What Copilot can do in your business day to day
Spot the wins that matter most to your team.
Outlook
Draft and summarise emails, catch up on long threads and clear your inbox faster.
Teams
Summarise meetings, capture action items and catch up on anything you missed.
Word
Draft documents, reports and proposals from a prompt or your existing files.
Excel
Analyse data, build formulas and surface insights without being a spreadsheet expert.
PowerPoint
Turn a document or a few prompts into a first-draft presentation.
Copilot Chat
Ask questions and find answers across your own business information, securely.
Meetings and communication
Teams meeting summaries
Automatically recaps meetings with notes, key points and decisions, and a list of who agreed to what — so nobody has to take minutes and anyone who missed it can catch up in minutes.
Action items and follow-ups
Pulls the to-do list out of a meeting or thread so nothing slips through the cracks.
Meeting prep
Builds a quick pre-read from related emails, files and chats before you walk in.
Email drafting in Outlook
Writes first-draft replies and new emails in your tone, from a short prompt.
Email thread summaries
Condenses a long back-and-forth into the key points and what's needed from you.
Inbox triage
Helps you spot and prioritise the emails that actually need attention.
Catch up across Teams
Summarises unread chats and channels so you're back up to speed fast.
Plain-English and translation
Rewrites jargon into plain language and translates messages for a wider audience.
Documents, data and content
Document drafting in Word
Creates first drafts of letters, reports, quotes and proposals from a prompt or your existing files.
Rewrite, shorten and retone
Tightens, lengthens or changes the tone of something you've already written.
Summarise a long document
Turns a lengthy report, contract or PDF into a short, clear summary.
Data analysis in Excel
Spots trends and answers questions about your data in plain language.
Formula and table help in Excel
Builds formulas, cleans up data and explains what a spreadsheet is doing.
Presentations in PowerPoint
Turns a document or a few prompts into a first-draft deck you can refine.
Brainstorm and first drafts
Gets past the blank page — ideas, outlines and starting points on demand.
Find information securely
Answers questions across your own files, emails and chats — only what you're allowed to see.
Copilot agents: your own AI assistants, grounded in your business
Beyond the everyday tools, we can build Copilot agents: focused assistants grounded in your own approved information such as policies, procedures and content, so staff get accurate, on-brand answers instead of guesses. Agents are typically built with Microsoft Copilot Studio and may require additional licensing, which we'll scope with you.
Policy and knowledge agent
Answers staff questions straight from your own documents — acceptable use policy, HR and leave policies, WHS, standard operating procedures and handbooks — using only your approved content.
New-starter onboarding agent
Guides new employees through their first weeks: where to find things, who to ask, and what the policies are.
IT and helpdesk FAQ agent
Handles common "how do I..." questions — passwords, printing, software — and points staff to the right next step.
HR and leave agent
Answers everyday questions about leave, entitlements, benefits and people processes from your HR content.
Compliance and WHS agent
Surfaces the right procedure, safety document or obligation when staff need it.
Product and customer-info agent
Answers questions about your products, services or pricing from your approved materials, for staff or (where appropriate) customers.
Sales and proposal assistant
Helps draft quotes and proposals using your templates, pricing and past wins.
Process and forms agent
Helps staff complete routine tasks such as leave requests, expense claims and standard procedures.
Not sure which capabilities fit your team?
A Copilot Discovery Session maps the highest-value wins for your business.
Frequently asked questions
What does Microsoft 365 Copilot actually do?
Copilot helps your team write, summarise, analyse and find information faster across Outlook, Teams, Word, Excel and PowerPoint.
Does Copilot use our business data?
Yes, but only within your Microsoft 365 environment and based on each user's permissions. It doesn't expose data outside your organisation.
Is Copilot accurate?
It's a powerful assistant, but it's not perfect. Outputs should be reviewed, especially for important documents or decisions. Good setup and training improves results significantly.
Can Copilot access everything in our business?
It can access anything a user already has permission to see. That's why data and permissions need to be reviewed before rollout.
Can Copilot work across emails, files and Teams?
Yes, that's one of its biggest strengths. It connects your emails, documents, chats and meetings to provide more useful responses.
Do we need to use all the features?
No. Most businesses start with a few core use cases (email, meetings, documents) and expand over time.
Does Copilot replace other systems or software?
No, it enhances how you use Microsoft 365. It works alongside your existing tools rather than replacing them.
Is Copilot difficult to use?
No, it's designed to work with natural language. The challenge isn't complexity, it's knowing how to use it well, which is where training helps.
What's the difference between Copilot and free AI tools?
Copilot runs inside your secure Microsoft 365 environment, respects permissions, and doesn't use your data to train public models, making it a safer option for business use.
