Copilot in Word

Copilot in Word

Four ways of working

ModeWhenHow
Createblank document, new textDraft with Copilot + reference files with /
Editrewrite, shorten, change tone, make a tableselect text → Copilot icon → Rewrite / Visualize as a table
Asklong document, contractCopilot pane: “Summarize”, “What are the risks…”, “Where does it say…”
Agent Modeseveral steps across the whole documentin the Copilot pane choose Agent / Edit with Copilot
graph LR N["Notes<br/>meeting transcript"] --> W["Copilot in Word"] Z["Contract +<br/>internal policy"] --> W E["Excel, e-mails"] --> W W --> R["Minutes"] W --> T["Risk table"] W --> S["Management report"]

Typical manager tasks

  • notes or meeting transcript → structured minutes with tasks
  • draft contract → summary and comparison with internal rules
  • several sources → one-page report for management
  • text for a customer → change of tone and shortening
Careful

Copilot is not a lawyer. With contracts it helps you find problematic clauses faster – the decision and final wording belong to you and your legal team.

Lab

➡ Lab 03 - Minutes, contract and report