15 Ways to Personalise Copilot and Make It Your AI Companion

At Changing Social, our goal is to redefine the relationship between people and technology; it’s our motto, making it more seamless, more natural and more empowering.

When it comes to Microsoft Copilot, personalisation is where the magic happens, and ultimately, it needs to be built around our needs, values, and expectations.

Far gone are the days of one-size-fits-all AI. With a few clever tweaks, Copilot can become your loyal assistant, one that actually gets you.

Let’s be real: We all need an assistant at work. I know I do sometimes…

Whether you’re getting into a PowerPoint brainstorm, juggling spreadsheets in Excel, or just trying to get through your inbox without another existential crisis (we’ve all been there), these 15 tips will help you shape Copilot into a trusted companion that’s totally in tune with you.

Let’s get started, shall we?

 

1) Turn On Personalisation

First things first, head over to your settings and enable personalisation.

This allows Copilot to learn from your previous interactions to predict your needs better. Think of it as switching from a helpful stranger to a very organised friend.

These settings can be different due to your company’s limitations; you may have to bother your IT Team.

 

2) Let Copilot Remember Key Details

Copilot’s new memory feature can remember what matters, like your team’s preferred tone or that project you keep asking about. You can view and edit this memory any time, giving you control without starting from scratch every Monday.

 

3) Log In for a Tailored Experience

Make sure you’re logged in with your work Microsoft account.

Copilot uses that context (without oversharing your private chats) to give more accurate responses based on your job role, Teams activity, or calendar.

 

4) Get Prompting Like a Pro

Specificity is your superpower. “Write a summary of this document for my leadership team in a persuasive tone” will always beat “summarise this.” The more you give, the more Copilot can give back.

There’s an art to prompting, and there is a helpful guide to help you through the process. You can enter the Prompt Gallery. The prompt Gallery holds all the prompts you will most likely need. So, whether you’re a mogul or a beginner, all the tips you could need are kept in one place.

 

5) Use It Across Microsoft 365

Copilot lives in your most-used apps: Word, Excel, Outlook, Teams, and beyond.

Whether it’s suggesting bullet points, building formulas, or generating status updates, Copilot adapts to the context of each tool to support you. We have a great webinar coming up that will go into more detail about this.

 

6) Request Custom Audio Summaries

On the go? Copilot can now generate audio summaries (or even full mini-podcasts) of meetings, emails, or documents.

It’s like having your own private PA whispering the headlines in your ear, this is a huge benefit of why to personalise Copilot.

 

7) Personalise Copilot’s Tone and Style

Need Copilot to sound like your brand or just like you on a good day?

Add style instructions: “Keep it warm and casual” or “Use formal business language.” It’s especially handy for client-facing messages.

For example, if you were writing an email, this is what you could prompt Outlook:

Warm and casual:
Prompt to Copilot:

“Write a short email to the team about our Friday social. Keep it warm and casual.”

Copilot Output:

Subject: Friday Fun Alert 🎉

Hey everyone,

Just a quick note to say we’re having a little Friday wind-down this week! Pop by the kitchen area at 4 PM for snacks, drinks, and good chats. Whether you’re staying for five minutes or the full hour, we’d love to see you.

Cheers,

[Anonymous]

 

Formal tone:
Prompt to Copilot:

“Write a short introduction for a project update report. Use formal business language.”

Copilot Output:

Subject: Project Update – Q2 Progress Summary

Dear [Client Name],

Please find attached the latest project update for Q2. This report outlines the key milestones achieved, challenges encountered, and next steps as we move into the final phase of delivery.

Should you have any questions or require further clarification, please do not hesitate to reach out.

Kind regards,

[Anonymous]

 

8) Use Screen Context in Edge

Using Microsoft Edge? Copilot can now “see” what’s on your screen (with permission), which can help you precisely see what you’re looking at, such as summarising a webpage or creating content from an open doc.

 

9) Deep Research on Autopilot

Tell Copilot to “Act like a researcher” and watch it dig deep.

From building a market overview to comparing products, you can fine-tune the lens through which it looks, saving you hours of scrolling the internet aimlessly.

 

10) Use Voice Commands

Try talking to Copilot!  Voice input can speed things up and feels surprisingly natural, especially when you’re multitasking or just fed up with typing.

 

11) Smart Shopping Assistance

Need help picking a laptop, headset, or birthday gift? Ask Copilot to compare specs and reviews. I know most tech and operations teams are relieved to know this is an option.

It’s impartial and fast, like having a friend who actually reads the fine print they key to personalise Copilot.

 

12) Use Plugins (and Explore Copilot Labs)

Supercharge your Copilot with plugins for travel, food, finance, and more. Or look into Copilot Labs for sneak peeks at experimental features perfect for early adopters and digital champions.

 

13) Calendar-Aware Assistance

Copilot knows what’s coming up. Ask it to prep for meetings, draft agendas, or send follow-ups based on your schedule. It’s proactive and surprisingly helpful for busy days.

 

14) Define Roles for Copilot

Want it to act like a project manager, coach, or editor? Say so!

Role-based prompting gives Copilot clarity and makes its output feel intentionally human.

 

15) Control Your Data

Finally, it’s your personal AI experience

Therefore, you’re always in control. Head to the Privacy Dashboard to review what you personalised Copilot remembers, adjust permissions, or start fresh.

Transparency builds trust, and Microsoft’s got your back.

 

Final Thought

AI isn’t about replacing people; it’s about empowering them and helping them make the most out of their day. And the more you tailor Copilot to your style, the more it supports your unique way of working. It’s like having an extra brain (without needing an extra coffee or 5).

Have a favourite personalisation trick? Share it with us, we’d love to feature your tip in our next Copilot spotlight.