Copilot is Microsoft's AI assistant built directly into Word, Excel, Outlook, and Teams — which means most staff never have to leave the apps they already use to try it.
Where it's most useful out of the gate
In Word, drafting a first version of a document from bullet points. In Outlook, summarizing a long email thread. In Teams, generating notes and action items from a meeting you didn't have time to take notes in.
It works from your organization's data, with guardrails
Enterprise versions of Copilot respect your existing permissions — it won't surface a file to someone who couldn't already access it. That's a meaningfully different privacy posture than a general-purpose public AI tool.
Start with one use case, not everything at once
Trying to adopt Copilot across every app simultaneously tends to overwhelm staff. Picking one high-friction task — meeting notes are a common starting point — builds comfort before expanding.
Licensing matters
Copilot's availability depends on which Microsoft 365 plan and add-on licensing you have — see our guide to choosing a Microsoft 365 plan if you're not sure what your current licensing includes.
Copilot is one of the lower-friction ways to introduce AI into daily work, precisely because it lives inside tools people already know.