Add interactive elements to a slide
Use "Create Interactive Slide" to build clickable filters and live visuals directly into a slide for audience participation.
Microsoft's AI assistant — but it means two different things depending on where you use it.
Pricing: Microsoft 365 Copilot (inside Word, Excel, PowerPoint, Outlook, Teams) is a paid per-user add-on on top of a Microsoft 365 license. The free Copilot chat at copilot.microsoft.com or in Windows works like ChatGPT or Claude — free with a Microsoft account, but it cannot open or edit your files directly.
If your organization has licensed Microsoft 365 Copilot, use it inside the app for the step — it already sees the open document. If not, treat "Copilot" the same as ChatGPT or Claude: copy the relevant text or data into the chat yourself.
Use "Create Interactive Slide" to build clickable filters and live visuals directly into a slide for audience participation.
Merge cost and revenue data to find hidden margin drains.
Track open requisitions against hiring requirements and surface where the pipeline doesn't match what the role actually needs.
Let Copilot read what was actually shown on screen during a recorded meeting, not just what was said, when generating notes.
Let Copilot's brand kit skill format a workbook to your organization's branding in one pass instead of manually matching colors and fonts.
Ask Copilot to apply a harmonized color theme to a dashboard instead of manually picking colors for every chart one at a time.
Query an MCP-connected channel agent that pulls live risk and blocker status straight from Jira into your Teams channel.
Have Copilot assign and notify owners for deck follow-ups directly in comment threads instead of tracking action items in a separate document.
Use Copilot inside Viva Glint to turn a raw engagement survey report into a summary of strengths, opportunities and score changes.
Generate and refine new product offering ideas in a shared Copilot Page instead of a solo brainstorm that never leaves one person's notes.
Prompt Excel's Edit with Copilot to build an income statement, balance sheet and cash flow off one assumptions sheet.
Have Copilot pull a project brief together from emails, competitive research, and financial records instead of assembling it by hand from five different places.
Turn a presentation task you do the same way every time into a reusable Copilot skill instead of re-typing the same long prompt.
Prompt Excel's Edit with Copilot to plan, build, check and iterate on a full dashboard with charts, graphs and PivotTables, unattended.
Pull the supporting data together and draft the case for a faster, better-informed go/no-go decision.
Use the Surveys Agent in Forms to draft a pulse survey from a plain-English prompt, then have it suggest fixes to weak questions before you send it.
Create a weekly digest from multiple data sources.
Build an agent that tags and organizes files across SharePoint and Teams channels and produces summaries without manual compilation.
Turn a manager's Viva Glint survey results into a specific, prioritized action plan instead of leaving them to interpret the report alone.
Let the Facilitator agent turn a live Teams meeting into a structured agenda, decision log and follow-up list instead of a raw transcript.
Describe an automation across Microsoft 365 in plain language and let the Workflows agent build the working flow.
Turn a task you ask Copilot to do the same way every time into a reusable Excel Skill instead of retyping the same prompt.
Map every requirement in an RFP to your response, owner, status and risk level so nothing gets missed before submission.
Feed monthly sales history to Copilot and have it build a real ARIMA forecasting model instead of a simple trendline.
Build an agent that compiles a Teams channel's conversations and linked meetings into a stakeholder-ready weekly update.
Pull Outlook, Teams, OneDrive and SharePoint into one prioritized briefing that gets you ready for a full week of meetings in one pass.
Turn a column of open-text customer feedback into themed, pivotable sentiment data.
Filter to your time away and ask Copilot to summarize everything that came in, turning a hundred unread emails into a short catch-up read.
Ask Copilot to scan a notebook's meeting history and identify recurring issues and pace changes over time.
Research and evaluate competing solutions against your actual requirements before committing to a purchase.
Have Copilot prioritize overdue accounts and draft outreach instead of working the collections list in whatever order it happens to sit.
Coordinate every asset a campaign needs across channels into one build list with owners and dependencies.
Select a set of OneDrive files and save them as a scoped agent so you can query all of them together instead of opening files one at a time.
Prompt Copilot to shape a meeting recap to match how you actually work instead of accepting the default format every time.
Let low-priority mail sink to the bottom of a filtered, sorted priority view automatically instead of cluttering your main inbox.
Have Copilot synthesize precedent, risk, and business context into a strategy draft instead of starting the analysis from a blank page.
Build the messaging plan and stakeholder-specific communications for an organizational change initiative.
Draft the script for a compliance training video from the actual policy text instead of writing it from memory.
Speed up and standardize service disruption messaging so end users hear about an outage quickly and consistently.
Track proposed terms during a negotiation conversation and turn them straight into a draft agreement.
Describe the email you need on your phone and get a ready-to-send draft in Outlook mobile instead of typing it out one-handed.
Co-build the structure and flow of a deck with Copilot before any content gets drafted, so the story is right first.
Pull CRM and market data together into a launch plan draft instead of assembling it manually from separate reports.
Describe the survey you need in plain language and let Copilot build the questions, including basic branching logic.
Research a prospect automatically and generate a tailored proposal without waiting for an inbound RFP.
Make a real content edit to an Office file from your phone with Copilot instead of waiting until you're back at a laptop.
Build a SharePoint Framework component — like an inventory lookup or a PTO request form — that renders directly inside a Copilot conversation instead of sending people to another app.
Run one Copilot Chat prompt to pull every request made of you by email this week, with sender, action and deadline.
Use "Prepare for Questions" to have Copilot analyze your deck and draft the Q&A you're likely to actually get.
Have Copilot build a learning-path presentation tailored to a new hire's role instead of handing everyone the same generic onboarding deck.
Have Copilot draft a quiz from a topic prompt, complete with correct answers and the reasoning behind each one.
Have the Planner agent pull decisions and deadlines from a kickoff transcript and turn them into a schedule with dependencies.
Use "Review This Presentation" to flag readability issues, inconsistent messaging and crowded slides before you present.
Write persistent instructions directly into the workbook so Copilot follows your conventions automatically, instead of restating them every session.
Attach a governed Power BI report to Excel so Copilot analyzes trusted, up-to-date numbers instead of a stale export.
Add specific Outlook email threads as references in a Copilot Notebook so project context includes the decisions made over email, not just meetings and files.
Reference an individual Teams meeting as a knowledge source inside a Copilot Notebook, instead of manually copying the transcript in.
Ask Copilot Chat to bucket a pile of unread mail into needs-reply, info-only, and meeting-logistics groups before you start triaging.
Turn on Copilot's agentic inbox and calendar management so routine triage and rescheduling happen continuously instead of in occasional manual sweeps.
Have Copilot draft the interaction log entry from the actual conversation instead of writing it up manually after every call or email.
Personalize a sales pitch to a specific account's context instead of presenting the same generic deck to every prospect.
Have Copilot help plan and troubleshoot application deployment instead of working through installation issues one device at a time.
Examine customer usage data after purchase to flag accounts showing signals for an expansion or cross-sell conversation.
Analyze device telemetry to flag at-risk hardware before it fails, instead of reacting after a user reports a problem.
Generate audio or video summaries from a Copilot Notebook's content for people who'd rather listen or watch than read.
Have Copilot analyze a vendor contract for cost and risk before negotiation instead of going into the conversation without a clear position.
Ask Copilot to write the Python script that automates a tedious recurring finance task instead of doing it by hand every cycle.
Choose the right Researcher agent reasoning mode — Auto, Claude, Critique, or Model Council — for the kind of report you actually need.
Pin the Meeting Recaps app in Teams so every recap lives in one place instead of hunting through individual meeting threads.
Use Copilot's plan-first mode to review a proposed multi-step change before it edits anything, instead of discovering the damage after the fact.
Turn on the in-survey Copilot rephrasing experience so respondents can clarify open-text comments before they submit.
Synthesize long reports and email threads into a concise 1-pager.
Have Copilot grade every incoming email as high, normal or low priority with a one-line reason, tuned to your role.
Ask Excel's Copilot chat pane a direct question instead of building a pivot table for a one-off answer.
Have Word's Legal Agent review a contract clause-by-clause against firm standards and draft tracked-change edits with rationale.
Gather public data, analyze market positioning, and build a profile deck.
Use Copilot Chat to stay current on fixes and best practices instead of researching each unfamiliar ticket from scratch.
Draft a grounded response to a customer complaint using their account history instead of a generic apology template.
Draft the program mechanics and the launch communications for a new peer recognition or awards program.
Give Copilot's Researcher agent a question and get back a structured, source-cited report drawn from multiple documents.
Process regional sales data, summarize with AI, and prepare a presentation deck for the leadership team.
Organize the agenda, supporting materials and follow-through for a recurring business review with Copilot's help.
Build a Price × Volume sensitivity table for Operating Income and have Copilot auto-highlight the danger zone.
Link a Teams meeting's transcript, notes, chat and files directly into a OneNote Copilot Notebook so the project history stays in one place.
Have Copilot recommend customer segments based on the campaign's actual objective, instead of reusing last campaign's segments out of habit.
Rewrite flat, descriptive slide titles into headlines that actually carry the deck's argument.
Use Copilot to pull together the paperwork, access changes, and handoff plan for an internal transfer instead of tracking it across separate checklists.
Hand a spreadsheet to Copilot's Analyst agent and have it reason through the data step by step to find what's unusual.
Research and summarize customer insights across multiple sources in one pass instead of reading every report individually.
Upload a dense annual report and get a tabulated summary of performance drivers, risk analysis and recommendations.
Turn a messy section of raw OneNote meeting notes into a short summary of what was decided and why.
Analyze license usage data to surface underused or over-allocated software licenses before the next renewal.
Use PowerPoint's built-in translation feature to adapt a deck for a different-language audience instead of rebuilding it from scratch.
Switch a generated meeting recap into a different language for a stakeholder instead of asking someone to re-summarize it manually.
Have your OneNote Copilot Notebook suggest and build the right Office document from its content, instead of starting a blank document and re-explaining the context.
Have Copilot convert a OneNote project notebook's weekly updates into an audio briefing saved to OneDrive for listening on the go.
Consolidate scattered meeting notes into a project charter, status report, and risk register with mitigations.
Convert a Researcher agent's cited report directly into a Word doc, slide deck, or one-page infographic.
Convert a raw Teams transcript into assigned tasks in Planner.
Generate a short, narrated video highlight reel from a recorded meeting instead of making absent stakeholders watch the full recording.
Use "Visualize This Slide" to get layout and graphic recommendations for a dense, bullet-heavy slide.
Revise an internal guidance document to match a new regulation and produce a clear record of exactly what changed.
Use Copilot to research current best practices and draft an updated technology strategy instead of starting from a blank document.
Costs are rising but revenue is flat.
Sales wants a one-page competitor comparison before next week's pitch.
Kickoff notes are a wall of unstructured text with the scope buried inside.
A vendor's RFP response is full of confident-sounding "yes" answers.
An engagement survey came back with 32 open-text comments and no structure.
You inherited a CRM export filled with duplicate entries, inconsistent formatting, and missing fields.
Two vendors quoted the same project with a different breakdown of line items.
Accounts payable thinks some vendors got paid twice last month.
The board deck is due and five metrics moved this year.
Churn ticked up and nobody's segmented why yet.
An outage just got resolved and the postmortem is due tomorrow.
Leadership wants a one-paragraph status update before today's raw sync notes get buried.
A planning meeting transcript is full of discussion, but no one wrote down what got decided.
Payroll totals look higher than expected this period.
One region is reporting impossible margins.
Facilities got a complaint that a meeting room was double-booked this morning.
Legal wants a first pass on a vendor contract before their own review.
Burn rate has been creeping up every month.
Marketing has one list of users, Sales has another. The names don't match perfectly.
You have a budget export, a status report, and an email thread — and they disagree.
Finance flagged one expense claim that doesn't match its receipt.
Someone's calendar has them in two places at once today.
A team lead suspects someone is overcommitted this week.
IT suspects the company is paying for licenses nobody uses.
A launch-readiness thread has ballooned into a dozen replies.
The support queue has 40 tickets and no priority labels.
An all-hands is tomorrow and there are 18 loose bullet points, no deck.
It's end of quarter and the raw numbers just came in.
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