Copilot in Loop

Overview

Microsoft Loop brings real-time collaboration and AI together in one workspace. Instead of passing documents back and forth or trying to merge edits from multiple people, Loop lets your team work on shared content simultaneously—and Copilot makes that collaboration faster by generating, organizing, and refining content right on the page.

This video walks you through using Copilot in Loop workspaces, generating content as a team, summarizing workspace content, and using Loop components across Microsoft 365 apps.

What You’ll Learn

• Workspaces: How to access and use Copilot in Loop workspaces
• Collaborative Content: How to generate and refine content as a team with Copilot
• Summarizing: How to summarize and organize Loop content
• Components: How to use Loop components with Copilot across M365 apps

Script

Hook: AI-powered collaboration

Loop brings real-time collaboration and AI together in one workspace. Your team generates, organizes, and refines content together—with Copilot accelerating every step.

In the next six minutes, you’ll learn how to use Copilot in Loop workspaces, generate content collaboratively, summarize content, and work with Loop components across Microsoft 365 apps. Note: Loop availability varies by government cloud, so check with your admin.

Using Copilot in Loop workspaces

What is Loop? It’s a collaborative canvas where your team creates and edits content in real time. Access it at loop.microsoft.com or through the Loop app. Content is stored in your tenant’s SharePoint infrastructure.

For government cloud availability, Loop is available in GCC environments. GCC High and DoD availability may be limited—check with your IT admin. Feature parity may differ from commercial environments.

Launching Copilot in Loop is simple. On any Loop page, type “/” to open the slash command menu. Select Copilot and type your prompt.

Try your first AI-assisted content. Type “/Copilot Draft a project kickoff agenda” and Copilot generates a structured agenda on the page. Try “/Copilot Create a table comparing three approaches to cloud migration” or “/Copilot Write a problem statement for the legacy system modernization.”

Copilot generates content directly on the page. All team members see it appear in real time. Anyone can edit, refine, or ask Copilot to revise immediately.

Generating content collaboratively

This is where Loop with Copilot becomes genuinely different from other tools. It’s real-time collaborative AI. One person prompts Copilot and everyone on the page sees the result instantly. Team members can immediately edit and build on the generated content—there’s no waiting for one person to finish before the next person starts.

Effective collaborative prompts focus on structured outputs that the team can build on. Try “Draft a project timeline with milestones for our ATO process”—Copilot generates the timeline, and team members adjust dates and add details based on their expertise. Ask “Create a decision matrix for these three vendor options” and Copilot builds the framework while the team fills in evaluation criteria. Request “Write a RACI chart for the migration project” and Copilot creates the structure while team leads assign their roles.

Here’s a government collaboration example. Your team is building an after-action report following a major exercise. Copilot generates the initial structure with standard sections: executive summary, timeline of events, observations, lessons learned, and recommendations. Team members fill in their sections simultaneously—operations fills in the timeline, the planning team adds observations, and leadership reviews recommendations. When individual contributions need synthesis, ask Copilot to consolidate inputs into a coherent narrative.

Best practice: designate one person to prompt Copilot during collaborative sessions. Multiple people sending conflicting prompts can produce confusing results.

Summarizing and organizing Loop content

As your team adds content to Loop workspaces, the pages can grow long and complex. Copilot helps you make sense of everything. Ask “Summarize the key decisions from this page” or “What action items have been identified across this workspace?” Try “Create an executive summary of this planning document” to distill a detailed workspace into a brief overview.

Copilot also organizes existing content. Ask “Reorganize this brainstorm into themes” to group ideas by category. Try “Sort these ideas by feasibility” to prioritize. For refining, try “Make this more concise,” “Rewrite for a non-technical audience,” or “Format this as a formal proposal.”

Here’s a government use case. After a team offsite, you have a multi-page Loop workspace full of brainstorming output and notes. Ask Copilot to summarize into a one-page brief with key themes, decisions, and next steps. Then organize the brainstorming output into an action plan with owners and timelines.

Copilot with Loop components

Loop components are live, editable content blocks that sync across apps—Teams chats, Outlook emails, and Word documents. Create a component in Loop and it stays current everywhere.

Generate a table, checklist, or list as a Loop component with Copilot. Share it, and changes in one location reflect everywhere. Create a task list in Loop, share it in a Teams channel, and team members update it from Teams. There’s no version confusion.

Here’s a government example. Create an action items component after a meeting and paste it into the Teams chat. Team members track completion directly in Teams—the status is always current. No follow-up emails or spreadsheet tracking needed.

Limitations in government environments: Loop component availability depends on tenant configuration. Some cross-app features may not be available in all government clouds, particularly GCC High and DoD. Check with your admin.

Close: Start collaborating with Copilot

Use Copilot in Loop to generate content on shared pages, collaborate in real time, summarize growing workspaces, and sync content across apps with Loop components.

Open Loop, start a new page, and type /Copilot. Your team’s next project just got faster.

Sources & References

• Get started with Copilot in Loop — Official guide for getting started with Copilot in Loop including feature overview and usage instructions
• Microsoft 365 Copilot overview — Overview of Copilot capabilities across applications including Loop
• Loop workspaces storage and permissions — Documentation on Loop storage and permissions relevant to government tenant configurations
• Microsoft Copilot adoption resources — Adoption resources and best practices for organizations