Harnessing the Power of Copilot: How RedCloud Helps Clients Unlock AI Efficiency

Artificial intelligence is no longer a future-facing buzzword—it’s a tool businesses are using right now to work smarter, move faster, and uncover insights in ways never before possible. At RedCloud, we believe in practical, secure innovation, and Microsoft Copilot is a clear example of how AI can transform the modern workplace.

In a recent session hosted by RedCloud’s Power Platform Lead, Nate Davis, we explored how Microsoft Copilot is already making a difference—and how RedCloud is helping organizations take full advantage.

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What Is Microsoft Copilot?

Microsoft Copilot is an umbrella term for a wide range of AI-powered assistants, or “agents,” built into everyday tools like Microsoft Word, Excel, PowerPoint, Outlook, and Teams. These agents can generate content, summarize information, suggest edits, draft presentations, pull insights from emails and files, and more.

Some of the most widely used Copilot tools include:

• Microsoft 365 Copilot – Embedded in Office apps to help users write, analyze, and summarize with ease. This agent is accessible via desktop or mobile app, browser, Teams, and embedded in Office apps.

• Copilot Studio – A low-code/no-code platform for building custom AI agents tailored to unique business needs.

• GitHub Copilot – Designed for developers to write and optimize code faster.

• Copilot for Sales and Service – Tailored solutions that boost productivity in CRM and customer support functions.

• Copilot in Fabric – For advanced data modeling, analytics, and visualization.

Each Copilot serves a unique purpose—but together, they form a flexible ecosystem that helps teams work more efficiently.

Why Prompting Matters To get the most out of AI tools like Microsoft Copilot, it’s not just about using them—it’s about how you use them. A well-crafted prompt (the question or instruction you give to the AI) leads to more accurate, helpful, and context-specific results.

At RedCloud, we help clients develop this essential skill through prompt coaching, hands-on training sessions, and real-world examples. One powerful resource we leverage is Copilot Prompt Coach—a built-in feature that offers real-time suggestions and improvements to help users write better prompts directly within Microsoft 365. It’s like having a prompt expert by your side, guiding you toward clearer, more effective communication with AI.

For example, instead of asking, “Help me plan a training,” a more effective prompt might be:

"Help me plan a Copilot training session aimed at improving productivity for a group of non-technical users. Include an overview, step-by-step guidance, and best practices."

Small improvements in how you communicate with AI can yield dramatically better results, and tools like Prompt Coach make it easier than ever to level up your prompting skills.

Real-World Copilot Use Cases

Copilot isn’t just a concept—it’s part of many professionals’ daily workflows. Some common use cases we’ve seen among clients include:

• Summarizing lengthy reports or email threads

• Rewriting internal communications to sound more polished

• Execute multi-step research and analysis on topics that require more reasoning

• Preparing meeting agendas using data from multiple sources

Brainstorming new ideas or outlining complex projects

RedCloud also encourages agent switching—the practice of using different Copilot tools for various steps in a workflow. For example, start by brainstorming in Web Chat, refine your insights in Word, and finalize your deliverables in PowerPoint. This approach mirrors how we already use various Microsoft Office apps, but adds an AI-powered layer to accelerate tasks.

How RedCloud Helps Clients Implement Copilot

Our team at RedCloud offers a structured approach to Copilot adoption and innovation. We meet organizations where they are—whether they’re in the early exploration phase or ready for enterprise-wide deployment.

Here’s how we support Copilot success:

• Strategy & Assessment We evaluate readiness, identify opportunities, and build roadmaps tailored to your business goals.

• Licensing & Readiness We guide you through Microsoft 365 Copilot licensing options, help you procure the right licenses, and ensure your organization meets all technical prerequisites for a successful rollout.

• Integration & Connectors

From deployment to configuration, we help with the technical integration of Copilot within your Microsoft 365 environment and beyond. This means setting up online third-party connectors to securely extend Copilot’s reach to external data sources, enhancing its ability to deliver relevant, real-time insights across your processes.

• Custom AI Agents Development From Building Autonomous, Retrieval, Chatbot, or other various types of agents on Copilot, Azure, and more

• Training & Change Management RedCloud leads workshops, demos, and user training to ensure high adoption and long-term success.

A Smart Start to Your AI Journey

As Microsoft continues to evolve Copilot’s capabilities, businesses that begin their AI journey now will be ahead of the curve. RedCloud combines deep expertise with a people-first mindset to ensure your AI tools are not only functional but also transformational.

Ready to explore what Copilot can do for your business?

Let’s start a conversation about how AI can streamline your processes and empower your teams. Reach out to RedCloud’s Data & AI team to get started.