Microsofts Wave 2 AI Just Changed Work Forever - (Copilot Agents)

Summary

Microsoft's Co-pilot Wave 2 revolutionizes AI integration, enhancing productivity across Excel, PowerPoint, Outlook, and Teams. Excel now offers Python-powered data analysis without coding, simplifying complex tasks. PowerPoint's Narrative Builder automates presentation creation. Outlook's 'Prioritize My Inbox' feature declutters emails, while Teams transcribes meetings, highlighting key points. OneDrive compares files, identifying differences. Co-pilot Agents automate workflows in SharePoint, streamlining repetitive tasks and boosting efficiency.

Takeaways

• 🚀 Microsoft's Co-pilot Wave 2 is a significant advancement in AI, poised to transform daily AI usage for individuals.
• 📊 Excel's integration with Python in Co-pilot allows for advanced data analysis without coding knowledge, enhancing efficiency for data analysis tasks.
• 📈 Co-pilot can perform complex data operations in Excel, such as calculating monthly revenue by product and generating insights through charts and forecasts.
• 📊 PowerPoint gains a 'narrative builder' feature with Co-pilot, automating the creation of presentations, including text, speaker notes, and visuals.
• 📧 Outlook's 'prioritize my inbox' feature uses Co-pilot to sort emails by importance, saving time and reducing the clutter in users' inboxes.
• 📱 Co-pilot enhances Outlook's mobile capabilities, offering suggested email responses and the ability to adjust the tone of messages on the go.
• 📝 Co-pilot in Teams transcribes meetings, extracts key points, and identifies unanswered questions, aiding in meeting productivity.
• 📁 Co-pilot in OneDrive compares files to highlight differences without opening them, streamlining the process of finding the right document version.
• 🤖 Co-pilot Agents can be created by non-developers to automate tasks and make decisions, enhancing workflow efficiency.
• 📊 SharePoint is enhanced by Co-pilot, which can reason over data, answer questions, and take actions, turning it into a valuable insights platform.

Q & A

What is Microsoft's recent announcement regarding AI?

Microsoft recently announced Co-pilot, Wave 2, which is set to change how individuals use AI on a daily basis, even outside of work.

How does Excel's new Python integration with Co-pilot work?

Excel's new Python integration allows users to perform advanced analysis, generate insights, charts, and forecasts without any coding knowledge, as Co-pilot can run these tasks automatically.

What is the significance of Co-pilot's ability to analyze years of sales data without using formulas?

Co-pilot's ability to analyze extensive sales data without formulas is significant because it allows users to quickly perform complex data analysis, which would typically require a skilled data analyst.

How does Co-pilot assist in creating a PowerPoint presentation?

Co-pilot in PowerPoint can draft an entire pitch deck based on basic information provided by the user, including titles, speaker notes, and on-brand visuals, streamlining the presentation creation process.

What is the 'Narrative Builder' feature in PowerPoint and how does it help users?

The 'Narrative Builder' feature in PowerPoint is a Co-pilot tool that assists users in creating a compelling pitch deck by generating content outlines, slide designs, and speaker notes based on the user's input.

How does Outlook's 'Prioritize My Inbox' feature with Co-pilot benefit users?

Outlook's 'Prioritize My Inbox' feature uses Co-pilot to sort emails based on their importance to the user, reducing the time wasted on unimportant emails and helping users focus on what matters most.

What is the role of Co-pilot in managing email responses on mobile devices?

Co-pilot in Outlook mobile helps users draft responses on the go by analyzing the email content and offering suggested replies, which can be further customized by the user.

How does Co-pilot in Teams assist users during and after meetings?

Co-pilot in Teams transcribes meeting conversations, pulls out key points, and even scans the chat for important questions or ideas that may have been missed, providing a comprehensive summary for users.

What is the utility of Co-pilot in OneDrive for users who manage multiple files?

Co-pilot in OneDrive helps users compare files with similar names by highlighting the differences without opening them, making it easier to identify the latest or most relevant documents.

What are 'Co-pilot Agents' and how do they simplify business processes?

Co-pilot Agents are AI assistants that can automate tasks, pull data, and even make decisions. They can be created by anyone without developer skills, connected to systems like SharePoint or Dynamics, and are designed to reduce repetitive tasks.

How does SharePoint become more valuable with Co-pilot's integration?

With Co-pilot, SharePoint becomes a source of insights as Co-pilot can reason over the information, answer questions, and take actions, making the data more accessible and useful for teams.

Outlines

00:00

💻 Excel's AI Transformation with Co-pilot

Microsoft's Co-pilot Wave 2 introduces significant upgrades to Excel, including Python integration, which allows users to perform advanced data analysis without coding knowledge. Co-pilot automates tasks such as calculating monthly revenue by product, creating charts, and analyzing customer feedback. It can import data from various sources, identify revenue-driving categories, and even predict future sales trends. This feature is particularly beneficial for financial analysts and anyone dealing with large datasets, streamlining their workflow and enhancing decision-making.

05:01

📈 PowerPoint and Outlook Enhancements with Co-pilot

Co-pilot's integration with PowerPoint introduces a narrative builder that can draft an entire presentation based on basic information, complete with titles, speaker notes, and visuals. This tool is a boon for creating professional presentations quickly. In Outlook, Co-pilot's 'Prioritize My Inbox' feature helps users manage their email more efficiently by sorting them based on importance. It also assists in drafting responses on the go, making email management less time-consuming and more effective.

10:02

📝 Streamlining Collaboration with Co-pilot in Teams and OneDrive

Co-pilot extends its capabilities to Teams by transcribing meetings and extracting key points, ensuring no important details are missed. It also aids in following up on unresolved questions or ideas from meetings. In OneDrive, Co-pilot can compare files to highlight differences without opening them, making it easier to identify the most recent or relevant documents. This feature is particularly useful for teams dealing with numerous files and needing to keep track of updates.

15:03

🤖 Introducing Co-pilot Agents for Automated Workflows

Co-pilot Agents represent a leap in AI assistance by automating tasks, pulling data, and even making decisions. They can be created without developer skills and are accessible through platforms like SharePoint. These agents can automate workflows, provide recommendations, and interact with other systems, significantly reducing repetitive tasks and enhancing productivity. The video suggests that early adopters will benefit greatly from these streamlined workflows, and the creator plans to provide tutorials on utilizing these tools effectively.

Keywords

💡Co-pilot

Co-pilot refers to the AI-powered assistant that Microsoft has introduced to enhance productivity within its suite of applications. In the context of the video, Co-pilot is portrayed as a transformative tool that can perform advanced analysis, automate tasks, and even make decisions, thereby changing how individuals interact with AI on a daily basis. The script mentions Co-pilot's integration with Excel, PowerPoint, Outlook, Teams, and OneDrive, showcasing its ability to streamline workflows across various tasks.

💡Excel

Excel is a widely used spreadsheet program by Microsoft. The video emphasizes Excel's new capabilities with Co-pilot, particularly its integration with Python, which allows users to perform advanced data analysis without needing to write code. This feature is highlighted as a game-changer for financial analysts and data scientists, exemplified by Co-pilot's ability to calculate monthly revenue by product and create visualizations like bar charts.

💡Python

Python is a popular programming language known for its versatility and readability. In the video, Python's integration with Excel through Co-pilot is a significant upgrade, as it democratizes advanced data analysis by allowing users to write and interpret Python code for tasks like forecasting and customer data ranking, without prior coding knowledge.

💡PowerPoint

PowerPoint is a presentation software by Microsoft. The video script introduces Co-pilot's 'Narrative Builder' feature for PowerPoint, which can draft an entire pitch deck based on basic information provided by the user. This feature is described as particularly useful for creating professional presentations quickly, with the ability to add sections, images, and speaker notes, aligning with the company's brand.

💡Outlook

Outlook is an email client by Microsoft. The video discusses Co-pilot's 'Prioritize My Inbox' feature in Outlook, which uses AI to sort emails based on their importance relative to the user's job and team context. This feature aims to reduce the time wasted on unimportant emails and ensure that critical communications are not missed.

💡Teams

Teams is a collaboration platform by Microsoft. The video mentions how Co-pilot in Teams can transcribe meetings and extract key points, ensuring that no important questions or ideas are missed. This feature is highlighted as a time-saver for individuals who attend numerous meetings and need to keep track of discussions.

💡OneDrive

OneDrive is a cloud storage service by Microsoft. The video script describes a new Co-pilot feature in OneDrive that compares files for users, identifying differences between files with similar names. This is particularly useful for users who manage multiple versions of documents, helping them quickly identify the most recent or relevant file.

💡Agents

Agents, in the context of the video, refer to AI-driven tools that can automate tasks, pull data, and make decisions. Co-pilot Agents are described as a way to streamline work by reducing repetitive tasks and enabling users to create custom AI assistants without needing to be a developer. They can be connected to systems like SharePoint or Dynamics to perform specific functions.

💡SharePoint

SharePoint is a web-based collaborative platform by Microsoft. The video highlights how Co-pilot can be used to create agents directly within SharePoint, which can then reason over information, answer questions, and take actions. This feature turns SharePoint into a source of insights that can be easily accessed and utilized by teams.

💡Workflow

Workflow refers to the sequence of tasks and processes through which work is completed. The video emphasizes how Co-pilot can streamline workflows across various Microsoft applications, making it easier for users to complete tasks efficiently. For example, Co-pilot can automate workflows in SharePoint, create presentations in PowerPoint, and prioritize emails in Outlook.

💡AI

AI, or artificial intelligence, is the driving force behind Co-pilot's capabilities. Throughout the video, AI is portrayed as a transformative technology that enables advanced functionalities like data analysis, automated tasks, and decision-making. The integration of AI into everyday tools like Excel and Outlook is presented as a way to enhance productivity and efficiency.

Highlights

Microsoft announces co-pilot, Wave 2, a significant advancement in AI that will change daily AI usage.

Excel gains Python integration, allowing users to perform advanced analysis without coding knowledge.

Co-pilot can import data from various sources and perform complex analyses, automating tasks like a data analyst.

Users can ask Co-pilot to calculate monthly revenue by product, automating data referencing across tabs.

Co-pilot creates visualizations like bar charts and uses conditional formatting to highlight key data points.

Excel's Co-pilot can analyze raw customer feedback, surfacing top concerns and specific mentions.

Financial analysts can leverage Co-pilot for advanced analysis, modeling, and data visualization with Python.

Co-pilot can forecast annual revenue and allow users to iterate on its work directly within Excel.

PowerPoint's narrative Builder with Co-pilot drafts entire presentations from basic info provided by users.

Co-pilot in PowerPoint provides creative control, allowing users to reorder, delete, or add presentation topics.

Outlook's prioritize my inbox feature uses Co-pilot to sort emails based on job context and personal importance.

Co-pilot in Teams transcribes meetings, extracts key points, and identifies unanswered questions or ideas.

OneDrive with Co-pilot compares files, highlighting differences without opening them.

Co-pilot agents can automate tasks, pull data, and make decisions, accessible to create without developer skills.

SharePoint becomes a source of insights with Co-pilot, which can reason over data and take actions.

Co-pilot agents in SharePoint can be created and shared with a team in one click, streamlining workflows.

Co-pilot Studio allows customization of agent knowledge and actions, enhancing team collaboration.

Transcripts

so Microsoft recently announced co-pilot

Wave 2 and I think this is by far one of

the most underrated things in AI right

now because this is literally going to

change how most individuals actually use

AI on a day-to-day basis even if you

don't have use for this at work I think

it's certainly going to help you in your

day-to-day projects so this is something

worth paying attention to all right so

let's take a look at the first major

upgrade Excel just became insane with

its new python integration you don't

even have to know how to code which is

wild picture this you've got a ton of

data like years of sales numbers and

you're thinking this is probably going

to take forever now here's where it

actually gets crazy co-pilot steps in

runs Advanced analysis for you and gives

you insights charts forecasts whatever

you need without touching a single

formula it's literally like adding a pro

data analyst to your team so let's take

a look at how it all works say you want

to understand Revenue Trends First Step

importing all your

data you bring together data on product

sales pricing and customer feedback

drawing from Salesforce sap and

Dynamics now you have a workbook with

all the raw data you need in one place

and you can use co-pilot to shape and

analyze the numbers let's start by

figuring out which category of your

business is driving the most Revenue you

know how to calculate that but this

sheet has three years of sales data so

while it's a routine task this much data

can be

unwieldy you ask co-pilot to quickly

calculate monthly Revenue by product it

knows exactly how to do that and which

data to reference across

tabs co-pilot creates a plan for how to

run those numbers executes that plan

showing its work as it

goes and prompts you to ask questions or

iterate on the solution it

reached it looks great so you're ready

to add that column to your

spreadsheet now a new request has come

in and you need to understand how each

product category is performing and

ensure you're selling at least $100,000

a product in each category per month

let's start by comparing sales by

category you ask co-pilot to create a

simple bar chart so you can quickly see

which product categories are selling

best and with conditional formatting it

highlights the product lines that aren't

meeting the 100K minimum threshold so

you know where to focus now that we know

which products aren't selling as well

let's dig a little deeper and see what

we can learn from customer feedback

co-pilot in Excel can now reach over

text like this raw customer data

co-pilot analyzes all the customer

feedback from the past quarter and

surfaces the top three

concerns it looks like charging speed

might be an emerging issue so let's ask

co-pilot to highlight customer reviews

that mention charging speed now with the

help of co-pilot you've taken a complex

disperate data set and quickly analyzed

it giving you a full picture of your

Revenue trends that you can bring to the

up coming Business Review if you're a

financial analyst you live in Excel

you're analyzing and Mining the data for

insights that make a huge difference to

your business and we know that python

one of the most popular programming

languages on the planet is fast becoming

an indispensable tool for advanced

analysis modeling and data

visualization today we are excited to

announce co-pilot in Excel with python

democratizing its powerful capabilities

all without needing to know how to code

it's like adding a highly skilled data

analyst to your team take a look you're

working on your company's annual revenue

forecast planning for the next fiscal

year this can be a time intensive task

but now co-pilot can write and interpret

python code making your job a whole lot

easier in just a couple of clicks

co-pilot does an advanced analysis

reasoning over 3 years of historical

sales data

just like an analyst would co-pilot

opens up a new workspace where you can

experiment to get the insights you're

looking for all without altering your

original data it shows a preview of what

it's reasoning over creates a plan to

analyze it in a way that is immediately

useful and executes it by running and

writing python code giving you a quick

picture of your

numbers now you're ready to iterate on

co-pilot's work so let's ask it to

forecast your annual revenue for the

next two years

co-pilot repeats the pattern creating a

plan for how to tackle the task writing

and running python code and prompting

you to iterate and ask questions about

its

work if you want to make any edits to

the python code itself you can do so

directly in the workbook this is the

power of bringing python directly into

the Excel

grid let's take it a step further you

want to understand which customers are

prioritize to close gaps and meet your

Revenue

goal so you go back to your original

customer data and ask co-pilot to use

Python to rank customers based on upsell

opportunity as co-pilot gets to work it

jumps back to your analysis workspace it

prioritizes the most helpful metrics and

provides a preview of the data it will

use it ranks them and within moments you

have a prioritized

table you want to see a visualization of

the customer ranking and understand the

waiting methodology co-pilot

used co-pilot quickly creates a chart

and gives you a detailed breakdown of

how it arrived at the

answer within minutes you've worked with

co-pilot to create a detailed summary of

your data all without writing Okay so

we've all been there blank PowerPoint

slide no idea where to start right this

is where it gets crazy PowerPoints

narrative Builder with co-pilot is your

new best friend you give it some basic

info and Bam it it drafts a whole pitch

deck for you titles speaker notes even

on brand visuals all ready to go it's

like PowerPoint but on steroids I mean

this is actually useful and I don't know

about you but I'll be using this for

sure when I need to crank out

presentations fast so let's take a look

at how PowerPoint became upgraded say

you're a sales lead getting ready to

pitch a new retail customer you ask

co-pilot to create a compelling pitch

deck in your company template that shows

how your product will attract Shoppers

and keep them in the store

longer now with co-piloting PowerPoints

new narrative Builder you are in

Creative control it starts with the

draft outline where you can reorder the

flow delete topics you don't want or add

new ones and ensure you've got a solid

outline before creating a

presentation let's add a section on our

key value props tailored to customer

insights and another section with

customer

testimonials within seconds you have a

Content outline and you're ready to

start on your presentation

co-pilot makes a plan for creating the

slides and executes it crafting the

titles and draft copy pulling in images

from your corporate library and applying

your company's PowerPoint template so

the presentation is on

brand now you're ready to iterate with

co-pilot as your partner it looks like

this slide could use an image you tell

co-pilot what you're looking for and

within seconds it provides several

options from your company's approved

image Library Co pilot can also provide

AI generated images using designer and

Dolly 3 now that you've selected a photo

PowerPoint gives you several slide

design options aligned to your company

brand guidelines to choose from you can

keep iterating but let's see what

co-pilot has helped you build so far it

added speaker notes to every slide built

slide Transitions and added animations

giving you a professionall looking

presentation that's on brand with so

here's where we have something that

changes the game I don't know about you

guys but I honestly have so many

pointless emails piling up in my inbox

now here's where it gets insane outlooks

prioritize my inbox feature uses

co-pilot to sort your emails based on

what actually matters it knows which

emails are important based on your job

your team everything and it learns so

next time it'll prioritize what you care

about this is actually useful because we

all know how much time we waste on

emails I'll definitely be using this to

Stop drowning in my inbox prioritize my

inbox let's take a

look co-pilot and out look can now help

you prioritize what's in your inbox it

analyzes all your emails using both the

content of your messages and the context

of your job like who your manager is and

who's on your team to highlight what's

most important you can then sort by

priority based on co-pilot's analysis

let's look at this email from a new

customer tail and Traders when you

select it co-pilot shows you why it

thinks it's significant and highlights

what action you need to take this is a

key customer for the next next few

months so you teach co-pilot that all

emails mentioning them are top priority

now co-pilot knows to prioritize any

email from tail and Traders copilot is

your partner helping you manage your

inbox so you don't miss what's most

important now let's switch to Outlook

mobile you have to run to a meeting but

you don't want to leave the customer

hanging so you need to draft a response

on the go we're making it even easier to

be productive on your phone with

co-pilot and Outlook co-pilot analyzes

the email and offer some suggested

responses now all you have to do is pick

one as your starting point and instruct

co-pilot on what else to add co-pilot

generates a solid draft and it's ready

for editing because this is going to a

customer you want to make it more formal

so you ask co-pilot to adjust the tone

you can easily flip through the options

and select which version you like the

best the second paragraph could also use

an update you can edit it yourself or

ask co-pilot to help let's highlight the

relevant section and tell co-pilot what

you want to include once you're happy

with the edits you can accept the

changes and your email is ready to send

now here's a surprising feature co-pilot

in team so let's imagine this you finish

a meeting and instead of frantically

trying to remember what was said

co-pilot has already transcribed it all

and pulled out the key points for you

and now here's where it gets crazy it

even scans the chat for important

questions or ideas you missed so no more

wait what did I miss moments this is

actually useful and for anyone who lives

in back-to-back meetings this is is

going to save so much time co-pilot and

teams can now reason over both the

meeting transcript and the meeting chat

to give you a complete picture of what

was discussed let me show you how you

meet as a team to discuss the customer's

RFP as the meeting wraps you think you

might have missed some important

questions in the chat now co-pilot and

teams captures this valuable high

bandwidth

conversation let's ask co-pilot about

any questions you may have missed it

quickly scans what was said and what was

in the chat looks for questions and

checks if any were left unanswered now

you have a list of the open questions so

you can follow up and close the loop

with the team now I'm literally so glad

they've added this one drive used to be

a mess before but now here's where it

gets insane co-pilot in one drive

actually Compares files for you let's

say you have two documents with similar

names co-pilot will tell you exactly

what's different between them without

you opening a single file this is a

surprising feature and honestly super

useful for those of us who constantly

dig through files I'll definitely be

using this when I can't figure out which

version is the latest one drive is a

rich repository of content and with

co-pilot in one drive finding exactly

what you need has never been easier

co-pilot helps you work faster and

smarter summarizing your content and

answering your questions without ever

opening a file let's say you need to

find the latest product specs for a

customer you go to one drive but you

can't tell which of these files is the

right one as they both have file names

in indicating they could be the latest

let's ask co-pilot to compare them

within seconds you have a clear easyto

read summary highlighting the important

differences between the document and PDF

now you know the one dated August 13th

is what you need so you can be confident

you're giving the customer what they

requested all right guys we have the big

boys agents and more specifically

co-pilot agents and this is where it

gets crazy imagine having an AI

assistant that doesn't just answer

questions but can actually do your work

for you we're talking about automating

tasks pulling data and even making

decisions say you need to troubleshoot

something on the spot or place an order

for a part co-pilot agents have got you

covered and the best part anyone can

create one you don't need to be a

developer you just tell it what you want

connect it to your systems like

SharePoint or Dynamics and boom it's up

and running this is insanely useful if

you want to cut down on repetitive tasks

and free up time to focus on the

important stuff I'll definitely be using

this to streamline my work introducing

co-pilot agents broadly speaking agents

automate and execute business processes

working with or for humans they come in

all shapes and sizes they can reason

remember be trained and even no one ask

for help agents range from simple prompt

and response to more advanced agents

that automate repetitive tasks to

sophisticated agents that are fully

autonomous and can orchestrate other

agents co-pilot agents do that and more

they bring the power of agents to you

right in the flow of your work they work

for you in the background are fully

managed and orchestrated by co-pilot and

are incredibly easy to

create co-pilot agents build capacity

enabling you to scale your team like

never before take a look we'll start in

b chat where we can open a simple agent

for a field service

technician say you're onsite and you get

an error code you've never seen before

you built a field service agent for

exactly this it has access to all your

product knowledge and can give you

step-by-step instructions in real time

now watch how simple it is for anyone to

create the agent we just saw and add it

to co-pilot you fire up agent Builder

and describe what you want the agent to

do it needs to be able to reason over

your product catalog and repair tickets

to provide step-by-step troubleshooting

instructions let's connect it to

SharePoint so it has access to all the

knowledge it

needs it's built in seconds so you can

start using it immediately or edit and

configure it to fit your needs you can

expand its knowledge Base by tapping

into resources like SharePoint sites or

other it approved data

sources you can even update its name or

image to align with your company's

branding so let's do

that you can test the agent right here

or just hit create and you're done and

of course the agent respects your

organizations's Microsoft 360 65 and

SharePoint security permissions okay

here's a surprising feature for all the

SharePoint users out there co-pilot has

just turned SharePoint into a gold mine

of insights you know how SharePoint is

full of data documents and records that

are super hard to sift through now

here's where it gets insane co-pilot can

reason over all that info answer

questions and even take action just like

a real teammate would you can build a

co-pilot agent directly in SharePoint to

do things like automate workflows make

recommendations or pull in data from

other sources

and get this you can share it with your

team in one click it's a total game Cher

for anyone dealing with loads of

information in SharePoint and I'll be

using this for sure to get more out of

my content let's say there's an issue

that requires further research and

followup your team keeps all its

customer records from deployment to

maintenance reports on a SharePoint site

it's a wealth of valuable insights

that's largely been locked away kind of

hard to extract until now you can create

an agent with a single click from any

SharePoint site library or folder an

agent that deeply knows the information

it was built on it can answer questions

about Source material reason over that

material and take action just like a

well-informed teammate would in just a

few seconds your co-pilot agent is ready

to be used or shared with

others let's add it to your team chat so

everyone can work with the

agent now all those artifacts in

SharePoint are immediately accessible

and useful so cop pilot can reason over

all the relevant content to find what

your team needs you can at mention the

agent as you would any other teammate

sharing new information and asking it

questions and it will respond in real

time let's take it a step further now

we'll edit the agent we just built so we

can take action on behalf of the team

first open your agent in co-pilot Studio

here you can customize the knowledge an

agent has as well as the actions it can

take you want it to be able to place in

order for new parts with your

procurement team let's connect it to

Dynamics 365 Supply Chain

management and in just a few seconds

you're ready to update the agent and

bring it back to the team chat where

you're working on solving the customer's

issue let's ask the agent to order the

part it

recommended your agent is on it asking

you to confirm before moving forward

once you give it the go-ahead it's done

wow there you have it so what do you

guys think about these recent

announcements are you going to be using

this stuff I'm definitely going to be

doing a few tutorials on my channel for

these pieces of software because I think

that this is something where once again

those who are early are going to benefit

massively from a streamlined workflow so

I'm going to be testing many of these

things many different agents to see what

is the most effective if you already

know how to use these tools and are

remarkably effective why don't you leave

a comment down below and let everyone

know how best to take advantage of these

tools with that being said hopefully

guys enjoyed the video and have a

wonderful day