copilot - FinanceAI by Sergio Jardon

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copilot

A collection of 3 posts

Use Copilot's "Explain This" in Outlook

Use Copilot's "Explain This" in Outlook

We all get emails like this one: "Need the SOW sign-off before the Q4 true-up, otherwise the PO slips to the next FY." If you're new to a team, a client, or a field, a single line like that can send you through five

Build dashboard with Excel

Build dashboard with Excel

If you've ever spent an afternoon wiring up charts, pivot tables, and conditional formatting just to get a status view you'll have to rebuild next month, Microsoft's newest Excel feature is aimed squarely at you. It's called Copilot Canvas, and Microsoft describes

Copilot your outlook to boost your email

Copilot your outlook to boost your email

If you have Microsoft 365 Copilot, you no longer need to bounce between a separate chat panel and your email to get AI help writing. As of the July 2026 rollout, Copilot works directly inside the compose window itself or as Microsoft calls it a "side-by-side drafting