Post by Nicolas Boucher Online

Your company pays for Copilot. You're probably using 10% of what it can do. Download the full checklist: https://lnkd.in/e6nMag8K This checklist covers 9 areas every finance team should master 👇 🔧 Setup: confirm Copilot is enabled, know your tier, install Finance Agents, add your role context in every first prompt 💬 Copilot Chat: use "Think deeper" for forecasting, save strong prompts as Pages, schedule recurring prompts 📊 Excel: Agent Mode for multi-step edits, variance analysis in plain English, Finance Agents for ERP data cleaning 📧 Outlook: summarize long email chains, draft replies, extract action items, prep for meetings automatically 👥 Teams: transcribe meetings, generate summaries and action items after every call, catch up on missed meetings 📝 Word & PowerPoint: draft reports from a one-line brief, turn Word into slides, rewrite tone for different audiences ✍️ Prompting: always include context, task, and format, reference files with "/", include one example of good output 🔒 Security: Copilot respects M365 permissions, always review outputs, check with IT before connecting to ERP 🚀 Efficiency: use Chat as a planning layer first, schedule recurring prompts, pilot with 10 to 15 users before scaling Save this checklist and work through it with your team. Most finance teams already have Copilot available but nobody showed them what's actually possible. 👉 Download the full checklist: https://lnkd.in/e6nMag8K 💬 How many of these have you checked off? 🔁 Repost if your finance team uses Copilot.