Presently, many different careers are discussing the importance of artificial intelligence, or AI, and how it will impact their fields. Naturally, there are many tools available that AI powers. However, one of the most well-known is Microsoft Copilot. Microsoft Copilot is likely to be a popular AI tool for all types of businesses as it comes from Microsoft and is integrated with Microsoft Office. The primary purpose of Microsoft Copilot is to incorporate artificial intelligence into your Microsoft Office workflows. We have asked the trainers at a Microsoft Learning Partner to tell us how can Microsoft Copilot be useful for Executive Assistants.

How can Microsoft Copilot be useful for Executive Assistants?

One of the key features of Microsoft Copilot is that it integrates with Microsoft Outlook. This means the AI functionality can help you summarise long email threads quickly, saving you time from trying to scroll through them yourself. It can also help you draft email replies based on the contents that it reads. It can also help you prioritise your email inbox and bring to the top those messages that are actionable.  Copilot can also ensure that you create AI-powered follow-up tools and reminders.

Copilot can work with Outlook

Integrating with Outlook and Microsoft Teams, Copilot can suggest the best meeting times based on everyone’s availability and patterns. It can also help you draft meeting agendas based on previous emails and information available in Outlook. It can also create minutes to summarise the output from meetings, and finally, it can also prepare various briefings for meetings based on the information available in Outlook.

The documentation in Microsoft Word is also significant because it can help you summarise and reformat documents. It can help to meet the requirements of an audience better. It can create executive summaries and extract action items from long documents.

Copilot integrations with Excel

Copilot is also capable of interacting with Excel; it can create insights in data spreadsheet summaries. It can also help to create visualisations and dashboards of the information within an Excel spreadsheet. It also gives you the ability, similar to macros, of automated repetitive tasks that I repeatedly do within an Excel spreadsheet, and can provide data analysis, such as what-if analysis.

PowerPoint working with Copilot

When interacting with PowerPoint, it can potentially create presentations based on Word documents to create a more PowerPoint-friendly image. It can also sort some of the decks and condense the slides into more manageable and well-presented ones. It can also generate more suggested visuals that may be better than the original slides that are already there.

Copilot and Microsoft Office 365

Copilot can work with Office programs across Microsoft 365. In particular, it can help you find information across the Microsoft Office suites quickly. It can also create summaries of scattered information across Microsoft 365. It can also look up information and create summaries of conversations that may be spread across teams, Outlook, or even all platforms. Finally, it is worth noting that it’s suitable for work planning and helps you manage tasks. This means that you can potentially track and assign what your tasks are gonna be for meetings that have taken place, you can also help you to create a to-do list, and finally, you can also remind you and create reminders when there are key deliverables available based on the information they can find across Microsoft Office.

If you’d like to learn more about Microsoft Copilot, we now offer Microsoft Copilot training through our Microsoft Learning Partners program. However, we can also arrange bespoke training in Microsoft Copilot for groups interested in upskilling in this area.