Overview
Discover how to get more from Microsoft Copilot using new features like memory, custom instructions, prompt gallery, and chat agents.
Key Takeaways
In this episode of Teal’s Microsoft Tips & Tricks for Small Businesses, cofounders Gar Whaley and Reid Johnston walk through powerful new features inside Microsoft 365 Copilot, including memory, prompt scheduling, and agent tagging.
In this walkthrough, you’ll learn how to:
- Personalize Copilot with tone and formatting preferences
- Use memory to make Copilot “remember” key facts or trips
- Automatically save and append prompt responses to Pages
- Edit and share Copilot outputs in Word or Loop
- Reuse and organize your favorite prompts in Prompt Gallery
- Schedule prompts to run regularly
- Use Copilot inside Teams Chat using @agent mentions
- Tag and activate Researcher, Legal, and custom agents
Copilot is your AI productivity partner.
Teal can help your business make the most of Microsoft 365 Copilot whether you’re just getting started or ready for agent automation.