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.
Microsoft Copilot
Reporting assistant
Finance exportsSpreadsheetsReport template
A report draft, with changes flaggedPerson reviews
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.
- ExampleFinance
Reporting assistant
Assembles the monthly report from agreed exports and flags what’s missing.See the workflow - ExampleOperations
Meeting follow-up
Writes up decisions and next steps after a meeting, and drafts the follow-up. - ExampleSupport
Knowledge assistant
Answers staff questions from approved sources, and passes on the ones it can’t answer.See the workflow
How we help
Discuss applying Microsoft Copilot.
Tell us what you use it for today, and what you’d like it to do.
AI Ready is independent of Microsoft. Microsoft Copilot is a trademark of Microsoft.