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Create a summary of your document with Copilot

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Note: This feature is available to customers with a Copilot for Microsoft 365 license or Copilot Pro license.

Create a summary

If you just received a lengthy document to review, save time by letting Copilot in Word help you distill it down to key points.

  1. Open an existing document.

  2. Select Copilot from the ribbon to open the Copilot pane.

  3. In the Copilot compose box, enter in “summarize this document.”

  4. In Copilot’s summary, select References to view citations of where Copilot pulled information from inside the document.

Review the results

Review the summary Copilot generated. How does it flow? Is it ready to share? Or does it need a little more work? 

Often the first response isn’t perfect. Artificial intelligence (AI) works best with a little back-and-forth conversation. You can get better results by providing more context and details about what you’re after.

Provide more context and details

Include some context and a few details in your prompts to get better results with Copilot. Who’s the summary for? Why do you need it? How do you plan to use it? Try using prompts like these:

  • What should business decision makers know about ? Why is it important to understand these things?

  • I need to share the main points of this document with my teammates. Write a few paragraphs that include why these points are important to our company.

Are there any calls to action? What should we do next?

With each prompt, Copilot scans the document again, and then generates a response. You can continue submitting prompts until you’re pleased with the results.

Try suggested prompts

Copilot offers suggested prompts to try, too. You can always type your own prompts for Copilot. You can also use suggested prompts. With each response, you’ll see one or more suggested prompts. Give one a try, and see what happens.

Current limitations

Copilot is currently limited to a maximum of around 18,000 to 20,000 words it can process for a single query or prompt for features like generating document summaries and chatting with Copilot.

Learn more

Welcome to Copilot in Word

Frequently asked questions about Copilot in Word

Microsoft Copilot help & learning

Where can I get Microsoft Copilot?

Source

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