Prepare, catch up, research and plan
Use this section when you need to understand what has happened, prepare for what comes next, research a topic or turn information into a plan.
Typical products and features
- Copilot Chat
- Teams
- Researcher
- Notebooks
- Pages
Best-fit users
- Knowledge workers, managers and project teams
Extra cost risk: Usually medium; richer work grounding depends on Microsoft 365 Copilot and tenant configuration
Watch-outs
- Work-grounded features only use information the user can access, but organisations should still manage permissions well.
- Treat AI output as a working aid rather than the final authority.
- More detailed privacy, licensing and governance guidance is available in the advanced sections.
Example use cases (8)
Turn information into a plan
Give Copilot an objective plus relevant background and ask it to create a sequence of tasks, milestones, dependencies or next steps.
Where: Copilot Chat / Pages
Summarise a meeting and its actions
Use available meeting content to produce a recap of key points, decisions, actions and open questions.
Where: Teams / Microsoft 365 Copilot
Catch up on what changed
Ask Copilot to help summarise relevant messages, meetings and files so you can understand what changed while you were away or focused elsewhere.
Where: Microsoft 365 Copilot
Find previous decisions and context
Ask Copilot to help locate or summarise what was previously decided about a topic, using the work content you are permitted to access.
Where: Microsoft 365 Copilot
Research a topic
Ask Copilot or Researcher to investigate a topic, combine relevant sources and produce a structured briefing with source links.
Where: Copilot Chat / Researcher
Build a focused Notebook for a project
Bring selected files, notes and other relevant sources into one focused workspace so Copilot can help you explore the project without searching across everything.
Where: Copilot Notebooks
Prepare for a meeting
Ask Copilot to bring together relevant calendar, email, chat and file context so you can prepare questions, priorities and background before a meeting.
Where: Microsoft 365 Copilot
Turn an AI answer into a shared working page
Take a useful Copilot response and turn it into an editable collaborative page for a team to refine together.
Where: Copilot Pages