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Copilot in Outlook: thread summary and meeting prep

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Copilot in Outlook: thread summary and meeting prep

How Summary by Copilot condenses an Outlook thread, what its citations mean, the Prepare-for-meeting brief, and what each feature reads before you rely on it.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-outlook-thread-summary-and-meeting-prep

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01

Summary by Copilot

Open a thread and a Summary by Copilot bar appears above it. Click it and Copilot produces a short summary of the conversation — who asked for what, what was decided, what's open — with numbered citations that jump to t…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-outlook-thread-summary-and-meeting-prep

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Meeting prep: the "Prepare" brief

In the Outlook calendar (and in the Teams calendar), Copilot can generate a pre-meeting brief — sometimes surfaced as Prepare, sometimes as a summary card on the meeting — that draws together the invitation body, the re…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-outlook-thread-summary-and-meeting-prep

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What Copilot reads, in plain terms

For both features, Copilot reads what the user can already read: their mailbox, their calendar, files they have access to, and — through the Microsoft Graph — recent related items. It doesn't read other people's mailbox…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-outlook-thread-summary-and-meeting-prep

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Requirements

A Microsoft 365 Copilot licence and a supported Outlook client (new Outlook, web, Mac, mobile; classic Outlook on a current channel). Summaries work on the primary mailbox; shared-mailbox support has been rolling out in…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-outlook-thread-summary-and-meeting-prep

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The one rule

Summaries and briefs are navigation, not truth. They tell you where to look and what to expect; the message and the document are still the record. Users who click the citations get the full benefit with none of the risk…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/copilot-in-outlook-thread-summary-and-meeting-prep

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