Make Microsoft 365 Copilot earn its licence.
Copilot works with what your people can already see in Microsoft 365. We help you prepare for it, build on it and train people to use it.
Work we can help with in Microsoft Copilot
Meeting recaps and follow-ups
From Teams meetings to agreed actions and drafted emails.
Analysis in Excel
Finance and operations reports, with the checks your team relies on.
Agents in Copilot Studio
A defined job over SharePoint content or a business system.
Permissions before rollout
Copilot sees what each person can see, so sharing is checked first.
Example workflows
Jobs that fit Microsoft Copilot. Each is scoped to your process.
Reporting assistantSECTIONS 4Revenue and marginCash positionPipelineHeadcountexport missingfrom agreed exportschanges flaggedFinanceReporting assistant
Assembles the monthly report from agreed exports and flags what’s missing.
Meeting follow-upNEXT STEPS 3Decisions written upNext steps, with ownersFollow-up emaildraft readyfrom the meeting notessent by the ownerOperationsMeeting follow-up
Writes up decisions and next steps after a meeting, and drafts the follow-up.
Knowledge assistantASKED 24Where is the refund policy?Which plan includes single sign-on?How do I unlock an account?Can we waive the setup fee?to a personanswers with the sourceunsure goes to a personSupportKnowledge assistant
Answers staff questions from approved sources, and passes on the ones it can’t answer.
How we help
Working in weeks. Tested on your work.
Most scoped agents take 2–3 weeks once access and sample work are ready.
Map the workflow, confirm access, and decide what a successful result looks like.
Run it on your past work, including exceptions. Check the results against the agreed requirements.
Start with every output checked, train the owner, and tune the workflow for 30 days.
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AI Ready is independent of Microsoft. Microsoft Copilot is a trademark of Microsoft.
Discuss applying Microsoft Copilot.
Tell us what you use it for today, and what you’d like it to do.