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Copilot in Word & Other Apps

Unlock AI across the full breadth of Microsoft 365 — from drafting and rewriting in Word to research in Edge, summarisation in OneDrive and SharePoint, and ideation in Loop and Whiteboard.

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About Copilot in Word & Other Apps

Copilot doesn't just live in the headline apps — it surfaces across the entire Microsoft 365 ecosystem, and most users don't realise how many of the tools they already use every day have AI built in. This session covers the full breadth: Word for document drafting, rewriting and summarising; Edge for AI-assisted research and page summarisation; OneDrive and SharePoint for surfacing file content without opening documents; Forms for generating survey questions; and Loop and Whiteboard for AI-powered ideation and collaborative thinking.

It's particularly well suited to teams finishing a Copilot rollout who have covered the core apps and want to get full value from every licensed feature — or to role-specific groups like HR, communications, project managers and L&D teams who rely heavily on writing, research and facilitation tools. The session is practical and fast-paced, designed to give participants one or two high-value techniques per app rather than comprehensive feature tours.

Training Session

A focused session designed to build real-world skills fast.

Copilot in Word & Other Apps
  • Copilot in Word — using Draft with Copilot to generate a first-pass document from a prompt
  • Referencing files and emails as source material when drafting in Word
  • Rewriting selected text — adjusting tone, length and formality
  • Summarising a long document into key points using Copilot in Word
  • Transform — converting a Word document into a PowerPoint presentation
  • Copilot in Microsoft Edge — summarising a web page or long article in the sidebar
  • Asking questions about a page without reading it — AI-assisted research in Edge
  • Writing assistance in Edge — drafting emails, posts and text in any browser input field
  • Copilot in OneDrive — summarising a file from the file list without opening it
  • Asking questions about a file stored in OneDrive directly from the browser
  • Copilot in SharePoint — Q&A grounded in the content of a specific site or library
  • Summarising SharePoint pages and document sets for quick knowledge lookup
  • Copilot in Microsoft Forms — generating survey and quiz questions from a topic description
  • Refining and expanding AI-generated questions for accuracy and relevance
  • Copilot in Loop — drafting Loop components, summaries and structured content
  • AI ideation in Loop — using Copilot to generate options, alternatives and ideas in a collaborative workspace
  • Copilot in Whiteboard — generating ideas, categorising sticky notes and summarising a board
  • Choosing the right app — when to use Word vs. Loop vs. Copilot Pages for collaborative output
  • Responsible use — understanding that AI quality varies across apps and always reviewing outputs

Ready to train your teams on Copilot across Word & other apps?

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