CoPilot for Microsoft 365

CoPilot for Microsoft 365

AI has revolutionized the way we approach the workplace. Through automation of routine tasks, AI reduces the burden on employees, allowing them to focus on more strategic and creative endeavors. AI contributions include enhanced productivity, streamlining processes, and fostering innovation.

For organizations already leveraging Microsoft 365, the value of Microsoft’s suite of tools is clear and profound. Microsoft 365 offers a comprehensive, integrated platform that enhances productivity, collaboration, and security across the entire organization. With familiar applications like Word, Excel, PowerPoint, and Teams, employees can work seamlessly and efficiently from anywhere, whether in the office or remotely.

With both AI and MS 365 being powerhouses in the workplace, extraordinary things happen when the two combine.

Welcome CoPilot for 365

To facilitate and enhance Microsoft 365 suite, Microsoft integrated their AI solution, CoPilot.
CoPilot leverages the power of AI to streamline daily tasks, automate routine processes, and provide intelligent insights, enabling your team to work smarter and more efficiently with Microsoft suite. By integrating seamlessly with Microsoft 365, CoPilot enhances familiar tools like Word, Excel, and Outlook, empowering employees to achieve more with less effort. This strategic investment not only boosts operational efficiency but also fosters a more dynamic and innovative work environment, positioning your company for sustained success in an increasingly competitive landscape.

Click on one of the following MS 365 buttons to learn how CoPilot integrates for efficiency:

CoPilot for Word

With CoPilot integrated into Microsoft Word, users can significantly enhance their document creation and editing experience.

Processes and Prompts for Copilot within Word:

Automated Drafting:

CoPilot can help you draft documents by providing content suggestions and templates, making it easier to start writing.

Sample Prompt: “Write a letter to my sales teams on actionable tasks they can do to increase sales with quarter”

Grammar and Style Suggestions:

It offers real-time grammar, punctuation, and style corrections, helping you produce polished and professional documents.

Sample Prompt: “Please edit this document for proper grammar”

Content Summarization:

CoPilot can summarize long documents, extracting key points and providing concise overviews.

You can upload or open a document in Word and have CoPilot create a summary.

Sample Prompt: “Read this document and provide me with an easy-to-read summary of key takeaways.” Or, “Please read this document and summarize all points having to do with marketing”

Smart Formatting:

It assists with formatting text, creating headings, lists, and tables, ensuring consistency and professionalism in your documents.

Sample Prompt: “Format my document, creating headings and a bulleted lists of the processes I wrote about”

Data Integration:

CoPilot can pull data from other Microsoft 365 applications like Excel, enabling seamless integration of charts, tables, and data sets into your Word documents.

Sample Prompt: “Add charts from my May 2024 sales excel file.”

Language Translation:

It provides translation services, allowing you to translate text into different languages directly within Word.

Sample Prompt: “Translate this document into Chinese”

Research Assistance:

CoPilot can help with research by finding relevant information online, citing sources, and providing references to enhance your content.

Sample Prompt: “Research the considerations of creating a new sales office in Taiwan”

Collaborative Editing:

It facilitates collaboration by tracking changes, managing comments, and integrating with Microsoft Teams for real-time editing and communication with colleagues.

Sample Prompt: “Show me the changes Susan made for this document”

Content Expansion:

If you’re stuck on a section, CoPilot can suggest additional content or expand on your existing text to help you complete your document.

Sample Prompt: “What other things should I write about pertaining to factory automation”

Voice Commands:

You can use voice commands to dictate text, make edits, and navigate through your document, making it easier to work hands-free.

Sample Prompt: Utilizing your device microphone, CoPilot will type what you say. Further, you can ask it to “use proper grammar” or “more professional wording”.

CoPilot for Excel

With CoPilot integrated into Microsoft Excel, users can leverage AI to enhance their data management and analysis capabilities. Here are some examples of what you can do:

Automated Data Entry:

CoPilot can automate repetitive data entry tasks, reducing errors and saving time.

Sample Prompts: “CoPilot, enter this list of sales figures into column B”

“Fill in the dates for the next 12 months starting from January”

Data Analysis:

It provides advanced data analysis tools, including generating pivot tables, summarizing data sets, and identifying trends and patterns.

Sample Prompts: “Generate a pivot table to summarize sales by region.”

“Analyze the monthly sales data and highlight the highest and lowest performing months.”

Predictive Analytics:

CoPilot can use historical data to make predictions and forecast future trends, helping with planning and decision-making.

Sample Prompts: “Use this historical sales data to forecast sales for the next quarter.” “Predict the trend for the next year based on this product’s sales history.”

Data Visualization:

It assists in creating charts and graphs, suggesting the best types of visualizations to represent your data clearly and effectively.

Sample Prompts: “Create a bar chart to compare monthly sales across different regions.” “Generate a pie chart showing the market share of each product category.”

Formula Suggestions:

CoPilot can suggest and autocomplete complex formulas, making it easier to perform calculations and data manipulations.

Sample Prompts: “Suggest a formula to calculate the average sales per month.” “What formula should I use to find the total sales for Q1?”

Anomaly Detection:

It can identify outliers and anomalies in your data, alerting you to potential issues that need attention.

Sample Prompts: “Identify any anomalies in this dataset of weekly sales figures.” “Check for outliers in this expense report.”

Data Cleaning:

CoPilot helps clean and organize data by detecting and correcting inconsistencies, duplicates, and errors.

Sample Prompts: “Clean this dataset by removing duplicates and correcting errors.” “Standardize the formatting for this list of phone numbers.”

Scenario Analysis:

It enables you to run “what-if” scenarios, helping you understand the potential impact of different variables on your data.

Sample Prompts: “Show the impact on total revenue if the price per unit increases by 10%.” “Run a scenario analysis to see the effect of a 15% decrease in costs.”

Natural Language Queries:

You can ask CoPilot questions in plain language, and it will generate the necessary formulas or charts to answer your queries.

Sample Prompts: “What’s the total revenue for 2023?” “How many units were sold in the East region last quarter?”

Integration with Other Apps:

CoPilot can pull data from other Microsoft 365 applications and external sources, integrating it seamlessly into your Excel spreadsheets.

Sample Prompts: “Import data from the latest sales report in SharePoint.” “Pull customer feedback data from Forms into this spreadsheet.”

Template Recommendations:

It suggests templates for various tasks, such as budgeting, project management, and reporting, to streamline your workflow.

Sample Prompts: “Suggest a template for tracking project milestones.” “What template should I use for monthly budgeting?”

Data Insights:

CoPilot provides insights and recommendations based on your data, helping you make informed decisions quickly.

Sample Prompts: “Provide insights on this dataset of customer purchases.” “What are the key takeaways from this employee performance data?”

CoPilot for PowerPoint

With CoPilot integrated into Microsoft PowerPoint, users can leverage AI to enhance their presentations in numerous ways. Here are some examples of what CoPilot can do:

Automated Slide Creation:

CoPilot can quickly generate slides based on provided content or data. For example, it can create summary slides, charts, and graphs directly from an Excel spreadsheet or other data sources.

Sample Prompts: “CoPilot, create a new slide summarizing our Q1 sales performance.”

“Generate a slide with key highlights from our annual report.”

Design and Layout Suggestions:

CoPilot offers design and layout recommendations to make slides more visually appealing and engaging. It can suggest themes, color schemes, and fonts that align with the overall presentation style.

Sample Prompts: “Suggest a professional layout for this slide.”

“Improve the design of this presentation to make it more engaging.”

Data Visualization:

CoPilot helps in creating various types of visualizations such as charts, graphs, and infographics to represent data clearly and effectively. It can analyze data and recommend the best visualization type.

Sample Prompts: “Create a chart to visualize our monthly sales data.”

“Generate a pie chart showing the market share of our top five products.”

Content Enhancement:

It can suggest additional content, relevant images, and multimedia to enhance the message of the slides. CoPilot can also assist in refining and polishing the text for clarity and impact.

Sample Prompts: “Add relevant images to this slide about our new product line.”

“Suggest additional content for this slide on industry trends.”

Consistency and Formatting:

CoPilot ensures that all slides in a presentation have a consistent look and feel. It can automatically adjust formatting, align elements, and apply uniform styles across the entire presentation.

Sample Prompts: “Ensure all slides have a consistent font and color scheme.”

“Align all the text boxes and images properly on this slide.”

Speaker Notes and Presentation Tips:

CoPilot can generate speaker notes based on slide content and provide tips on how to present the information effectively. It can suggest key points to highlight and potential questions to anticipate.

Sample Prompts: “Generate speaker notes for this slide on our marketing strategy.”

“Provide tips on how to present the data in this slide effectively.”

Collaboration and Feedback:

It facilitates collaboration by allowing users to track changes, add comments, and integrate feedback from team members directly within the presentation.

Sample Prompts: “Track changes made by team members on this presentation.”

“Add comments to this slide requesting feedback from the marketing team.”

Animations and Transitions:

CoPilot can recommend and apply animations and transitions to enhance the flow of the presentation and keep the audience engaged.

Sample Prompts: “Add a fade transition between all slides.”

“Animate the bullet points on this slide to appear one by one.”

Content Translation:

CoPilot can translate slides into different languages, making it easier to prepare presentations for a global audience.

Sample Prompts: “Translate this slide into Spanish.”

“Provide a French version of this presentation.”

Integration with Other Apps:

It can pull data and content from other Microsoft 365 applications like Excel, Word, and SharePoint, integrating seamlessly into the PowerPoint slides.

Sample Prompts: “Import data from the latest Excel sales report into this slide.”

“Embed a video from our SharePoint library into this slide.”

CoPilot for Teams

With CoPilot integrated into Microsoft Teams, users can leverage AI to enhance their collaboration, productivity, and data management capabilities. Here are some examples of what CoPilot can do:

Automated Meeting Summaries:

CoPilot generates concise summaries of meeting discussions, highlighting key points and action items.

Sample Prompts: “CoPilot, summarize the key points and action items from our team meeting.”

“Generate a brief overview of the decisions made in the last project update meeting.”

Task Management and Tracking:

CoPilot creates, assigns, and tracks tasks based on meeting discussions and project updates.

Sample Prompts: “CoPilot, create tasks from the discussion points and assign them to the relevant team members.”

“Track the progress of our current sprint tasks and send reminders for upcoming deadlines.”

Data Integration and Visualization:

CoPilot pulls data from various sources and generates visualizations like charts and graphs within Teams.

Sample Prompts: “CoPilot, pull the latest sales data from Excel and display it as a chart in this channel.”

“Generate a graph showing our project progress over the last quarter.”

Insights and Recommendations:

CoPilot analyzes team performance data and provides actionable insights and improvement suggestions.

Sample Prompts: “CoPilot, analyze our team’s performance data and suggest areas for improvement.”

“Provide recommendations on optimizing our workflow based on recent project data.”

Automated Reporting:

CoPilot creates and distributes regular reports summarizing team activities, project status, and performance metrics.

Sample Prompts: “CoPilot, create a weekly report summarizing team activities and project status.”

“Distribute the monthly performance report to all team members.”

Real-Time Language Translation:

CoPilot provides real-time translations for messages and meetings, facilitating multilingual communication.

Sample Prompts: “CoPilot, translate this message into Spanish for our international team.”

“Provide real-time translations for our upcoming meeting with the French clients.”

Intelligent Search and Information Retrieval:

CoPilot quickly finds relevant documents, meeting notes, and resources based on user queries.

Sample Prompts: “CoPilot, find the meeting notes from our last strategy session.”

“Retrieve the latest version of the project plan document.”

Collaboration Enhancement:

CoPilot suggests relevant documents, resources, and team members to improve collaboration on projects.

Sample Prompts: “CoPilot, suggest relevant documents and resources for our new marketing campaign.”

“Recommend team members with expertise in data analysis to join this discussion.”

Meeting Scheduling and Coordination:

CoPilot finds optimal meeting times for participants and sends automated invitations and reminders.

Sample Prompts: “CoPilot, find the best time for our next team meeting based on everyone’s availability.”

“Send automated reminders for the upcoming client presentation.”

Security and Compliance Monitoring:

CoPilot monitors communications for compliance with company policies and provides data security insights and recommendations.

Sample Prompts: “CoPilot, monitor our communications for compliance with company policies.”

“Provide a report on data security practices and recommend actions to improve protection.”

CoPilot for Outlook

With CoPilot integrated into Microsoft Outlook, users can leverage AI to enhance their email management and productivity. Here are some examples of what CoPilot can do:

Email Prioritization:

CoPilot identifies and prioritizes important emails, ensuring critical messages are addressed first.

Sample Prompt: “CoPilot, show me the most important emails I need to respond to today.”

Automated Responses:

CoPilot generates automated responses based on the content of received emails, saving time on routine replies.

Sample Prompt: “CoPilot, draft a response to this meeting invitation, accepting the request.”

Scheduling Meetings:

CoPilot analyzes calendar availability and schedules meetings, proposing optimal times for all participants.

Sample Prompt: “CoPilot, schedule a meeting with the sales team for next week.”

Email Summarization:

CoPilot provides concise summaries of lengthy emails, highlighting key points and actions needed.

Sample Prompt: “CoPilot, summarize this email thread from the marketing team.”

Task Creation:

CoPilot converts email content into tasks and adds them to your task list or project management tool.

Sample Prompt: “CoPilot, create a task from this email request and set a deadline for Friday.”

Follow-Up Reminders:

CoPilot sets reminders to follow up on emails, ensuring important messages are not forgotten.

Sample Prompt: “CoPilot, remind me to follow up on this email in two days.”

Calendar Management:

CoPilot optimizes calendar management by automatically organizing and updating events and appointments.

“CoPilot, update my calendar with the new project deadlines.”

Email Filtering:

CoPilot filters and organizes emails into relevant categories, reducing inbox clutter.

Sample Prompt: “CoPilot, filter all newsletters into the Promotions folder.”

Language Translation:

CoPilot translates emails into different languages, facilitating communication with international contacts.

Sample Prompt: “CoPilot, translate this email into French.”

Insights and Analytics:

CoPilot provides insights and analytics on email usage patterns, helping to improve productivity.

Sample Prompt: “CoPilot, show me a summary of my email activity over the past week.”

Get CoPilot

To experience these unparalleled benefits and elevate your business operations, contact Tangent today to integrate CoPilot into your Microsoft 365 suite and unlock your organization’s true potential.

Call Us:+1 800 342 9388
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