How to Use Copilot Across Excel, Edge & Teams

Overview

Explore how to use Microsoft Copilot across Excel, Edge, and Teams to automate everyday business tasks, accelerate data analysis, and get caught up faster from missed meetings.

Key Takeaways

In this live session, Teal’s CIO Reid Johnston, cofounder Gar Whaley, and VP of Finance Jill Williams demonstrate practical, high-impact ways to use Microsoft Copilot in real business workflows. From automating Excel formulas to analyzing websites and generating meeting recaps, this walkthrough shows how Copilot reduces time spent on repetitive tasks and simplifies everyday decision-making. 

 

What’s Inside 

  • How to generate Excel formulas with naturallanguage prompts  
  • Automating monthly accounting tasks such as trial balances and reconciliations  
  • Using Copilot inside the Microsoft Edge sidebar to analyze websites  
  • Comparing product information, summarizing long articles, and simplifying technical language  
  • Creating audio recaps of your Teams meetings to get caught up faster 
  • Using Play Highlights to condense meeting recordings into short, actionable videos  
  • Our CIO’s insights into AI preparation, rollout strategy, and security 

 

Copilot is your productivity engine.
Explore how Teal can help you adopt Microsoft 365 Copilot in your organization. 

 

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