Unlocking Productivity with Copilot AI: Transforming your Business

17 October 2024

Organisations are constantly seeking new ways to innovate their operations through streamlining workflows, boosting efficiency and making data-driven decisions. With Microsoft Copilot integrated into your Microsoft 365 applications, you can leverage its capability across your Microsoft Suite to drive productivity and success within your team. Whether in Teams, Outlook, Excel, Word or PowerPoint, Copilot AI will act as your very own personal assistant and enhance how your company operates. 

 

 

1- Optimising Communication with Microsoft Teams

With the hybrid and remote work model becoming a common option within organisations, Microsoft Teams has become an essential tool for collaboration and efficient interactions. By integrating Copilot AI into Teams, it enhances its existing features. 

Preparing for meetings – Copilot can scan through previous conversations and automatically generate a summary of key points, decisions made and follow-up actions. This feature allows you to enter meetings prepared and frees-up the time you would need to spend manually reviewing chat threads or meeting notes.  

During meetings – During a meeting Copilot can generate real-time transcripts, flag important topics and provide actionable insights based on the discussion. After the meeting it automatically sends you a summary of this gathered information. This great feature ensures you avoid missing any crucial details and provides a summary you can refer to. Due to these features 84% of users said Copilot makes it easier to take action after a meeting. 

By automating these tasks, Copilot allows businesses to focus on strategic decision-making and lessens the administrative aspect of note taking and summarising. At Ingentive we use Teams internally, so we know first-hand just how essential of a tool it is for an organisation to stay connected and work more collaboratively. 

 

 

2 – Email Management with Outlook

As each of us know managing emails and organising your inbox can be a time-consuming task. By integrating Copilot AI into Outlook, you can significantly reduce the amount of time spent on email management while maintaining effective communication. It was found that 64% of users said Copilot helps them spend less time processing emails. 

Summarising email chains – Copilot can summarise lengthy email chains into concise updates. This allows users to quickly understand the context of an ongoing conversation chain without reading each individual response. 

Tailored responses – Copilot gathers relevant information from documents, calendars and other sources to suggest tailored responses based on the content of an email. These personalised responses could include project updates or meeting availability.  

These features allow employees to respond promptly and accurately whilst reducing the time it takes to manage an inbox, giving you back valuable time. 

 

3 – Transforming Data Analysis in Excel

Excel is a widely used tool for analysing and interpreting data. Managing and interpreting complex datasets can be a large task, but with the help of Microsoft Copilot in Excel, you can utilise the power of your data without requiring advanced analytical skills or specialised teams. 

Analysing datasets – Copilot can analyse large datasets and automatically generate key insights, uncover trends and recommend visualisations like graphs and charts.  

Forecasting & Formulating – Copilot can swiftly identify patterns and a projects potential outcomes based on your previous data.  It can also create advanced formulas and pivot tables, simplifying tasks which would typically involve a lot of manual work. 

By automating these data-heavy processes, Copilot AI empowers teams to make faster and more informed data-driven decisions, which leads to more agile business operations. 

 

4 – Enhancing Document Creation in Word

Microsoft Word paired with Copilot makes the document creation process faster and more efficient. Whether you are creating reports, proposals or contracts, Word is an essential tool for any business. 

Drafting – Copilot can generate a draft that includes key elements such as an executive summary, project scope and financial details. It then pulls data from relevant reports and previous documents. 85% of users said Copilot helps them get to a good first draft faster, which is why this feature successfully allows you to focus on refining the content rather than starting from scratch. 

Editing – Copilot helps with editing, improving grammar and ensuring that the tone and style of the document you are creating and sending are professional and aligned with your company standards. This streamlines the writing process, allowing you to produce high-quality content in less time and ensures that your content and communication style is consistent. 

Are you interested in learning about the key elements to correctly prompt Copilot? Why not take a look at our blog on prompting like a pro. – Leveraging the Power of Copilot AI : Prompting like a Pro | Ingentive | Microsoft Solutions 

 

5 – Dynamic Presentations in PowerPoint

Creating presentations are an essential part of communicating ideas to your internal stakeholders, clients and potential investors. It all starts with a well-crafted and structured presentation. By integrating Copilot AI into Microsoft PowerPoint, it helps your team to create impactful presentations and is a valuable time-saver. 

Idea generation – Copilot can automatically generate slides based on content from your existing documents, reports or data in Excel. It offers suggestions for slide layouts, visual elements and provides options for more concise bullet points that summarise complex information. 

Deck creation – Copilot can take data from a sales report, customer feedback, market analysis and more to create a slide deck that conveys your key message effectively. It can also help to refine the presentation’s flow, ensuring that each slide transitions smoothly into the next. 

These features allow businesses to develop engaging presentations quickly and enhances the overall quality and style of their communication. 

 

The Future of your Business with Microsoft Copilot 

If you are looking to increase productivity and optimise your business operations, leveraging tools like Microsoft Copilot will be essential for this and achieving success. New data shows that 70% of Copilot AI users said they were more productive. By automating routine tasks, providing insights and enhancing content creation and collaboration, Copilot boosts employees creative processes and enables teams to work more effectively.  

 

We use our BUILT methodology to guarantee that our AI services are delivered both efficiently and effectively to our clients. This approach ensures that the solutions we implement meet business requirements and adhere to quality expectations, with clearly defined acceptance criteria. 

BrainstormCollaboratively working with the client to explore the problem and potential solutions, resulting in a high-level design, value propositions, or business case.  

Understand – Through ideation workshops, we collaborate with the client to understand their unique needs and produce detailed design collateral, including low-level design and test plans aligned with the DevOps backlog. 

Implement – The development and configuration of the solution, tracked via DevOps. Testing (unit, solution, and acceptance) will follow the approved test plan. The final solution will be documented with configurations, admin/user guides, and test results. 

Launch – The transition of the solution to the live environment and launching to the client. Ensuring all systems are fully operational, communicating the changes to the client and highlighting the new features and improvements. 

Tune – We support implemented solutions by monitoring, maintaining, and administering them. We continuously improve and enhance these solutions based on feedback, market updates, and working parameters, including software and security updates and emerging threats. 

 

Join our Workshop 

Our goal at Ingentive is to ensure you get the most out of your investment in AI. We offer a series of workshops and events to help you maximise your AI capability and achieve operational excellence. 

Are you thinking about adopting Copilot AI? We suggest you join our Copilot Studio in-a-day workshop – Offering expert advice, guidance and practical hands-on experience.  

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Contact us today to learn more about Copilot AI and our workshops. 

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