Use AI inside the tools you already work in

Most of the value isn't in a separate chat window — it's AI helping you in Teams, PowerPoint, Excel, Word and Outlook.

When you ask Copilot or ChatGPT a question in a chat box, you're using AI like a search engine with a brain: you ask, it answers, done. Useful — but it's the beginning, not the point.

The bigger shift is letting AI work inside the files, sheets and meetings you already have, so it helps you produce real output instead of an answer you copy-paste somewhere else. Think of it less as a search engine and more as a capable colleague sitting next to you in Excel, PowerPoint or Outlook.

Less copy-pasting

The AI works in the file itself — no ferrying text between a chatbot and a slide.

It sees your context

It can look at the actual data, slide or thread you're on — not just what you typed into a box.

The boring 80%, faster

Summaries, formatting, first drafts, formulas — things that took 20 minutes take 2.

One thing to get straight first. AI shows up at work in two ways:

1 · A chat you paste things into. Free Microsoft Copilot (in Edge and Teams) does this, and so does Claude. It's genuinely useful on its own — but it only sees what you paste in.

2 · AI working inside your files, mail and meetings. That's the paid Microsoft 365 Copilot (built into the Office apps), or Claude for the heaviest work. Most of the in-app examples below need a paid seat. See which tool is which →

What this looks like in practice

A few everyday examples. The exact wording matters less than the idea — phrase it like a clear instruction to a colleague.

PowerPoint

Draft and tighten decks instead of starting from a blank slide.

"Turn this Word document into a first-draft 10-slide deck."Copilot drafts the structure and slides for you to refine.
"Make this slide more concise — and suggest a clearer layout for it."

Excel

Understand a sheet, write the formula, read the data.

"Explain what this formula does."Handy when you've inherited someone else's spreadsheet.
"Write a formula that calculates X from columns A and B."
"Summarise the key trends, and build a pivot summary of this data."

Outlook

Stop scrolling through long threads; draft replies faster.

"Summarise this 15-reply thread — where did we land, what's still open?"
"Draft a reply that confirms the meeting and asks for the updated numbers."

Teams meetings

Recaps and answers without anyone taking manual notes.

Automatic recap: a summary, the decisions made, and the action items.
"What did we agree on about the delivery date?"Asked afterwards — it searches the transcript for you.

Word

Reshape long documents to fit the reader.

"Summarise this 20-page report into one page for leadership."
"Rewrite this section in a more formal tone."

Same idea, any tool

These aren't Microsoft-only tricks.

The pattern — summarise, draft, explain, restructure, check — works whether you're in Microsoft 365 Copilot or pasting into free Copilot or Claude. Pick whichever you have; the habit is what matters.

A simple way to start

You don't need to change how you work overnight. One good first step:

  1. Pick one recurring task. Something you do most weeks — summarising a meeting, writing a status update, building a recurring report.
  2. Do it with AI in the app. Try it inside the relevant tool (or paste it into Copilot chat) instead of doing it from scratch.
  3. Compare, then tweak the prompt. A clear instruction — "summarise the key risks in 3 bullets" — beats a vague request. Adjust the wording and run it again.

One habit to build early. Always read AI output before you use it — especially numbers, names, and anything going to a customer or to leadership. It's a fast first draft, not a final answer. Treat it like a capable junior colleague: a good first pass, but you still check the work and sign off.

Where to go next

Maintained by Dominic Sandner · Last updated 2026-06-25