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.
The AI works in the file itself — no ferrying text between a chatbot and a slide.
It can look at the actual data, slide or thread you're on — not just what you typed into a box.
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.
Excel
Understand a sheet, write the formula, read the data.
Outlook
Stop scrolling through long threads; draft replies faster.
Teams meetings
Recaps and answers without anyone taking manual notes.
Word
Reshape long documents to fit the reader.
Same idea, any tool
These aren't Microsoft-only tricks.
A simple way to start
You don't need to change how you work overnight. One good first step:
- Pick one recurring task. Something you do most weeks — summarising a meeting, writing a status update, building a recurring report.
- 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.
- 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
Use AI for something real in five minutes. Open Copilot, step by step →
From "I have a license" to using the right model. Want a seat for in-app work? →
How to get Microsoft 365 Copilot or a Claude seat. Heavier, build-things work? →
Skills, security reviews and Claude for power users.
Maintained by Dominic Sandner · Last updated 2026-06-25