Supercharge Your Team with Copilot Actions

Microsoft has unveiled exciting new features for Microsoft 365 Copilot. These include Copilot Actions, new agents, and tools designed to empower teams – transforming how organisations operate while enhancing efficiency and productivity.  

Time-Saving Automation Can Streamline Your Operations  

Copilot Actions are designed to automate everyday repetitive tasks, so your crew can spend more time on strategic initiatives. With simple, fill-in-the-blank prompts, you can set and forget tasks such as summarising daily action items, gathering inputs for weekly newsletters, or preparing for customer meetings by summarising recent interactions.  

This automation not only saves time but also ensures consistency and accuracy in routine operations. Here are some specific use cases: 

Personalised Client Communications 

Financial services rely heavily on timely and accurate communication with clients. Copilot Actions can automate the creation of personalised client updates, ensuring relevant and engaging communications. This can lead to improved client satisfaction and retention. 

Streamlined Compliance Reporting 

Compliance is critical across many industries. Copilot can assist in generating and refining compliance reports, reducing the time and effort required to meet regulatory requirements. This ensures that your organisation remains compliant at any given time. 

Improved Meeting Efficiency 

Copilot can summarise key points and action items from meetings, ensuring that nothing is missed, and follow-ups are timely. This feature is useful for keeping track of discussions and decisions made during client meetings or internal strategy sessions. 

Simplified Data Analysis & Visualisation 

Copilot can help analyse your data, providing insights for informed decision-making. Whether it's tracking market trends or analysing client portfolios, Copilot's data visualisation capabilities make it easier to understand and act on complex information. 

Master the Magic Behind Copilot Actions 

Here are the simple steps involved in most Copilot Actions applications:

1. Data Collection

As your access permissions allow, Copilot gathers relevant data from your systems, such as databases, transaction records, meeting notes, and other sources. Your prompt can be something like "Gather client transaction records from the past month" or "Retrieve all meeting notes from the last quarter."

2. Content Generation

Copilot drafts the necessary content, whether it's reports, summaries, updates, or visualisations. Use a prompt like "Draft a compliance report based on the latest audit logs" or "Create a summary of the recent client meeting." 

3. Review and Edit

Your team reviews the generated content, making any necessary adjustments to ensure accuracy and relevance. You can still input a prompt like "Review the draft report for accuracy" or "Edit the meeting summary to include key action items." 

4. Automated Refinement

Copilot refines the content based on feedback, incorporating any changes to ensure it meets your standards. You might use the prompt "Incorporate feedback into the compliance report" or "Refine the client update based on the latest data." 

5. Final Approval and Distribution

Approve the finalised content for distribution to the relevant stakeholders, whether clients, regulatory bodies, or internal teams. Your prompt could be "Approve the final compliance report for submission" or "Send the updated client summary via email." 

What You Can Get from Copilot’s New Features 

Your team can achieve tremendous benefits and make a bigger impact with the power of AI. 

Improved Productivity 

Copilot automates routine tasks, enabling your employees to focus on high-value tasks. This shift can significantly boost productivity and operational efficiency. 

Cost Efficiency 

By streamlining operations, Copilot can potentially decrease technology expenses by minimising reliance on third-party services and other AI tools. 

Enhanced Security 

The Copilot Control System can provide your IT team with the tools to manage Copilot and agents securely. This ensures that your organisation's data is protected while leveraging the benefits of AI. 

New Copilot Agents Do Real-Time Language Interpretation and More 

Microsoft has also introduced new agents that unlock SharePoint knowledge, provide real-time language interpretation in Teams meetings, and automate employee self-service. These agents are designed to enhance collaboration and streamline workflows, making it easier for your team to access and share information. 

Copilot Studio to Manage Your Agents 

Copilot Studio allows teams to create, manage, and connect agents to Copilot. This platform provides a centralised location for developing and deploying AI solutions tailored to your organisation's needs. 

Microsoft Copilot’s Performance Multiplied 

Microsoft has significantly improved Copilot's performance, with responses now twice as fast and satisfaction nearly three times higher. These enhancements ensure that your team can rely on Copilot for quick and accurate assistance. 

Next Step to Innovation with Microsoft 365 Copilot 

Grab the opportunity today to enhance your IT operations with Microsoft 365 Copilot’s new features. Find out how you they can help your business: 

 Microsoft Copilot & AI Powered Solutions