The Most Asked Questions for Copilot (Answered)

You have got the questions, and we’ve got the answers… Our recent webinar (recording below) was buzzing with excitement as so many of you sent in brilliant Copilot questions. It’s fantastic to see so much enthusiasm around these AI-powered tools, especially as they start appearing in your favourite Microsoft 365 apps.

If you’re wondering how to make the most of Copilot you’re in the right place! We’ve gathered the most frequently asked questions and put together clear and helpful answers to get you up to speed.

So, grab a coffee (or drink of your choice), get comfortable, and let’s begin.

Can Copilot summarise or take notes for a meeting?

Similar questions:

• Can I use Copilot without a license to take meeting minutes?
• My company doesn’t allow call recording – can Copilot still take notes?

Yes! Copilot can absolutely help summarise meetings, but you’ll need the right Microsoft licence to unlock this feature. If your organisation doesn’t permit call recordings, don’t worry, there more options for you. You can still take notes manually and then use Copilot to structure, refine and organise them into polished meeting minutes.

If you have a Teams Premium license, you’re in luck! Microsoft’s AI-powered meeting recap tool can help automatically capture key points, action items and decisions, making post-meeting documentation easier than ever.

Even if you don’t have this feature, Copilot in Word or OneNote can still help you organise notes efficiently – saving you time and effort.

Can Copilot Chat compare two documents?

Similar questions:

• If I upload two documents, can Copilot reference both in the same chat?
• Will Copilot still compare them if I upload them one after the other?

Absolutely, Copilot Chat can compare documents within the same chat session and highlight the key differences, making it incredibly useful for reviewing drafts, contracts or reports.

For the best experience, store your documents in OneDrive or SharePoint. Copilot works most effectively when files are within the Microsoft 365 environment, ensuring seamless access and better accuracy when analysing multiple documents.

How can I delete my chat message in Copilot Chat?

Similar question:

• I have Copilot, but I only see a search prompt, not a chat. Why?

At the moment, Copilot Chat does not allow users to delete individual chat messages. However, in some organisations, chat history may be cleared automatically when your sessions ends.

If you’re not seeing that chat function and only have access to a search prompt, don’t panic – it’s likely that Copilot Chat hasn’t been fully enabled for your account yet. A quick check with your IT administrator should either confirm whether this feature is available to you.

 

Does Copilot work when not signed in? Is my data safe?

Similar questions:

• If I use the free version of Copilot and upload a document, does it remain within Microsoft 365?
• How can I keep documents private from colleagues?

Security is a top priority, and Copilot in Microsoft 365 follows strict security policies to keep your data safe. It does not store chat data permanently, ensuring your information stays protected.

However, if you’re using the free version of Copilot, things work a little differently. Your data may be processed outside of your organisation’s security boundary, so it’s always wise to check your company’s security policies before uploading any sensitive documents.

Want to keep documents private? Makes sure OneDrive or SharePoint permissions are set correctly – this way only the right people can access your files, this Copilot question is asked alot.

 

Can Copilot recognise Teams chats and structure the information?

Similar question:

• Can it convert chat discussions into formatted documents?

Yes, but with a few conditions! Copilot can summarise Teams Chat conversations, but you’ll need the right Microsoft license to enable this feature.

If you’re looking for a well-structured report, you’ll need to give Copilot a little nudge with a clear prompt. Instead of just asking for a summary, try something like:

“Summarise this discussion into a professional report, highlighting key takeaways and action items.”

A little guidance goes a long way in getting the most out of Copilot, and Melissa, who is our Training Manager, discusses this in more detail in the webinar.

 

How easy is it to create a PowerPoint presentation using Copilot Chat?

Similar questions:

• Can Copilot generate a slide deck from a report?
• Can it adjust slide layouts, fonts and colours for consistency?

Creating a PowerPoint presentation (slide deck) with Copilot is a game changer, honestly. Though for clarity this is done using Copilot not Copilot Chat. It takes the hassle out of designing slides and allows you to focus on the content instead.

With Copilot in PowerPoint, you can:

• Generate slides from an existing document, report, or simple prompt
• Automatically apply professional themes, fonts, and colour schemes
• Ensure consistent layouts across your presentation

Instead of spending hours tweaking slide designs, Copilot does the heavy lifting for you – leaving you with a polished, professional looking slide deck in no time.

Does Copilot support speech-to-text capabilities?

Copilot itself doesn’t have a built-in speech-to-text function, but don’t worry, Microsoft 365 has you covered.

If you need speech-to-text features, you can use:

• Dictate in Microsoft Word, which converts spoken words into text in real time
• Teams transcription, which automatically transcribes meetings and conversations
• Teams Mobile does, however, have voice recording within the messaging function

For professionals in regulated industries (like law and finance), role-based security settings may affect how Copilot processes and accesses information. If you work with sensitive data, it’s always a good idea to check with your IT team to understand any restrictions in place.

 

Where should documents be stored for Copilot to access them?

Similar question:

• Is there a size limit for documents uploaded to Copilot Chat?

For best performance, store documents in OneDrive or SharePoint. These platforms integrate seamlessly with Copilot, making it easier for the AI to access and reference for files.

While file sizes limits vary, Copilot generally works best with documents under 50MB. If you’re working with larger files, breaking them into sections or summarising key points can help Copilot process them more efficiently.

 

Final comments

Copilot and Copilot Chat are incredibly powerful tools, but getting the most out of them means understanding how they work. With the right prompts and settings, you can use Copilot to save time, boost productivity, and simplify everyday tasks. Thanks for all of your Copilot questions, we can’t wait to hear more!

If you have any additional questions, we’d love to hear them!