How to Use Copilot Across Excel, Edge & Teams

Описание: #CopilotExcel #CopilotEdge #SmallBusiness

Explore how Microsoft Copilot can save your team hours every week across Excel, Edge, Teams, and everyday business workflows.

Teal cofounder Gar Whaley, CIO Reid Johnston, and VP of Finance Jill Williams walk through practical, real-world examples of Copilot that will help you get the most out of your investment.

Explore how to:

Generate Excel formulas using natural language
Use Copilot for monthly close workflows and reconciliations
Analyze websites using Copilot inside Microsoft Edge
Summarize web content, PDFs, and long articles instantly
Create AIgenerated audio recaps of your Teams meetings
Use Play Highlights to recap meetings in minutes
Plus, get AI governance, rollout planning, and readiness recommendations

👉 Have questions? Reach out anytime at: [email protected]

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Additional Resources:

Copilot guide for SMBs: https://tealtech.com/it-resources/it-...

Using Copilot in Teams Meetings: https://tealtech.com/blog/how-to-use-...

New Copilot Licensing, Teams Access, and Virtual Desktops:    • New Copilot Licensing, Teams Access, and V...  

Copilot Prompt Gallery, Memory, and Agent Chat:    • Copilot Prompt Gallery, Memory, and Agent ...  

M365 Copilot Search & Agent Scheduling:    • M365 Copilot Search & Agent Scheduling  


00:00 – Intro
00:50 – Copilot for Excel Formulas
01:10 – Automating Trial Balances & Balance Sheets
05:00 – Reconciling Data Sets in Excel
06:30 – Copilot’s Context-aware Suggestions
07:20 – Reviewing Reconciliation Output
08:20 – Copilot Sidebar in Microsoft Edge
09:10 – Enabling the Edge Sidebar
10:00 – Analyzing Webpages with Copilot
13:00 – Summarizing Emails in Outlook Web
13:50 – Teams Meeting Audio Recaps
15:49 – Play Highlights
18:10 – Teal Advice on AI Adoption
19:20 – Rules, Security & Adoption Planning
20:20 – Outro