9 Copilot App Tips & Tricks You’ll Actually Use

About this video

Rebecca, who says she works at Microsoft, walks through tips for the new Microsoft 365 Copilot app, which she notes can be tried free at Microsoft365.com with any Microsoft account, including free browser access to Word, Excel, and PowerPoint. She demonstrates Notebooks — workspaces that gather chats, notes, links, and uploaded files — including generating an audio podcast overview of the collected material and using the notebook as a knowledge base so Copilot answers with that context instead of making the user repeat themselves. In the Create app, she sets up a brand kit with a logo, colors, and fonts so Copilot generates on-brand flyers, posters, infographics, and social posts. She also shows saving a reusable prompt to the prompt gallery from Copilot Chat (hover over a sent prompt and choose save), asking Copilot to generate and preview HTML such as a ticker-style banner without coding, and turning a good Copilot response into an editable Page that can be refined with slash-command blocks and shared live via Share > Copy Component into Teams or Outlook so teammates edit the same source. Finally, she queries a spreadsheet with a slash command to get summaries and a bar chart of weekly sales by product without formulas or pivot tables.

Key takeaways

• The Copilot app is free to try at Microsoft365.com with any Microsoft account, including free browser versions of Word, Excel, and PowerPoint.
• Notebooks collect chats, notes, links, and files in one place; Copilot can turn them into an audio podcast overview and answer questions using that accumulated context.
• Setting up a brand kit (logo, colors, fonts) in the Create app makes generated flyers, posters, infographics, and social posts come out on-brand.
• Prompts you reuse can be saved to the prompt gallery by hovering over a sent prompt in Copilot Chat, then reused or shared with teammates in one click.
• Copilot responses can be opened in Pages for direct editing and shared live via Copy Component into Teams or Outlook, and spreadsheets can be summarized or charted by prompt without formulas or pivot tables.

Episode details: published June 2, 2025 · 7:19 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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