How to use Microsoft 365 Copilot throughout your workflow

It’s no longer just about testing AI

Many organizations are still in the “testing phase.” They try out Copilot on a single document or use it to write an email. The problem is that that’s not where the value lies. The value only becomes apparent when Copilot is used throughout the entire workflow—from the initial input to the final result.

This is how it works in practice

Imagine a typical scenario:

• An email arrives with a new request
• A project needs to be launched
• Information should be collected
• Tasks should be assigned
• The status should be monitored

This is already available in Microsoft 365—in Outlook, Teams, SharePoint, Planner, and Loop.

The difference now is that Microsoft 365 Copilot can be there every step of the way:

• summarizes emails and highlights the key points
• suggests the next step
• brings structure to Teams and Planner
• helps develop content
• provides an overview of the project's status

This keeps everything connected so you don't have to switch back and forth between different tools to find the information you need.

From manual work to a seamless workflow

What was previously required:

• manual summaries
• tracking across multiple systems
• a lot of coordination

can now be done faster, in a more organized way, and with a better overview. Not because you’re working harder, but because you don’t have to do the same things over and over again.

It’s not about technology—it’s about how we work

Copilot alone doesn't make much of a difference if used in isolation. But when it's integrated into the way you actually work, that's when things start to happen:

• less time spent on repetitive tasks
• better project structure
• easier to get an overview
• fewer overlooked details

And yes—it's time now

Microsoft has continued to lower the barrier to entry, in part through its licensing initiatives. But the most important factor isn’t the price…

The point is that we’ve now reached a point where the difference is noticeable in our daily lives.

Companies that use Copilot experience a new level of efficiency in their work. We at Upheads would be happy to show you the difference, and we’re confident we can guarantee an “aha” moment.