In a packed session, Aaron Udler, President/CEO & Training Expert - OfficePro, Inc., gave a presentation on best practices for using Copilot, plus several tips and tricks that you may not be using for your own productivity and for your business.

Top Takeaways:

• If you have Copilot, there are two modes, web mode and work mode. There is a big difference here. Work mode can help you organize your schedule, while web mode is good for research and problem-solving.
• When asking it to create things such as articles, have a prompt that has the AI roleplay as the author. Give it a style and a level of expertise. Of course, be sure to check the facts of the article, as not everything will be correct. Think of it as AI doing 80% of the work for you.
• Need a visual representation of a concept? Ask AI to create an infographic for you!
• Copilot can assist you with your tasks in Excel and PowerBI too! From running code to sorting data, it can be a boon to your more time-consuming tasks.
• In work mode, use the upload function in Copilot to get assistance with summarizing, parsing information from an invoice, and more!
• Can't read a document in a foreign language? Upload it in work mode and have it translated into your native language. However, don't rely on it to translate from your native language to a foreign language without having a native speaker take a look. 
• Use it in Word to edit your document. Hit insert to replace what is currently in your document with what Copilot suggested.
• In Excel it can cross-reference tabs so you can ask it pull information from multiple sheets.
• In PowerPoint, ask it to generate images for your presentation, an outline, or even the whole presentation. If it didn't meet your expectations, ask it to edit. For example, "I need more content about XYZ in slide 5". 

Catch more AI-focused sessions throughout the week at Xchange Live at InfoComm 2025. Search for sessions in the app by typing "Xchange."