Copilot - Summarize Discussions and Schedule a Meeting Slot Tutorial

Unlock the power of efficiency with our video 'Summarize Discussions and Schedule a Meeting Slot'! Discover how to leverage Copilot's features to streamline email communications, summarize key points, and effortlessly schedule meetings with ease. See how to condense negotiations and maximize your productivity—watch now to transform the way you manage projects!

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Available in AI - Artificial Intelligence

Objectifs :

This document aims to provide a comprehensive overview of the process of using Copilot to facilitate product negotiations and meeting scheduling with suppliers. It highlights the features of Copilot that enhance communication efficiency and organization in a business context.

Chapitres :

Introduction to Copilot in Business Negotiations
In today's fast-paced business environment, effective communication and organization are crucial. This document explores how Copilot can streamline the negotiation process with suppliers and enhance meeting planning, ultimately allowing professionals to focus on their core tasks.
Initiating Negotiations with Suppliers
After selecting products using Copilot, I initiated a negotiation via email with my supplier. This step is essential for establishing a commercial offer and discussing the opening of a premium business account.
Utilizing Email Summarization Features
Copilot offers a feature within email threads that summarizes exchanges into key points, aiding in meeting preparation. For instance, I reviewed the email thread with Frederic Beardy, my contact at Bureau T, and a brief exchange with my manager, Julie Meudon, who tasked me with sourcing office equipment.
Extracting Key Elements from Conversations
Using the 'summarize with Copilot' feature, I was able to condense the exchanges into a concise summary. The discussion primarily focused on my request for pricing on IT purchases within a specified budget and payment terms. Additionally, there was a mention of potential discounts for future purchases.
Meeting Scheduling and Agenda Creation
My contact suggested discussing the details in a meeting, which I proceeded to schedule. Julie Meudon approved the meeting and outlined the main discussion points, including the terms of the premium plan, proposed discounts, and future purchasing opportunities.
Features of Copilot for Meeting Management
I utilized the 'schedule with Copilot' button, which generates an agenda or meeting outline based on the email exchanges. This feature is fully editable, allowing for customization. A complete copy of the original email thread is also included for reference.
Calendar Availability and Participant Management
An important feature of Copilot is the proposed schedule in the right-hand pane, which considers the calendar availability of participants. The invited participants include everyone involved in the email thread, although the scheduling proposal primarily reflects the availability of my internal colleagues.
Polling for Availability
Outside of Copilot, I can initiate an availability poll, allowing participants to vote on defined time slots. Once everything is set, sending the invite is straightforward, making the process simple, efficient, and comprehensive.
Conclusion
In conclusion, utilizing Copilot for negotiations and meeting scheduling significantly enhances efficiency and organization in business communications. By leveraging its features, professionals can save time and focus on their primary responsibilities.

FAQ :

What is Copilot and how does it help in email management?

Copilot is a tool that assists users in managing their email communications by summarizing exchanges, generating meeting agendas, and scheduling meetings efficiently.

How can I summarize email exchanges using Copilot?

You can use the 'Summarize with Copilot' feature at the top of the reading pane, which extracts key elements from the conversation and condenses them into a concise summary.

What should I include in a commercial offer?

A commercial offer should include pricing, payment terms, product details, and any proposed discounts or conditions for future purchases.

How do I schedule a meeting using Copilot?

You can use the 'Schedule with Copilot' button, which generates a meeting outline and takes into account the calendar availability of participants.

What is the purpose of a premium business account?

A premium business account offers enhanced features and services that can benefit businesses, such as better support, additional tools, or exclusive discounts.

How can I conduct an availability poll for a meeting?

You can initiate an availability poll outside of Copilot, allowing participants to vote on the time slots you define in the scheduling pane.

Quelques cas d'usages :

Negotiating with Suppliers

Using Copilot to summarize email exchanges can help streamline negotiations with suppliers by providing a clear overview of discussions, pricing, and terms, making it easier to prepare for meetings.

Scheduling Team Meetings

Copilot's scheduling feature can be used to efficiently organize team meetings by considering the availability of all participants, ensuring that everyone can attend.

Managing Office Equipment Purchases

When sourcing office equipment, using Copilot to summarize discussions and generate meeting agendas can help clarify requirements and streamline the purchasing process.

Enhancing Communication Efficiency

By utilizing the summarization and scheduling features of Copilot, professionals can improve communication efficiency, allowing them to focus on other critical tasks while ensuring important discussions are not overlooked.

Glossaire :

Copilot

A feature or tool that assists users in managing tasks, summarizing information, and scheduling meetings within email threads.

Commercial offer

A proposal made by a supplier to a potential buyer outlining the terms of sale, including pricing and conditions.

Premium business account

An upgraded account type that typically offers enhanced features, services, or benefits for businesses.

Email thread

A series of email messages that are related to the same topic or conversation, often displayed in a chronological order.

Summarize with Copilot

A feature that condenses email exchanges into key points to facilitate understanding and planning.

Budget

A financial plan that outlines expected income and expenses over a specific period, often used to manage spending.

Discount

A reduction in the price of a product or service, often offered to encourage purchases or reward loyalty.

Meeting agenda

A list of topics or items to be discussed during a meeting, often prepared in advance to guide the discussion.

Availability poll

A survey conducted to determine the preferred times of participants for scheduling a meeting.

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and initiate a negotiation via email with my supplier.

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I was invited to a meeting to finalize a commercial

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offer and provide details about opening a premium business account.

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Co-pilot offers a feature within email threads to summarize exchanges

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into key points and assist in planning the meeting.

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Here's the email thread between myself and Frederic

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Beardy, my contact at Bureau

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T

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my potential supplier,

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as well as a brief exchange with Julie Mud

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on

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my manager who tasked me with sourcing office equipment.

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I then use the summarize with copilot feature at the top of the reading pane

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copilot extracts the key elements of the conversation

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condensing the exchanges into a concise summary.

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The discussion revolves around my request for pricing on

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it purchases within a set budget and payment terms.

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Additional information includes the possibility of a

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discount if I commit to further purchases.

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My contact suggested explaining all of this in

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detail during a meeting which I can schedule.

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Julie Meudon

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approved the meeting and outlined the main discussion points

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including the terms of the premium plan,

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proposed discounts and potential opportunities for future purchases.

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Now, I'll use copilot's schedule with copilot button.

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This feature can generate an agenda or meeting outline if you prefer

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and a summary of the email exchanges. Everything is of course editable.

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Additionally, a full copy of the original email thread is included for reference.

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Another important feature is the proposed schedule in the right

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hand pane which takes into account the calendar availability of participants

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by default.

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The invited participants will include everyone involved in the email thread.

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This scheduling proposal only considers the

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availability of my internal colleagues.

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However, I can still outside of copilot,

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initiate an availability poll allowing participants to vote on

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time slots I define in the right hand pane

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once everything is set, all that's left is to send the invite.

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It's simple, efficient and comprehensive,

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giving me more time to focus on my other tasks.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

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