As we all get back into the flow of work following the Christmas and New Year break, Microsoft continue to announce new features for Microsoft 365 Copilot.
Microsoft 365 Copilot has been available to “everyone” to buy and use now for a year now and it’ actually hard to conceive that it only actually ben 12 months! That said, I know hundreds of organisations that are using it every day and getting a great experience from it. I also know others (and people in my own organisation that have a bit more of a “hmmmmm and it’s ok” mindset to Copilot.
As I head back into my first full week at work with Copilot at my side, it’s worth looking at just how far it has come. From taking notes and summarising content, helping me catch up things I have missed (or forgotten) and evening being my companion to help me thrash out ideas, explain things, get a different opinion – Copilot is by my side.
Copilot is like that tireless colleague who’s always ready to lend a hand, doesn’t get tired, doesn’t take a lunch a break and doesn’t need to pop out for a coffee when I need it! I often describe Copilot as a drunk intern, in that it adds huge amounts of value to my day, but it doesn’t solve every work problem, nor can it assist with every task. It can’t make decisions for me, do my executive reports, remember to do things for me (there’s other tools for that) and can’t actually do my job for me. Microsoft 365 Copilot is a tool, a powerful tool, but like any tool, its effectiveness hinges on how you use it and more importantly how you don’t!
Having helped many customers and seen the results it can have, as well as my own experience of integrating Copilot into my daily work (and personal online life) routine, it takes time. It not as simple as allocating a licensing and clicking the Copilot button. Good adoption and useful results require practice (lots), sharing what works, and an understanding of its capabilities and limitations. In this blog. I share a few little tips we have learned on the way, coupled with some tips to see value every day.
1. Results may not be instant – Practice makes perfect
You may hear people say “it is rubbish” or “it didn’t do what I thought”, or “Copilot can’t help me in my job”.
This is sometimes true, but nearly all of the time, it is simply not! Copilot can certainly help you brainstorm ideas, answer questions, explain content and even get a third person review on something you have created, but it it is not going to transform you into a master mathematician, coder, web designer or salesman overnight.
Like learning a new musical instrument (my son is learning the trumpet at the moment) or a language, it takes time (and patience) to get the hand of pretty much any tool.
Success comes (and I see it every day) by embrace the learning curve, trying new things and giving yourself room to grow alongside this technology which is constantly evolving and improving. Working with Generative AI is a totally different way of working with technology so give yourself time to work with it. There is no AI Natives (yet!).
2. Don’t get fired – Copilot for everyone but not for everything!
Think of Copilot as your co-pilot, not as the captain of your work. Copilot is there to assist you in what you do but not to take over. While it might draft a great email or executive summary, help you expand on a point or explain something, only you (as the Pilot) can ensure it aligns with your objectives and ask and that what it produces resonates with your audience.
Remember you are accountable for what Copilot produces for you – Copilot is the co-pilot. You are always in command. Copilot will remind of this, but do. Check the content, is it what you needed and asked for. Does it seem correct, read well and has it used the right content and context. If Copilot get’s it wrong, its your block on the line not Copilot’s.
Your expertise and personal touch are irreplaceable, and you are still responsible for what it produces. Don’t look silly buy not checking what it produces!
3. Remember you are human – It is not!
The Human Touch is everything. For example, when using Copilot to write or reply to a sensitive email, or when writing a personal response to something, Copilot can absolutely provide you with a solid starting point or provide guidance on how to write it.
We have all read those emails comms that are so obviously written by AI. It’s easy to spot an email from someone you know that has clearly left AI to write for them!
Empathy, nuance, and authenticity and the way in which you communicate is what makes you. It’s important to use what Copilot (or an AI) creates as a draft or a guide and ensure you inject your personality and insights to make your communication truly impactful and truly you.
4. Copilot is not a mind reader – be clear in your asks
Copilot doesn’t inherently understand the nuances of your specific situation, so back to my drunk intern analogy, you need to give it context around what you want your assistant to do.
Copilot can “summarise a report” but won’t know how you would like this summarised, the tone you woudl like, who you are summarising it for and how long you want it unless you tell it. Be explicit about the how you want the output (the goal), the context of what you need, and your expectations for how you want the output to be presented.
Remember the formula for Copilot promoting is G.C.S.E – Goal, Context, Expectations and Source.
5. Don’t leave sensitivity to chance
Microsoft 365 Copilot will adhere to your company identity and access management, respect DLP policies and even understand sensitivity labels if they are used.
Many organisations however do not use these (though are starting too), but regardless, make sure you check that you are not feeding Copilot confidential customer information when creating responses for other customers or sharing internal information that is not supposed to be shared.
People get scared that Copilot may share sensitive information. Since Copilot is the assistant and not the author, you are responsible for checking that the data you have fed it (or referenced) can be used and shared externally.
There are new tools coming to help users better protect privacy and for IT / Sec to control what Copilot accesses, but it’s still “on you”. Remember Copilot can’t get the sack – you can!
6. Copilot will not replace learning but it can help you learn.
Some like to portray that they are an expert over night with AI tools like Copilot. Sure Copilot is great at simplify complex concepts or helping you know how to do something in say Excel or Word. Copilot is also really great at helping you understand seomthing, can explain something complex “as if i am a 10 year old” and so on, but it’s not a substitute for your own learning journey.
That said, I find Copilot is great for helping you to learn something. It can help you “learn” the basics about a topic, put things into different perspectives, and even help map learning paths and helps you find resources. At the end of the day, it is still you that will learn what you are learning, but Copilot is really great at helping you learn in your way…
7. Copilot has an appauling memory
One fo the things Copilot is really bad at (by design currently) uis remembering things. This mean that not only will it not ask you how that report went, or if your customer replied to the email it helped you write.
In fact Copilot cannot (currently) evcen remeber past convrsations or preferences so once you “start a new conversation”, all history of that task you were working are forgotten.
As a tip – I tend to have a couple of chats running in parallel so I can switch between contexts as I need to. ChatGPT now has this capability to imagine* it is only time before this comes to Microsoft 365 Copilot
8. The Roadmap is every changing
The last time I looked, there was 112 new features in development and 18 that are currently “rolling out”. This AI technology is evolving rapidly and Copilot is no exception.
New features and improvements roll out regularly. It’s worth checking on the Microsoft 365 Roadmap from time to time to ensure you stay informed about what is coming. There are also a plethor of blogs like this one, user communities, webinars and formal training to help you stay abreast of the latest innovations and tips.
Knowledge is power – the more you know, the more you can leverage Copilot to your advantage.
9. Integrate Copilot into your daily routine
Consistency is key. Copilot really adds avlue when you use it little and often and when it’s seamlessly woven into your daily workflow. Here are some reaaly simple habits to form:
- Start your week with a recap: Use Copilot to remind you of any emails you did not repond to last week from your peers or boss, to prepare you for your upcoming meetings, or to sugegst a date your team (rememeber it knows who works for you) are available for an afternoon off-site.
- Start Your Day with Copilot: Use Copilot in the morning to outline your your day, important tasks or get you up-to-date on something. You will soon be able to schedule Copilot to do certain tasks for you.
- Catch on and control your meetings: One of Copilot’s hero capabilities is to help ypou catch up on a meeting you missed, take notes for you in a meeting and even help keep the meeting flowing.
- Remeber your GCSEs: Before engaging with Copilot, know what the Goal is you are trying to achieve. Give Copilot context on how you wnat it done and ensure it knows what you expect. Clear questions yield better answers.
- Share and Collaborate: Encourage your team to adopt Copilot and share tips. Collective learning amplifies benefits.
The true power of Copilot lies in how you incorporate it into your daily routine:
10. Don’t Give up
You may not always get the instant results, don’t give up. Ttry again, ask others what works for them and check out help and guidance. There’s loads.
- Stay Curious and ensure you experiment with different prompts and functions. You might discover new ways Copilot can assist you.
- Reflect Regularly by taking time to assess how Copilot is impacting your work. Adjust your approach as needed to maximise benefits.
- Share your success so other can benefit from what you have learned and what works best for you.
Final Tips
Microsoft 365 Copilot is a remarkable assistant that can amplify your productivity, spark innovation, and even make mundane tasks more manageable. But remember, it’s a tool designed to enhance your capabilities – not replace them. By using it thoughtfully, staying informed about its features, and integrating it into good work habits, you can unlock its full potential.
Technology is a force multiplier, but it’s the human element that truly makes the difference. Copilot offers incredible capabilities, but it’s up to you to wield them effectively. Use it wisely, continue to learn, and keep pushing the boundaries of what’s possible. Your proactive engagement and thoughtful application are what turn a powerful tool into transformative results. So take charge, embrace the technology, and watch how it elevates the work you do every daym, little my little, bit my bit can make a huge difference in a week.
Oh and don’t forget to share your successes with others.