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Copilot Chat Without the Paid License: Turn a Long Document into a Brief

December 4 @ 8:00 am - 9:00 am
$129.00
Hands-on, 60 minutes. Summarize, compare and check two documents, then export a brief to Word. No paid Copilot license needed.

Someone sent you 40 pages and asked what you think by 3:00.

You upload a long document and get a summary, the key dates and the action items. You upload a second document and compare the two in a table. You check the figures against the source, move the result to a Copilot Page, and export it to Word.

What you will do

  • Summarize a long document and pull out dates and action items
  • Compare two documents in a table and make a recommendation
  • Check numbers and facts against the source
  • Move the result to a Page and export it to Word

You leave with: A one-page brief in Word, checked against the source.

Copilot license: Copilot Basic. The free Copilot Chat that comes with a Microsoft 365 work account is enough.

Who it is for: Staff who do not have the paid Copilot license and read long documents, policies or proposals.

What you need

  • Copilot Chat on a Microsoft 365 work or school account. No paid Copilot license needed. A personal Microsoft account does not work. File upload is included, and Microsoft can limit it at busy times. Saving the brief needs OneDrive or SharePoint storage.
  • Check before you register: Open Microsoft 365 Copilot with your work account and read the label under your name at the bottom of the page. Copilot Chat (Basic) or M365 Copilot (Basic) is enough for this session.
  • Signed in to Copilot Chat with a work account. Sample files downloaded from the link sent before class.
  • A computer with a reliable internet connection. The online meeting link is sent after you register.

You receive: Sample files and the prompts used in the session.

Length: 60 minutes. Level: Beginner. Format: Live session, hands-on. Each person works in their own account with sample files.

Your instructor: Cecil Renshaw is a Microsoft Certified Trainer (MCT) and Project Management Professional (PMP) with more than 18 years of Microsoft 365 training and consulting for government agencies, corporations and small businesses. He writes his own courseware. SharePoint Business Solutions, Inc. (SBSI), sharepointmentoring.com.

Refunds: Full refund up to 7 days before the class. The class runs with at least 4 registrations. If SBSI cancels the class, you get a full refund.

Private sessions: This class can be run for your team, online or on-site. Contact cecil.renshaw@sharepointbiz.com or (217) 741-7165.