4 Ways You Can Use Copilot Chat to Streamline Your Workday
The rise of AI-powered assistants has transformed how we work, and Microsoft Copilot Chat is a formidable tool in the arsenal, driving innovation forward.
Whether you're looking to streamline daily tasks, conduct research faster, or extract valuable insights from your organization's data, Copilot Chat can be a game-changer if you know how to create and use prompts effectively. Let's explore how you can get started and maximize the benefits of Copilot Chat.
Note: For users to access some of the work features for Copilot Chat, you need to have the proper Microsoft 365 Copilot licenses in place for your organization. This includes reviewing your calendar or looking at your emails. For more information, please read our blog on Copilot licensing.
How to Access Copilot Chat
Getting started with Copilot Chat (also “Biz Chat”) is simple. Navigate to Microsoft365.com/chat to access the Business Chat interface. Once logged in, you’ll see a range of suggested prompts to help you generate insights, summarize documents, and even manage your emails. Because Copilot operates within your Microsoft 365 environment, it works securely with your organizational data while maintaining privacy controls.
Ways to Use Copilot Chat to Improve Your Workflow
Microsoft Copilot Chat isn’t just a chatbot—it’s a powerful AI tool designed to enhance productivity across various tasks. Here are some ways to leverage it:
1. Efficient Research and Summarization
Need to analyze a long document but don’t have time to read every word? Copilot can summarize key points from PowerPoint presentations, Word documents, and emails. Simply ask, “What are the key takeaways from this document?” and Copilot will extract the most relevant information.
2. Enhanced Search and Insights
Instead of manually searching through emails or files, Copilot can do that work for you. Ask questions like, “What was my last email from my coworker about?” or “Find documents related to AI research within my organization.” Copilot can retrieve internal and external information, merging it into a comprehensive response.
3. Meeting Preparation and Follow-ups
You can also stay ahead of your meetings with Copilot’s ability to compile relevant details. Ask, “Help me prepare for my upcoming meeting on project updates,” and Copilot will pull in agenda points, related documents, and action items from previous discussions.
4. Task Management and Organization
Use Copilot as your assistant by tracking tasks across your work and personal life. You can ask, “Summarize my main objectives for today,” or “Create a maintenance schedule for my new car.” With integration into Outlook and Microsoft to Do, Copilot helps you stay organized effortlessly.
Governance in Copilot Chat
Governance plays a critical role in managing AI interactions within an organization. With Copilot Chat, businesses can control how AI accesses and processes information through built-in privacy and security tools. Administrators can enable or disable specific add-ons, restrict web searches, and enforce data policies that align with organizational security requirements. Microsoft Purview and integrated data privacy controls ensure Copilot operates within compliance standards, giving businesses confidence in their AI-driven workflows while maintaining control over sensitive information.
The Future: Customizable Copilot Agents
As AI continues to evolve, the future of Copilot lies in customizable agents tailored to specific business needs. Organizations can create AI agents that specialize in distinct functions, such as:
- Managing customer inquiries
- Automating workflows
- Acting as a virtual assistant unique to a department’s operations.
The potential to shape Copilot into a personalized productivity powerhouse is just beginning.
Learning how to navigate and utilize Copilot Chat effectively can unlock new levels of efficiency and streamline your daily workflows. Start experimenting with prompts today and discover how AI can enhance productivity like never before.
Get in Touch with Stoneridge Today To Learn More About Microsoft Copilot
If you have questions about implementation, best practices, or how to tailor Copilot to your business needs, our experts at Stoneridge Software are here to help.
Talk to our team for guidance and support on how Copilot can enhance your organization’s efficiency.
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