participation rates.

Collecting Customer Feedback Post-Purchase

An e-commerce business can implement a customer satisfaction survey using Microsoft Forms. With Copilot, the marketing team can easily draft personalized invitation emails to customers, enhancing engagement and improving response rates.

Organizing a Community Event

A non-profit organization can create a registration form for a community event. By using Copilot to draft invitation emails, they can effectively communicate event details, deadlines, and encourage community members to participate.

Academic Research Data Collection

Researchers can utilize Microsoft Forms to collect data for academic studies. By leveraging Copilot, they can draft professional invitation emails to potential participants, ensuring that all necessary information is conveyed clearly and effectively.

Glossaire :

Microsoft Forms

A web-based application that allows users to create surveys, quizzes, and polls to collect information from respondents.

Copilot

An AI-powered feature in Microsoft applications that assists users in drafting content, such as emails or documents, by providing suggestions and proposals.

Drafting

The process of creating a preliminary version of a document or message, which can be revised and finalized before sending.

Invitation Email

An email sent to invite recipients to participate in an event, survey, or activity, often containing details such as deadlines and instructions.

Responses Tab

A section in Microsoft Forms where users can view and manage the responses collected from their surveys or forms.

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Copilot can help you draught an invitation or reminder email.

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Log in to your form in Microsoft forms and click on the responses tab.

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Copilot invites you to try the drafting feature

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an invitation window, then appears with a default phrase.

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Take the time to write a draught with the important information to convey.

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For example, I write that this questionnaire has a deadline of September 15th

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that it takes five minutes to complete,

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and I thank them

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by clicking on Rewrite with Copilot

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The A. I generates three invitation proposals based on the draught.

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Just choose the one that will replace

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the text or click to generate additional proposals

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to finish, add the recipients and click send.

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