How to Use Copilot in Microsoft Word: 3 Powerful Features to Boost Your Productivity

If you’re using Microsoft 365, then you already have access to Copilot in Word—Microsoft’s powerful AI tool designed to help you write, edit, and format faster and smarter.

In this tutorial, I’ll walk you through three must-use Copilot features in Microsoft Word that can transform how you create documents. Whether you're in HR, project management, or any role that works with Word regularly, these tools can save you time and enhance the quality of your work.

🎥 Want to follow along? Watch the Tutorial Here:

Top 3 Copilot in Word features you should be using right now to elevate your writing, editing and formatting!

🔹 Feature 1: Generate Drafts from Scratch

Copilot can help you instantly draft content based on your prompt, whether it's a job description, email, or report.

Step-by-step:

1. Open Microsoft Word (desktop or web version).

2. Click on the Copilot icon in your document to access Copilot from the Canvas area.

3. Type your prompt in the Copilot canvas.
   Example: “Write a job description for an OR Nurse including duties, certifications, and working conditions.”

4. Click the blue arrow to generate your draft.

5. Choose to:

   • Keep it

   • Regenerate with a different style

   • Edit your prompt and try again

💡 Tip: You can continue refining your draft right in the canvas—no need to leave your document!

🔹 Feature 2: Insert Missing Content

You can use Copilot to fill in gaps or add specific sections to your document.

Example Use Case:
You're working on an ER Nurse job description and forgot to include the Working Conditions section.

Step-by-step:

1. Place your cursor where you want to insert the new content.

2. Click the Copilot icon again and type:
   “Insert a section on working conditions for an ER nurse.”

3. Click the blue arrow to generate.

4. Want it as a bulleted list? Add that to your prompt:
   “Insert working conditions as a bulleted list.”

5. Apply your heading style if needed to match the rest of your document.

🔹 Feature 3: Visualize Text as a Table

If you have a list of items (like responsibilities or key points), Copilot can convert that list into a structured table.

Step-by-step:

1. Highlight the bulleted list.

2. Click on the Copilot icon.

3. Scroll and click “Visualize as a table.”

4. Review the table preview and click Keep it if it looks good.

5. Delete the original list if you want to keep the table format.

📋 This is great for checklists, summaries, or comparison charts.

💻 Bonus: Use Copilot in the Web Version of Word

If you’re using Word Online, you’ll have even more robust options—like uploading reference files for Copilot to read and summarize.

Example:

1. Go to Word.new and sign in with your Microsoft 365 account.

2. Open a blank document and click the Copilot prompt box.

3. Click the paperclip icon to attach reference files (Word, PowerPoint, PDFs, etc.).

4. Prompt Copilot to summarize or create content based on your file.

📌 In the video, I demonstrate this using a PowerPoint presentation on avoiding burnout. Copilot instantly created a summary document with the key points.

🎯 Final Thoughts

These Copilot tools are ideal for professionals looking to save time, improve writing quality, and make documents more dynamic. With your 60 free monthly credits in Microsoft 365, there’s no reason not to try it out!

👉 Ready to see it in action?
Watch the full tutorial on YouTube and let me know which feature you’re most excited to try.

🔗 Need templates and more Word & Excel help?
Visit my shop or explore other tutorials at SharonSmithHR.com.

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