Overview
Watch the Claude and Microsoft Copilot moments from Teal’s past events that executives asked to see again, condensed into one 20-minute recap.
Key Takeaways
Executives keep asking Teal the same question: How do you use AI to make your business more profitable? Teal cofounders Gar Whaley and Reid Johnston answered it by pulling the most requested moments from Teal’s Claude and Microsoft Copilot events into a single condensed session, including a look at how Teal’s finance team uses Copilot for its own Excel work.
You’ll explore
– How the new Copilot Windows app and its voice chat feature work in a live demo
– How Copilot Cowork turns a meeting transcript into a summary formatted in your own document template
– How to write Excel formulas and reconcile two data sets by describing what you need in plain English to Copilot
– How Claude connects to HubSpot, DocuSign, Google Drive, and other business tools through connectors
– What Anthropic’s plugin kits offer sales, finance, legal, and HR teams
– How Claude Cowork blocks prep time on a calendar ahead of recurring meetings automatically
– Why Copilot Cowork can search an inbox and send a summary email on its own, while Copilot Chat can’t
– How to schedule a recurring Cowork task so a weekly report shows up without anyone running it
Put AI to work in your business with a firm that’s already tested it.
Teal helps small and midmarket businesses adopt AI so it’s profitable.