AMTRA’S TOP PICKS

July

Make Copilot Work Your Way with Custom Instructions!

Want Copilot to feel like it truly understands you?

Custom Instructions 

  • This feature let’s you personalize how it responds—so every interaction feels tailored to your needs.
  • By customizing these settings, you’ll get responses that are more relevant, efficient, and aligned with your work style.
  • Note: You can jump back into Settings anytime to update or add to your preferences.

Here’s What You Can Do

  • Tell Copilot About You: Share your role, preferred tone, or any context that helps it better support your work.
  • Shape the Format: Prefer bullet points, summaries, or a professional tone? You’re in control.
  • Set Boundaries: Don’t want emojis or third-person language? Just say so.
  • Define Your Audience: Whether you're talking to your internal team or external clients, Copilot will adjust its technical depth accordingly. 

Your inbox sidekick for easy email management!

Tired of digging through a mountain of emails to find what really matters? 

With just a simple prompt like “What’s new in my inbox?” or “What were the important emails from last week?”, Copilot Chat instantly highlights the messages that truly count — like updates from your manager, notes from leadership, emails from your top collaborators, or anything packed with actionable tasks.

  • No more missed follow-ups.
  • No more buried priorities.
  • Just the clarity you need, when you need it.

Whether you're catching up after vacation or powering through a busy week, Copilot Chat helps you focus on what moves the needle.

Summarize PDF, Word, and PowerPoint links.

No more opening files—just quick insights at your fingertips!

Copilot just got smarter
  • Instantly summarize PDF, Word, and PowerPoint links right from your emails in Outlook. 
  • Just hover over the link, and Copilot will prompt you to summarize the file!
 
Prompts to Try: Stay Ahead of Your Inbox

Purpose

Prompt

Start your day informed and organized. “Summarize today’s meetings and emails. Include any prep notes or documents.”
Plan workload and time allocation. “What meetings do I have next week with PROJECT, NAME, CLIENT NAME? Estimate total hours.” 
Capture outcomes and next steps. “Recap my meetings from yesterday. List decisions and action items.”
Automate recurring tasks “Schedule this prompt to run every DATE at TIME to summarize urgent emails.”
Quickly identify important messages. “Summarize emails I received this week and prioritize by urgency.”
Ensure follow-through on responsibilities. “Highlight emails with tasks assigned to me and add them to my To Do list.”
Get a quick overview of missed emails and key updates. “Summarize the emails I missed while I was out. Highlight anything from NAME."

Copilot in your M365 game changing apps.

Forms-Icon-Small

Forms + Copilot

Easily create surveys and polls.
OneNote-Icon-Small

OneNote + Copilot

Digital note taking for individuals or teams.
Stream-Icon-Small

Stream + Copilot

Manage your organizations video content.
Loop-Icon-Small

Loop + Copilot

Co-create, organize and reimagine content.
Planner-Icon-Small

Planner + Copilot

Get everyone on the same page and work better.
WhiteBoard-Icon-Small

Whiteboard + Copilot

Capture ideas with pen to paper like capabilities.