G2

Amy H.

National Compliance and Clinical Specialist

Health, Wellness and Fitness

Mid-Market (51-1000 emp.)

10/27/2026

"Copilot Transformed My Workflow with Microsoft 365 Integration"

5/5

What do you like best about Microsoft Copilot?

Copilot has genuinely changed the way I work. I use it throughout the day as more of a working partner than simply an AI writing tool. The interface is easy and conversational, and because it works alongside the Microsoft 365 applications I already use, it fits naturally into my workflow rather than feeling like another separate system.

I use it to make sense of large amounts of information, summarise documents and communications, draft and refine emails, build reports and frameworks, troubleshoot Excel and reporting issues, research complex topics and turn messy thoughts into structured actions. One of the biggest benefits is being able to keep questioning, challenging and refining an answer until I have something genuinely useful.

For me, the AI capability is where the real value is. It helps me identify gaps, consider things from different perspectives and work through complex problems much faster. It still requires human judgement and good context to get the best result, but once you learn how to work with it effectively, the productivity benefit is significant.

The integration with Microsoft 365, ease of use and overall performance make it something I now use consistently rather than occasionally. From an ROI perspective, the time saved across writing, research, analysis and problem-solving is probably the biggest benefit for me. Review collected by and hosted on G2.com.

What do you dislike about Microsoft Copilot?

My biggest frustration with Copilot is probably inconsistency. When it works well, it is incredibly useful, but sometimes it loses context, misses a small but important detail, or gives an answer with more confidence than the underlying information warrants. Because I use it for compliance, clinical governance and other detail-heavy work, I still need to validate important outputs rather than automatically relying on them.

I’d also love the experience across Microsoft 365 to be more seamless. Being able to bring together information from emails, Teams, meetings and documents is one of the biggest potential benefits for me, but finding the right information or carrying context between different pieces of work can sometimes be hit and miss.

There is definitely a learning curve as well. Copilot becomes much more valuable once you learn how much context to give it, how to challenge the response and how to keep refining the output. I use it every day, so these aren’t deal-breakers, but better consistency, stronger context retention and more reliable integration would make a significant difference. Review collected by and hosted on G2.com.

What problems is Microsoft Copilot solving and how is that benefiting you?

Microsoft Copilot is solving a number of everyday productivity problems for me, particularly information overload and the time involved in turning complex information into something practical and usable. My role involves working across compliance, clinical governance, regulatory requirements, reporting, projects and stakeholder communication, often at the same time.

Copilot helps me quickly summarise large amounts of information, organise my thinking, identify gaps, draft and refine documents and communications, troubleshoot Excel and reporting issues, and break complex problems into clear actions. It is particularly useful when I have a lot of information but need help turning it into a structured report, framework, briefing, action plan or simply understanding what matters most.

One of the biggest benefits is that I no longer have to start everything from a blank page. I can give Copilot rough thoughts, background information or an initial draft and work with it iteratively until the output is genuinely useful. It also helps me look at problems from different perspectives and challenge my own thinking.

Overall, it reduces administrative and cognitive load, saves me significant time and allows me to spend more of my time on judgement, decision-making and higher-value work rather than formatting, summarising or manually pulling information together. Review collected by and hosted on G2.com.