Matt Seeds: All right. Let me just turn on Copart itself to record the meeting.
Welcome, welcome, Bryce.
There’s a few more people joining, but yeah. Aiden, thanks for coming and hosting this second webinar for sort of introduction into copilot. Obviously following on from the last one, which was a really good success.
And yeah, thank you for coming back and providing the yeah.
A second follow up regarding the sort of copilot learnings and how we can integrate it into the business.
Aidan Clifford: No worries, no great. Great to be back again.
Yeah, look forward to it if there’s some new faces in the in the crowd.
Happy to start from the from scratch, but if there are any people returning for a second time then happy to answer any of the questions that they may have had if they’ve had a chance to play around with copilot since we last caught up.
Matt Seeds: I’ll leave it over to you.
Aidan Clifford: Awesome. I’ll be one moment.
I’ll just share my screen.
Bryson, Lauren.
Not too sure if we’ve connected previously, Lauren, but Bryce, if we haven’t spoken before, my name is Aiden Clifford.
I’m the Microsoft business manager for an organisation called Pax8.
We partner really closely with inspired it around pretty much everything Microsoft and security and AI as we do make a big leap into the unknown as far as where does AI start to impact your business and how you can get the most productivity out of yourself, your team.
And get those incremental wins.
Back into your business as well.
So myself, personally, I’m a Microsoft business manager here at PAX 8.
I do have a team that I work with across all of the Microsoft Cloud, so thinking things like Azure Dynamics, Power platform and security as well to make sure that if you do have any needs across those workloads we can partner really closely with inspired it to get.
You the full the full return on the investment that you have within your Microsoft technology and through the partner ecosystem.
What I’ll do in just a moment is I’ll share my screen and just cover off the agenda.
That will go through today.
I do want to make sure this this session is as valuable as possible as well.
So feel free to put any questions into the chat or the Q&A that we have available here, or if you want to come off Mike, if you’re able to. I’m happy to answer those questions as well. But as always, there will be time at the end.
To field any questions you have throughout as well as we know this copilot experience is a very personal experience. So sometimes you do have just those, a few aha moments to really get some wins on the board and start to see the full productivity and opportunity of the solution.
So without further ado, I will share my screen.
Awesome. So the agenda that I’ve got here today is really just to start off and set a bit of a baseline around copilot for Microsoft 365, which is effectively Microsoft’s endeavour into generative AI.
Which a lot of people have become familiar with through the advent of ChatGPT and similar solutions across other tech providers over the past.
Probably about the past 18 months.
So just said a bit of a baseline of what the solution is, why we’re talking about the Microsoft perspective on AI today.
Then I’ll start to go into my experience with copilot for Microsoft 365.
What I started to see with working with partners and customers over the past 18 months or so is really does come down to how do I utilise the solution in my day-to-day.
How does it start to make a difference for me and building that muscle is where the advantages start to be really realised and the productivity really starts to be impacted positively from there.
So I’ll just talk through my experience having a bit of time with the solution and that those sort of benefits that I’ve come to realise.
Within it comes to everything. Copilot. Everyone seems to learn mostly just from seeing demos, seeing live demos of the solution.
An incremental scenarios that can provide those incremental wins through the day for you to get some time back in your day or increase the effectiveness of the tasks that you’re performing.
So I will do a demo from the perspective of Ahr managers.
I’ll take off my Microsoft hat.
Put on my HR manager hat and walk through a scenario where I work to create some policies from scratch utilising some government templates and then utilising a whole bunch of different copilot functions to immerse that those findings into the business as well.
But firstly, to kind of kick off, I’m not sure if people have seen this slide before.
Microsoft has been using it for a little while, but I really do love showing it because it does show the impact that generative AI has had on the on the market as a whole over the past little while.
What you can see on the slide here is there’s been different sort of incremental or pivotal points in technology over the past 20 years. And if we compare how long it took them to realise 100 million active users with that technology, you can start to see how.
Generative AI has really made its mark faster than other solutions.
If we look at things like mobile phones, it took nearly 1520 years to in order to hit 100 million active users. The Internet seven years plus.
But even when it starts to get more into that digital age and to free solutions like Facebook and social media, it still took over four years in order to hit 100 million users. If we compare that to ChatGPT, which is probably the biggest household name that.
Everyone’s familiar with when it comes to generative AI, it only took three months to hit 100 million users, and I think from.
From our research prior to now just kind of looking at the most up to date statistics.
I think the adoption of generative AI within Internet users is pretty much about 48%, so almost half of the Internet users worldwide are starting to use generative AI.
So the numbers are absolutely staggering.
The little factoid that I always like to share here is I was trying to find something that grew faster than ChatGPT to 100 million users and the only thing I could actually find that grew at a faster rate was Pokémon Go back in 2016 so.
If you remember that one when everyone was running around the neighbourhood trying to catch Pokémon with their phones ChatGPT.
It was the only thing that only just mildly behind that in that growth rate, which is pretty astounding.
So whilst we are seeing that massive growth in ChatGPT in particular and then being matched up by Microsoft through copilot, Google through what name escapes me over the top ahead. But through Google Solution Gemini, there we go and through MITA and a bunch of other AI Sol.
As well, we are starting to see that the business community is following in toe the vast majority of businesses say that AI is a top priority, but where we start to see a bit of a gap, which is definitely worth having a conversation about is the gap to.
Having some sort of plan for the adoption of AI, making sure that you do have a controlled roll out into.
Businesses understanding any of the implications for your security and compliance within that roll out and making sure that your users are fully set up to have success with a new solution in the organisation.
So as I said, we’ve already mentioned GPT couple of the other competitors out there.
Why are we speaking specifically around copilot for Microsoft 365?
So when we talk about generative AI, we’re really talking about large language models.
It’s the ability to use your natural language to speak to an AI model to get a natural language response in return. Drawing data from a certain database, whether that’s the Internet, your internal data, or whatever that may be.
So that’s where you can start to see the adoption has been so high. There isn’t a technical gap in order to be able to utilise the technology.
You’re able to speak to it just like I’m speaking to you now. In order to get that response where Microsoft starts to separate itself from the from the competitors though, is it uses your Microsoft graph. The data that you already have within Microsoft 365, which is.
The vast majority of businesses in Australia it’s able to access that directly out-of-the-box, so no additional connectors required or from a usability perspective, you’re not dropping and dragging files into an external solution in order to get that interaction.
In addition to that, it’s also working directly within the Microsoft 365 apps.
That you’re utilising today and if you’re like me, probably as long as you’re a student and as long as you’ve been in the workforce, you’ve been using word, PowerPoint, excel for as long as I can remember.
So these experiences are tied directly into those applications that you’ve been spending hours and hours perfecting the art or getting the value from.
Matt Seeds: Sorry, I didn’t and just drop in there. Obviously from a security perspective as well, utilising copilot that there’s some extensive benefits with utilising copilot that hooks into obviously the engine of GPT, but you’re able to control a lot of that information and manage that data as well.
And they’re also not learning off the data that you provide into the copilot.
Aidan Yeah, 100%.
So one of the things that we’ll touch on a couple of times will be copilot versus some of the even the free version of copilot versus some other competitors like ChatGPT. The information that you put into the into the application stays within your service boundary. So, all.
That information is not going beyond your Microsoft 365 service boundaries or tenancy. Whereas we start to look at some of the other solutions like chat get, that’s not a guarantee that they provide. They actually use your data to retrain the model. And we have seen some.
Leaks that have that have adversely affected.
Businesses which we can talk through throughout the session today, so there are quite a few advantages to here. And as Matt said, if you are already investing in your Microsoft 365 security posture, this will all be inherited as part of that.
So well, if you’ve been doing any of that hard work up front, you will be still receiving the benefits of that as you go.
So to kind of dive into that a little bit more, I just did want to take some time just to kind of demystify some of the names that you may be hearing. If you’ve been doing some research around copilot and some of the options that are out there.
So in the first column you can see there is copilot with data protection.
This is a free version of copilot that you should have available today as part of your Microsoft 365 licensing. If you see the copilot application in your in your taskbar, or if you see in the top right hand corner of your browser, that’s chances are and.
You’re not paying for an additional license.
Chances are that’s the solution you have available.
You’re getting those foundational abilities.
At the AOI engine, it’s grounding it within the Internet information, and so all the information is able to find on the Internet. But then it’s also making sure that you are getting commercial data protection with those prompts, any files that you drag into, copilot to interact with.
From there, or any of the information that you’re putting within your prompts to interact with that engine is not leaving your service boundary.
And it’s not going outside of your Microsoft 365 environment.
So you’re not putting that at risk?
This is to be compared to what we’re just sort of talking about around ChatGPT, which doesn’t guarantee that.
And so you are putting that information back into the model.
Which can create some data risks. We have seen some horror stories of this basically over the past few years.
One particularly highlighted is a couple of guys at Samsung who put their code their IP code of one of the Samsung products into ChatGPT. They got a great response back.
ChatGPT is a great tool.
However, they did find in a couple of weeks later that that information was now freely available on the Internet.
It had leaked through because there was a leak at the ChatGPT side of things, so it actually compromised that IP and then fortunately compromised their employment at Samsung as well actually was having a chat to Matt and Emma yesterday about a conversation I recently had with.
Phil Meyer, for those of you who know him locally with.
Of ANZ and he was speaking to someone who was putting together some IP around with a defence contractor and what they found is one of the marketers was putting some of the information from the defence contract opportunity into ChatGPT, just to make some marketing collateral. Fairly innocent.
Use case, but through the requirements through the compliance for a defence contract. The fact that any of that information was now within an external service boundary so wasn’t able to be fully protected within their environment, compromise that contract, so wasn’t able to be reused with the with.
Defence Government of Defence or Department of Defence rather So what?
We can seem like a really innocent use case, really speeding up your day. Really. Getting that productivity can compromise some of the greater outcomes and really put risk on your business if you aren’t thinking about the data protection of that usage.
Matt Seeds: Yeah, I mean, it starts with sort of good data governance and good policies internally.
I mean sort of also understanding what your clients or your team members are using. I mean obviously you’ve got GPT, you’ve got deep seek.
I guarantee you it’s your client. Your team members will be using those. So, it’s also sort of putting those policies and what can be used for what? Can’t it be used for? And then having those discussions with your team members because yeah, it’s being used.
Aidan Clifford: Yeah. And I think we’re just having a bit of a joke beforehand is I think people are pretty comfortable with their personal information going into things like social media and not necessarily having full control after that. But it’s not really a risk profile. I think most people.
Are comfortable with when it comes to their businesses and the and the data that’s basically fuelling the value of those as well.
So there are some considerations that you must reach out to the inspired it team just to fully understand if you are not in control or don’t have the policies applied to your current AI usage.
In your organisation.
Pass on this one.
So from the free version of copilot with data protection, there’s copilot pro.
I will just draw a line through this one because it is only applicable to a consumer or family based license.
It’s just made for home users there.
It’s a little bit cheaper, so we do get some questions around copilot pro, but for the intensive purposes of a business conversation, you can pretty much put a line through it so you only have two options when it comes to generative AI. When it comes to Microsoft 3.
65 got the free version with data protection or what? We’re going to spend most of the time talking about today.
Copilot for Microsoft 365.
It builds upon those first areas of foundational capabilities using the Internet and data protection.
But it really starts to extend those experiences into the Microsoft 365 apps extended into teams, which we’ll see a little bit later today. And as we were discussing previously, it utilises the current Microsoft enterprise security and privacy measures that you’ve already got applied within your environ.
Today, so it inherits those out-of-the-box, if that’s something you’ve invested in, then great, that’ll be applicable already.
But if it isn’t something you’re focused on as far as how you govern your data, how you govern your users, the application.
Is that the devices in your environment?
Then that’s probably a conversation that’d be really valuable to have with Matt and Emma Post this meeting.
All of this hard work. Where’s the benefits of this? On the start to highlight some of those? So, Microsoft has started doing some surveying on copilot usage just to see the impact that utilising generative AI is able to drive. So, within this, the data sets that they.
Were able to build.
They put some copilot users versus some non-copilot users to draw some comparisons and contrast from there. For the copilot users themselves, the vast majority of them were finding that they were feeling more productive with copilot. Over 70% of them were finding that they didn’t want.
To give.
Tool up and mark stuff.
Use some pretty funny scenarios of saying. Would you give up the copilot tool if you gave you free lunch once a week?
They’re like, no, twice a week, no free lunch every day.
That’s when we started to see people sort of swaying a little bit. I think free lunch every day started to appeal a little bit, but for most of the part, everyone was really keen to retain those copilot licences.
The reason that they did want to retain those copilot licences or that when we look at some quantitative statistics, we see that teams users was really where it starts to stand out.
So copilot users were able to summarise a 35 minute meeting to a greater extent or greater effectiveness four times faster than users who weren’t using copilot.
I think we all know what it’s like when we’re presenting a meeting or we’re participating when track of what the conversation is, we may have to go outside to take a phone call or maybe presenting like I am right now.
But copilot is in the background transcribing this meeting, taking notes of everything that I’m saying.
So we can then review that at a later date, create some action items, create some recaps of this, and share it with anyone who is in the meeting, or who I was unable to get there so we can retain.
Productivity and really over perform from that perspective. So, Matt?
Matt Seeds: Yeah, I mean, I’ve got to admit that’s. Yeah, that’s one of the sorts of first things that we brought into the business.
I mean, I was a big sort of OneNote taker and obviously Emma from sort of account management perspective and we sort of we now record all the sort of meetings that we have. And then I was able to summarise afterwards and from a sales perspective that’s really.
Helped me gratefully on new clients.
I’m able to document everything.
It’s probably about 9080 to 90% there, which is, which is enough.
Does come out with some funky things occasionally, but it’s pretty good.
And it saves. Then I’m able to engage more from a sort of in person chat perspective about having to take notes and dive off and obvious using it from an account management perspective and internally we’re recording all those now and then you can utilise things like copilot AG.
To be able to investigate further sort of chats and discussions with all that information.
So it’s helped us massively and it’s quite an easy win and I certainly agree with the usage policy against sort of teams because that’s it’s an easy win.
Aidan Clifford: Yeah, and to build on that one, I really like that. If you do find that the notes or the action items you feel like you’re in the meeting, they’re not 100% accurate.
There are footnotes as part of all of those responses, where you can refer back to the full transcript to see the context of where copilot was able to get that one from. So, you’re able to sense check some of the findings that you have in there, but I.
Think. Yeah. It’s invaluable from being able to fully immerse yourself in the meeting and knowing that you don’t have to be sort of taking notes or keeping your mind in two places at the same time as well.
If we start to expand it beyond teams though, if we think about sort of.
For documents, writing drafts and summarising existing documents, they found that time and time again, the non-copilot or the copilot users were 29% faster to at least an equal or greater standard of quality than the non-copilot users as well.
So really big lift in productivity. And then finally I did use a specific department example. So within the sales department, they found that copilot on average was able to save the average sales person 90 minutes per week.
The reason why I really like this example is it’s not just 90 minutes earlier that you can get to the pub on a Friday, even though I celebrate that.
But it’s also 90 minutes more that individual can close more deals or they can bring more revenue back into the business or they can perform more of the of the multiplier effect of how they’re able to contribute that productivity back to the business.
So it’s not just 90 minutes of saved salary per week, it’s 90 minutes that they can potentially have a greater ROI through that reinvestment back into the business as well, which I think is really cool.
So once again, there’s great opportunity in front of us. The vast majority of SMB’s and mid-market firms are looking to generative use generative AI.
These stats are a little bit.
A little bit old, probably 6 months old, so it’s probably the time is now when everyone’s looking to move on this, which is pretty exciting, but then also only 21% of organisations have AI management policies in place and only a small amount of those are.
Working to mitigate information such as inaccurate work mitigate risks such as inaccurate information.
Unfortunately, again, we are seeing some use cases where incorrect information is starting to.
Pop up through use of ChatGPT, which hasn’t been hasn’t been since checked by the organisation here in Melbourne, where I’m based, there’s actually a family lawyer towards the end of last year who created a full brief using ChatGPT and submitted that to the court. So, what.
It read really well. It explained his argument really well.
The judge just came back and said none of these reference cases actually exist.
And so the lawyer got found out that he actually had created all of those use cases from scratch because ChatGPT didn’t have a grounding in whether it was getting that information from. So just go just kind of thinking about more how it can be more.
For a consumer-based tool, really effective at using privately. But when you think about some of the risks that can come into the commercial realm, you’re probably better off using a commercially proven solution like copilot and having internal sense checks around some of the more sensitive use cases.
Of that, to make sure that you don’t run into get the hot water over those two.
So just to kind of cover off a few of the security and governance challenges here, I have spoken about a little bit of these at the moment, but some of the questions where we are looking to address through either your M365 licensing or the way.
That you’re able to manage these internally is just making sure that everyone has access to the right information at the right time through utilising some of the Microsoft 365 identity tooling that that Matt and the team will be sort of recommending around how you can manage.
Your business more effectively manage the documentation, just making sure that people don’t have access to information.
The organisation that they shouldn’t have access to so they can use copilot more effectively and also make sure that they’re not over sharing, say, documentation that they shouldn’t have access to. The one the use case that usually catches everyone’s attention is if someone on the front desk.
Or in a non-aligned non-executive department is able to put into copilot. What’s the CEO getting paid or what is the executive team getting paid?
And if they’ve got access to files within finance, they shouldn’t have. Access to copilot will find that pretty quickly.
So there is a really good use case to make sure the structure is there to protect against any.
Unwarranted oversharing of.
Of documents, what you want to have there as well. That kind of leans into the point #2 does you want to make sure that there isn’t any inadvertent leak into the sensitive data within AI apps?
So that’s the scenario that we’re talking about with ChatGPT knowing fully well what the, what some of the implications may be if you put private data into tools that don’t have that that service boundary guaranteed just to be aware of that one and then making sure through.
That lawyer example that I just mentioned, making sure that there’s no unethical.
Or high risk content that’s created through the tooling, usually through behavioural policies.
That are established within the organisation and user training through sessions like we’re having today.
So kind of going through on that baseline, we also I just wanted to go through sort of my experience with copilot for Microsoft 365 so far. So just using my example as a member of the PAX Eight team, having been using copilot for about sort of.
18 months at this point. So, the way I like to think about it is really thinking about that, that change management side of the solution and the behavioural change that I need to go through in order to fully adopt the solution. If I think about my role and.
What are my pain points?
What is creating the biggest blockages in my day?
What’s consuming more time than it should do?
And I’d really like some help in order to unlock that. I work in a global role, so I work with both the Australian team work, the Asian team, the team over the US, and sometimes if I don’t sleep very well, the UK team.
But that’s a little bit less than the other three.
So what that means is there’s multiple meetings going on, multiple messages, emails across different time zones.
I wake up.
I’ve missed a missed some messages. I go chat with the kids, go put them to bed.
I’ve missed the messages, so there’s always a digital debt that I’m trying to fight against before I can even get through.
To the fundamentals of what I need to do day-to-day, if I start working with the sales team, I’m starting it a little bit later in the day. I need some help creating some new projects.
Creating some new content in order to make sure that we can work with inspired it team to have conversations around copilot and make sure we can empower the greater community on how to utilise solutions like that as we can start to see, it’s getting a little later in.
The day these jobs are starting to stack on top of each other, I need to start creating my presentation for the meeting.
Today I need to make sure that’s fully branded up and aligned to my organisation.
Otherwise, marketing will get me in trouble, so I need to make sure I spend the time on that and then now starting to get in the evening starting to get on the weekends. I need to start doing some financial forecasting.
I’m not the best.
So how do I make sure I unlock the features within Excel just to make sure that both my outputs are robust and that I’m comfortable with the application?
This is when we start to get into the world of prompting.
So prompting is really just the natural language that you utilise within your AI model and structured in such a way that hopefully you get the output in the first time. That’s as close as close to what you want to produce there without having to do 2 media.
Durations or spend too many times in remoulding that prompt to get the output that you want my usage within my role. Mostly a sales and marketing role.
So it is a text based role versus so much time in Excel.
Which is why I need a bit of help in that department.
But if we look at some of the use cases where I’ve utilised teams more effectively over the past 18 months, you can start to see a bit of a similar theme.
It’s around the sort of summarising of documents that creating of documents more quickly and then bringing together and synthesising some of the other data sets that are in my Microsoft 365 example. So, you can start to see on the page some of the some of the.
Scenarios that we’re working through, I’ll just call out a couple for you. If you ever have to write up a new e-mail invitation, it’s a bit late in the day.
Your brain’s a little bit tired.
You can start to hit writer’s block pretty quickly.
One of the really good use cases for copilot is to Create an e-mail.
Based on a pre-existing document so copilot can do that first draft for you, quick as a flash, but they can also ask it to create things like 5 subject line options just to make sure that one probably sticks out as being the one that you want to.
Utilise, but it could really take the time to reduce that saving.
Probably 1015 minutes to an hour just in that one single task.
We’ll go through a couple of options at teams at the end to really visualise that one, but the other one that I wanted to call out is how the chat G although yes, chat GP, the copilot app itself is able to bring together multiple sources of data.
So in a scenario like create a one page executive summary of all the chats, emails and documents about a certain customer. If you need to go to a meeting with your manager or bring together, bring someone who’s unfamiliar with a customer scenario to a meeting, you’re able to.
Put that prompt in there and Copilot’s able to bring that information together and create a really robust short summary for you to then get that person up to speed to make sure that they can be really effective in that customer meeting as well what we see.
With other applications is they speak really well in a single lane.
Copilot’s able to speak across a whole bunch of different data types.
Within your M365 environment to get some great outcomes there.
Matt Seeds: Yeah, no, nothing prompts.
And he sometimes people don’t get the response that they’re it’s down to generally the prompts and having the right prompts.
And I mean, I’ve been watching quite a few articles and reading a few articles around correct prompting and how that’s evolving and changing as well.
So yeah, it’s just definitely there’s definitely an art to it.
And then getting the right prompts.
Aidan Clifford: They’re 100%.
Yeah, it’s kind of like it’s, it’s art and a science and it kind of can fluctuate back and forth as to how to get the most out of it.
So Microsoft has done a little bit of help in that regard and we are seeing some updated assets for that.
Yeah, man. Not too sure if you’ve got some thoughts on what’s been working for you mostly as well.
But what we have seen from a prompt ingredients perspective is if you think about the goal of what the response you want and the structure of that response that you want the context of why you need it. The source which should be referring to and the expectations on.
How you’d like that response to be moulded?
It really starts to bring around how you’re gonna get something as close to what you’re expecting from that first prompt out-of-the-box as well.
Run to a few scenarios with partners and customers where they don’t have the best experience up front.
Because copilot isn’t able to export what they’re thinking. But by taking a bit of extra time upfront when you’re getting used to the technology, if you just think about these four main areas, it should hopefully increase the effectiveness and be a little bit closer to what, what.
You’re expecting. So, say for example.
This example we have generate three to five bullet points. That’ll stay true.
From the export, no matter what, if you start to bring into, bring in additional context around, it’s about a certain client. It’s got a certain project. It’s about a certain period of time. So like the last 30 days, if you focus on the data source, so only focus.
On emails and teams and then make sure it’s in a professional or simple language so it doesn’t take the liberties of writing a really long response, making it short and sharp.
It should hopefully be a little bit closer to what you want. First time? Yeah, Matt. And I’m not sure if you had any other thoughts on what you’ve been seeing working so far.
Matt Seeds: Yeah, I mean, I certainly had an element of a tone in there as well.
And also sort of what seat? I’m sitting in in the business and answer it as that seat so that that there’s a few different levels you can bring it in. And I’ve been playing with a few sort of a social copilot agent that sort of has is.
A bit more free and happy and chucks in emojis and has a happier funny tone.
So it’s having those sort of different levels and at different sort of areas within the business.
So yeah, I’m still playing with it.
There’s certainly.
There’s definitely an art to it.
Aidan Clifford: They’re not 100%, I think. If anyone’s been on LinkedIn in the past, it’s cooled down a little bit now, but sort of 12 to 18 months ago when ChatGPT really burst onto the scene.
Every single post on LinkedIn had those rocket emojis and a bunch of other emojis in it, so you could spot it from a mile away once you got an eye for it. But it seems to have evolved a little bit since then.
But that goes to show that effective prompting can reduce downside.
Don’t include emojis only as professional language, making sure it’s appropriate to the audience.
So it seems as authentic as possible from the from the get go.
Matt Seeds: It’s a shame because I like the rocket emojis and the tick emojis, but GBT took those away.
Aidan Clifford: Yeah, I was. I was excited.
I liked them as well, so.
If we go back and think about what we what we sort of learned the considerations of what we put in place as far as our prompt ingredients and the use cases that we want to apply them to, let’s see how copilot helped me out in my day.
To day.
So first of all, if I’m talking about that digital debt, I’ve got the amount of messages and messages and meetings and emails that are coming through at all times of the day. I can start to utilise copilot. To recap last week’s emails from certain people if I.
Got more urgent stakeholders that I need to respond to?
Or if I want to use moments in time, say for example I was at a conference yesterday, I wasn’t able to attend my emails.
I may have read half of them throughout the day, so they’re not fully, they’re not very well filed, for example.
I can just ask which emails haven’t I responded to in the past 24 hours and Copilots able to scour that with that lens on versus me having to read them through, unread them and find flags and all of the traditional ways of managing your inbox.
That’ll get me up to speed a bit faster.
They might have time to grab a cup of tea. You never know.
Before getting on to the next task, but then if I’m looking at creating a new campaign, working with the sales team.
Working with our partners to bring out a new campaign as well, I can start to think about what are the previous campaigns that we’ve used and rather than just trying to update words as we go through and put together a pretty poorly worded document, I can start to.
Use copilot to use that initial document that I’ve got as inspiration to create a new one.
So say for example use the use the previous campaign that we did on copilot, updated with information from some new updates from Microsoft in a different document, and then use a different tone.
So make it more casual. Added some information around a webinar that we’ve got coming up.
Adding in all different variables that you can on top of what’s previously been done can hopefully get you closer to a really nice first draft faster than if you’re able to do it, do it the traditional way. So that does really speed up the task that.
We’ve got at hand there.
Then it gets onto creating some presentations which I’ll go to show in the demo in just a few moments time you are able to now present create presentations from templates, utilising preexisting word documents.
So if you’ve got that pre-existing word Doc, you’re able to build on top of that PowerPoint template, really reduce down the time to build out.
Branded template for you rather than needing to.
I don’t know about you guys, but spending endless time in PowerPoint just kind of making sure the brands are all right. Make sure the tiles are all aligned correctly.
It really reduces down the time to get that first draft and then finally the example just within Excel there.
So just formatting data, getting data into a forecasting report, or getting some insights out of your data as well. If you’re unfamiliar with Excel, it can be a pretty painstaking task, and I’ve had to buy a few copies for the finance team over the years.
But this is starting to really help me get.
To a confidence where I can manipulate data to update it to CRM systems.
And stuff like that.
And to create graphs at the click of a button to get some insights from my datasets as well.
What I’ll do is I think it’s probably best to see this live in action, so I’ll go across and I’ll bring up my Microsoft 365 environment.
I’ll stop sharing my screen for a moment.
And then just if you were unable to join at the start of the call, what I’m going to do is put on a demo pretending to be an hour manager, building out some policies.
So I’ll just be one moment while I bring that across.
Well, hopefully I share the right screen there.
Let me know if that’s if that’s showing up for you.
Matt Seeds: It’s good for me.
Aidan Clifford: Awesome. Cool.
So what we want to do today, so as I mentioned, I’ll be putting my HR manager hat on the scenario that I want to work through is creating an employee leave policy from scratch aligned to a government template. From there what I want to do is create a.
PowerPoint presentation.
That’s already branded up, ready to present back to the team. Just kind of update them on what their new employee leave policy looks like, then creates a feedback form within Microsoft forms using copilot to really speed up the opportunity to get some feedback from the team to.
See how well the messaging has landed, and then what I want to do is create a an Excel sheet from that response data and do some analysis in order to get some insights on how well that message was received and respond that through to the executive team.
As well.
So what I’ll need to do first is firstly I’m in my Microsoft 365 environment.
Within the browser. The reason why I’m in the browser today, whereas traditionally I would work out of the desktop application.
Sorry, hard to say.
Is that Microsoft development cycle goes into the browser faster than it goes into the desktop apps.
Because it’s another step for their development and the speed of change that we’re seeing in copilot, which is really exciting, is that you may be one step behind if you go to the desktop app.
So if it doesn’t work in the desktop app, try it in the browser.
Chances are it’ll be working closer to your expectations there, so I’ll be working in the browser today just to make it a little bit easier.
And First things first is I want to go through to my Microsoft 365 Copilot.
App in the top right hand corner of My Edge browser, but I’d also be able to find it a few other ways through copilot on the side here.
Or it should be an application on most of your PC’s as well.
Oops. So for today’s purpose, I’ll just go through and refresh copilot for us just to make sure it’s up and running.
And then what I do have is, since I have a paid version of copilot for Microsoft 365I have this little toggle button at the top here where I’m able to change between copilot for work which will be talking to my internal documents here at PA.
Eight or copilot for web, where I’ll be using the Internet as the source for the data that copilot will be drawing from. You can see here that I’ve got the little green shield up in the top left.
That means I’ve got enterprise data protection applying to these chats, which is what we’re talking about, the service boundary protecting the information I put into it at the start.
So we know that when we’re interacting with.
It’s uh being done safely and compliantly.
What I want to do here is just build my first prompt.
I’ll just be one moment while I bring it across.
I’ll just talk you through it, just using some of the ingredients that were mentioning earlier. So as Matt was mentioning, putting yourself in the seat of who you want the response to be, I’m an hour manager based in Victoria, Australia.
So using that geography, that’s significant for this, please use the Internet to find a government document template to help me build an employee leave policy.
So a few of the things that really highlight here about your prompt ingredients, I wanted to use the Internet. I don’t want it to use the copilot.
I don’t want to use the Pax8 documentation just in case.
This tab wasn’t here, but just to be specific, I wanted to find a government document.
Template just to make sure it’s got that, that robust sort of data governance around the employee leave policy. I want to create. So, it doesn’t use things on seek or use third party documents like that.
And lastly, I wanted to be an employee leave policy to make sure it’s the right subject for that one.
Oh, go ahead and click.
Go on that one and awesome.
Good as we have it, we’ve only got one option. We’ve got two options that popped up here, but it looks like we’re right on the money.
For what we wanted to receive.
So firstly, we’ve got an hour policies and procedures manual template from business Vic.
And which I know is a government website, we can verify the URL and have a look down here.
But business.bic.gov dot au is pretty close to what I wanted to see, so I’m pretty happy to open up that URL and dig a bit deeper.
What I have here is I do have the HR policies and procedures manual template and then I can just download that and just have a look through.
The page one of 67, that’s a long time to be going through this document to find out the details that are in there. Looking at through all the contents, I only really want to get the employee leave policy portion of this as much as it all is.
Very valuable I’m sure.
But you can see it’s going to take a long time to go through and scour through all that information, but all I really want to build out is a really basic policy for my new HR company.
So what I want to do is go back.
I’ll pretend I’ve saved this one in the background and I’ve saved it to my OneDrive.
Another really important thing to note is that copilot for Microsoft 365 only speaks to the cloud information that is able to gather from unless there’s an external connector.
So thinking OneDrive, thinking, thinking SharePoint and thinking within your teams and your outbox environment, which are all connected to M365.
So it just needs to be saved to the cloud in order for you to interact with it.
If I go back to my Microsoft 365 environment, I’ll just click on word and then we can get started to see how we can start to turn that really long 167 page document into a usable template to get started with.
So what I have from here and actually the interface has changed a little bit since last time we caught up.
You can start to see that rather than needing to click on the copilot button at the top here, there’s actually some copilot interactions here. Just at the top of the page to make it much easier to find.
So what we’ll do here is I’ll bring across my next prompt to get us started.
And once again, I’ll just put in the prompt and I’ll have a talk to it here.
So I’m an experienced HR manager at a company I very creatively called Aiden’s copilot Company.
So using this file as a reference, can you please write an employee leave policy that’s pretty simple.
Prompt. The most important thing I need to do is just use this area here to do a forward slash and refer to the documentation that I want to find. So, I previously saved this one under demo one.
Let’s see if it’s loading up.
Memo one.
And what I want to do here is.
Matt Seeds: It’s definitely a new interface. I haven’t seen that one before. That’s yeah, well done.
Aidan Clifford: Yeah. And I think that’s.
I think that’s a couple of weeks ago, so it got me the first time that it kind of sprung it on me, but it does provide a few ways to get started as well.
Matt Seeds: Yeah.
Aidan Clifford: So really to try and undo writer’s block, I think is what they’re trying to do. A lot of the time. And as you’ll start to see which wasn’t happening a few months ago, is when I put these prompts through.
Microsoft will try and predict a richer way to create that prompt as well, so it’ll add an extra element on to the end to help with those ingredients that we were talking to before.
Cool. So, we’ve got. So what?
I just did.
There is.
I did forward Slash.
I just selected the document that I wanted the prompt to refer to, so that’s going to be the information that it grounds upon. Now, if you don’t put any additional documentation in here for it to refer to, copilot will start to use the Internet for it to get.
The inspiration there so you can start to put things like please create an invitation for my birthday party, including something about a chocolate cake recipe or whatever it is.
Don’t know why I use that example, but it does mean that if you put references into something that I can find on the Internet without being specific about the data source.
It will be going through and just trying its best to build from there. My son’s birthday in a couple of weeks. I had cakes on the front of my mind.
That’s where that came from.
Awesome. So, if you think about the 67-page document that we’re referring to before, there are a whole bunch of instructions at the start of that on how to utilise it in a manual way. And there are a whole bunch of different topics that weren’t that.
Useful for us to be able to work with if we look at what copilot’s starting to do, it’s used employee leave policy. We could be more specific if we wanted the title be different, it started personalising it for Aidan’s copilot company, so it does automatically update.
The references within the document as well, and you can see the subheadings that we’re starting to use are pretty relevant to what we’d expect to see.
From here, so general annual leave policy, personal leave careers. Leave compassionate leave. All the sort of subheadings that you expect to see. But to what was saying before around the way that you want to comply, use copilot or effectively use it. You do need to double check the.
Information that is in here because you don’t want to just then go ahead and submit this to your executive team or create an actual employee leave policy without double checking what’s in here. But that first draft should be created at a much more rapid speed than if you.
Doing it manually, saving a whole bunch of time.
Matt Seeds: Yeah, sort of. My sort of area.
I always think it sort of saves around 70% of that.
It gets the base there, and then you top it off. Your expertise for the final sort of 30%.
Aidan Clifford: Yeah, no, 100%.
100% I completely agree with that that ratio and you should be able to get to that 70% much faster.
So hopefully saving if I was thinking about scaring through 70 or 67 pages, I’m now down to seven.
I think I was up to about 60,000 words as well.
So now we’re down to 2400.
It looks like it’s a pretty good state to keep that from here. If you were unhappy with how it was written or you wanted to change some different elements within that, you can start to highlight different areas.
Click on that copilot button and be more specific about these different sections, but in the interest of time.
I might save this one and move on to the presentation part.
So what I want to do from here, I’m pretty happy with this first draft. What I want to do is submit this to the team, then create a PowerPoint presentation to present back at our next company meeting to explain the new benefits that the team have available in.
Order to do this I’ll need to go back to my Microsoft 365 environment and then go into PowerPoint.
One of the things that is available within PowerPoint that not a lot of people utilise is that if you click on file and new within a new document you can actually start to see the templates that are available to use as an organisation. If I click on BR.
Templates. It’ll be able to see what ones we have available.
Hopefully that works.
I get a bit locked.
Awesome. So, what we have here are the Microsoft 365 templates that are available to us.
And what this does is it provides a grounding for our copilot prompt to sit on top of that and create a presentation but aligned to a theme that we have available. What you can do within your company is you can create a company branded template as well just.
Four or five slides just indicating the colours that you want copilot to use. The fonts and the size of fonts and the positioning as well.
And it’ll just go ahead and use that as its inspiration to create that first draft.
So hopefully saving a whole bunch of time to create a presentation that’s ready.
To your clients or to use internally.
I quite like this little geometric sort of black background one.
I’ll go ahead and not create on top of that.
Then we can start to see the slides that are available so freely. From here I want to go through and create a presentation from here.
Hopefully Copilot’s not slowing down too much in the interest of time for everyone.
Amen.
But just takes a little moment to load up.
And then from here you can start to see some of the prompts that are available to us.
But I really just want to utilise the saved draft that I was working with before. In this case I’ll just say please create a presentation.
Put a professional presentation.
Using this document.
I’m just keeping it pretty simple for this one.
Once again, I named it under demo.
Save it under this one for demo HR leave policy.
Let’s put this one in through there and see what it comes up with.
Hopefully it’s the right one.
I do have a couple of different versions of that would say to the background, but it should give us an opportunity to create those slides.
What it?
What it does? Make sure that if you are asking to override existing slides, it does ask for you to give permission to do that.
So do you give permission to override those existing slides? Yes, please.
And then we’ll go ahead and see.
I think that’s Matt.
I think there’s been some updates to how this process works as well, and a bit more of a visual way, so we’ll see how we’re able to do this, but that’s one of the cool things about copilot is that the development cycle is so fast and the product.
Is improving really quickly.
We should be able to have more of the judges process.
Matt Seeds: Yeah. Yeah. I was about to say that and obviously, I mean it’s changed a lot since we lasted the demo in in December.
And I mean, I’ve used it for actually a RFP response and it had changed considering it actually it was.
I mean, it’s quicker.
I feel like it has been quicker and it’s a little bit easier to manage and step through the go through the steps.
Aidan Clifford: Yeah. Oh, awesome.
But I definitely upgraded the upgraded the chips in the background as well.
I think Microsoft spent a cool 18 bill on the NVIDIA chipset.
Power that one up.
So I think they have seen some advanced performance on that.
I don’t know if there’s too much more pocket money being handed down with those bills, but it’s good to see the copilot performance has lifted if we have a bit of a look at what copilot was able to do. So, thinking about that document that we.
Saw earlier, there’s Aidan’s copilot. Company’s employee leave policy and then a whole bunch of sub headings around the different entitlements.
That those workers had available, if we have a look at the agenda that’s put through here within the slide deck, you can start to see most of those subheadings match up with what we’re looking to looking to do.
The font may be a little bit smaller, maybe a little bit misaligned.
They are already presented in there, so it’s really easy to highlight those and then start to update the sizing of that font. But then most of the other slides are pretty neatly done. If we’re thinking about what we said earlier about getting to that 70%.
State done in the first go.
I think we’re getting pretty close to that.
All of the colours align. All of the templates align. You can then start to go through and just make sure it matches up with what you want to see.
But a function which doesn’t sit within copilot but does sit within PowerPoint that you may not be utilising is the designer function. If you go up here and you click on designer what copilot should do, or should designer, I think it’s been embedded. Now from what this text.
Box is saying it gives you different options to then readjust the title from there, so it’s got that look and feel that you want more closely, but just with a couple of clicks of a button versus needing to manually go through and move the boxes around.
If we look at that agenda slide, which I call that earlier.
We’ll see what the design is able to do to make sure it’s in a format that were a bit more happy with.
Now, for example, that looks a little bit better.
Maybe not as far as a sequence of an agenda, but it looks pretty clean from a tile format.
Start to move it down from here if we want that more than background and there’s a couple of different ways to format it. If you really want to change what it looks like there.
So quite a few options but do make sure you’re utilising the features within PowerPoint and the greater apps that can do the heavy lifting for you.
So to continue on, if we think about what we want to do now, we’ve created that Word document. We’ve created that PowerPoint presentation, we’ve had that.
Meeting back with our internal employees around their benefits, we want to try and get some feedback from them and that’s where Microsoft forms really starts to play a pivotal role. If I click on Microsoft forms, I’m not sure if everyone on the call has utilised Microsoft forms before.
But it’s quite a powerful, easy to use tool to create feedback forms that you can utilise both internally and externally as well.
And that’s what we’ve been using both at PAX 8, but also it’s really good use for copilot.
Matt, I’m not too sure if you guys have been using forms too much as well.
Matt Seeds: Yeah, we use it for. Actually, we’re sending out a sort of Ahr sort of questionnaire that we send a recorded that’s done via forms. And then we also use it for our client onboarding form and a few other forms as well.
So instead of again bring in a third party app, we try and utilise the sort of products within the 365 environment.
And again, there’s a bit of work that’s been done recently with forms and copilot, and there’s a few other integrations that are coming out with how it links into XLS well now, which is, which is, yeah, saved us a lot of time.
Aidan Clifford: Also, Nano definitely feel the same. I think it can keep a low profile because of how simple the program is, but it’s quite powerful as to how well you can use it and then get those excel outputs and you can pretty much attach it into power.
Bi dashboards as well if anyone on the call has an organisation that uses a lot of feedback forms, it ties back really nicely to the greater M365 ecosystem.
But what I’ll do today, as far as the prompt in order to utilise forms, building on what we’ve done previously is just a really simple one of create employee feedback survey for the HR department.
To assess employees job satisfaction and find areas for improvement. If I just really click on this one for you context around why I’d be utilising copilot versus building it out manually is AI don’t build a lot of feedback forms, and BI could probably build a really boring feed.
Form if I don’t have some assistance to help build that out in both the questions that I ask, but also the way that people can answer through utilising copilot, we’re able to get sort of a bit more of a deep deeper dive into some of the features within.
Forms and so you’re able to ask sort of more, more entertaining style questions.
To hopefully get a better, better engagement from your audience. So, if I think about employee feedback surveys, pretty classic start how satisfied are you with your current job out of five stars? Then some short answer questions.
What aspects do you enjoy about your job the most?
What aspects do you find most challenging? Renting communication, then we’ve got some Net Promoter scores out of 10 and ranking areas that you find most importance to your job satisfaction. A pretty rich amount of questions to get started on how you can get some insights from the H.
Department on how the employees are tracking.
Internally.
So we can do is we can keep that we can also put in prompts a ask five more questions. Please ask something about a specific topic like pay, pay or conditions as well.
So this is when you can start to use copilot to really do the heavy lifting for you, but I’m pretty happy with that one to get started.
So let’s just run with that form.
Let’s pretend that we’ve added that into the end of our employee survey, or we sent out employee presentation, or we’ve sent it out via e-mail afterwards, because really to collect responses, all you need to do is go click on that.
Say anyone can respond or just internal employees.
And then you can just copy the link for it or get AQR code.
So it’s actually a pretty easy process to get everything from A to B.
But what I want to do is pretend that we’ve already gone through that process. Everyone’s responded to these surveys, and now I actually have some demo excel data that I can now analyse and bring back to the business to get some insights on how well we’ve done.
To simplify it, today it doesn’t match exactly what we did with the previous form, but I do have a list of employees, employee ID’s, satisfaction levels.
Satisfaction levels versus previous evaluation.
Departments and salary bands as well might just reload.
This is windows being open for a little while and I just want to make sure that it’s ready to roll.
So what I can do if on here? So if I’m thinking about how I want to submit this back to the business and record this data, I’m not too sure if this rule resonate with anyone else, but have you ever been in the scenario where you’ve got a?
Column with full name, first name and last name and you need to submit it into a CRM or otherwise in first name and last name as separate text fields.
That’s something that I’ve used to done.
Matt Seeds: I certainly have doing exchange migrations many years ago. The amount of times we had to go through that and see I reckon I lost about a year or two years of my life doing those with like 1000 employees names and stuff.
So yeah, I’d certainly have.
Aidan Clifford: Oh, it wasn’t.
Well, yeah. I was about to say I had a full head of hair last time I started that job and to play with through it.
So I think it’s consumed a lot of our time because I don’t know how to use the formula.
I couldn’t find people in finance to help me and I ashamedly just went through manually and just copied and paste them onto different columns, so hopefully no one else has been subject to what Matt and I have been through, but I think it’s a pretty common case.
What I can do here is by using copilot within this data set is really simply just adding a request to say please split.
Full name. So referring to the column into first name.
And last name, if you think about this query and hopefully it works for me today, it’s been working pretty consistently for me.
Hopefully what we’re able to see is that copilot can pick up that not only is column a called full name, but that the data within that column is a name that can be split into two entities, and that that’s. That’s how it’s able to pick up on.
The data within there, so a relatively complicated ask for a relatively simple prompt that will want copilot to work through.
We’re starting to see that it’s starting to have a bit of a think and fantastic what we’ve seen off that back of that prompt.
Is we can now see that copilot has created 2 new columns for us with the formulas. If we want to refer to them and learn how to do it ourselves later.
But what it’s showing us is that’s the working in the background and this is the output that it’s put together for us.
We then have simply a insert columns button that we can just put into that spreadsheet and then easy as easy we have it.
Matt Mo saved two years.
A couple of years ago, if he was going through his migration because now all of a sudden we have that full name and last name.
Split into two separate columns. What we have as well is just do some sense checking.
It doesn’t look like there’s been any mistakes, but always good to just double check the output from copilot, so it’s done an amazing job there for us.
What I’ll do is I’ll just delete those for us though, because I want to work through another scenario which is really just letting copilot do some of the heavy lifting and showing some data insights from the table that’s in front of us as I’m not too good with.
Excel I’m not able to sort of create too many advanced graphs or create too many insights from that. If you’re better at Excel then I’d love to love to learn if you’ve got some spare time, but in the meantime I’ll just click on show data insights on.
Out here and see what copilot’s able to create for us.
So what we can see from the output that copilot’s putting together is if we look at the table, it’s creating a correlation between satisfaction level in your job by department. If we have a look at the table in front of us, we probably do want to Capt.
That as a grouping versus how satisfied as the sales department versus other departments in there.
There’s probably a few other insights which we could ask, but it’s a pretty good place to start as far as how we can monitor the organisation as a whole. If we click on, add that to a new sheet, that should bring us across to a new.
Yeah, new sheet and we can get that visualisation in a bit in a bit of a larger way.
Away so we can get a bit few more insights and it’s just easier to read what we do identify from this one as well though is there may be a few issues at Aidan’s copilot company because the management team and the HR team seem pretty sat.
With their jobs by comparison to the support, product management and accounting team.
So it seems like there’s a few haves and have nots here at inspilot company.
So I might need to do another whip around of employee benefits and find out some feedback as to what’s going on there so I can hopefully get everyone to a high level of satisfaction on the next survey that we conduct.
So if you think about what we’ve been able to achieve in probably about 2025 minutes is we’ve started effectively from scratch from blanks and we’ve gone through and we’ve not only found a government template using copilot from a government website. We’ve built a first draft of.
A employee leave policy for aid and Scott Pilot Company on top of that, within a Word document. We’ve then created a branded presentation that we’ve been able to manipulate and make more professional, utilising copilot and designer. We’ve then gone into Microsoft forms really quickly, created an employee feed.
Survey that we’re able to embed into that presentation.
Sent out via e-mail or QR code.
And then we’ve come into Excel.
We’ve neatened up that document data we’ve been able to upload it into our different CRM or make those manipulations without having to do it manually.
And then we’ve also created some visualisations and some graphs to help communicate the findings that we’ve found back to the business and make sure that we can improve the communications from that initial heavy lifting and heavy work that we’ve done at the start, which if we think about.
We don’t have the copilot tooling available to us.
It may have stopped at that stage.
We may have just created that leave policy and that may be where the actual benefits stop.
So what I do?
I think that’s probably the end of my demo here. At this stage we do have a few minutes left there, Matt.
I’m not too sure if there’s anything you wanted to add on top of that while we just have a few more minutes left as well.
Matt Seeds: I’ve got. I mean, we’ve obviously been using it for over a year now and there’s been significant improvements over the last year.
I mean, even sort of you running through there, there’s been some changes over the last week where that interaction with sort of engaging with copilot has significantly changed. And then even like the questions that it throws back.
So it has.
It’s keeping evolving and it keeps changing. And like I said, the return on investment and I suppose that’s sort of a key part.
It takes time.
You have to invest the time and energy into using it and getting it into your daily use case.
Ices and like I say, it’s helped me and I know it’s helped demo and it’s helping few of our other team members within the business as well. And I certainly know that my terminology and my emails and my teams has become far more professional and.
Less spelling errors and things like that, so it certainly helped me from that side and obviously I’ve become to a degree a well what I think is an Excel pro.
Yeah. And I mean, finance is always used. A good example there where finance is and is always very good at the sort of Excel spreadsheets.
And now I can just question sort of copilot and we’re using copilot for in our power BI reports as well, which is which actually has come on a long way as well, which is we’ve actually been able to pull out some really good data and utilise that in.
The business.
Aidan Clifford: Awesome. And yeah, unfortunately I wasn’t able to get to it today, but I think we could probably set up another session to start to look at some of the more advancements within things like Outlook as well because one of the experiences that I’ve had in outlook which have.
Really helped out is you’re able to schedule meetings with team members within Outlook as well. Just to say I want to meet up with Matt and Emma Tuesday next week.
Please find a time that we’re all free.
I know that’s a job that I hate doing manually.
So if Copilot’s able to assist with those and lock those meetings in on your behalf as well, you can start to do things like putting your annual.
Your automatic replies on for your upcoming.
Holidays through copilot and this is just in addition to the things you can probably guess from Outlook being compiling emails. Also using e-mail coaching to make sure that the language is matching the audience you want to speak to or getting some of the insights of what Microsoft is.
Seeing through the vast majority of data that it’s reflecting upon within the app to see what a successful e-mail or successful sort of sentiment looks like within that with that realm.
So a whole bunch of features that are really just sitting there just looking to be typed in.
Matt Seeds: Yeah. I mean, sentiment is actually a quite a good one.
You can really sort of gauge the sentiment for back and forth on emails, which is sometimes been quite useful for us.
But yeah, it’s just engaging and using it in your day-to-day act and just sort of ask the questions and you sort to find your use cases through the business. Like I say, we’re using it daily and I know Emma’s using it massively in in the.
Account management meeting notes.
And it’s, yeah, it’s helped us considerably.
Aidan Clifford: Awesome. And I think we’ve got a couple of minutes left in there.
I’m not too sure if you’re able to access the copilot function within teams to see if we’re able to do the recap today as well, because that’s definitely one of the ones if we’re not able to see it right now, it’s one of the use cases I definitely see a lot of value in immediately and it really starts to build from there.
How you can recap the meeting notes that have been taking place and then also listing any action items listed by stakeholder as well.
Matt Seeds: Yeah. Let me just share my screen.
I can get into that.
All right.
So this is.
Hopefully you can see the screen.
Aidan Clifford: I guess it’s just loading up for me just a moment away I think.
There we go. It’s popped up now.
Matt Seeds: There you go. OK.
Yeah. So, I mean, I’ve just run.
I’ve opened up the copilot app and I’ve just typed in recap meeting notes for today.
And yeah, it’s just basically pulled those notes in.
So if I can go up there, I can get and say list action items.
Aidan Clifford: Yeah. So since we didn’t, I don’t think we had too many questions as we went through.
So it probably would just be a couple of brief ones, but if we did have many questions or any refer to those questions saying I’ll need to get back to someone throughout that meeting, you’ll usually see those within the action items as well, which is really handy to.
Make sure you do capture that and make sure everyone gets the information after the meeting if need be.
Matt Seeds: Yeah. I mean, even just looking at this sort of generated responses that they’ve sort of, you know never used to come up with that.
So now you can sort of gives you an idea of what to do, but again it’s like I say it’s. It’s useful in these sorts of cases. And I think certainly the 1st if you have big heavy user of teams and teams meeting like COP.
Is really the one of the quick wins? You can certainly get that from.
Aidan Clifford: Yeah, 100% and just what we’re referring to earlier just around those footnotes next to the recap as well, that can refer back to the full transcript for you.
So you can see the context of where copilot is coming up with that information. Just if you did need do need to verify that on anything that took place in the meeting.
Matt Seeds: I think it’s even prompted me some.
Emma Richards That’s actually quite handy, Aidan.
Yeah, that’s actually quite handy because I use that quite a lot.
That part, if I’m reading through it, when you actually have to review the transcript, but when it’s the recap notes, it’s actually quite helpful.
Aidan Clifford: Yeah. Awesome. And I think when you get the recap after the meeting as well, if you can access it through your team’s post meeting, you’ll be able to see who’s been speaking for different parts of the meeting.
See if your name was mentioned. If you’re catching up with that meeting as well.
So, there’s a whole bunch of functionality outside of just live during the meeting where you can get that that value back as well.
Matt Seeds: Yeah, there you go.
I just asked when you mentioned about the chocolate cake, so.
Again, I think a new feature came out recently around how you can it records your voice in your face as well, so that then it can identify who’s speaking and who’s saying it as well.
So that that was a new feature that came out a couple of weeks ago.
Aidan Clifford: Yeah. No, that’s on my To Do List.
I saw it last time I updated, so that’s good reminder.
Matt Seeds: Yeah, that’s it’s useful part to show because like I say, it’s a considerable part of the copilot, when certainly what we use internally.
Aidan Clifford: Awesome. Well, that was all. All the content that I had today. I think if I had a call to action for yourself or for your clients, Matt, probably starting the conversation around how they can start to utilise copilot, but then also some of the considerations around the SEC.
And compliance that you’d recommend to get the most out of the tool, especially if there’s other solutions that people are utilising that may not have those guarantees.
I’m not sure if those. Yeah, anything else you wanted to sort of add on that before we wrap up.
Matt Seeds: Yeah, I mean that was just a question from Bryce saying thanks for great Prezzo.
So thank you, Aiden.
Yeah, we’ll be sharing that the presentation afterwards and we’ll give you access into it as well.
So and also the summary of the notes from copilot. So and I feel free to reach out and if you’ve got any questions, I’ll say we’re all trying to learn it because we get access to it at the same time as everyone else.
And it’s a new way to do business and we’re all learning and understanding at different paces.
So I say the only way we’re trying to do is bring it into our business.
And I say it has saved considerable time.
It’s definitely a learning process, but also you need to put the data in the right place initially because also you don’t want sort of a level one person to have access to confidential data that could be saved somewhere that you don’t necessarily know it’s been saved. So if.
They’ve got access to that data.
It will be absorbed, so it’s always just, yeah, data governance is an important part, an initial part to it.
But yeah, other than that, thank you very much, Aiden, and thank you very much for everyone attending.
And say if you have got any questions, feel free to reach out to Emma and I directly and we’ll be happy to help you and hopefully take you along the copilot journey.
Aidan Clifford: Awesome. Thanks very much for having me.
Thanks for the questions everyone and have a great day.
Matt Seeds: Cheers Aidan.
Thank you.
Emma Richards Thanks, Aiden. OK, see you.
Aidan Clifford: Thanks, bye.
