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19/06/2025

Microsoft Copilot (AI) Overview

Here’s a structured overview to introduce Microsoft Copilot, how it integrates with your tools like Microsoft 365 and Teams, and how it can enhance your workflows.

What is Microsoft Copilot?

Microsoft Copilot is an AI-powered assistant embedded across Microsoft 365 apps (like Word, Excel, Outlook, PowerPoint, and Teams). It leverages large language models (LLMs) and your organizational data (emails, documents, meetings, chats, etc.) to help you:

  • Automate repetitive tasks
  • Generate content
  • Summarize information
  • Analyze data
  • Improve communication and collaboration

It’s like having a smart assistant that understands your context and helps you work faster and smarter.

How It Integrates with Microsoft 365 Tools

Here’s how Copilot works within your familiar tools:

Word

  • Drafts documents from prompts or outlines
  • Rewrites or summarizes content
  • Suggests improvements in tone, clarity, and structure

Excel

  • Analyzes trends and patterns in data
  • Creates formulas and visualizations
  • Answers natural language questions like “What are the top 5 sales regions?”

Outlook

  • Summarizes long email threads
  • Drafts replies based on your tone and intent
  • Prioritizes emails and suggests follow-ups

PowerPoint

  • Converts documents into presentations
  • Suggests layouts, images, and talking points
  • Summarizes slides or generates speaker notes

Teams

  • Summarizes meetings in real time or after they end
  • Highlights action items and decisions
  • Answers questions about past meetings or chats

Practical Use Cases for Your Workflows

Here are a few examples of how Copilot could benefit your team:

1. Project Management

  • Automatically generate project plans or status updates
  • Summarize meeting notes and assign tasks in Teams

2. Reporting & Analysis

  • Use Excel Copilot to analyze KPIs or financial data
  • Create dashboards or reports with natural language prompts

3. Internal Communications

  • Draft newsletters or announcements in Word or Outlook
  • Summarize long email threads or Teams channels

4. Client Engagement

  • Prepare presentations from client briefs
  • Draft personalized emails or proposals

Question to help you think of possible use cases 

  • “What tasks take up most of your time today?”
  • “Where do you feel bottlenecks in your current workflow?”
  • “What kind of content do you frequently create or analyze?”

This helps identify where Copilot can be most impactful.

NOTE: always be careful what information you share with free AI tools, best practice is to use the paid version and have it setup securely by your IT Team.