Copilot for workplace efficiency

How We Made Copilot Our Favorite Coworker at BEI

When we first started using Microsoft Copilot, we saw it as a helpful tool. But over time, it became something more of a reliable teammate that helps us work smarter, faster, and with more creativity.

Bringing Copilot on board wasn’t just about taking the easy route or ticking off tasks quicker. It actually changed how we tackle challenges, chat with each other, and keep things moving forward.

Once we figured out how to really use Copilot, we noticed it boosted our strengths, helped us fill in the gaps, and made us better at working together.

Here are ten ways we made Copilot our favorite coworker, and how you can too.

This is also an effective approach to maximizing the benefits of Copilot.

  1. We Started with Everyday Tasks

We began by using Copilot for simple, repetitive tasks, like drafting emails, summarizing documents, and creating meeting agendas. These quick wins built confidence and showed us how much time we could save.

  1. We Integrated It into Our Workflow

Copilot works best when it’s part of your daily routine. We used it across Microsoft 365 apps – Teams, Outlook, Word, Excel, and PowerPoint. Mainly to streamline communication, reporting, and content creation.

  1. We Got Specific with Prompts

The more detailed our prompts, the better the results. Instead of saying “Write a summary,” we’d say “Summarize this report for our leadership team in three bullet points.” Copilot thrives on clarity. Include a note about the tone, for example: “Make it sound professional.”

  1. We Used It to Brainstorm

Copilot became our go-to for idea generation. Whether we needed campaign concepts, project names, or ways to improve a process, it helped us think outside the box and explore new angles.

  1. We Let It Handle the Busywork

Formatting documents, cleaning up spreadsheets, and organizing notes. Copilot took care of the tedious stuff so we could focus on strategic work and collaboration. Of course, one tip is to always check the output of what Copilot can generate.

  1. We Shared Success Stories

We shared every “Copilot win,” from smart prompts to surprising shortcuts, so the team could learn and experiment together with confidence. For example, the newsletter inspired by Copilot generated valuable feedback, which we shared with the team for further inspiration.

  1. We Used It to Improve Communication

Need to rephrase a message to sound more professional? Or make a note more concise? Copilot helped us fine-tune our tone and clarity, making our communication more effective.

  1. We Treated It Like a Teammate

We didn’t just use Copilot, we collaborated with it. We asked questions, gave feedback, and refined its output. The more we engaged, the better it got at supporting our work.

  1. We Explored Advanced Features

Beyond writing and summarizing, we used Copilot for data analysis, presentation design, and even scenario planning.

  1. We Made Learning Continuous

We kept exploring new use cases, attending internal demos, and sharing tips. Copilot evolves, and so do we. Staying curious helped us unlock even more value over time.

Final Thought

Copilot didn’t replace anyone, it amplified everyone. By making it part of our team culture, we turned a smart tool into a trusted coworker. If you’re just getting started, pick one task and give it a try. You might be surprised how quickly Copilot earns its spot on your team.

Throughout our journey with Copilot, we treated it like a part of our daily tools that we utilize. Each new skill we mastered and every challenge we tackled with its help reinforced our sense of possibility. By embracing experimentation and remaining open to change, we discovered that technology, when paired with curiosity and collaboration, truly empowers us to achieve more together.

Are you prepared to leverage Copilot in the same manner as our team? If you’re finding value with Copilot’s free features, consider upgrading to the paid version to unlock even more powerful capabilities for your team. Reach out to us for details or guidance, we’re here to help you make the most of your Copilot experience.