AMTRA Copilot Concierge - Monthly Feature Watch - May

Why You Should Try it

This is especially helpful when your work doesn’t live in just one place.

Instead of:

Jumping between Word, PowerPoint, and Outlook
Repeating prompts
Manually copying updates from one file to another

Copilot can take care of the full flow in one go.

Why it matters to you:

Saves time on repetitive coordination work
Reduces rework and missed details
Gives you oversight before anything happens
Cuts down on back‑and‑forth prompts

Think of it as a single request instead of multiple small tasks.

What You want to do	Agentic Copilot	Example Prompt to Try	Why this helps you
Review and share updates	Reviews content, summarizes changes, and prepares follow‑ups	“Review this document, summarize key changes, and draft a follow‑up email.”	Saves time and ensures nothing is missed when sharing updates
Update multiple documents	Updates content across Word, PowerPoint, and other apps	“Summarize this Word doc and update the related PowerPoint slides.”	Reduces rework and manual copy‑pasting
Prepare stakeholder communications	Creates coordinated outputs across files and email	“Review these changes, update the presentation, and draft an email for leadership.”	Keeps messaging consistent across channels
Manage end‑to‑end tasks	Plans and completes a full task flow	“Check this report for changes, highlight risks, and prepare a summary I can send.”	Fewer prompts, clearer outcomes
Stay in control	You review the plan before Copilot runs	“Show me the plan before making updates.”	You maintain oversight and control
Reduce context switching	Copilot works across apps for you	“Use this document to update all related materials.”	Less app‑hopping, more focus on your work

What are Copilot Notebooks?

Copilot Notebooks are AI‑powered workspaces that bring everything for a task, project, or topic into one place—so Copilot can give you smarter, more relevant help.

Instead of starting from scratch in every chat, a Notebook gives Copilot context. It understands which files, notes, meetings, emails, and links matter—and uses only that content to help you think, write, summarize, and make decisions.

Think of a Copilot Notebook as a living project space where your work and Copilot evolve together—not a one‑off AI conversation.

Key Benefits

Everything in one place
Pull together files, meeting notes, emails, pages, links, and Copilot chats. Copilot focuses only on what’s in your Notebook.

More accurate Copilot responses
Because Copilot is grounded in your content, answers and drafts are more relevant—and less generic.

Built for ongoing work
Notebooks keep context over time, making them ideal for projects that evolve over weeks or months.

Easier collaboration
Share Notebooks with teammates to review information, co‑create drafts, and work from the same source material.

Instant big‑picture insight
Get an AI‑generated overview with key themes and suggested actions—no need to reread everything.

Use Case	Add this to the notebook	Ask Copilot	You get
Project planning	Requirements, scope, risks, milestones, drafts, source links	“Create a project plan and a 1‑page overview from this notebook.”	Project plan + stakeholder-ready summary
Meeting follow-ups	Meeting notes, decisions, action items, owners, dates	“Summarize the meeting, list actions, and draft a follow‑up.”	Summary + action list + follow‑up draft
Writing & drafting	Policies, comms, prior drafts, FAQs, guidance	“Draft a FAQ and brief using only this content.”	Draft content + open questions
Research & analysis	Notes, feedback, transcripts, issues, emails	“Identify themes, risks, and key insights.”	Insights + recommendations
Ongoing initiatives	Status updates, decisions, drafts, learnings	“Create a monthly status update with next steps.”	Status update + continuity over time

Draft Emails Faster with Copilot in Outlook

Copilot in Outlook helps you draft clear, professional emails by simply describing what you need.

Copilot works directly in your email draft, so you can review, tweak, and refine the message in your own words.

Why try it?

Get past writer’s block
Save time on everyday emails
Improve clarity and tone with less effort

Copilot helps you get to a great draft faster—without sending anything for you.