RFE/RL · PilotDesk

Find What You Can't Quite Remember

Signal fusion across email, Teams, meetings, files — the more signals, the sharper the search.

What

Core signal
Topic * rough is fine
Type of thing
Document
Email thread
Teams chat
Meeting notes
Presentation
Not sure
Why do you need it? optional — helps Copilot rank by relevance

Keywords

Keywords / phrases * comma-separated
How certain are you about these words?
?
~
Roughly

People

Strongest signal
Add people
How certain are you they were involved?
?
~
Probably

Where & when

Channels to search
Email
Teams Chat
Meetings
SharePoint / Files
Loop / Planner
Yammer / Viva
Timeframe
Today
Last 3 days
Last week
Last 2–3 weeks
Last month
2–3 months ago
Earlier this year
How sure are you about the timing?
?
~
Roughly
+ Add memory clues (file format, visuals, project name…)

Prompt format

Full prompt
Compact
One-liner

Paste into Copilot · Teams Copilot Chat · M365 Chat

Fast mode

Quick Lookup

Four fields. Thirty seconds. One focused prompt.

Topic *
People involved
Timeframe
A keyword or two
Saved searches

Past Prompts

Click any entry to reload it into the builder.

No saved searches yet — generate a prompt and hit "Save to history"
Why it works

The Signal Fusion Method

Memory reconstruction — not keyword lookup.

01
Cross-channel fusion
Results appearing in both a meeting and an email outrank single-source hits significantly.
02
Social graph anchor
A person's name is the strongest filter inside M365 — even one name cuts noise dramatically.
03
Temporal anchor
"Around the workshop" beats nothing. Rough timing narrows context and boosts ranking accuracy.
04
Certainty signals
? tells Copilot to use semantic fuzzy matching. ✓ tells it to search exact wording. Makes a real difference.
05
Intent context
The "why" field shifts Copilot from retrieval mode into relevance ranking — surfaces docs you'd actually use.
06
Format clues
"ppt file" or "had a table" activates format-aware filtering that pure keyword search misses entirely.

Quick rules

Use Fast Mode for quick lookups — a topic + one person is usually enough.
Set certainty to ? if you're guessing keywords — fuzzy matching will cast a wider net.
Deselect channels you know it's not in — fewer channels = sharper results.
Save searches if hunting across sessions — reload and iterate instead of re-entering everything.