How to Use the NEW Copilot in OneDrive and SharePoint for File Summaries
The NEW Copilot is your personal assistant for managing files in OneDrive and SharePoint. It simplifies your work by summarizing documents in seconds, saving you from endless scrolling. Need to compare files? It handles that too! With just a few clicks, you can extract key details, ask questions, or even review multiple files at once.
Tip: Use the NEW Copilot to boost productivity and focus on what matters most.
Key Takeaways
The NEW Copilot in OneDrive and SharePoint lets you quickly sum up files. This saves time and boosts your work speed.
To use the NEW Copilot, save files in OneDrive or SharePoint. Files on your computer won't work with it.
The NEW Copilot can check many files together. It helps you spot important differences and choose wisely.
Prerequisites for Using the NEW Copilot
Before diving into the NEW Copilot, you’ll need to ensure your setup meets a few requirements. Let’s break it down step by step.
Account and Licensing Requirements
To access the NEW Copilot, you’ll need the right Microsoft 365 license. Here’s a quick overview of the available options:
If you’re unsure which license you have, check with your IT administrator or review your Microsoft 365 subscription details.
Supported Platforms and File Types
The NEW Copilot works seamlessly across several platforms and supports a variety of file types. Here’s what you need to know:
Note: Files stored locally or in unsupported formats won’t work with the NEW Copilot. Make sure your files are saved in OneDrive or SharePoint for the best experience.
Enabling the NEW Copilot in Settings
Once you’ve confirmed your account and file compatibility, it’s time to enable the NEW Copilot. Follow these steps:
Open your Microsoft 365 Admin Center.
Navigate to Settings > Integrated Apps.
Look for the Copilot toggle and switch it to “On.”
Save your changes and restart your OneDrive or SharePoint session.
That’s it! You’re now ready to start using the NEW Copilot to summarize files, ask questions, and more.
How to Summarize Files in OneDrive with the NEW Copilot
Summarizing files in OneDrive has never been easier, thanks to the NEW Copilot. Whether you’re working with a single document or juggling multiple files, this tool helps you extract key details in just a few clicks. Let’s explore how you can make the most of it.
Accessing the NEW Copilot in OneDrive
To get started, you’ll first need to locate the NEW Copilot within your OneDrive interface. Don’t worry—it’s designed to be intuitive and easy to find. Here’s how you can access it:
Open your OneDrive for Business account in a web browser.
Navigate to the folder containing your files.
Hover over any file, and you’ll notice a small Copilot icon appear. Alternatively, select the file, and you’ll see the Copilot option at the top of the screen.
Tip: The streamlined interface ensures you can quickly access Copilot features without digging through menus.
Once you’ve located the Copilot icon, you’re ready to start summarizing files.
Steps to Summarize a Single File
Summarizing a single file is straightforward. Follow these steps to generate a concise summary in seconds:
Hover over the file you want to summarize and click the Copilot icon.
From the dropdown menu, select the "Summarize" option.
A sidebar will appear on the right-hand side of your screen. Copilot will analyze the file and display a summary of its key points.
For example, if you’re summarizing a resume, Copilot might highlight the candidate’s professional experience, skills, and achievements. You can even ask follow-up questions directly in the sidebar to dig deeper into specific details.
Why it works: OneDrive Copilot excels at managing data restatement tasks, allowing you to present information clearly and concisely. This saves time and ensures you focus on what matters most.
Summarizing Multiple Files Simultaneously
Need to compare or summarize multiple files at once? The NEW Copilot has you covered. Here’s how you can do it:
Select all the files you want to summarize by holding down the
Ctrlkey (orCmdon Mac) and clicking each file.Once selected, click the Copilot icon at the top of the screen.
Choose the "Compare Files" option from the dropdown menu. Copilot will analyze the documents and provide a side-by-side summary.
This feature is especially useful when you’re reviewing similar documents, like resumes or project proposals. For instance, Copilot can highlight differences in qualifications, experiences, or even salary expectations between candidates. You’ll get a clear overview without having to open each file individually.
Pro Tip: Use this feature to quickly identify strengths and weaknesses across multiple documents, helping you make informed decisions faster.
With these tools at your fingertips, the NEW Copilot transforms how you interact with your files in OneDrive. Whether you’re summarizing a single document or comparing several, it’s all about saving time and boosting productivity.
How to Summarize Files in SharePoint with the NEW Copilot
The NEW Copilot isn’t just for OneDrive—it’s equally powerful when working with files in SharePoint. Whether you’re managing team documents or reviewing project files, this tool makes it easy to extract key insights. Let’s walk through how you can use it effectively.
Navigating to SharePoint Libraries
Before you can start summarizing files, you need to locate your SharePoint libraries. Here’s how you can do that:
Open your SharePoint site in a web browser.
From the homepage, click on the Documents tab or navigate to the specific library where your files are stored.
Browse through the folders to find the files you want to summarize.
If you’re working in Microsoft Teams, you can also access SharePoint libraries directly. Just go to the Files tab in your team channel, and click Open in SharePoint. This will take you to the corresponding SharePoint library.
Tip: Bookmark frequently used libraries for quick access. This saves time and keeps your workflow smooth.
Once you’ve located your files, you’re ready to put the NEW Copilot to work.
Using the NEW Copilot for File Summaries in SharePoint
Summarizing files in SharePoint is as simple as it is in OneDrive. The NEW Copilot integrates seamlessly, so you can get started right away. Follow these steps:
Select the file you want to summarize by clicking on it.
Look for the Copilot icon, which appears either next to the file name or at the top of the screen.
Click the icon and choose the Summarize option from the dropdown menu.
The NEW Copilot will analyze the document and generate a summary in a sidebar on the right. For example, if you’re summarizing a project report, it might highlight key milestones, deadlines, and action items.
Want to dig deeper? Use the Ask a Question feature in the sidebar to get more details. You can ask things like, “What are the main risks mentioned in this report?” or “What’s the budget allocation for this project?”
Pro Tip: Use the summary to quickly brief your team during meetings or to prepare for presentations.
Managing and Reviewing Summaries in SharePoint
Once you’ve generated summaries, you can manage and review them directly within SharePoint. Here’s how:
Save Summaries for Later: If you want to revisit a summary, copy it to a document or note-taking app. This ensures you have quick access when needed.
Share Summaries with Your Team: Use the Share option to send the summary to colleagues. This is especially helpful for collaborative projects.
Refine Summaries: If the initial summary doesn’t capture everything you need, ask follow-up questions in the Copilot sidebar. This allows you to refine the output and get more precise information.
Note: Summaries generated by the NEW Copilot are dynamic. You can always revisit the file and ask new questions to uncover additional insights.
By mastering these features, you’ll streamline your workflow and make the most of your SharePoint libraries. The NEW Copilot transforms how you interact with files, making it easier than ever to stay organized and informed.
Using the NEW Copilot for file summaries is simple and efficient. You can summarize single files, compare multiple documents, and even ask detailed questions—all within seconds. Organizations like Honeywell and Insight have reported saving up to 4 hours weekly, boosting productivity significantly. Why not give it a try? Let the NEW Copilot transform how you work with files.
FAQ
How do I know if the NEW Copilot is enabled in my account?
Check your OneDrive or SharePoint interface. Look for the Copilot icon near your files. If it’s missing, verify your settings.
Can I use the NEW Copilot on mobile devices?
Not yet! The NEW Copilot currently works best on web browsers. Use a desktop or laptop for the full experience.
What types of files work best with the NEW Copilot?
The NEW Copilot supports common formats like Word, Excel, and PowerPoint. Ensure your files are saved in OneDrive or SharePoint for compatibility.