Monthly Masterclass: Microsoft Copilot Overview

Introduction

• Focus on Microsoft Copilot
• Importance: Change the world of work

What is Microsoft Copilot?

• Generative AI integrated with Microsoft technologies
• Access to corporate data via Microsoft Graph
• Capable of tasks beyond standard AI (e.g., Chat GPT)

Real World Examples of Copilot

1. Writing a Tender

• Use case: Meeting with a client
• Record meeting in Teams and take notes in OneNote
• Open Word and ask Copilot to write a tender based on meeting notes
  • Specify style based on previous documents
  • Copilot drafts document
• Ability to amend the document with Copilot's help
  • Generate FAQs, adjust paragraphs, and change writing style
• Key benefit: Never start from a blank document again

2. Creating Presentations

• Copilot integrated into PowerPoint
• Request a presentation based on the tender document
  • Specify slide count and presentation type (e.g., sales)
  • Generate images using AI as needed

3. Email Drafting in Outlook

• Compose emails describing presentations
• Use Copilot to:
  • Summarize missed emails
  • Draft responses
  • Prepare for meetings (essential topics)
  • Schedule meetings using natural language

4. Meeting Assistance in Teams

• Catch up on missed meetings
  • Record meeting and interrogate data later
  • Ask Copilot about meeting sentiment, key topics, outcomes, and tasks
• Summarize missed parts of the meeting
• Create pros and cons tables and note decisions made

5. Data Analysis

• Analyze unstructured data from various sources
• Use SharePoint to consolidate data
• Copilot can:
  • Analyze sales data by type/channel
  • Make sales projections based on historical data
  • Identify leading products and sales trends
  • Suggest promotional strategies for the next quarter

Importance of Copilot

• Game-changing technology for businesses
• Essential for staying competitive in the market
• Easy deployment, but requires data in the Cloud (SharePoint/OneDrive)
  • Ensure data security and access control

Conclusion

• Exciting times ahead with Copilot
• Emphasis on data management and security
• Encouragement to explore Copilot features