Overview
Copilot for Microsoft 365 can save small and mid-sized teams serious time when it’s rolled out with the right guardrails. Here are practical use cases we’re seeing work right now.
Email and meetings
- Draft replies that match your tone and include attachments mentioned in the thread
- Summarise long email chains into bullet points with next actions
- Produce a meeting brief from the agenda, then a post‑meeting summary and action list
Documents and reporting
- Turn raw notes into client-ready proposals with consistent headings and style
- Generate a project status summary from multiple documents and SharePoint sites
- Create slide decks from a one‑page brief, including a first-draft design
Data and analysis
- Ask Excel in plain English to build a forecast, highlight anomalies, or create a chart
- Combine data from multiple tabs without complex formulas
Security and governance tips
- Use data loss prevention and Sensitivity Labels so Copilot only surfaces the right content
- Turn on audit logs and retention so AI-generated content is governed like everything else
Adoption plan that works
- Identify 3–5 high-impact tasks per team
- Run a 2‑week pilot with champions
- Create prompt libraries and examples inside SharePoint or Notion
- Measure time saved and qualify tasks to automate next
ROI snapshot for a 20‑person firm
- 30–60 minutes saved per person per day on email and docs
- Faster client turnaround and more consistent outputs
What Clyk can do
- Licensing and readiness check
- Security and permissions review
- Training sessions tailored to your workflows
Want a pilot plan? We’ll set up a low-risk trial and measure time saved.
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