Playbook · 6 minute read
Use Copilot in Outlook without automating judgment
Draft or summarize routine email while keeping sensitive, relational, and consequential messages human-led.
Choose routine messages
Start with scheduling, recap, reminder, or information-request drafts. Exclude crisis, safeguarding, employment, donor dispute, eligibility, or legal communications from an early pilot.
Give the relationship context
State the audience, purpose, action, deadline, and tone without adding personal details that are unnecessary to the task.
Read before sending
Check recipients, attachments, commitments, dates, tone, and any statement that could be interpreted as a decision or promise.
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