I read through all the Copilot post and asked the Jake agent, and not many success cases.
I recently started a new position where Copilot is the approved AI tool. (No Claude or Chat allowed). I’d like to give it a reliable foundation of context my role, team, stakeholders, processes, and ongoing priorities so I don’t have to explain everything each time.
Has anyone successfully implemented something like this within Microsoft 365?
I’m especially curious about:
- Where you keep the context and how Copilot accesses it
- What carries over between conversations
- How you keep the information current
- Whether you use an agent or another setup
Would appreciate practical examples, lessons learned, or resources. I’m looking to build something useful for daily work.
Thanks community!