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Owned by Simon

2 contributions to AI Transformation Academy
Irksome Repetitive Activity
Hi all, a repetitive task i do every other day is updating a CRM I created for tracking opportunities, collecting information on projects and planning for tenders.
0 likes • 9d
@Anthony Chaine great to be here. The CRM was built using Copilot and in excel. I asked copilot to review my emails and some other excel spreadsheets and it produced an outcome in a couple of hours which is great. However it is not yet intuitive or has appropriate links to tabs within the document.
Microsoft Copilot How-To WORK Methodically Series: Introduction
Microsoft Copilot is one of the most practical ways to bring AI into everyday work because it can work alongside tools millions of professionals already use every day. 📨 Email. 📅Calendar. 📄Documents. 🎁Presentations. 📃 Spreadsheets. 🤝Meetings. 🦜Chats. But there is a mistake I want you to avoid: Do not try to learn Copilot by learning every feature. Features change. Buttons move. Microsoft adds capabilities. Your company's version may look different from someone else's. Instead, learn how to get useful work done with Copilot. That is the purpose of this series. 🤖One Small Workflow at a Time You do not need to become an AI expert. You need to become comfortable identifying a task, giving Copilot the right instructions and context, reviewing what it produces, and improving the result. We will start with simple tasks and gradually move into real Microsoft 365 workflows. 💡 Part 1: Start With the Basics Understand what Copilot is, where you may encounter it, and what it can realistically help you accomplish. The goal is simple: get comfortable before getting sophisticated. 💬 Part 2: Copilot Chat Learn how to use Copilot Chat as your everyday AI workspace. Ask questions, summarize information, organize ideas, brainstorm approaches, create first drafts, and turn an unclear task into a practical next step. More importantly, you will begin learning how to communicate effectively with AI. ✉️ Part 3: Improve Email Writing Use Copilot to turn rough thoughts into clearer, shorter, and more professional emails. You will also learn something more valuable than simply asking Copilot to "write an email": how to specify the audience, objective, tone, context, and desired action. 📬 Part 4: Outlook Email Triage Your inbox should not become your daily to-do list. Learn how Copilot can help you review email, summarize conversations, identify important messages, surface action items, and determine what deserves your attention first. The goal is not simply reading email faster. It is deciding what matters faster.
Microsoft Copilot How-To WORK Methodically Series: Introduction
1 like • 10d
I am far from a copilot expert and i am using M365 Copilot Premium. I have used it for the last 6 month's and stumbled on ways to make it work better for me. My main reason for using it has been to analyse information in accordance with tender proposals i have needed to write. For example, I have used it to: - re-write CV's to make them more relevant to a tender submission; - to undertake risk assessments and write Risk registers and Risk Management Plans; - prepare executive summaries; - write Project Management Plans; - Prepare a CRM It has saved me time in preparing these, however Copilot has frequently become lost when I am working within a page I have created for an opportunity noting it can not save information from research I have instructed it to do. Sometimes it has taken me more than an hour or two to get it to produce what I am after. When I have reminded it that what I am asking it to do should be a standard Microsoft activity it has pushed back saying it is unable. I know this doesn't help much as i would need to provide a real life example. So, now I am here, I will provide future factual examples. My gut feeling is i have only scratched the surface of it's capability and If i knew better how to get it to work, then my successes would improve.
0 likes • 9d
@Anthony Chaine thank you
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Simon Herbert
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3 points to level up
@simon-herbert-6266
Helping men over 50 improve health, energy and stamina through daily steps, exercise and nutrition. Start small, build habits, get stronger!

Active 5d ago
Joined Oct 25, 2026