My name's Alistair Matchett. I started my career in banking at JP Morgan, then worked in private equity at 3i, and then I've been in the training business for longer than I care to admit. But we teach a lot across Wall Street, and one of the things that we have done huge amounts of recently is AI training, and we have really seen a kind of a massive change in the firms taking on AI tools.

And really, the four big ones we're seeing is Claude, ChatGPT, Rogo, and Microsoft Copilot. And Microsoft Copilot has always been seen as the kind of the sucking the hind tit in terms of the different models out there.

And actually, in some ways, for good reason, because it's not as powerful at building slides, doing analysis, or building models as, say, Claude is. And there's a really dramatic difference between the capabilities of those two models.

However, it is very integrated into the Microsoft ecosystem, and that has some very specific advantages because it means its search is very good right across not just Outlook but also your drives, and it has a lot more context of what you're going on in your day-to-day life, things like meetings and things like that.

So actually, most firms, not all, but most firms are saying they'll have one major LLM model, and that could be Claude or Rogo, and then they'll also have Microsoft Copilot.

And actually, there's some really significantly good things about Microsoft Copilot that we want to show you today.

And notice we haven't really focused on doing presentations or doing financial analysis.

We're really focusing on how this makes your life easier in Microsoft Office, because this is where Copilot really comes into its own. And the other thing to remember that most of these AI tools, and pretty much all of them, also have an app version, and that is also true of Microsoft Copilot, and that's very efficient if you want to quickly search something on the move.

So if you don't have the apps installed on your cell phone, definitely get that going almost immediately.

You'll see some benefits to that. Okay.

So I'm going to do some live stuff with Copilot, but I'm also going to run through some slides as well. So I would actually not think of Copilot as a chatbot.

It fits in your day-to-day work, and it lives in Outlook, that's pretty obvious, but also in Teams, and there's some particular advantages in Teams, but Word, Excel, PowerPoint, and then there's a standard chat feature or chat window, which you can see as well. And I'm actually going to start with that just to show that to you. Okay? Now, just bear in mind, it can't see anything that you can't see.

So if you can see it, it can see it. So if you have permissions on certain drives, it should be able to see those. If you don't have permissions, you won't be able to see it. But it will have access to all your mailbox, all your OneDrive files, and all your chats.

Okay? And it doesn't train on your tenant data.

So if you're using the kind of local version, it won't be trained.

There's also the web versions. Let me just show you the main window. This is the desktop window for chat.

Let me just share my screen.

Oh, I didn't share my screen before. I apologize.

Let me just go back to that. I should have been sharing my screen.

Let me just go back to those slides because I went through.

So I'm just covering that first slide, but I kind of have covered most of this as well already. So let me go to the main window. So this is the kind of desktop app, which is Copilot, and at the very top, you can see that you've got work, which is your kind of own ecosystem, this means, and that's a web search.

So you can turn on web search, and it will search the web, or you can turn on just searching your own infrastructure.

I personally find that just searching your own infrastructure is the most useful. So I just keep it on that, and I don't generally change it.

So on the right here, you can see that we've got, it's automatically deciding how long to think.

You can change that to a quick response, answers right away, and that's good if you're doing something. So basically, the world is divided in LLM models between things like parsing data from PDF to Excel or analyzing a long document. Generally speaking, you just need quick response for that, or the shorter models. If you want to prepare, for example, a slide deck, that's when you need thinking deeper. And you can also choose different models as well.

They've got different versions. Most people will set to 5.5 as that's the latest version they've got.

Then you can see that we've got a new start, a new chat there, and then on the far right, we've got settings and more.

And I'm actually going to go to settings first.

You've noticed that you've got the option to have scheduled prompts, and this is prompts that you are setting up to automatically run. And the most obvious of these is do me a summary of the news stories for this particular sector. Or in this case, I've got, which is inactive, give me a detailed review of my agenda to tomorrow and also my to-do list. And this should run, the idea is that should run maybe in the morning.

I could restart this, and then that should run.

So it kind of gives me a detailed agenda. This actually runs in the evening.

But I'll show you how to create scheduled prompts in a moment.

That's pretty useful. Let me just go back, and let me go to settings, because this is pretty useful.

So if I go to settings and just show you a few things hereAnd then this is data controls. Frankly, in most cases, this will be controlled by your IT team.

But if you don't have an IT team, you'll have more optionality there.

Now, what is interesting here is personalization, because this is custom instructions. "Add details about your preferences so Copilot can respond in your way." So one of the things that I find this useful is to put in here kind of what you sound like.

So one of the things I have done in the past is I've said, "Review the emails I have sent and describe my client voice and my internal email voice." Okay? And then also, "Give instructions on how to avoid my responses or your responses sounding like AI, e.g., no long dashes." Okay? I'm going to say, "This is for Copilot instructions." And this is really useful to do, because if you do this, your output from Copilot is going to sound much more natural, much like your kind of normal email replies, more normal speaking voice. So once this is done, we can put it into the instructions.

Let me just go and let's take a look at some of the other settings we've got here.

It's all about personalization. Now, your work profile, because your review, it's got managing director, my manager there, and you can put that in there. And then allow Copilot to remember details to provide better responses.

I've left that on, and you've got chat history there.

And then it's allowing notifications, which will prompt you if it's finished a prompt.

And then if you want to do a quick view in Copilot, if you're in a particular part of the Microsoft ecosystem, if you do Windows + C, then you can open the Copilot key, okay? And you can also set it to listen.

And then we've got some agents in here as well, but I'll explain that in just a moment. So this is, you can see here, this is my client voice, this is my internal voice. And so this is the instruction set. Here we go.

And this is what I'm going to do is copy and paste this into the instructions. And if you do this, you'll find you get a much better output.

One of my colleagues just used to go mad when I sent her an email, and she described it as just, "This is just AI slop, Alistair. Don't send me emails like this." Well, here we go. I can avoid that if I go into settings, and I go into personalization, and then to custom instructions.

I'm going to paste those instructions there, okay? And save instructions. Now, this means I should get much better output. If you're an executive assistant or you have an executive assistant, you can get them to do the same thing on you so their responses on your behalf sound like you. So that's another feature. So I think it's actually worth doing some of that work up front.

And then if you go onto the left here, you can see that we've got a library of content that I've produced here. It's not very much because I mostly use Claude.

And then there's a few agents. Now, agents are things that you can set up yourself, or there's some specific ones that Copilot have got in themselves. One is Researcher.

I don't frankly use this very much, but this is kind of where you want to do some deep research on a topic. And then the other is Analyst if you want to do some analysis on a topic like trends. I don't use those very much, but what you can see here is I've had some custom-built agents.

So if I go to the new agent here, and it can ask me, "Describe what you want to create." And this means it will walk you through that.

There's some templates down there as well, but I'm just going to skip to configure this. And you have instructions.

Again, normally, I would not write the instructions yourself, but I would prompt Copilot to write the instructions yourself.

So this could be, for example, "I want instructions for an agent to create AI training content. Please write these instructions." I didn't spell that right, but normally you don't need to spell.

So it's just working on my request there.

And then what I can do is I can put those in. There we go.

And it's put in those automatically. That's pretty cool, right? There we go.

And then what you can do is you can point to folders or websites.

So this is quite useful. So I could, for example, put in www.fe.training because that's our firm website. So I can add that, okay? And that will have it as a source, and which means that I can just reference that and I can say, "Hey, that's our formatting style." What I can also do is I can link to a OneDrive folder as well. So hopefully, I should be able to-Link to a SharePoint folder.

And the benefit Share-- so SharePoint definitely is...

It's got my SharePoint, so it's actually got all my SharePoint files.

But you should be able to point to a particular directory, and you can also set it to search all websites, attach cloud files. Let me see if I can attach a folder here, because you should be able to do that. So it's got my folders there.

Go to My Files, and let me go to this, and then I've got an AI at the top there.

So let me just check AI, and I'll select that.

And what that will do, anything in that folder, in this case it's got more than 50 files, so it's got a little bit upset. So let me just see if I can do that again.

I'll choose a subfolder. So let me go to My Files.

Doesn't like that very much, does it? So go to AI, and then let's go to choose webinars. And we've got 16 items, so I'll select that there.

So what this means is anything in that folder will have context for this agent. So you're going to get much better results here. So I'm going to create the agent there.

And this is kind of like a project, so it's similar to a project in Claude.

It's going to create successfully, and then we've got AI content. And then if I prompt it here, it will have the context of everything in that agent.

So the way you want to think about agents, if you've used LLMs before, is they're kind of like projects. So that's what I want to start with, just kind of give you an overview of the interface that you have.

It is kind of like a regular LLM.

Your output is not going to be as powerful as the other LLMs, but what is definitely different is that this has much better context of your communication, whether it's meetings, emails, or OneDrive files. So if I come back to my slides.

And we're going to start by taking a look at Outlook.

So just before we go into that, though, you kind of want to look at how much time you spend in Office during the week, on your inbox or in meetings or reading or producing slides. So what Copilot will be very, very, very good at is helping you with the first two of these, which is managing Microsoft Office, your calendar, and your inbox, and things like analyzing transcripts of meetings where you use Teams.

It's less good at the producing slides and models.

It's okay at reading SIMs and investment memorandums, NDAs, and things like that, but generally speaking, I would use Claude or Rogo or something like that for those two.

But the first two, Copilot is really good.

So things you can do in your inbox. So you can say, "Summarize the unread emails in the last 24 hours by deal, flagging anything that needs my reply today." So it's really good in the morning or if you've been away for the weekend, and as I said, long weekend, and you come back to an inbox that is just, like, exploded.

You can just say, "Look, what is the most important things, like five most important things that I should focus on right now? What is the priority?" It's not always perfect, I'll be honest with you, but it can be very good at picking things out which are particularly urgent. So you could ask a bit for internal compliance, for example, different projects.

Let me go to the AI tool. I'm actually not going to do it in Microsoft Outlook at the moment, but I'm going to just go back to a new chat because I don't want to be in that agent. And I'm going to do, I'm going to say, "Summarize the emails and meetings I have had with Liam Gates in the last three weeks." Okay. So what that will do is it'll go away, and this is good because it will look at your Outlook, it will look at OneDrive, and it will look at both your calendar and your inbox. So this is really helpful, particularly if you don't meet this person very frequently.

This is a really good way of getting a little summary of what's been going on. And this is very, very helpful if, for example, you're going to a client meeting and you just want an update.

And you can see it's searching across emails in Outlook, meetings, which are transcripts, and Teams chat as well. And so you don't need to go trawling through emails. So, summarize the most important items in my inbox. I need to be a bit careful here.

Hopefully, there's nothing mega urgent there. So at the bottom of when it's finished a prompt, and notice it hasn't done that prompt because I hadn't finished the first prompt.

Can you see you've got a number of options. You can copy the response.

You can thumbs up, you like it or dislike it.

That's good because it gives Copilot context.

You can share the response.

You can edit in Pages. Okay, so if I do that, it will open up a page, and that means you can get it into a document faster.

So once you've done that, you can create a document or PDF from that.

But also really importantly is you can schedule that prompt. So what I can then do is, and probably I wouldn't schedule something like this. I would rather schedule something like summarize the most important items in my inbox. And let me just go and try and schedule that. So if I do that, the prompt is going to be summarize the most important items in my inbox, and I'm going to start it tomorrow, which is the 28th, but I'm not going to do it at 2:30.

I'll do it at, let's say, 8:00 a.m. And it's going to be every day. I'm not going to do the weekends until...

And I can make thisAnd make it to 2027.

May 3rd, 2027. And what will happen is I will get an email response, which I know sounds kind of counterintuitive, but it does mean that what you'll do is you'll get a summary at 8:00 a.m. every morning of what the most important items are in your inbox as well. So you can save that, and that will become a scheduled prompt that will run automatically every single day.

And that's pretty helpful to do, and it could also be a web trawl of news and items like that. It just means it's going to pop into your inbox when you do that.

So inbox triaging, really, really fantastic and a very, very good case for Copilot.

Although Claude does connect to Microsoft Outlook, often people don't turn it on for security reasons, but they will turn on things like Copilot.

So that's the inbox. So I've already talked about scheduling.

Just be careful. Once you've scheduled it, always review the results you get because you may want to finesse that and go and have a look at your scheduled prompts. So you can do that.

And then, as I mentioned before, drafting in your own voice.

So a bad prompt, a weak one is just say, "Reply to this email." A strong prompt is, "Review the last 12 months of my emails and summarize my internal email tone and my client email tone" as two prompts I can use. So you can say, "Use my client tone for this." So drafting your voice, really, really important.

I recommend you do that because you're going to find increasingly people are looking at responses to emails and thinking, "Wow, this is just AI slop. I'm just not interested in this." And if you can make it sound like you, all the better.

So that's just drafting in your voice.

We've already done this where we've looked at pull deal context across every thread. So this is reaching across your inbox, your calendar and your Teams. One of the things that's quite useful to do, what is my availability next week? Ensure there is at least a 30-minute gap between meetings. And one of the other things, if you do this and you have meetings that you haven't accepted but are in your calendar as a meeting that you need to choose whether to accept or not, it will ignore them.

So just be careful of that unless you say, "Don't ignore meetings I haven't already accepted." Okay? So what it will do now, you can do this in the Copilot, in any of the other... You can do it in Microsoft Outlook, you can do it et cetera.

You can do it in any of the instances of Copilot, you can do this.

So it's looking at my availability next week and see if there's a 30-minute gap. In fact, I'm teaching next week, so it could be pretty minimal, my meetings next week. But this is very helpful, so you don't need to trawl through.

So it's actually telling me all my booked meetings.

So then my availability with 30-minute gaps.

So, Monday, and then it's actually got a whole load of stuff.

So this is actually not terribly efficient where it just tells me what I'm doing. So I could say, "Just give me the available slots I can email to someone." Okay? And that means you're going to get something that is much tighter, at a glance.

It's waiting on response, so it says please wait, but it's going through. This is not terribly efficient, you can see. Here we go.

It's done a summary. So the best slots are these. Okay? And then some items are not accepted.

Now, if you don't put ignore the non-accepted items, what it will do is it will just treat those as free. So just be careful about that.

But I find this really useful because my diary's a bit of a mess and it's really helpful just to quickly, easily get your availability that you can send to someone.

And you can do that in a Word document in Outlook. So if I'm in Outlook, let me just go to Outlook.

Do a new chat.

Now, can you see here you've got...

I've clicked on a single email here, and when you click on an email, what happens is it puts context in the Copilot chat. Okay? Now, if Copilot is closed, you can either click on the icon there or do Windows C, which is not working. That's really irritating.

You should be able to do that with Windows key C.

But if you click on an email, what it will do in the prompt, it's giving context of what's in that email there. So if I just type summarize, what it will do, it will summarize that email.

It won't look generally in the inbox, it will summarize just that email.

Now, sometimes when you're clicking around in your inbox, you don't necessarily want it to have context there.

And you can see my computer's getting very hot, so it's slowing down a bit. There we go.

And it's just telling me about the-This is garbage that's been sent to me, but summarizing it's quite a nice little summary.

There we go. So if it's a really long email thread, it's actually really, really good to summarize. But if I start some new one and I didn't want that context, I can just exit out. So if I exit out, it won't refer to that email specifically.

So give my availability next Monday, and then it will just give me... So you can do this from an email and that's quite useful because then you can actually also... I could've said, "Send my availability next Monday." Okay? Rather than... And then it will actually set an email up that you can put in your availability. In fact, I may just do that.

Now if you've done a prompt like this and you think, "Oh gosh, I've made a mistake..." So here we go. Process.

And then let me just then finish this.

There we go.

Okay. And I'm just going to have it finish. It's going to finish. There we go.

Okay. So, reply with my availability.

Now just see, actually, one second.

Yeah, I'm actually going to re-click on this.

Let me just set up a new chat.

Let me X that. New chat hopefully will...

Now I need to click on another. Click on there we go. Service and marketing.

Let me just go... Okay. Reply with my availability next Monday.

And now don't worry too much about spelling because it will normally figure it out, usually. But just bear in mind. So what this will do, it won't send the email, but what it will do is it will give me a draft. And what I could've done, let me just stop that.

Let me just stop that and say, reply with my...

I'll get the spelling bad. Reply with my availability next Monday in my client tone.

Okay? So I can see if it's a client, for example, it's hopefully going to be much nicer and calmer if I do it with my client tone. Okay? Because remember, I've set up those instructions ahead of time.

Okay, so there we go. So that's my client tone.

Let me just redo the email using my internal tone. Let's see if it's different. Fingers crossed. Because remember I've given the context there, so my client tone said, "Thanks for sharing this.

I'm actually more happy to join early next week. I'm generally free on Monday.

Best, Alistair." Let's see what my internal tone is like to see if it's any different.

There we go. So can you see that's much shorter there? That's my internal tone. I didn't even say, "Best." It's very short. So that tonality, now it's irritating, I told it not to use those long dashes, so my colleagues are going to be shouting me saying, "That is AI slop, Alistair." So that's pretty irritating, so I may need to go in and adjust those instructions never to use these.

They're called em dashes, I think. Really irritating.

Maybe actually because I didn't say em dashes, I said long dashes, it hasn't recognized it. But can you see the different tones there? And that's pretty helpful when you are putting that together. So, putting everything across all the different calendars, emails, and messages is really helpful.

One thing I often do, if you work in a large company, it's sometimes really helpful just to ask who a person is. So let's say you've got a meeting with someone and you don't actually know... So actually I've just had a few questions. Let me just have a quick look.

Personal agents in the more robust Copilot Studio.

Hold on. Divani's auto still written to 5.2. I'm not sure actually.

Personal agents in the robust Copilot Studio.

I'm not sure about the difference between that. I can find out for you.

That's a good question.

In fact, if my IT guy, Liam, is here, maybe he can answer that question.

I don't know, so if you can ask Liam to have that question.

Yeah, it doesn't seem to catch meetings that are 15 minutes or 45 minutes. Can I try? Let me just go and just check.

Let me just check to see if... I'll just ask it, on Monday, aren't you catching, should do, meetings of 15 minutes and 45 minutes? I don't actually have many of those because normally I do 30-minute meetings.

Let me just ask it. It should do. It should catch those.

So the answer is, actually analyst workflows, I'm not going to do too much of that because frankly, Copilot is not very good at doing analyst's work, if I'm really brutally honest with you. It's much better in your day-to-day work of literally figuring out an Outlook, finding formulas in Excel, doing data tables in Excel, or doing pivot tables in Excel, and things like that.

I really just don't think it's good to do the actual analyst work.

Frankly, it's just not powerful. Meeting.

So they are catching them.

So it should caption them.Okay.

So my 30-minute buffer constraint is a real limiter there, so it should be catching those.

Okay. One thing I wanted to show you quickly is, for example, I said, "Who is Liam Gates?" He's my IT guy.

And you can see here what it will do is find out who it is. Sometimes this is really helpful.

If you're in a big organization and you don't know who the hell somebody is, you can just ask Copilot, and it should know the people in your organization. Now, this is being really slow here.

Being really slow. And it's because my computer is heating up.

It's very hot here in London today, and so my computer gets... It does actually affect the speed of your computer.

If you do a lot of Claude work, it really will slow down. Here we go.

So he's vice president of technology based in London, based in the technology department. That's his email address and who he reports to.

So can you see this is very helpful giving you a profile of somebody within your organization. It gives you more than just who they are.

This can also work with vendors as well, or clients.

If you don't really know much about them, it's really helpful to ask Copilot because it will give you much more granularity, because it's seeing everything than just looking at their LinkedIn profile or something like that.

So, search across your work. So for example, I've shown you who X.

Pull together what I need to know for to my next meeting.

Let me show you something that I find really valuable.

What I'll do, Sophie just asked me, there we go. That's the question. I'll just send that to Sophie, that question in a second.

Unfortunately, I can't actually copy that. That's frustrating. In the chats, it's unbelievable.

You can't copy. No, I can't. That's my...

Let me just quickly see if I can do that in another way.

There we go. Let me just copy that. I'm just quickly going to send something to try and get that question answered. So let me just send this to Sophie. And what I'm going to do next is I'm going to show you the transcription. Now, if you have Teams internally, the transcription is really fantastic. Okay? So, let me just show you how this works.

I'm going to flip to my Teams here. So if I go back to last week, and I'm going to go to the project's progress here, and I'm going to open this.

So this is a meeting I had last week, it's with our technology team.

And you can see that you can see view recap.

Now, this only works if you record the meeting or you have transcription turned on.

And so I can just do the view recap there.

And let me go to today or this week, and let me find a meeting that I have more regularly.

So this is B2B marketing sync.

Can you see here it says, "Prepare for this meeting." This also happens in Outlook. If I click that, what it will do is it will give me, usually a summary of what that meeting should be about. And it is thinking there.

It's being a bit slow. It's preparing for the meeting, so lining things up.

But what you can also do, and I find this very valuable, is you can say, "What happened in last week's meeting?" This is a recurring meeting. So it's just going through that, so it's preparing, and it should give me a little context of what is being discussed there. Okay, it's going to go through that.

What I often use this for is ask it, "Okay, what were the action points from last meeting?" And if you've used a transcription from the last meeting, then it will still work for this meeting as well. Okay? So this is very slow, and I don't know why.

I think it's because I'm on video call as well, and sometimes you'll find that actually, ironically, your computer will slow down.

But so I'm not going to wait till that's finishing.

But you can click on a meeting and click prepare for the meeting. It'll give you context, and if this is a recurring meeting, you can say, "What were the action points from last meeting as well?" So that can be really helpful when you're just keeping on top of things.

So, I'd say this is the single most important thing that Outlook does, okay, is using Teams.

If you missed the meeting, as you can see, you can ask for a summary.

You can go and get the AI summary, but also you can say, "I want a custom summary." So you can say, "What did we say about pricing?" For example.

Or, "Just give me the action items with the deadlines." And then if you open any Teams channel, so you have individual team chats for a meeting, but you can have a deal channel. So if you have, for example, working on a transaction and you set up a Teams channel for that, and everybody's using that to communicate, which I do recommend you do, then what you can do is summarize the channel for the last seven days for you out of the office, you're on vacation, and it can just get you up to speed. So using Copilot and Teams either for preparing for meetings, number one, number two, reviewing meetings, and you can do review meetings on the fly. So let's say you join a meeting that is being recorded and you are, let's say, 10 minutes late.

You can literally say, "Give me the overview of what has happened so far." So this transcription and Copilot is really powerful because it's so integrated.

Let me see if that has come back yet.Okay, it's investigating a tool error caused by too many queries.

Okay, there we go. So it's just getting a little bit upset about that.

But you can kind of get the gist of what I'm doing there.

So if you're in a meeting, you can turn on transcription. Let me just show you how to do this.

I know a lot of you may not be allowed to do that, but if I go into this AI webinar, this time we're in Zoom, but if I go in here, and if I joined it, this is not going to cause any issues.

If I join the meeting, let me just see if I can do that. There we go.

And there we go. And then I'm going to join now.

So I've got this meeting open as well.

Then what I can do here is I can choose record and transcribe. So I can start recording there.

And what I then can do once I'm recording is I can then turn on the show transcript. So when I show transcript, I found this really useful, particularly if you're in one of those meetings where you're kind of half listening. I know I shouldn't really say that, but it's not your kind of key meeting, you're just a kind of observer.

If you turn on the transcription, then what it will do is it will show you what is being talked about. Now, it used to be pretty much immediate, but if you want it immediate, then you have to turn on live captions.

And what that will do is it will literally show you what's being said at the moment. So if you kind of glanced or your mind's wandered to something else, you can see what is being talked about.

It's kind of like subtitles on TV, right? So where you're watching TV and you have subtitles on, it just gives you another way of interpreting what's going on.

I find this really, really useful to kind of keep up on meetings, particularly ones where you're not the kind of main player and you're an observer because, A, you have notes being taken, and then, B, you can actually kind of keep up with what's been going on, particularly if you can't see what's going on. I'm just going to stop this.

So someone had a question about Copilot Studio.

So just to give you the update on that, Copilot Studio is more enterprise aligned, okay? So when you outgrow personal agents, and personal agents like small teams, individuals, whereas Studio is for big deployments.

If you're a big company, then you're more likely to have Copilot Studio there.

So I've already talked about what happens during the meeting.

So if you've joined late, you can say, "Summarize the call so far in four bullets," and then you can, what are they currently debating.

So this is very useful within meetings if you want to kind of keep up.

So, let's go through something that may be useful here.

So say an email comes in and it's got a document in it, and you can review the document, create slides, stress test it, and then send it back. Now, if I'm going to show you how to do this, what I want to do is just send myself an email, which I'm going to do just so you can see this in action, because it's pretty useful to see this in action.

So let me just quickly send myself an email.

There we go.

Because what Copilot is really good at doing is it's... And they say it links between the different Microsoft Office elements, but actually it doesn't do it very well, okay? It doesn't do it very well.

So let me just see. That'll take a while to come through.

And this is probably, frankly, less effective in Copilot than it would be in Claude or Rogo.

But I want to show how this works, because there's some elements to this which I think is pretty useful.

So let me hopefully, that email to come through.

Let me just go into drafts and go back up and just see if this comes through. No, it hasn't come through.

Let's see if there's anything that's come through. No, there, that's all garbage.

It should come through. Sometimes you just see if it's sent.

Sometimes there's a bit of a delay when you get... There we go.

Because what I wanted to just show you how, if you have an attachment, or let me try this with this. There's an attachment. There we go.

So if I save this to... Actually, let me go back. It's here. Okay.

So I'm going to come here, and then I'm going to save to OneDrive. That's really important.

You need to save it to OneDrive. So I'm now going to do a new chat. This is a 10-Q filing, and I'm going to do, "Summarize the performance of this company." Okay? So what it will do is it has the context of that particular email, and then it should summarize the contents of that.

Okay? Actually, I'm going to stop that.

I'm going to say, "Summarize the content of the attachment." So you don't need to actually open it, you can just summarize content of this attachment.

Now, let me go to Microsoft Excel next, and let me just open Excel, because I want to just show you how the integration works. It's not pure integration, but this is reasonably helpful. What is key to what I'm doing here is you need to make sure that the-File is saved to OneDrive. If it's not saved to OneDrive, this won't work properly. Okay, so it needs to be saved to OneDrive. Let me go back and I'll choose a template because it's got my formatting in, and then I'm just going to maximize that. So here, I'll just save it as test.

And I don't like saving as a macro-enabled workbook, because you generally won't be able to upload macro-enabled workbooks to AI tools. Just note that. Generally, you will not be able to upload macro-enabled workbooks to AI tools.

Let me go back to the inbox. So this, you can see...

Oh, it's not being very good. Okay.

It's restricted. Really? That's odd. Let me just open.

Should be able to open it, right? This is really annoying. I didn't do that. Should open that.

Maybe I will go back to this.

Okay, summarize. So I'm going to say, "Summarize the case study attachment." Okay, summarize case study attachment. So I'm just going to do that.

So it should be able to look into the attachment pretty easily.

Okay. And then what I'm going to do is I'm going to save all these attachments, and I'm just going to save them... In fact, save them to OneDrive.

So if you save them to OneDrive, you'll see in a moment why that's important. So can you see that it's looked in that attachment? I haven't even opened it, but it has summarized it for me. Now, if I go to Excel and then I open Copilot again, which that shortcut is not seemingly working for me.

There we go.

That didn't even open when we go.

So it's got a little sidebar here. So let me just try this again.

Now, what you can do here is if you do the forward slash, it should give the last, most recent items you've saved to OneDrive in this list.

So if you just download, as I did, save that to OneDrive from the Outlook email, it's automatically prompted here. So I'm just going to go down to that transcript and then ask it to pull out the income statement and balance sheet from this document and put it into Excel formatted with hard numbers blue.

Now, I've got some preset formatting here.

So what it should do, it should be able to go into that file, which is in OneDrive, and it should be able to say, "Okay, I'm going to pull out the balance sheet." Now, hopefully, fingers crossed...

Okay, so it doesn't include filling myself a full balance sheet, okay? I'm just going to say, well, I'll just pull extracted, pull the extracts, okay? So they obviously summarize.

This is 10Q filing. So just pull the extracts.

Now, I could have just said, it's asked me hard numbers blue or numeric cells in blue.

I'm just going to hopefully it will figure out what to do there.

So you can start to see that is something that's very helpful because you're not downloading, uploading, downloading, uploading.

All you're doing is you're pushing it to OneDrive, and then once it's in OneDrive, you can capture it in multiple places.

Now, I've got a presentation going, so it'll be the same in Word and it would be the same in PowerPoint.

So let me go to Word and hopefully we'll be able to see the same thing in Word.

And if I come out here, and then if I do forward slash, again, it's being a bit slow on my computer, but it should have that list of files there. Something wrong. Try again.

There we go. So... Oh, it hasn't actually got all of them, has it? That's actually really frustrating. Let me just choose files, see.

No, it's not actually. That's really annoying.

It should work, and maybe there's some issues with Copilot at the moment, but it should pick up the last things that I have uploaded to OneDrive. It did in Excel.

So you can see here, we've got the income statement and balance sheet extracts there. These seem very, very lightweight. I'm actually tempted to just go into that folder, into that document. Let me just go back to the document that I had open, and I'm just actually open this. Open it in Word.

Oh, this actually, that is the transcript. So it's actually interesting.

This is the transcript it's pulled that from.

I'm surprised it actually has the financials in the transcript.

Now let's just see if that was the actual file that I did pull in.

I think it was. Yes, it was. Okay, so this is actually something that's pulled in from the transcript, and that's kind of amazing that it's done that.

And then it's given the kind of notes for what that is.

But you can start to see if you go into OneDrive, you can then move it around the Microsoft Office suite, just that forward slash if it's in OneDrive. So that's pretty helpful.

Let me go back to my slides. So that's where you can kind of like read the emailAsk it to summarize the email actually in Outlook without opening it, or you can open it and then summarize it in Word. Then you can go to PowerPoint, do a forward slash, and say, "Now draft a slide." And then in Excel, you can stress test it, drop the financials in, and then once they're all ready, then you can draft a response for that.

They say, Microsoft, that it's all pretty integrated.

It's not really, but the OneDrive connectivity means once you've uploaded to OneDrive, you can pull into Word, PowerPoint, Excel and do a reply. So that OneDrive thing is actually very helpful indeed. Where it's pretty good is, number one, comparing to where Copilot is good, comparing two versions.

So let's say you've got a legal document, and they've sent you revisions, and rather than trawling through the document and kind of listing all the red lines, you can just upload both versions and you can say, "Okay, compare these two versions between each other." That's very helpful.

With PowerPoint, I recommend that what you can do is you can use... I always find this is useful and I use this a lot, but if I go into...

Let me open Copilot again.

Got so many things open now. Just double check that I have opened Copilot. Yeah, there we go.

So let's assume I'm going to do a new one, and hopefully that item should be in my OneDrive.

Yeah, my computer's been very slow, so I think, yeah, this is not...

Oh, it is there. Great. Let me pull it in here.

So I want to create a slide deck to pitch an acquisition to this client. Create a slide deck spine.

So the reason I would choose spine and not the slide deck is you do not want to create the slide deck first, mostly because frankly, Copilot's not very good at it, and secondly, you're going to have to be iterating back and forth.

So if I choose that, what that will do is it will create a slide deck spine.

So this is not going to create any PowerPoint presentation.

It should give you a list of items to be able to review, and this is a really quite good thing to do because you can do it very early stages, and it'll kind of give you a heads up of just that thinking about it before you put it into Claude or anything like that. I would generally do slides in Claude, so I wouldn't do that here. But what this should do is this should be able to produce a high level, this is the slides that we're going to have.

This is broadly what's going to be included on them. So I'm going to wait for that to continue.

And then Excel, for example, and this is letting me see if I can pull any data into Excel that's not super confidential. Because where it is very good...

Here we go. I've got my S&P 500 earnings screen.

This was done using Rogo.

So what I can do here is if I open Copilot, I can ask it to create a table from the data and then a pivot table.

So this is pretty good at doing stuff like this because if you don't know how to do things, you can create a pivot table.

I'm just going to say A.

It's fine. So it's quite good asking you for prompts like that so you know what's going on. So this is all... I don't know, to see if that other stuff, because I'm conscious of time, and we've got very little time left.

But you can start to see it. So you should be able to...

I'm going to choose number three there.

Something like that. See what it's doing now. It's clipping.

Okay, so five things to end with. Tone transformation, really useful to do. Okay. It will really change your responses, and I do think you want to think about that, particularly if you work for somebody and you want to have their tone as well.

So generally speaking, always when you're prompting, rather than ask it to actually produce the output, ask it to walk you through. Either ask it to write the prompt itself, number one, or number two, ask you to walk it through the steps it's going to do and ask you for clarification.

That is, you'll generally get much better results if you kind of do one prompt that asks, "Don't create it yet, just ask me any additional clarification that you need." Copilot automatically will see the file you've got open or the email that you've selected, and that's much faster than pasting. So that's why Copilot's so useful in Outlook, because it automatically sees what you're doing.

And then Copilot for Thinking is quite useful if you're just thinking about emails.

I often use it if you've got a difficult email to write and you can get, say, "Write a response to this that is gentle," or, "Write a response to this that is firm," for example.

That's very helpful, and you can kind of re-prompt it.

And then-I often dictate. So when I want to take notes, where I've written notes in my day book, I generally won't type them out. I will just dictate them into my cellphone and then get that in Copilot, and then to restructure it.

Or you can take a screenshot of your handwriting if, and with a photo of your handwriting, if you've got reasonably good handwriting, you can put that into Copilot as well.

So, I never write out notes anymore.

I just dictate and then get AI to clean them up.

Saves massive amounts of time.

And then, so this is, we talked about tone as well.

And there's...

Microsoft does publish a prompt gallery. We talked about prompt scheduling, and we talked about model selection, and then we've talked about agents as well.

And then there's some compliance issues, which I'm assuming you are pretty knowledgeable about. So, things to try after this. Open Outlook and say, "Catch me up on this weekend's emails," "Reply in my MD's tone," or, and you can ask, you can actually summarize a tone of someone who sends emails to you. I book a team meeting and get the recap.

Compare versions for SIMs or other legal documents.

And then, what's missing in this analysis? What would Skeptical MD challenge? So whereas Copilot isn't perfect, and it's not as powerful as the main other LLMs that you'll see out there, it is so integrated to Microsoft that it is actually really, it is a very useful tool. So we're seeing most firms having Copilot and they're having another, more powerful LLM.

But don't underestimate Copilot just for your day-to-day efficiency, managing your inbox, managing updates, managing your priorities, getting transcripts in meetings, things like that. You'll be surprised.

And remember that OneDrive link is really a time saver.

Okay, we are slightly over by one minute.

I hope that's been useful. And thanks very much indeed for participating. We will send out the deck to you later on. Just before I finish, in July we are running an AI-only investment banking course. So you will not get your hands dirty in Excel. You will just be building models by prompting, doing valuation using prompting, and doing peer analysis using prompting. So watch out for that. It's going to be a two and a half day course covering financial analysis, financial modeling, DCF valuation, trading comps, transaction comps, M&A analysis, and LBO analysis, all in two and a half days, because that is how fast you can be with these new LLM tools with connectors. Thank you very much for your time today. I hope you have a great rest of the afternoon, or rest of the evening if you're in London, and enjoy some of the warm weather in London. But thanks everybody very much, and see you soon