M365 Copilot: Document Intelligence

Microsoft 365 Copilot: Document Intelligence in Copilot Chat (Summaries, Templates, and Version Comparisons) This episode demonstrates three document-focused Microsoft 365 Copilot features in Copilot Chat that save time by using files stored in OneDrive or SharePoint: summarizing a document with specific questions (including extracting an executive summary, counts by severity, and top priorities), drafting a new document from an existing template (creating a personalized NDA from a standard NDA template), and comparing two versions of a document (reviewing an original MSA against a redline to identify what changed, who benefits, and potential risks). It also shows how using a forward slash helps select the exact file when multiple similar filenames exist, notes that drafts should be reviewed for mistakes, and references a guide with additional document intelligence prompts. 00:00 Copilot Document Intelligence 00:27 Summarize a Document Fast 01:06 Pick the Right File 01:57 Draft from Templates 03:09 Review Drafts Carefully 03:34 Compare Versions Instantly 04:53 Wrap Up and Resources