Copilot 365: 6 features you might not know about that make daily life easier

With AI becoming increasingly present in companies, we highlight 6 underutilized features of Copilot 365 that help optimize daily processes. Check it out!

Artificial intelligence has become part of the daily routine of companies, driven by the growing need to optimize internal processes. Therefore, organizations seek tools that enhance efficiency, improve collaboration, and ensure data security.

In this scenario, Microsoft Copilot 365 stands out, integrating AI into Word, Excel, Outlook, Teams, and other Microsoft 365 apps, offering much more than simple automation.

Despite the common use of the basic functions of Copilot, there are still underutilized features that can increase productivity, simplify processes, and bring more efficiency to daily work. Check it out!

6 Copilot 365 features to optimize your routine

1. Intelligent summaries in documents

Quickly absorbs lengthy documents, highlights key points, and even suggests improvements in style and tone.

• You can use the following prompt: “Summarize this document highlighting the 5 main points and recommended actions” or “Create an executive summary of this contract highlighting risks and obligations.”

2. Predictive analytics in Excel

Integrates data and projections, allows for statistical analyses, forecasts, and advanced visualizations.

• “Project sales for the next 3 months based on the last 24 months of data” or “Identify trends of decline or increase in this dataset and suggest alerts.”

3. Ready and contextual emails in Outlook

Streamlines communications, maintains consistency, uses the context of conversations, attachments, and meetings to generate tailored emails with the appropriate tone and personalized content, including strategic suggestions.

• “Write an email to the team explaining the next steps after meeting X” or “Organize this week’s demands by priority.”

4. Automatic scheduling of meetings in Teams

Avoids back-and-forth when scheduling meetings, suggests times based on participant availability, creates invitations, and can automatically include relevant agendas and documents.

• “Schedule a alignment meeting with marketing and finance for this week” or “Check participant availability and schedule a planning call for Monday at 10 AM.”

5. Meeting minutes generation – transcription and organization

Automatically captures everything, analyzes transcriptions and chats, generates organized minutes, identifies decisions made and lists pending items.

• “Transcribe the meeting and generate minutes with decisions, responsible parties, and deadlines” or “At the end of the meeting, produce a summary of who did what and the next steps.”

6. Integration with Power Platform

Creates custom agents that automate workflows, such as approvals, notifications, or generating interactive reports for more advanced automations and insights.

• “Create a flow in Power Automate that sends a notification whenever a budget over R$ 10,000 is recorded” or “Generate a dashboard in Power BI with sales and customer satisfaction metrics.”

In an increasingly data-driven and efficient corporate environment, leveraging the full potential of Microsoft Copilot 365 can be a strategic differentiator. By utilizing the lesser-known features, companies can transform their work routine, gaining agility, precision in tasks, and freeing up team time to focus on more analytical and decisive activities.

Test these features, take full advantage of Microsoft Copilot 365, and elevate your operation to another level. Talk to our specialists!