Copilot 101: The ROI of Microsoft Copilot for Teams

In this episode of the “Copilot 101 Podcast,” Shawn Dorward, Vice President, sa.global, UG Expert, discusses the benefits of using Copilot for Teams. He shares examples of how he’s applied the AI assistant in his daily Teams workflows to maximize ROI and manage time effectively.

This episode is sponsored by the AI Copilot Summit NA, taking place March 17-19, 2025 in San Diego, California.

Key Takeaways

• Overview: Copilot for Teams helps users save time and be more efficient by surfacing relevant information from organizational data, such as key takeaways from conversations or summaries of daily interactions. By simply asking Copilot for specific insights, users can quickly access important details and follow-ups, enhancing productivity and collaboration.
• Managing time: Using Microsoft Copilot in Teams can help identify tasks from chat conversations that users might have missed, making it a valuable tool for managing busy days. It goes beyond simple search functions by providing insights and summaries. Shawn encourages users to start using it immediately to see its benefits in organizing and prioritizing tasks and meetings.
• Summaries: For any missed meetings, Shawn explains that to catch up quickly, he uses Copilot to get a summary of what he missed, which helps him stay informed and continue the meeting seamlessly.
• Follow-ups: In meetings, Copilot provides not only a summary but also analytics, participant details, and key takeaways, making follow-ups and accountability much easier. This gives users the ability to be more immersed in the conversation and provide valuable feedback without worrying about taking notes or re-watching recordings.
• Maximize ROI: At the conclusion of many meetings, follow-up meetings are often necessary to address outcomes and delegated tasks. Copilot for Teams helps by generating an agenda for these follow-up meetings based on the transcript, summary, and actionable items from the initial call, making the process more efficient and maximizing the return on investment for the license.

Stream the audio version of this episode here: