Feature Proposal: OS-level Intelligent Task Organizer (Windows + Copilot)
A Idea about Intelligent Tasks organizer, I have to remember a lot of things during the team meetings like what is been said (we'll schedule a call or follow up etc.,) and what has been communicated in the emails (I'll get back to you after 2 weeks, or call us after two weeks) , And notes that I took in the notepad, or notepad ++,or sticky notes, or word, or one note. I want to chronologically display tasks on the right hand side of the laptop screen just like sticky note and it shall display all tasks one by one, it shall remove tasks are already complete (email sent with confirmation). and arrange, adjust every few mins according to priority/time or user added priority. App shall display small icon (just like chat) upon clicking it shall display ordered list of tasks. and desktop apps like teams/note/word/notepad++,sticky notes can participate by default or other apps like notepad++ can be onboarded manually in to the app. You can use a local model which infers the meaning of “I’ll call you in two weeks” - who is “I”? you or them? “Let’s follow up later” - task or casual statement? “I sent it” - which task did this complete? You can use a local model such that Corporate Teams/Outlook access may allow by corporate policy. Need to put much emphasis on false positives if the app keeps inventing tasks. Do not need to bring big LLMs in to the picture for inference, because of corporate policies may not allow. Microsoft provides operating system,office 365, tools with copilot, the inference can be possible because of all apps/content can be accessible at os level. Problem: Users capture tasks across multiple tools: Teams meetings and chats Outlook emails Notes (OneNote, Notepad, Sticky Notes, Word) Tasks become fragmented, untracked, and often lost. Proposed Solution: A lightweight system-level task layer integrated with Windows + Copilot that: Core Features Automatic task extraction From Teams, Outlook, notes, and user text Example interpretations: “I’ll call you in 2 weeks” “Let’s follow up later” Context-aware inference (local model) Identify: Task owner (“I” vs “you”) Priority signals Deadlines Minimize false positives Chronological task timeline Tasks auto-organized by: Time Priority Recency Floating task panel (desktop UI) Docked widget (like Sticky Notes or chat bubble) Expand/collapse view Always visible option Automatic task lifecycle tracking Detect completion: “Email sent” “File shared” Remove or mark complete automatically Continuous re-prioritization Adjust every few minutes based on: New inputs Deadlines User behavior Privacy-first architecture Use local models (SLM) instead of large cloud LLMs Enterprise admin control for data access Why this matters: Millions of users manually track tasks across fragmented tools, losing productivity daily. This feature would unify task understanding across the OS and M365 ecosystem.So many different CoPilots - confusing, unproductive
I think we have all learned that CoPilot is a brand, a suite of tools. That probably makes sense from Microsoft perspective, but it is confusing as heck for end users or people trying to roll out CoPilot in a company. Products include: Sharepoint agents CoPilot desktop app Copilot in Office apps -- different copilots for PPT, Word, excel, Outlook CoPilot Studio - custom copilots (which by the way turn into "apps"???) Teams Copilot Researcher and Analyst Agents Prompting Coach Visual Creator What is even more frustrating is they don't all work together or in the same environments. I want to call my Sharepoint Agent from my Copilot, nope. I want my Custom Copilot to use Researcher (or vice versa even), not happening (despite Copilot giving me instructions on how it should). Meanwhile, in Anthropic-land, I setup an MCP service to integrate Claude and my to do app. Not without hiccups, but it works now. The whole Copilot ecosystem needs to get a lot more consistent and quickly or you are going to continue to loose users. PS - as i went to post this, I needed to select Tags -- there were 20 Copilot products to choose from!
Copilot missing in Word, Excel and PowerPoint desktop apps of some users
Hi Everyone, At my company we're setting up copilot. After allowing access through the Admin Centers we've encountered various oddities. Some users can use the sharepoint/onedrive search functionality. But most can't. Some users have the Copilot button in some of their apps. There is no consistency in which app they get it. Some have it in word, others in excel, some in multiple, some in none. A handful of users have Copilot in all apps. Things like transcribe work fine everywhere. We switched intune to push Office apps with Current Channel instead of Semi-Annual, to no avail. We use M365 Business premium with the Teams phone standard addon.
Copilot Agent ALM and Knowledge Source Management Across Environments
Hello everyone, I currently have an agent in a Dev environment and want to deploy it to a second environment (e.g., Test or Prod). During deployment, we need to change the references to the knowledge sources. I’ve seen some articles where environment variables are used within Conversational Boosting topics to handle this, but I wanted to check if there is a supported or recommended way to manage or update knowledge source references from the Knowledge section itself to make them dynamic by using Environment variable? Any guidance or best practices would help. Thankyou.Copilot + SharePoint Search: How AI Changes Information Discovery
Traditional SharePoint Search has always relied on keywords, filters, and user intuition. While it often assumes users know what they’re looking for and how it’s stored. With the introduction of Microsoft Copilot, SharePoint Search is undergoing a fundamental transformation from keyword-based retrieval to AI-driven information discovery. https://dellenny.com/copilot-sharepoint-search-how-ai-changes-information-discovery/
Copilot searching SharePoint inconsistent
I realize that using SharePoint search to search SharePoint works great, but noticed that many times I ask Copilot for information that I KNOW is in our SharePoint, the results are poor. As test, I searched for a simple last name of one of our team from SharePoint and got 80 or so results. When I asked Copilot to "give me a list of every file where xxxx is found", it came back with 6 results. Why the discrepancy and how do we go about making this more reliable?CoPilot Agents - Word Tables
Hi, We have been trying to create a CoPilot agent within the business that can read data in a referenced folder within SharePoint and output a summary. Now the prompt I'm using works perfectly when using the "Researcher" agent within CoPilot, but when I use it in the agent the output is very different. For added context. I have made a SharePoint site which has a folder for each project and then all the docs relating to that project within. The user says to the agent, "give me a project overview for QXXXX", what should happen is, the agent finds that folder, which it's seemingly doing and it provides all the info in the layout I've mentioned in the prompt. So it can find the right folder, and it gives a good overview of the project. But any information that's within a table in word, it doesn't retrieve, I've even told it what document has the content in the table it should be bringing back and it says it can't read tables in Word. When I've researched this it seems to be the way CoPilot interprets the data is different depending whether you upload the file or just reference it like my agent is doing. Then in Researcher alternatively, I copy and paste the prompt into the text box, attach cloud files and select the project folder and the output is perfect. It retrieves all the content, dates etc and it's exactly what we need. My aim was to make an agent that can do the same but doesn't require the user to attach the folder, they can just give it the project number and it does it's thing. I'm still pretty new to agents, and appreciate it's still slightly new, but it doesn't feel like it should be doing that. Would anyone with some expertise in agents be able to assist in me fixing this? And if possible, be available via email for me to ask some further questions? Happy to provide any further information if needed. ThanksOverview of Copilot solutions and Key Benefits
Copilot isn’t one-size-fits-all. Each solution addresses different organizational needs. Here’s what they do—and why they matter. Microsoft 365 Copilot Chat is a conversational experience on web and mobile that delivers quick, context-aware answers from organizational data. It provides quick, context-aware answers from organizational data, improving responsiveness across departments while supporting mobile work scenarios. Microsoft 365 Copilot is an AI assistant built into Word, Excel, PowerPoint, Outlook, and Teams. It accelerates document creation, data analysis, and presentations and helps you catch up on meetings and messages. Copilot uses the context you already have in Microsoft 365—files, emails, chats, and calendars—through Microsoft Graph and respects the same permissions, security, and compliance your organization relies on. Microsoft Copilot Studio is a platform for extensibility and customization. It lets you build custom copilots and extend existing ones without writing code. Copilot Studio allows businesses to tailor AI to unique workflows without heavy development investment, accelerating innovation. Key benefits for organizations Copilot delivers three core benefits that impact the entire organization: Benefit How benefit achieved Example scenario Boost productivity by automating repetitive tasks. Copilot automates repetitive tasks and accelerates content creation across teams. A marketing team might use Copilot in Word to draft campaign briefs based on brand guidelines, reducing turnaround time from days to hours. Improve decision quality with data-driven insights. Copilot provides fast, data-driven insights, enabling better decisions at every level. An operations team might use Copilot in Excel to analyze supply chain data and identify cost-saving opportunities before quarterly reviews. Strengthen governance with enterprise-grade compliance. Copilot respects enterprise security and compliance standards, ensuring sensitive data stays protected. When legal teams draft contracts, Copilot uses only authorized organizational data through Microsoft Graph, maintaining compliance with internal policies and regulatory requirements.
