Microsoft 365 Productivity Ai Templates-3
Good morning, Microsoft maestros. New newsletter format here. May's Microsoft Build 2025 announced a bunch of new first-party features: Private AI agents in Teams that take notes for you. Copilot Notebooks that digest whole OneNote sections at once, and a whole lot more. Buckle up.

In today’s newsletter:
  • Teams meetings get AI sidekicks and smarter recaps
  • Copilot gets smarter workspaces—and guards your data
  • Tasks, To Do and Projects converge in the new Planner
  • Copilot prompt insight of the week
  • Outlook adds offline search folders

In the news

MICROSOFT TEAMS

Teams meetings get AI sidekicks and smarter recaps

Platform - Teams AI Library
Image source: Microsoft Blog
Exec summary: At Build 2025, Microsoft previewed interactive AI agents you can invite into calls plus an expanded Intelligent Recap that turns every meeting into searchable, timestamped notes and tasks.

The details:
  • Bring your own agent – Bots built in Copilot Studio (or third-party) can join meetings, monitor chat, and privately answer your questions without showing in the roster.
  • Automatic action items – After a call ends, Recap suggests tasks and markers where you were mentioned, and lets late-joiners jump straight to the relevant moment.
  • Scoped rollout – Features are in public preview; enable via Teams admin centre → Meeting policy → Allow Private Agents.
Why it matters: With private agents and richer recaps, meeting admin could all but disappears—teams leave with clear action items, and developers can tailor agents that handle routine follow-ups or domain-specific questions.

MICROSOFT COPILOT

Copilot gets smarter workspaces—and guards your data

Word - Citations
Image source: Microsoft Blog
Exec summary: May’s Microsoft 365 drop delivers Copilot Notebooks in OneNote, on-page search summaries in Edge, microphone-driven writing in Word, and automatic DLP scrubbing for sensitive data.

The details:
  • Copilot Notebooks – Drag files, chats and meeting transcripts into OneNote; Copilot can then summarise themes or draft content from that collection.
  • Edge “Ctrl + F → Summarise” – After you search within a long web page, Copilot offers a one-sentence recap of every hit.
  • Hands-free Word prompts – Say “Hey Copilot, expand this into three bullets” and the AI rewrites text with citations.
  • Built-in DLP (data loss prevention) – Copilot now respects Microsoft Purview labels, blocking credit-card numbers or other tagged data from appearing in its output.
Why it matters: Set up a Copilot Notebook for your next project and try the new voice commands; between smarter summaries and automatic data-loss prevention, Copilot is finally getting AI features that genuinely save you time and keep your data safe.

MICROSOFT PLANNER

Tasks, To Do, and Projects converge in the new Planner

Generated tasks
Image source: Microsoft Blog
Exec summary: Microsoft is rolling To Do, Planner and Project for the web into a single Planner hub, now in public preview, ahead of Project’s retirement in Aug 2025.

The details:
  • Unified task board – one app scales from simple check-lists to timeline views without licence changes during preview.
  • Automatic redirects – opening Project for the web after August will send users straight to the new Planner—no manual migration needed.
  • Deep Teams integration – the refreshed Planner tab is already live for early adopters inside Teams.
Why it matters: If you juggle both To Do and Project, piloting the new Planner now can smooth next year’s forced migration—and spare your users yet another place to look for tasks.

Ai insight

MICROSOFT COPILOT

Copilot prompt insight of the week

The best Copilot answers come from prompts that follow the four-part formula Microsoft recommends:

Goal → Context → Source → Expectation.

Pro tips:
  1. Keep nouns concrete. Swap “it” for “the OneNote page” so Copilot grounds the answer correctly.
  2. Separate tasks. If you need both a summary and an email, ask in two prompts—Copilot scores higher when each job is singular.
    HubSite 365
  3. Save & share prompts. Use the built-in Prompt Gallery (Copilot Studio → My prompts) to standardise across the team.
Why it matters: Well-structured prompts boost accuracy, cut follow-up tweaking, and keep responses consistent across your team—turning Copilot into a repeatable productivity win, not a one-off trick.

Quick hits

More in Microsoft 365...

Really recent resources...

Tool spotlight

MICROSOFT ONENOTE

OneNote KanBan Task Board

OneNote-KanBan-V1-3
Image source: Auscomp
OneNote KanBan Template is a workflow visualisation tool that has been adapted for OneNote. It enables you to optimise the flow of your work.

15K Sales | ★★★★★ (891)

KanBan Task Board for OneNote is easy to install and includes the following:
  • Be more productive. Save time & money.
  • Instant workflow clarity — no clutter, no confusion.
  • Drag, drop, done — manage tasks right in OneNote.
  • Syncs everywhere — stay productive on any device.

That's it for today!

Stay tuned for more updates and tips to skyrocket your efficiency with Microsoft 365.

Hit reply if you’d like a deeper dive or a how-to on anything above.

See you soon,
Team @ Auscomp
(c) 2025 Auscomp.com
Hobart Business Centre, PO Box 1550, Mornington, TAS 7018, Australia
(Microsoft Office 365 and OneNote are registered trademarks of Microsoft)
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