/ Insights / View Recording: What Actually Works: Lessons from 100+ Copilot Training Sessions Insights View Recording: What Actually Works: Lessons from 100+ Copilot Training Sessions November 4, 2026 Last updated: November 4, 2026 What Actually Works: Lessons from 100+ Copilot Training Sessions After delivering more than 100 Copilot training sessions across organizations of all sizes, we’ve seen a clear pattern: successful AI adoption isn’t about the technology, it’s about how people use it. Join us for a candid look at the real-world use cases driving measurable value, the strategies leading organizations use to accelerate adoption, and the biggest surprises uncovered along the way. We’ll also share the common mistakes that slow progress, from focusing too much on tools and not enough on outcomes to overlooking change management. Walk away with practical lessons, proven approaches, and actionable ideas you can apply to get more value from your Copilot investment. Most organizations rolled out Microsoft 365 Copilot some time ago, and many users formed their opinion of it early. A feature that disappointed a year ago was set aside, and the Copilot button in Outlook, Word, and Excel became easy to ignore. Yet the models and the capabilities inside Copilot have been changing constantly. The real problem is not the tool. It is that teams are still working from an outdated picture of what Copilot can do and where it delivers value. That gap compounds over time. Users who skipped the in-app experience jump straight to building agents for every process, and those agents end up on a long list that no one uses. Copilot returns weak answers because the files it needs sit on network drives or personal desktops it cannot reach. Meetings go unrecorded, so the context behind decisions is lost. And when content is produced with AI and sent out without a human pass, it looks like everything else, which clients are starting to notice and reject. In this session, Levi Wolff, Account Executive, and Derek Steckel, Project Manager at Concurrency, share four lessons drawn from running Copilot enablement and training sessions across many organizations and industries. They explore working directly inside Outlook and Word, making organizational knowledge accessible to Copilot through OneDrive, SharePoint, meeting transcription, and the new change data sources feature, designing agents in Agent Builder around documented workflows, and holding AI-assisted work to a human standard. Rather than focusing on the basics of prompting or a tour of every feature, this session demonstrates how teams that are already past the fundamentals can get measurably more value from the Copilot license they already own. Attendees will see live demonstrations of inbox triage with drafted replies in Outlook and an executive summary added to a long Word document. They will learn why cloud-enabled data determines the quality of Copilot’s answers, how to approach agents by writing the workflow down first, and how to recognize and remove the telltale signs of AI-generated content before it reaches a client. The key takeaway is clear: Copilot is only as useful as the tasks, data, and human judgment behind it. Start with the work people already do, in the apps they already use, and build from there. Organizations that revisit their assumptions, connect Copilot to the right information, and keep people accountable for the final output will save meaningful time while producing work that still reflects their own expertise. WHAT YOU’LL LEARN Revisiting What Copilot Can Do Why a feature that did not work a year ago deserves a second look today How quickly capabilities inside Copilot have been changing How capabilities that once required Cowork consumption credits are now part of the standard Copilot license Starting Inside the Apps Why Copilot inside Outlook, Word, and Excel can deliver more value than building a new agent How to break recurring work into tasks before deciding where AI can help Why teams with repeatable document processes should often work directly in Word Copilot as a Task Manager in Outlook How Copilot can learn a user’s writing voice from recent sent emails How to sort unread internal email into reply needed, FYI, and skip Why placing drafted replies in the drafts folder keeps the user in control of what is sent Working Faster in Word How to add an executive summary to a long document with a single request Why every AI-generated draft still needs a human review for accuracy How to refine Copilot’s output conversationally when something is missing Making Knowledge Accessible Why Copilot can only reach files stored in OneDrive and SharePoint by default How migrating legacy network and shared drives improves Copilot results Why transcribing most meetings helps people stay present and share context with others Expanding Copilot’s Data Sources What the new change data sources feature in Copilot offers How third-party sources can be connected alongside Microsoft 365 data How IT administrators can add and control the sources available to users Designing Agents Around Workflows Why the first step is writing the process down like a standard operating procedure What to capture: steps, checks, layout preferences, and which sources to use or avoid How Agent Builder can turn that document into a working agent without consumption costs Holding the Human Standard How to spot common signs of AI-generated documents and slides Why default styling, repetitive summaries, and sentence fragments weaken credibility Why clients are beginning to reject proposals that look AI-generated FREQUENTLY ASKED QUESTIONS Is this session technical or business-focused? Both. The session pairs practical guidance on adoption and change management with live demonstrations inside Outlook, Word, and Copilot chat. Who should attend? Business users, team leads, IT and Microsoft 365 administrators, and anyone responsible for driving Copilot adoption who has moved past the basics and wants more value from the tool. Do I need experience with Microsoft 365 Copilot? Some familiarity helps. The session assumes attendees already know the fundamentals, such as asking Copilot to write an email, and builds from there. What is the change data sources feature? It is a new option in Copilot that allows users to connect third-party data sources alongside their Microsoft 365 data. Administrators can configure which sources are available, including ones that do not appear by default. Why does getting more from Copilot matter right now? Copilot capabilities have been changing quickly, and features that once required added consumption costs are now included in the standard license. Organizations that rely on early impressions may be paying for value they are not using. What is the most important takeaway from this session? Start with the tasks and workflows people already perform, in the apps they already use, and keep a person accountable for every output Copilot helps create. ABOUT THE SPEAKERS Levi Wolff, Account Executive, helps organizations understand how Microsoft 365 Copilot fits into the way their teams work. His focus includes practical adoption, change management, and helping users get past early frustrations to everyday value. Derek Steckel, Project Manager, leads a large portion of Concurrency’s AI enablement program and helps organizations put Copilot to work across their daily tasks. His focus includes in-app productivity, workflow-based agent design in Agent Builder, and raising the quality of AI-assisted content. TRANSCRIPT Transcription Collapsed Transcription Expanded 0:0:6.821 –> 0:0:8.501 Levi Wolff Well hello everyone. 0:0:8.541 –> 0:0:12.141 Levi Wolff We’re just getting this webinar kicked off here today. 0:0:12.461 –> 0:0:13.621 Levi Wolff It’s middle of the week. 0:0:13.621 –> 0:0:16.141 Levi Wolff You know, Derek and I will introduce ourselves in a second. 0:0:16.141 –> 0:0:22.181 Levi Wolff We’ve done three or four of these, but this is the first one we’ve done since the Brewers have won the World Series. 0:0:22.261 –> 0:0:24.141 Oh, so that’s kind of special. 0:0:24.141 –> 0:0:26.661 Levi Wolff It’s a special moment for for all of us here. 0:0:26.821 –> 0:0:28.261 Are you at the parade? Levi. 0:0:27.421 –> 0:0:28.861 Levi Wolff Yeah, we I was at the parade. 0:0:28.931 –> 0:0:30.171 Levi Wolff Great. It was great time, yeah. 0:0:30.171 –> 0:0:30.851 How about you? 0:0:30.851 –> 0:0:31.411 I was too. 0:0:31.411 –> 0:0:33.411 Derek Steckel Yeah, I was kinda in Wisconsin. 0:0:33.411 –> 0:0:34.491 Derek Steckel App. It was a party. 0:0:34.491 –> 0:0:35.731 Derek Steckel I can’t believe how many people were there. 0:0:35.731 –> 0:0:36.331 It was fun. 0:0:36.331 –> 0:0:37.731 Levi Wolff Good time to be in Milwaukee. 0:0:37.731 –> 0:0:44.531 Levi Wolff So personally I would love to spend 30 minutes just chitchatting about the Brewers, the offseason baseball. 0:0:45.261 –> 0:0:46.141 Levi Wolff How awesome Milwaukee is. 0:0:46.141 –> 0:0:48.141 Levi Wolff But that’s not why you guys signed up. 0:0:48.141 –> 0:0:49.821 Levi Wolff That was just bonus content. 0:0:50.21 –> 0:0:52.701 Levi Wolff You signed up for some copilot information, right? 0:0:52.701 –> 0:0:57.621 Levi Wolff So just some housekeeping things today we’ll probably be around 30 minutes. 0:0:57.621 –> 0:0:59.261 Levi Wolff So if you are hoping to get some time. 0:0:59.891 –> 0:1:2.531 Levi Wolff Back. That’s great news. So we’ll be around 30 minutes today. 0:1:2.531 –> 0:1:12.531 Levi Wolff We might go a few minutes extra and we definitely really encourage feedback comments. I can see all the comments popped up on the screen here, so please interact with us. 0:1:12.531 –> 0:1:15.51 Levi Wolff Ask a lot of questions. We’ll try to respond to everything. 0:1:15.821 –> 0:1:17.581 Levi Wolff And definitely follow concurrency content. 0:1:17.581 –> 0:1:23.701 Levi Wolff So if you like what Derek and I do here, we’ve done this a couple times. You can find a lot more of our stuff on LinkedIn. 0:1:23.701 –> 0:1:26.701 Levi Wolff You can find a lot of other types of concurrency posts. 0:1:26.701 –> 0:1:28.861 Levi Wolff You can find a lot of information from us so. 0:1:29.291 –> 0:1:31.11 Levi Wolff Definitely encourage you to do that. 0:1:31.171 –> 0:1:36.691 Levi Wolff That really helps us. So all that being said, just a formal introduction and then we will kick things off. 0:1:36.691 –> 0:1:38.171 Levi Wolff So my name is Levi Wolff. 0:1:38.211 –> 0:1:40.931 Levi Wolff As I mentioned, I’ve got my partner Derek here. 0:1:40.931 –> 0:1:41.691 Levi Wolff Want to say hello? 0:1:41.691 –> 0:1:42.611 Levi Wolff Say a few words. 0:1:42.691 –> 0:1:43.971 Derek Steckel My name is Derek. 0:1:43.971 –> 0:1:47.531 Derek Steckel I lead a large portion of our AI enablement program here at concurrency. 0:1:47.571 –> 0:1:48.691 Derek Steckel Happy to be with you all today. 0:1:49.381 –> 0:1:55.61 Levi Wolff So I’m gonna be a little bit of our host kind of guiding us through and and like I said, we’ve had this type of talk before. 0:1:55.61 –> 0:1:59.541 Levi Wolff So if you think about copilot, it’s been around for a while, and there’s just the basics. 0:1:59.691 –> 0:2:1.451 Levi Wolff How to use copilot right? 0:2:1.691 –> 0:2:5.331 Levi Wolff But if you’re joining this, you’re probably a little bit past the basics, right? 0:2:5.331 –> 0:2:15.931 Levi Wolff So what are the lessons that we can take from doing a lot of enablement and training sessions that can kind of move you past maybe the frustrations, the really basic things? 0:2:16.701 –> 0:2:17.661 Levi Wolff And into more about copilot. 0:2:17.661 –> 0:2:20.301 Levi Wolff So yeah, here’s we’ve got a slide right on that. 0:2:20.341 –> 0:2:21.701 Levi Wolff So let’s talk about it. 0:2:22.21 –> 0:2:29.101 Derek Steckel Yeah. So I think one of the things that Levi and I are gonna really hit on a lot today is. 0:2:29.531 –> 0:2:39.251 Derek Steckel There’s all these tools out there, but a lot of times, you know, these are brand new tools to people where they don’t necessarily know how to utilize it. 0:2:39.451 –> 0:2:41.891 Derek Steckel So what actually moves the needle? 0:2:41.891 –> 0:2:45.51 Derek Steckel What we found is, you know, make it where people. 0:2:45.741 –> 0:2:55.301 Derek Steckel Already work when we talk about tasks. For example, people are doing the same thing in Excel. in Word every single day for every single week, every single month. 0:2:55.301 –> 0:2:59.101 Derek Steckel You know, how can we get them to potentially put some of those things? 0:2:59.691 –> 0:3:0.331 Into AI. 0:3:1.11 –> 0:3:2.611 Derek Steckel Break it up into tasks. 0:3:2.611 –> 0:3:5.651 Derek Steckel Don’t think about. Oh, what could AI solve for me? 0:3:5.691 –> 0:3:8.411 Derek Steckel Think first about those tasks and what they do. 0:3:8.411 –> 0:3:19.331 Derek Steckel What those workflows are and then how can they maybe translate that and say, oh, I’m going to try this part of it in AI or let me go ahead and just try to write this entire formula. 0:3:20.21 –> 0:3:29.181 Derek Steckel Translate this data into an Excel sheet Excel document using AI. So really moving the needle is going to be starting with those tasks, those workflows. 0:3:29.371 –> 0:3:32.171 Derek Steckel And then figure out how can AI help you from there. 0:3:32.211 –> 0:3:34.91 Yeah, absolutely. Absolutely. 0:3:36.201 –> 0:3:51.921 Levi Wolff So this is this is the the biggest point. If I if I could say walkway with one huge thing is that don’t assume that because something wasn’t working before or it didn’t work a year ago or there was someone frustrated with it two years ago. 0:3:52.621 –> 0:3:59.301 Levi Wolff That it’s the same because you probably have followed the news and you see models are coming out all the time. 0:3:59.381 –> 0:4:4.701 Levi Wolff Things are changing all the time, even within copilot, within that specific tool. 0:4:5.541 –> 0:4:10.301 Levi Wolff The capabilities have been changing constantly and what you really see this a lot, right? 0:4:10.541 –> 0:4:22.661 Derek Steckel Yeah. I mean the amount of capital that has been poured into these tools like open AI, anthropic copilot, etcetera, a lot of the tooling is just so synonymous in a lot of ways like. 0:4:22.661 –> 0:4:23.221 You can do. 0:4:23.221 –> 0:4:25.541 Derek Steckel The pretty much the same thing in one area that you can. 0:4:25.621 –> 0:4:42.381 Derek Steckel Another area, one of the cool things that we have at concurrency which is free to ations to be clear is it’s called the Frontier feature program, where things that Microsoft is kind of doing as an early access piece when it comes to copilot, you can enable certain LIC. 0:4:42.691 –> 0:4:48.571 Derek Steckel For free to be able to see what is, you know, coming in the copilot ecosystem. 0:4:49.341 –> 0:4:56.421 Derek Steckel And one of those things is you can now have GitHub code is 1 of the pieces that is integrated directly into copilot. 0:4:56.541 –> 0:5:0.781 Derek Steckel So a lot of the talk used to be, oh, like we use cloud code, we use code. 0:5:1.651 –> 0:5:11.371 Derek Steckel Now Microsoft is starting to integrate copilot code, which is really cool, but a lot of this stuff to our earlier point just becomes so synonymous where it’s about understanding OK. 0:5:11.371 –> 0:5:17.211 Derek Steckel How can we actually do this in copilot? If you’ve been on these with me before, you may have heard me say that. 0:5:18.141 –> 0:5:22.221 Derek Steckel I believe that the average business user, which I don’t say in a negative light. 0:5:24.61 –> 0:5:31.341 Derek Steckel Gets confused. Copilot as their AI tool and get just about everything that they would want to done, if not more, compared to a tool like. 0:5:31.611 –> 0:5:32.411 Derek Steckel Clad or open AI? 0:5:32.411 –> 0:5:35.411 Derek Steckel Yeah, I really think that these tools are really synonymous nowadays. 0:5:35.411 –> 0:5:43.931 Levi Wolff Yeah. And not only do we think that we live and breathe that so I can tell you that when we’re working for concurrency here at work, Derek and I, we are 100% in copilot. 0:5:43.931 –> 0:5:45.611 Levi Wolff So we are living and breathing it. 0:5:45.691 –> 0:5:49.171 Levi Wolff That’s why we can speak passionately about this, because we’re there with you. 0:5:49.171 –> 0:5:50.411 Levi Wolff We’re doing the same things. 0:5:51.421 –> 0:6:8.751 Derek Steckel So, you know, moving on where we want to start today is we have 4 key lessons that as we’ve done, a lot of these training sessions at different organizations and different industries where we have found that it really pushes the needle to know where they’re actually getting a. 0:6:8.761 –> 0:6:22.61 Derek Steckel More value out of it than other other places because we’re not here to tell you every single feature in copilot is gonna move the needle as monumental in terms of productivity and the first one that we wanna talk about today is starting inside the apps that people. 0:6:22.61 –> 0:6:22.851 Already use. 0:6:23.171 –> 0:6:30.171 Derek Steckel This might be a controversial take, but you know a lot of people think that those the more advanced sessions that we do. 0:6:30.941 –> 0:6:40.781 Derek Steckel Are only around agents. I’m here to say that I think copilot inside the apps with a lot of the allow actions. Features is more powerful, is more beneficial. 0:6:41.171 –> 0:6:42.651 Derek Steckel Then just creating an agent. 0:6:42.851 –> 0:6:51.491 Derek Steckel Absolutely. We see it all the time where we teach someone how to build an agent or group, how to build agents and their mindset’s just oh, wow. Everything should be an agent. 0:6:51.491 –> 0:6:53.451 Derek Steckel Like that’s that’s dive forward here. 0:6:53.451 –> 0:6:55.571 Derek Steckel Let’s stop using copilot chat. 0:6:55.571 –> 0:7:0.931 Derek Steckel Let’s just create this agent and that agent. Then they just show up on their long list of agents that they don’t even utilize. 0:7:1.661 –> 0:7:5.181 Derek Steckel You’re you’re always in outlook. You are always in teams. 0:7:5.461 –> 0:7:8.21 Derek Steckel Maybe we have a lot of folks on here that work in finance. 0:7:8.21 –> 0:7:10.541 Derek Steckel They’re always analyzing data, doing things that month end. 0:7:10.971 –> 0:7:12.251 Derek Steckel It was just month end, right? 0:7:12.411 –> 0:7:24.291 Derek Steckel Now how can they utilize copilot directly by clicking that button instead of creating an agent for something and trying to replicate an exact process every single time? 0:7:24.141 –> 0:7:24.541 Yep. 0:7:24.451 –> 0:7:26.771 Derek Steckel So, Levi, you feel free to comment on that. 0:7:26.771 –> 0:7:29.171 Derek Steckel Yeah, I’m actually gonna go to outlook and kind of demo. 0:7:29.91 –> 0:7:30.491 Levi Wolff Exactly. I was gonna say. 0:7:29.171 –> 0:7:30.51 Some of the. 0:7:30.491 –> 0:7:36.331 Levi Wolff Hopefully you all know to expect that we’re not just here to give you PowerPoints, we’re here to do live demos. 0:7:36.331 –> 0:7:43.451 Levi Wolff And so we’re gonna transition into a demo of that. And I would just say, you know, that copilot when we talk about. 0:7:44.181 –> 0:7:44.861 Levi Wolff What’s changed? 0:7:45.21 –> 0:7:58.181 Levi Wolff It’s things like this things that a year ago, if you wanted to outlook, you saw a little copilot ribbon and you just dismissed it when you went into word. When you went to an Excel you were like, ah, like that’s that’s not really that interesting. 0:7:58.891 –> 0:8:1.771 Levi Wolff That’s what’s changed, and that’s what we want to show you specifically. 0:8:1.771 –> 0:8:6.531 Derek Steckel So what I’m gonna show here is copilot I have in the top right hand corner of my screen. 0:8:6.931 –> 0:8:13.11 Derek Steckel And I’m not gonna come on here and talk to you about. Oh, how you can write an e-mail with copilot. 0:8:13.51 –> 0:8:15.651 Derek Steckel I could click one of these and say write me an e-mail and 200. 0:8:15.651 –> 0:8:16.411 Words or less feel. 0:8:16.611 –> 0:8:19.571 Derek Steckel Like if we’re coming to this session, we already know if that’s possible. 0:8:19.891 –> 0:8:28.11 Derek Steckel One of the things that copilot is really good at and has gotten really good at is helping me kind of treat as a task management system, for lack of a better way to put. 0:8:28.411 –> 0:8:32.411 Derek Steckel To understand, OK, I have a bunch of emails that came into my inbox. 0:8:32.571 –> 0:8:36.691 Derek Steckel Can you help me assess which ones I need to respond to? 0:8:36.691 –> 0:8:39.811 Derek Steckel Maybe based off a characteristic like ones that I haven’t read yet. 0:8:39.931 –> 0:8:44.11 Derek Steckel Ones that are internal ones that have come in over the last 24 hours or so. 0:8:44.781 –> 0:8:54.301 Derek Steckel And can you give me a draft that I can reply to and maybe even better, can you understand my current tone of what I am trying to convey? 0:8:54.731 –> 0:9:3.851 Derek Steckel Read over my last handful of emails that I’ve sent. Pick up how I have been talking recently and convey that effectively in an e-mail. 0:9:4.251 –> 0:9:10.931 Derek Steckel So what I wanna do here is I’m going to say to copilot directly in Outlook. 0:9:11.781 –> 0:9:15.341 Derek Steckel Read my 20 most recent sent emails and learn my voice. 0:9:15.661 –> 0:9:22.21 Derek Steckel Then review my unread emails from anyone internal to concurrency in the last call, 28 hours or so. 0:9:22.461 –> 0:9:24.541 Derek Steckel Sort it into reply needed FYI. 0:9:25.291 –> 0:9:28.51 Derek Steckel And skip for anything that needs a reply. 0:9:28.91 –> 0:9:37.211 Derek Steckel Check the full thread and related context, then draft a short response as me and put them in my drafts folder as a response directly to their e-mail. 0:9:38.701 –> 0:9:48.221 Derek Steckel When I submit that I want to first show you that in my drafts folder right here, I currently do not have any emails, so I promise I do not have anything underlying right now. OK. 0:9:48.421 –> 0:9:48.941 Yep. 0:9:48.891 –> 0:9:55.651 Derek Steckel But what copilot is able to do is it’s not just going to put these emails directly in chat and be like, OK, Derek. 0:9:55.651 –> 0:9:57.251 Derek Steckel Here are those emails. 0:9:57.491 –> 0:9:59.931 Derek Steckel You can go ahead, copy and paste them. 0:10:0.11 –> 0:10:4.131 Derek Steckel It’s actually going to put them in an outlook e-mail that I can then. 0:10:4.901 –> 0:10:6.741 Derek Steckel Say back to the these folks. 0:10:6.741 –> 0:10:8.101 Derek Steckel Maybe modify it how I need? 0:10:8.171 –> 0:10:11.531 Derek Steckel Honey, maybe I wanna change a few things and then send it to them. 0:10:11.601 –> 0:10:12.521 Levi Wolff Yeah. And I would. 0:10:12.561 –> 0:10:16.321 Levi Wolff I would just jump in quick ’cause while we waiting a couple things to notice. 0:10:13.531 –> 0:10:13.971 Please. 0:10:17.731 –> 0:10:18.931 Levi Wolff What’s important about that? 0:10:18.971 –> 0:10:23.691 Levi Wolff He’s not asking an AI tool to take over and send emails directly. 0:10:23.731 –> 0:10:26.11 Levi Wolff He’s still the human in charge of it. 0:10:26.11 –> 0:10:29.611 Levi Wolff He’s asking it to draft it so he’s still able to control. 0:10:29.651 –> 0:10:34.131 Levi Wolff It’s saving a lot of time by putting in the drafts, but he’s still owning it and clicking send. 0:10:34.211 –> 0:10:40.1 Levi Wolff That’s important no matter what. We’re gonna talk about, not just for emails, right to own it as a person doing it. 0:10:40.241 –> 0:10:53.161 Levi Wolff The other thing just to call out this is the capability that four months ago, five months ago, you could only do with COWORK paying additional credits and now this is part of your copilot license. 0:10:53.161 –> 0:10:59.1 Levi Wolff So just to show how things have changed five months ago, you would have had to be burning credits to do something like this. 0:10:59.121 –> 0:11:0.161 Levi Wolff Today is participants. 0:11:0.161 –> 0:11:1.161 Yeah, and Levi? 0:11:1.161 –> 0:11:8.1 Derek Steckel Maybe while we’re just waiting a little longer for this, can you kind of differentiate what you mean by coworker, regular copilot? 0:11:6.911 –> 0:11:8.631 Yeah, yes, yes. 0:11:8.631 –> 0:11:19.271 Levi Wolff So when we think about the Microsoft ecosystem, the AI tool of choice is named copilot, and some people out there might be on the free version. 0:11:19.511 –> 0:11:26.751 Levi Wolff There’s gonna be a little bit less capabilities with that, but most of you probably listening to this and users at your organization have the paid version, right? 0:11:26.751 –> 0:11:34.371 Levi Wolff So you’re gonna have the full copilot experience, which is just a set price per user per month. I think retail is $30 per user per month. 0:11:34.371 –> 0:11:43.331 Levi Wolff Maybe you have a better deal as one of the additional add-ons to that. There’s a a button that you’ll see sometimes depending on how your setup is that says Cowork. 0:11:44.101 –> 0:11:48.741 Levi Wolff Which if you flip to that is over and above consumption charges. 0:11:48.741 –> 0:11:50.861 Levi Wolff So you got that set price with copilot. 0:11:50.861 –> 0:11:54.301 Levi Wolff That’s nice for a lot of you because you can set your budget on it. 0:11:54.301 –> 0:11:55.861 Levi Wolff You don’t have to worry about going over. 0:11:55.861 –> 0:11:57.461 Levi Wolff You have very fixed cost. 0:11:58.191 –> 0:12:11.111 Levi Wolff There’s another feature that you can choose to enable which would be cowork which would allow you to do some extra things that do cost a little bit more and getting into that you know that that could be a whole another topic. You can set up the limits so. 0:12:11.121 –> 0:12:14.831 Levi Wolff Can say hey, I want people to have free for all spend as much as they want. 0:12:14.871 –> 0:12:19.451 Levi Wolff I want people to have a $10 a month limit, a $5 month limit, a 20 limit. 0:12:19.451 –> 0:12:24.411 Levi Wolff So there’s different ways to do that, but good to call out kind of the naming convention of what we’re talking about here. 0:12:24.281 –> 0:12:26.801 Derek Steckel Yeah. Thank you for that and thank you for buying me time. 0:12:26.801 –> 0:12:27.681 Yeah, well, of course. 0:12:27.251 –> 0:12:28.91 Wow, so. 0:12:28.161 –> 0:12:32.251 Derek Steckel So here we can see that you know copilot reason for a little over a minute here. 0:12:32.321 –> 0:12:35.121 Derek Steckel And it has three emails that it drafted. 0:12:35.121 –> 0:12:42.521 Derek Steckel For me it looked through my inbox here and I’m specifically pointing it out a demo folder where it said these 3 emails. 0:12:42.521 –> 0:12:47.281 Derek Steckel You’re going to need a reply for one from Alex, one from Levi and one from Brad. 0:12:48.11 –> 0:12:54.91 Derek Steckel And then it’s also able to understand, wow, there are two emails that are more suited as an FYI. 0:12:54.691 –> 0:12:56.611 Derek Steckel Well, I probably should submit kudos. 0:12:56.611 –> 0:13:2.11 Derek Steckel I have a lot of good team members doing some cool things here right this week, as well as a couple people I should probably welcome to Concur. 0:13:2.441 –> 0:13:7.521 Derek Steckel Yeah, that’s really exciting. But I don’t necessarily need to draft a reply directly to those people. 0:13:7.521 –> 0:13:9.721 Derek Steckel Yeah, you’ll see here that they’re in outlook. 0:13:9.761 –> 0:13:14.321 Derek Steckel I can click edit and go ahead and launch that in the top left hand corner. 0:13:14.321 –> 0:13:19.161 Derek Steckel You’ll also see that my drafts folder I now have three of those emails right there for me, so really exciting. 0:13:19.201 –> 0:13:19.961 Levi Wolff That’s awesome. 0:13:20.201 –> 0:13:28.921 Levi Wolff I would just take a pause to say where, you know 10 minutes in and I haven’t seen much chatter in the comments section yet, so there’s 40 people out there. 0:13:29.121 –> 0:13:34.721 Levi Wolff Maybe. Maybe they’re just they’ve already known this, but I would encourage you, you know, give us some feedback. 0:13:34.721 –> 0:13:35.721 Levi Wolff What do you think about this? 0:13:35.721 –> 0:13:36.721 Levi Wolff Have you seen it before? 0:13:36.721 –> 0:13:37.561 Levi Wolff Just mind blowing. 0:13:37.681 –> 0:13:40.481 Levi Wolff I’ll continue to watch it on the side while we while we keep going here. 0:13:40.791 –> 0:13:49.991 Derek Steckel Thanks, Levi. I think another area that we definitely want to go to when it comes to the apps is we’re going to spend some time in Microsoft Word today. 0:13:49.991 –> 0:13:52.351 Derek Steckel So let me go ahead and share this screen here. 0:13:53.861 –> 0:13:54.821 You’ll see that this is all. 0:13:54.821 –> 0:14:8.501 Derek Steckel Just mock data for us and we have this larger document project Atlas ERP modernization, lot of different sections here when it comes to all the information that we have. 0:14:9.541 –> 0:14:10.261 Derek Steckel In this document. 0:14:10.891 –> 0:14:13.451 Levi Wolff And I’m budding in a lot. 0:14:13.531 –> 0:14:14.531 But this is great. 0:14:13.671 –> 0:14:14.551 Please please. 0:14:14.571 –> 0:14:18.851 Levi Wolff I I think word has become my favorite use case. 0:14:18.851 –> 0:14:21.91 Levi Wolff Outlook is pretty cool and I’m seeing the chats. 0:14:21.91 –> 0:14:21.931 Levi Wolff You know, mind blowing. 0:14:21.931 –> 0:14:22.691 Levi Wolff This is awesome. 0:14:22.691 –> 0:14:25.491 Levi Wolff Glad they brought it back. I I think there’s another. 0:14:26.181 –> 0:14:37.381 Levi Wolff Boat that we could go towards PowerPoint or excel, but there’s so many things in Word that I found you made a key point before we work with teams a lot and they say I’ve got this workflow. I’ve got this process. 0:14:37.381 –> 0:14:39.861 Levi Wolff Something repeatable and they always go to an agent. 0:14:40.131 –> 0:14:44.411 Levi Wolff Yeah. And I would say half of the time it’s in Word. 0:14:44.691 –> 0:14:46.571 Levi Wolff You got something repeatable in Word? 0:14:45.691 –> 0:14:45.931 Anchor. 0:14:46.571 –> 0:14:51.131 Levi Wolff Yeah, open it in Word and work there. Pop copilot out in Word and just work from there. 0:14:51.131 –> 0:14:53.371 Derek Steckel Yeah. Yeah, that’s a really great point. 0:14:53.411 –> 0:14:59.931 Derek Steckel So here in copilot as as Levi was talking through that, you know, in this Word document I have a bunch of different sections. 0:14:59.931 –> 0:15:0.891 Derek Steckel That’s very wordy. 0:15:1.171 –> 0:15:10.331 Derek Steckel Let’s say one of my direct reports sent this to me and I’m like, wow, this is a lot of good information. But you know, see we see in the bottom left hand corner, 6 pages, 2800 words. 0:15:10.491 –> 0:15:15.491 Derek Steckel I may know that as we circulate this to leadership, for example, they’re not going to read the entire thing. 0:15:15.271 –> 0:15:16.231 All right, right. 0:15:15.491 –> 0:15:17.91 Derek Steckel They’ll probably spin a right. 0:15:17.821 –> 0:15:26.381 Derek Steckel So, you know sometimes or maybe in the past, I may go back to that my direct report and say, hey, can you just add an executive summary to the top of this? 0:15:26.501 –> 0:15:29.901 Derek Steckel So just so people can kind of get that too long didn’t read there. 0:15:30.491 –> 0:15:34.411 Derek Steckel What if we could use copilot for that instead to give us a first pass? 0:15:34.571 –> 0:15:35.571 Derek Steckel So here you’ll see. 0:15:35.571 –> 0:15:46.571 Derek Steckel I’m in the allow editing mode directly in Microsoft Word, and now I can just go to copilot and say add an executive summary to the top. 0:15:47.301 –> 0:15:48.61 Derek Steckel Of this document. 0:15:49.901 –> 0:15:52.221 Derek Steckel And 250 words or less. 0:15:52.621 –> 0:15:57.581 Derek Steckel So now instead of have sending it off to them, maybe they have a busy day. 0:15:57.581 –> 0:16:1.981 Derek Steckel Maybe it takes them a little longer to get back to you and you wanna turn this around pretty quickly. 0:16:2.811 –> 0:16:8.171 Derek Steckel We have copilot that can fairly quickly update this document directly. 0:16:8.211 –> 0:16:10.811 Derek Steckel Read it over to understand the context. 0:16:10.811 –> 0:16:12.171 Derek Steckel What we’re talking about here. 0:16:12.371 –> 0:16:17.771 Derek Steckel And then in what, 20 seconds or so adds this executive summary for me where I can. 0:16:17.771 –> 0:16:19.291 Derek Steckel I’m not saying to send that off directly. 0:16:19.291 –> 0:16:24.91 Derek Steckel That is good, but think about how long it probably would have taken us to write something like this. 0:16:24.91 –> 0:16:26.931 Derek Steckel Yeah. Now we can look over it a make sure it’s accurate. 0:16:27.701 –> 0:16:27.741 Derek Steckel B. 0:16:27.741 –> 0:16:29.501 Derek Steckel Maybe modify the verbiage a little bit. 0:16:29.501 –> 0:16:31.741 Derek Steckel Maybe we don’t like how copilot said something there. 0:16:31.741 –> 0:16:33.861 Derek Steckel Yeah, but this saves us so much time. 0:16:33.901 –> 0:16:39.381 Levi Wolff Yeah, and this is your chance for like, if you’re doing this, I mean, you should know what lives in that document. 0:16:39.461 –> 0:16:41.61 Levi Wolff You should read through this and say. 0:16:41.451 –> 0:16:43.131 Levi Wolff Does that make sense to me now? 0:16:43.131 –> 0:16:50.451 Levi Wolff If it doesn’t, just tell that to copilot, you know, tell you don’t have to be special about how your word is just. Hey, this doesn’t make sense. 0:16:50.451 –> 0:16:51.891 I think you missed this piece. 0:16:51.931 –> 0:16:56.691 Levi Wolff This is actually more important and then go back and forth. But like Derek said, this is saving you a lot of time. 0:16:56.691 –> 0:16:59.291 Levi Wolff Just put this right in there right away. Yeah, absolutely. 0:16:59.941 –> 0:17:1.621 Derek Steckel Levi. Sure, move on to our second talk today. 0:17:1.331 –> 0:17:2.411 Yeah, let’s keep it moving. 0:17:1.621 –> 0:17:2.661 Derek Steckel Keep in mind all right. 0:17:3.141 –> 0:17:6.421 Levi Wolff So we so the apps were a huge thing, right? 0:17:6.421 –> 0:17:11.741 Levi Wolff And and we could go for hours and hours on that, but then we’re gonna flip over to talk a little bit about. 0:17:12.491 –> 0:17:17.91 Levi Wolff Something we see quite often, which is like where’s copilot pulling from? 0:17:17.491 –> 0:17:19.291 Levi Wolff Does he wanna elaborate more on what I mean by that? 0:17:19.291 –> 0:17:25.891 Derek Steckel Yeah, yeah, let’s show a visualization first on this in that, you know, copilot, I like to say is. 0:17:25.971 –> 0:17:29.411 Derek Steckel Only as good as the data that it has access to, yeah. 0:17:29.411 –> 0:17:34.91 Derek Steckel So we see here in the top left hand corner of our screen. This button called work IQ. 0:17:34.91 –> 0:17:39.331 Derek Steckel Yeah, I think we all know conceptually what work IQ means, but it’s actually double down on some of that. 0:17:39.931 –> 0:17:51.131 Derek Steckel When it comes to the files that copilot has access to, it’s only going to be able to get things that are cloud enabled, AKA that are on your OneDrive or SharePoint. 0:17:51.131 –> 0:18:1.931 Derek Steckel So if you’re an organization that might have legacy documents or information on network drives, shared drives that are cloud enabled, that pose a problem to you. 0:17:51.431 –> 0:17:51.631 Mm-hmm. 0:18:1.931 –> 0:18:8.331 Derek Steckel Because when you utilize work IQ by default, you’re not going to be able to get those files directly. 0:18:8.451 –> 0:18:11.131 Derek Steckel Now sure, we could go to the plus icon. 0:18:11.131 –> 0:18:16.291 Derek Steckel We could go and add that file location there. That isn’t cloud enabled, but still. 0:18:17.61 –> 0:18:18.981 Derek Steckel Think about how much effort that would take. 0:18:18.981 –> 0:18:27.541 Derek Steckel And maybe there’s gonna be certain other places where relevant information would be on those network drives, on those shared drives that copilot doesn’t have access to by default. 0:18:27.891 –> 0:18:37.771 Derek Steckel So that has been a big pain point. First of all of OK, we need people to be getting more relevant information surfaced to them through Microsoft Copilot. 0:18:37.811 –> 0:18:42.971 Derek Steckel Let’s go ahead and figure out how to do a project to enable those shared drives. 0:18:43.51 –> 0:18:43.691 Derek Steckel Move them. 0:18:43.691 –> 0:18:46.851 Derek Steckel Do a mass migration to the relevant SharePoint sites. 0:18:46.851 –> 0:18:48.771 Levi Wolff Yeah, you have to teach a little bit. 0:18:48.851 –> 0:18:58.411 Levi Wolff Behavior change change management here and you just have to, you know, take the time to explain to people like what exactly that means from, you know, these cloud files, right? 0:18:58.411 –> 0:19:7.611 Levi Wolff You know, everyone’s not gonna know exactly what SharePoint or OneDrive means, but if you explain what copied has access to that can really help them. 0:19:7.611 –> 0:19:7.971 Levi Wolff Yeah, right. 0:19:7.971 –> 0:19:15.131 Levi Wolff Because if you bunch of stuff on your personal desktop and that’s not synced up to OneDrive copies, not reading that. 0:19:15.131 –> 0:19:24.251 Levi Wolff So just kind of doing that education piece and then as an organization maybe thinking about there is this department that could benefit a lot from these files like? 0:19:25.61 –> 0:19:29.421 Levi Wolff How can we move those over to a spot that’s accessible is that teams? 0:19:29.421 –> 0:19:30.381 Levi Wolff Is that SharePoint? 0:19:30.381 –> 0:19:33.101 Levi Wolff Is that something else and just taking the extra step there? 0:19:33.101 –> 0:19:34.101 Yeah, definitely. 0:19:33.751 –> 0:19:34.511 Yeah. 0:19:34.101 –> 0:19:37.861 Derek Steckel I think another thing that organizations have been thinking about is just. 0:19:38.141 –> 0:19:38.741 Should we? 0:19:39.171 –> 0:19:43.771 Derek Steckel Transcribe more meetings? Yes, and Levi and I are big proponents of that. 0:19:43.771 –> 0:19:47.851 Derek Steckel We’re also not here to tell you that every single meeting should be transcribed. 0:19:47.851 –> 0:19:53.91 Derek Steckel I think it’s pretty obvious that most one on ones with your boss probably shouldn’t be transcribed. 0:19:53.131 –> 0:19:58.451 Derek Steckel Maybe you work in an external facing role where it’s going to be some clients that don’t want their meetings transcribed. 0:19:58.851 –> 0:19:59.331 I get that. 0:19:59.331 –> 0:20:13.851 Derek Steckel That makes sense, but I think for the majority of meetings, being able to have that transcribed by default process so you can get those notes, you don’t have to be multitasking. It can be more present on the call and also you can share it with other people so. 0:20:13.921 –> 0:20:16.521 Derek Steckel Maybe people weren’t able to join the meeting. 0:20:16.521 –> 0:20:18.1 Derek Steckel They were double booked, for example. 0:20:18.1 –> 0:20:20.921 Derek Steckel Or maybe, frankly, they didn’t even need to be on that meeting. 0:20:20.921 –> 0:20:22.801 Derek Steckel And they still should be consulted on the notes. 0:20:23.41 –> 0:20:28.921 Derek Steckel Would it be nice if we could just transcribe that meeting? We get those AI summary notes and create a custom summary if we want to. 0:20:28.921 –> 0:20:31.841 Derek Steckel Yeah, but at least we have that process in place where we don’t. 0:20:31.841 –> 0:20:38.401 Derek Steckel We can be more present on the call, Don. If you would be asking, maybe forget about a tidbit that was talked about on set call. 0:20:38.401 –> 0:20:45.121 Levi Wolff Yup. Do you want to show the change data sources and then we can flip to our next use case which hits on one of the comments there. 0:20:45.121 –> 0:20:46.161 Derek Steckel Yeah, definitely. 0:20:46.161 –> 0:20:53.641 Derek Steckel So one of the new features in copilot, which is really exciting, is called change data sources. So historically. 0:20:54.331 –> 0:21:1.211 Derek Steckel People were very bullish on copilot because it was grounded in a Microsoft 365 data, AKA work IQ. 0:21:1.731 –> 0:21:4.491 Derek Steckel But what Microsoft is moving towards? 0:21:4.641 –> 0:21:10.441 Derek Steckel Words is being able to have other data sources in here that might be behind a paywall. 0:21:10.521 –> 0:21:25.681 Derek Steckel So if I go to this plus icon here, there’s this button called change data sources and you’ll see here that here’s my Microsoft 365 data. A few other things, but now if I keep scrolling, there’s a ton of different. 0:21:25.881 –> 0:21:28.921 Derek Steckel But I can connect to different third parties. 0:21:28.961 –> 0:21:30.921 Derek Steckel So one of the conversations I’ve always had. 0:21:30.921 –> 0:21:31.521 Is oh I. 0:21:31.961 –> 0:21:35.441 Derek Steckel Have a Wall Street Journal, paid account or New York Times paid account. 0:21:35.481 –> 0:21:36.961 Derek Steckel Wouldn’t it be great if we could? 0:21:36.961 –> 0:21:39.121 Derek Steckel That wouldn’t be blocked by Microsoft. 0:21:39.281 –> 0:21:40.441 Derek Steckel Yeah, it would be great. 0:21:40.441 –> 0:21:42.361 Derek Steckel And now you can’t connect to a lot of these sources. 0:21:43.131 –> 0:21:49.211 Derek Steckel Now you’ll see as I’m scrolling through. Maybe a lot of these don’t actually line up with ones that you’ve heard of before. 0:21:49.211 –> 0:21:55.531 Derek Steckel Like what the heck is deep LMCP, for example? What you can do is you’ll see it can. Tada, right here. 0:21:52.651 –> 0:21:52.851 Right. 0:21:56.201 –> 0:22:1.81 Derek Steckel And Tada is what we use at concurrency as our project management software. 0:22:1.121 –> 0:22:11.521 Derek Steckel So this wasn’t one that showed up initially, but your IT admin is able to configure this in the background to basically add ones that might not be there. 0:22:12.291 –> 0:22:14.851 Derek Steckel But we’ve done this with cantata, for example, which is really cool. 0:22:15.11 –> 0:22:18.371 Levi Wolff Yep. Yeah, I think that Jen’s question in the chat this kind of gets to that. 0:22:18.371 –> 0:22:25.651 Levi Wolff Like, if you’re looking for giving access to copilot to other things, you know that’s just some. This is one way to do this. Something to look at. 0:22:26.641 –> 0:22:40.611 Levi Wolff And to Derek’s point, controlling it at the organization level, so you can decide that you want people to do this or not. You can decide which ones you want them to do or not. And that ties well into Muhammad’s question, which brings us to agents, right? 0:22:40.641 –> 0:22:41.1 Levi Wolff So. 0:22:41.771 –> 0:22:43.731 Levi Wolff He’s asking about agents, I guess. 0:22:43.731 –> 0:22:51.651 Levi Wolff The short answer there is, you know you can control the access to copilot studio as an admin, so it’s not something that you have to give. 0:22:51.651 –> 0:22:54.131 Levi Wolff There’s agent builder which is separate from that. 0:22:54.211 –> 0:22:55.771 Levi Wolff But yeah, agents are a big topic. 0:22:56.161 –> 0:23:1.321 Levi Wolff ‘Cause you hear a lot about them. And so this kind of fits into like what are you seeing with agents? 0:23:1.361 –> 0:23:3.121 Levi Wolff You know, specifically in the copilot. 0:23:3.121 –> 0:23:5.241 Levi Wolff We’re not talking studio here, just the paid copilot. 0:23:5.241 –> 0:23:6.281 Levi Wolff What do you see in the agents? 0:23:6.281 –> 0:23:16.1 Derek Steckel Yeah. I think one of the cool things is that Microsoft again has poured a lot of money into the agent builder, where it’s becoming more and more impactful and beneficial. 0:23:16.1 –> 0:23:16.881 Derek Steckel And again, I’m not. 0:23:17.1 –> 0:23:26.201 Derek Steckel It’s a silver bullet for every process, but I’ve been able to work through a handful of really cool use cases with some of our clients where they have this pie in the sky idea. 0:23:26.201 –> 0:23:35.801 Derek Steckel Wouldn’t it be great if we could do X and we’re able to get them 90% of the way there through the agent builder, which again doesn’t have any consumption costs exactly? 0:23:36.691 –> 0:23:46.531 Derek Steckel And when the our clients come to us with, you know, these fairly complex processes, what I tell them to do to start is don’t even think about. 0:23:46.761 –> 0:23:48.201 Derek Steckel Using AI for this. 0:23:48.201 –> 0:23:52.521 Derek Steckel Just go ahead and write down your workflow from A-Z. 0:23:52.841 –> 0:23:54.401 Derek Steckel Think about you’re just writing an SOP. 0:23:54.961 –> 0:24:3.441 Derek Steckel What are the things that you do that you check for that you are you care about in terms of the user interface or just the layout of a spreadsheet? 0:24:3.761 –> 0:24:5.321 Derek Steckel What sources should be used? 0:24:5.321 –> 0:24:7.401 Derek Steckel Which one should absolutely not? 0:24:8.161 –> 0:24:11.921 Derek Steckel And just go and do a one Word document. 0:24:11.921 –> 0:24:14.361 Derek Steckel Your choice and just start writing that down. 0:24:14.361 –> 0:24:18.81 Derek Steckel Yeah. And then once you have that down, we’ll go through it together. 0:24:18.81 –> 0:24:19.281 Derek Steckel We’ll make sure things line up. 0:24:19.281 –> 0:24:21.521 Derek Steckel There aren’t any holes in it. 0:24:21.761 –> 0:24:37.891 Derek Steckel And then we’ll just upload that directly to the kind of message agent builder section where you can put that in directly and say, right, create my agent based off of this and that’s been really effective because you’re teaching copilot all of the different ways that you care about. 0:24:37.891 –> 0:24:39.921 Derek Steckel Your task being actually functional, there is. 0:24:40.1 –> 0:24:40.441 Yep. 0:24:40.681 –> 0:24:42.361 Levi Wolff There anything we want to demo here? 0:24:42.481 –> 0:24:44.761 Derek Steckel I think in the interest of time, let’s move on to the last. 0:24:44.21 –> 0:24:45.101 OK, OK. 0:24:45.341 –> 0:24:51.541 Levi Wolff Yep. And I think one of the points that was on that screen, if you guys read it is like not everything is an agent, right? 0:24:51.541 –> 0:24:56.741 Levi Wolff So just being diligent about what’s an agent, what’s not this one is our favorite game. 0:24:56.781 –> 0:25:8.481 Levi Wolff So you know, Derek and I, we do a lot of this stuff and we’ve developed this game, which is just how can we recognize what’s AI and you know, maybe a negative way to put it would be AI slop. 0:25:8.481 –> 0:25:11.641 Levi Wolff But you know, maybe there’s positive ways to frame it. 0:25:11.641 –> 0:25:14.441 Levi Wolff So I guess tell everyone why we’re talking about this and what we’re about. 0:25:14.441 –> 0:25:15.361 Yeah, definitely. 0:25:15.361 –> 0:25:24.1 Derek Steckel You know, as organizations figure out how easy it is to create different word documents to create different PowerPoints, for example. 0:25:24.611 –> 0:25:33.91 Derek Steckel A lot of the content turns out to be similar ish or similar enough where if someone work works with these tools enough like Levi or myself. 0:25:33.401 –> 0:25:42.1 Derek Steckel We have a pretty good knack for saying, oh, that looks like it was AI generated or that looks like 5 other things I’ve looked at this week, right? 0:25:42.1 –> 0:25:53.961 Derek Steckel So being able to actually go the extra mile and say, OK, copilot save me a ton of time by creating this presentation deck. How can I modify it a little more to remove some of maybe? 0:25:54.801 –> 0:26:3.561 Derek Steckel The formatting or something else on the slides that look a lot different, for example, that that I can kind of be that differentiator. I can send this to a client. 0:26:3.841 –> 0:26:7.721 Derek Steckel And you know, I actually put a lot of my human capital into it. 0:26:7.721 –> 0:26:12.121 Derek Steckel I saved a lot of time, but I put my human capital into it as well. 0:26:12.121 –> 0:26:18.921 Derek Steckel What I like to do with Levi is I will create a DAC. I’ll create a document and I’ll go over to his desk and I’ll say Levi. 0:26:18.921 –> 0:26:20.121 Derek Steckel Hope holes. 0:26:20.721 –> 0:26:22.321 Derek Steckel He is the best at finding out. 0:26:23.211 –> 0:26:24.771 Derek Steckel What is right? What isn’t right? 0:26:24.771 –> 0:26:29.611 Derek Steckel So a game I want to play with you today. So I have a couple decks here, one deck and one word Doc. 0:26:25.981 –> 0:26:26.661 Yeah, yeah. 0:26:28.331 –> 0:26:30.171 OK, Word document. 0:26:30.171 –> 0:26:35.971 Derek Steckel Yeah, I wanna go through them. And I want you to kind of pick out what you think is kind of clearly AI. 0:26:35.621 –> 0:26:36.861 Levi Wolff Yeah. Yeah, let’s do it. 0:26:35.971 –> 0:26:38.611 Derek Steckel Let’s start with the Word document, OK? 0:26:38.611 –> 0:26:43.611 Derek Steckel So here this is just a fake client profile basically. 0:26:42.521 –> 0:26:43.161 Yes. 0:26:44.491 –> 0:26:46.491 Derek Steckel Let’s go ahead and start with this table. 0:26:46.491 –> 0:26:46.891 What? What? 0:26:46.861 –> 0:26:47.61 Where? 0:26:46.891 –> 0:26:47.251 What do you think? 0:26:47.251 –> 0:26:55.971 Levi Wolff This table here. So the first thing and and this bothered me for a long time is like right away you see a word doc and you can tell it’s AI. 0:26:56.321 –> 0:26:59.401 Levi Wolff Because of the colors in the font, right? 0:26:59.401 –> 0:27:16.121 Levi Wolff So one simple thing to be aware of is like are we using the same font for every single thing we do in the same style? And you know, word defaults to this blue kind of header and like exactly what you’re seeing here is the default. So just think. 0:27:16.121 –> 0:27:23.401 Levi Wolff About that the colors the and that blew across the top. If I see this and this type of whatever font, this is the style. 0:27:23.401 –> 0:27:27.161 Levi Wolff I’m like that probably was the first pass out of AI, so first thing I’m. 0:27:26.521 –> 0:27:27.81 Yes if. 0:27:27.161 –> 0:27:38.971 Derek Steckel Seeing definitely something too to stack onto that is you may see like a light red or light green. Instead of trying to differentiate that way that does not move the needle at all you. 0:27:38.1 –> 0:27:38.961 Yeah. 0:27:38.971 –> 0:27:41.961 Derek Steckel Gotta go further than just like that same light color. Yep, Yep. 0:27:42.281 –> 0:27:48.1 Derek Steckel Alright, So what about what about these sections here? You know a household overview, planning objectives, current financial. 0:27:46.31 –> 0:28:2.111 Levi Wolff Yeah, it. It’s like it’s almost too perfect. Right? When I see something that that’s that clean and that again just that styled, I really just questioned like did someone look at it or did they just take the first output right. 0:28:2.111 –> 0:28:3.671 Levi Wolff So I I would say that I mean. 0:28:4.371 –> 0:28:5.611 Again, inconsistencies. 0:28:5.611 –> 0:28:9.291 Levi Wolff So 1 is a paragraph 2 is bullet points, right? 0:28:9.331 –> 0:28:11.571 Levi Wolff Is that really what a human would do? 0:28:11.571 –> 0:28:14.531 Levi Wolff You know when they switch styles like that, those are the things I look for, yeah. 0:28:15.41 –> 0:28:15.721 Good point. 0:28:15.791 –> 0:28:23.631 Derek Steckel And something I like to double down on here too is you may put together a Word document like this where you can back up all the information. 0:28:23.631 –> 0:28:31.711 Derek Steckel Yeah, you know, like I would argue that this is all exactly how I would say or I can back up this a facts with what organization does. 0:28:32.441 –> 0:28:45.801 Derek Steckel Let me go ahead and say something that I heard from a friend recently and that is, you know, his company submitted a proposal on an idea to a client. 0:28:46.511 –> 0:28:50.911 Derek Steckel In their idea got rejected and you know they always ask for feedback. 0:28:50.911 –> 0:28:51.431 You know why? 0:28:51.431 –> 0:28:52.831 Derek Steckel Why did we not get that? 0:28:52.831 –> 0:28:59.431 Derek Steckel Yeah, the client’s response was your stuff was clearly AI generated. You know they can. 0:28:58.731 –> 0:28:59.131 Yep. 0:28:59.431 –> 0:29:3.431 Derek Steckel They will argue that all the information is accurate and correct there. 0:29:3.431 –> 0:29:13.751 Derek Steckel Yeah. And the only thing that they did was took, took that information and put in just like a cleaner format using AI. And you’re really doing with it by the end of the day, that’s starting to matter to organizations more and more. 0:29:13.751 –> 0:29:15.71 Derek Steckel So you definitely wanna watch out. 0:29:15.71 –> 0:29:15.591 For that stuff. 0:29:15.151 –> 0:29:15.311 Yeah. 0:29:15.591 –> 0:29:17.151 Derek Steckel Let’s move on to PowerPoint, Levi. 0:29:17.151 –> 0:29:21.791 Derek Steckel Yep. Alright, let’s talk about this slide #4 here. 0:29:22.961 –> 0:29:24.81 As it loads what? 0:29:24.81 –> 0:29:25.361 Derek Steckel Do you think of this slide? 0:29:26.31 –> 0:29:33.791 Levi Wolff So I the the the the first thing I I always say is like are there 2 tone boxes right? 0:29:33.791 –> 0:29:35.791 Levi Wolff So what I mean by 2 tone boxes? 0:29:35.791 –> 0:29:41.991 Levi Wolff Is it a square? A box like that that has the two colors and that’s just kind of a very clean easy. 0:29:42.681 –> 0:29:46.1 Levi Wolff Default look for AI to use now as you see on the left. 0:29:46.81 –> 0:29:56.361 Levi Wolff Something that’s really good about this is it’s not the same format over and over again like I can really quickly see. Some of them are 4, some of them are two, some of them are different shapes. 0:29:56.831 –> 0:30:4.791 Levi Wolff That that’s a good sign, because when I see the same thing over and over, that’s a pretty clear indication that it was just auto generated by something. 0:30:4.831 –> 0:30:6.391 Derek Steckel Yeah. What about this one? 0:30:6.391 –> 0:30:7.951 Derek Steckel Slide 11, Levi, this kind of. 0:30:8.471 –> 0:30:14.591 Levi Wolff Yeah. On the bottom, I know there’s two kind of pet peeves I have and I wonder if if the other one will come up at all. 0:30:14.661 –> 0:30:25.541 Levi Wolff But like having a a little basically summary in the bottom there where that says use precise status words like again, that’s a little bit unnecessary. 0:30:25.541 –> 0:30:30.581 Levi Wolff You can drive home a point with the summary, but when every slide has its own summary. 0:30:31.351 –> 0:30:35.551 Levi Wolff It just feels repetitive to me and I think that’s something that AI does a lot. 0:30:35.551 –> 0:30:39.111 Levi Wolff Is it just repeats things and so you’re already getting that information? 0:30:39.351 –> 0:30:39.391 I. 0:30:39.431 –> 0:30:45.991 Levi Wolff I guess I would argue to the person creating this. Are you driving home a point or is that just fluff that you can cut out? 0:30:46.411 –> 0:30:52.531 Derek Steckel Yeah, definitely. I would be remiss if I did not mention the glorious M dash line here. 0:30:52.531 –> 0:30:58.411 Derek Steckel Yep, the number one way where I can tell that even if someone says they didn’t that they probably used AI. 0:30:58.491 –> 0:30:59.891 In some way, shape or form on. 0:30:59.891 –> 0:31:3.651 Levi Wolff This and I I would hope by now like the M Dash most people know. 0:31:4.371 –> 0:31:9.491 Levi Wolff That it’s not this, it’s this type of things most people know, and I don’t see this quickly scrolling. 0:31:5.981 –> 0:31:6.901 Yeah, yeah. 0:31:9.491 –> 0:31:14.411 Levi Wolff But the other thing that I would call out is very short sentences that aren’t even sentences. Yeah. 0:31:14.481 –> 0:31:20.81 Levi Wolff So if you’ve got 2 words and then a period and then 3 words and then a period, that’s AI. 0:31:20.641 –> 0:31:23.921 Levi Wolff That’s not how we write things. That’s how we talk. 0:31:23.921 –> 0:31:31.721 Levi Wolff So the the risk is that when you’re talking to AI, when you’re getting the transcript, you know, even that practice, the workflow comma, then red teammate. 0:31:31.721 –> 0:31:32.961 Derek Steckel It’s kind of borderline, right? 0:31:32.971 –> 0:31:35.771 Levi Wolff Hey, Fortnite, that’s not exactly how we rent. 0:31:35.771 –> 0:31:47.331 Levi Wolff That’s how we talk. And so really think about that is like are we reflecting something that is a way you would say it in a conversation or the way you would write it? And so try to turn those things into real sentences. 0:31:48.71 –> 0:31:51.111 Levi Wolff And try to just put some attention on like what is the title there? 0:31:51.111 –> 0:31:52.271 Derek Steckel Yeah, definitely. 0:31:52.391 –> 0:31:57.111 Derek Steckel All good thoughts in the interest of time, let’s just go ahead and kind of recap. 0:31:57.111 –> 0:31:59.871 Derek Steckel You know, started everyday apps. 0:31:59.871 –> 0:32:2.31 Derek Steckel Yep, not seeing that agents are beneficial. 0:32:2.221 –> 0:32:3.901 Derek Steckel They are reliving breathe agents. 0:32:3.901 –> 0:32:13.621 Derek Steckel Our developers are constantly creating agents for different clients, but starting in the apps when it comes to Microsoft 365, copilot is definitely the way to go. 0:32:13.621 –> 0:32:17.701 Derek Steckel And those existing workflows, in our opinion, I think more and more organizations are starting to see that. 0:32:18.471 –> 0:32:19.471 Derek Steckel Making knowledge accessible. 0:32:19.471 –> 0:32:26.271 Derek Steckel You know that overarching thought of copilot is only as good as the data that has access to another way to put it is garbbben garbage out. 0:32:26.271 –> 0:32:30.951 Derek Steckel Yeah, #3 design agents around workflows don’t even think about AI. 0:32:31.581 –> 0:32:35.221 Derek Steckel To start with these just write out your entire workflow. 0:32:35.221 –> 0:32:39.901 Derek Steckel What you care about? And then go ahead and say, let’s see if this agent could do this. 0:32:40.21 –> 0:32:48.741 Derek Steckel Then last one pulling that human standard, we talk a lot about how to differentiate ourselves in this new AI world. One of our keys. 0:32:48.741 –> 0:32:51.581 Derek Steckel What organizations are starting to see is the more that they can. 0:32:52.101 –> 0:32:57.621 Derek Steckel To just making a document look less AI, more creative, etc. 0:32:57.621 –> 0:33:0.61 Derek Steckel That’s gonna really push needle there. 0:33:0.101 –> 0:33:1.461 Levi Wolff Absolutely, absolutely. 0:33:2.61 –> 0:33:4.461 Derek Steckel Alright, Levi, any closing thoughts here? 0:33:5.61 –> 0:33:8.221 Levi Wolff A couple closing thoughts and and housekeeping. 0:33:5.851 –> 0:33:5.931 Up. 0:33:8.221 –> 0:33:19.141 Levi Wolff I mean, I know there’s something in the chat to set up a meeting. I think if this piqued your interest in any way. If you feel passionate about these things the way we do, you know, please set up a meeting and please discuss. 0:33:19.661 –> 0:33:26.421 Levi Wolff I tried to hit on most of the comments. I know that the the copilot studio one we could go a little deeper into. 0:33:26.501 –> 0:33:30.341 Levi Wolff I mean, again, the short answer is you don’t have to use copilot studio. 0:33:30.341 –> 0:33:32.381 Levi Wolff I know what you’re referring to that there’s a button that. 0:33:33.151 –> 0:33:36.511 Levi Wolff Directly takes it into there, but you don’t have to force users there. 0:33:36.751 –> 0:33:40.151 Levi Wolff Some good comments on on AI the tables. 0:33:40.151 –> 0:33:42.31 Levi Wolff You know the M dashes, things like that. 0:33:42.381 –> 0:33:49.341 Levi Wolff And really, we’re just hoping that you guys leave this today remembering a couple of those things, one or two of the Nuggets that we put out there. 0:33:49.741 –> 0:33:50.261 You’ll be able. 0:33:50.261 –> 0:33:55.181 Levi Wolff To get these slides afterwards and just kind of take some of those tips into using copilot. 0:33:55.181 –> 0:33:56.301 Levi Wolff Little bit better, yeah. 0:33:56.861 –> 0:33:57.341 Awesome. 0:33:57.341 –> 0:33:59.461 Derek Steckel Well, thank you so much for sticking with us throughout this. 0:33:59.461 –> 0:34:1.741 Derek Steckel We hope this was beneficial and impactful. 0:34:1.781 –> 0:34:5.741 Derek Steckel Would love to talk to some of you more if you want to click on the link that Amy sent in the chat. 0:34:5.741 –> 0:34:7.141 Derek Steckel Hope you have a nice rest your day. 0:34:7.141 –> 0:34:7.861 Thanks everyone.
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Events Concurrency Viral Topics Concurrency Viral Topics is a fast-paced webinar series exploring the technology trends dominating boardroom discussions, inbox conversations, and LinkedIn feeds. Join Concurrency Solutions Architect Brian Haydin and the Concurrency team as they break down the trends, technologies, and AI conversations shaping business decisions today. Topic details will be revealed the Monday before each event. November 19, 2026