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Automate Basics

AI assistants

Chat tools that do the work in the browser or inside your apps, nothing to install.

The safe default for Microsoft-shop employees, free with most M365 plans and covered by Enterprise Data Protection the moment you sign in with your work account.

Beginner At work

The ~$30/user/mo upgrade that grounds in your work data: Excel cleans data and builds PivotTables, Outlook triages and drafts replies, human-in-the-loop.

Beginner At workTeam / agency

The most flexible no-install assistant; Projects are free and Tasks run prompts on a schedule, use Temporary Chat or a Business workspace for sensitive data.

Beginner At workSoloTeam / agency

Strongest for long-document analysis and on-brand, reusable output, Projects hold your style guide so every draft matches house voice.

Beginner At workSoloTeam / agency

The native assistant for Google shops, drafts email, builds and cleans Sheets from plain English; Gems are reusable custom assistants.

Beginner At workSoloTeam / agency

NotebookLM

✓ no install

Upload your own docs and get answers grounded only in those sources, with citations, the beginner-safe way to digest a policy pack without hallucination.

Beginner At workSolo

Guides using ai assistants

◐ Personal Productivity AI assistants ✓ Works at work · no install

Build a Daily AI Briefing With ChatGPT Tasks (No Server, No Code)

Wake up to a short briefing written by ChatGPT every morning. Use the built-in Tasks feature to run a prompt on a schedule, no automation tool, no server, no code.

Beginner · 10 min At workSolo
▤ Finance & Invoicing AI assistants ✓ Works at work · no install

Clean a Messy CSV and Build a PivotTable with Excel Copilot, in Plain English

No formulas, no macros, nothing to install. Use Microsoft 365 Copilot in Excel to clean a messy export and build a PivotTable just by describing what you want, plus the free fallback if you don’t have a Copilot license.

Beginner · 15 min At workSolo
⛯ Operations & Admin AI assistants ✓ Works at work · no install

Answer Questions From a 100-Page Policy Pack With NotebookLM (Cited, No Guessing)

Stop scrolling through PDFs for one answer. Upload your documents to NotebookLM and ask questions in plain English, with answers grounded only in your sources and linked to the exact page. Free, no install.

Beginner · 10 min At workSolo
⛯ Operations & Admin AI assistants ✓ Works at work · no install

Triage Your Flooded Outlook Inbox with Copilot, and Draft Replies (No Auto-Send)

Open your inbox to a prioritized, summarized list and one-click reply drafts. How to use Microsoft 365 Copilot in Outlook to triage email and draft responses in your style, inside Outlook, nothing to install, and it never sends without you.

Beginner · 15 min At work
◆ Foundations AI assistants ✓ Works at work · no install

Which AI Chat Is Safe for Work Data? Copilot vs ChatGPT vs Claude vs Gemini

Before you paste company data into an AI chat, read this. A plain-English guide to which AI assistant is safe for work, Microsoft 365 Copilot, ChatGPT, Claude, or Gemini, and the free-tier trap that trains the model on your chats.

Beginner · 5 min read At work