Saving time in the office with AI

Or: How I Learned to Stop Retyping Meeting Notes and Love the Overconfident Intern


Let me paint you a picture.

It’s 4:52 PM on a Thursday. You have a 47-minute meeting recording that needs to become a summary. Three emails that need a tone somewhere between “friendly” and “I’m not angry, I’m just disappointed.” A spreadsheet where the same customer appears as “Acme,” “ACME Ltd.,” “acme limited,” and — my personal favorite — “Acme (the good one).” And a manager who just said the four most dangerous words in the office: “No rush, but today?”

Meanwhile, in another browser tab, an AI chatbot is sitting there, idle, ready to produce a first draft of all of it in roughly the time it takes your coffee to go from “too hot” to “lukewarm and sad.”

So why aren’t you using it? Or — and this is the more common crime — why are you using it badly: pasting the entire task in, copying the answer out, and hitting send without reading a single word, like someone signing a contract with their eyes closed?

This article is about doing it right. We’ll start with why AI should be your tool and never your substitute, then go through some small everyday jobs where it saves you real time, and finish with a couple of monstrous ones where, frankly, doing it without AI would be borderline irresponsible.

Grab a coffee. The hot one, while it lasts.


First, the Uncomfortable Part: AI Is Not Here to Do Your Homework

Remember school? Somebody in your class — not you, of course — copied an essay straight from the internet, changed three words, and handed it in. The teacher noticed because the essay contained vocabulary the student couldn’t spell. The student learned nothing, got caught, and became a cautionary tale told at every parent-teacher meeting for the next decade.

At the office, the stakes are higher and the teacher is replaced by something far less forgiving: consequences. Nobody hands you a red pen and a C-minus. They hand you a confused client, a report with the wrong numbers, and a calendar invite called “Quick sync” that is neither.

Here’s the core problem. AI tools are astonishingly good at producing text that sounds right. Fluent, confident, well-formatted, beautifully structured. They are also perfectly capable of being wrong in exactly the same fluent, confident, well-formatted way. That’s not a rare glitch — it’s how the technology works. It predicts plausible words; it doesn’t walk over to a filing cabinet to check the facts. (There have been lawyers who submitted court documents citing cases that never existed. The AI had invented them, complete with perfect formatting and a lovely tone. The judge was not charmed.)

So here’s the mental model I want you to keep for the rest of this article.

The Overconfident Intern Rule

Think of AI as the fastest intern you’ve ever hired. It has read most of the internet. It types at the speed of light. It never sleeps, never sighs, and never asks for a raise.

It has also never worked at your company. It doesn’t know your clients. It doesn’t know that Steve in accounting hates the word “synergy.” And it will tell you something completely made up with exactly the same calm smile as something completely true.

You would never forward an intern’s first draft to the CEO without reading it. So don’t do it with AI either. Three rules fall out of this:

  1. AI drafts, you decide. The thinking stays with you. The typing doesn’t have to.
  2. If you couldn’t do the task yourself — slowly, painfully, with some muttering — you can’t check the result. And if you can’t check it, you shouldn’t delegate it. A calculator is wonderful, but only for people who notice when it says 2 + 2 = 22 because they pressed a key twice.
  3. Your name is on it, so you own it. “The AI said so” is not a defense. It’s the corporate version of “my dog ate it,” except the dog is a trillion-parameter language model.

💡 Pro Tip: Before pasting anything into an AI tool, ask yourself: “Would I be comfortable seeing this text on a billboard?” If it contains client names, personal data, contracts, or anything under NDA, use only the tools your company has approved, or anonymize the data first. And if you work in Europe, there’s this small thing called GDPR, which has very strong feelings about the subject.

Good. Lecture over. Now let’s have some fun.


The Easy Wins: Small Jobs, Big Savings

These are the jobs that take you 10 to 40 minutes, bore you to the point of staring at the ceiling tiles, and that AI will finish in under a minute. Start here: the risk is low, the payoff is immediate, and you’ll feel like you discovered a cheat code. (It’s not cheating. It’s delegating — the thing managers get paid for.)

Example 1: The Email Translator (From “Furious” to “Professional”)

We’ve all written this email:

Per my last email — which I sent twice — the report is due Friday. Thanks in advance, I guess.

We also all know we can’t send it. This is where AI shines: it’s a tone-conversion machine.

The prompt:

Rewrite this email so it sounds polite, warm and professional, without losing the deadline. Keep it under 80 words. Original: [paste email]

What you get: something like “Just a quick reminder that the report is due on Friday. If anything is blocking you, let me know — happy to help!” Same message, minus the smoke coming out of your ears.

What you check: that the facts (deadline, names, numbers) survived the makeover, and that the result still sounds like you. If your usual style is dry and short and the AI hands you a message with three exclamation marks and a sparkle emoji, your colleagues will assume you’ve been kidnapped.

Example 2: The Meeting Minutes Machine

Meetings: 47 minutes of conversation, 3 minutes of actual decisions, and a lifelong curse on the one person who couldn’t hide fast enough when someone said “Can somebody take notes?”

Paste your notes (or the transcript, if your meeting tool provides one and everybody agreed to being recorded) and ask:

From these notes, give me: 1) a 5-line summary, 2) the decisions made, 3) action items in a table with owner and deadline, 4) open questions nobody answered. If an owner or deadline isn’t stated, write TBD instead of guessing.

That last sentence is the secret sauce. Without it, the AI will happily assign “Review the budget” to Steve — who left the meeting at minute 12 — with a deadline it invented out of pure optimism.

What you check: owners, dates, and numbers. Skim the decisions against your own memory of the meeting. Total time: about 4 minutes instead of 40.

Example 3: The Spreadsheet Janitor

You inherit a column of 500 phone numbers typed in nine different styles — spaces, dashes, brackets, a mysterious dot — plus a date column that’s half real dates and half text pretending to be dates.

Here’s the trick: don’t paste the data. Ask for the method.

I have a column in Excel with phone numbers in mixed formats (spaces, dashes, brackets, with and without country prefix). Give me a formula that outputs them all in one consistent international format, and explain how to apply it to the whole column.

Why ask for the method instead of pasting 500 phone numbers? Three reasons: it’s faster, it keeps personal data out of the chat window, and you end up with a formula you can reuse next month when Steve exports the same mess again.

What you check: test the formula on 10 rows before unleashing it on all 500. Always. Trust, but verify. Then verify again, then go get lunch.

A Few More 60-Second Jobs

  • Turn a rambling brain dump into a clean meeting agenda
  • Proofread a document in a language that isn’t your first
  • Draft the first version of a job description, a FAQ, or a procedure
  • Explain a jargon-packed document “like I’m smart, but new here”
  • Brainstorm 20 email subject lines (then pick the one that isn’t terrible)
  • Translate that formula someone left behind into plain English

Now the Extremely Complex Ones: When AI Goes From “Nice” to “Necessary”

Simple examples are cute. They save you ten minutes here and there, and you could survive without them. But some jobs are so big, so tedious, or so tangled that doing them by hand isn’t “the hard way” — it’s the “this will not happen before the deadline” way. These are the two I want you to remember.

Complex Example 1: 8,400 Customer Comments and One Very Short Deadline

The scenario: The company ran a big customer survey, and on top of that someone exported support tickets and app-store reviews. You now have 8,400 free-text comments in English, Italian, German, and Spanish. Some are poetic. Some are in ALL CAPS RAGE. One just says “…”. The management meeting is Monday, and the question on the table is: “What are our customers actually unhappy about, and how much?”

Without AI: At an optimistic 20 seconds per comment, that’s about 47 hours of reading. A full work week, with no lunch, no blinking, and no sleep. And it gets worse, because human categorization quietly collapses with boredom. At 9 AM, “the app is slow” goes into Performance. At 3 PM, “takes forever to load” goes into Frustrations. By Friday, “my phone caught fire” has been filed under Miscellaneous. Humans are wildly inconsistent when bored, and nothing is more boring than comment #6,214.

With AI:

  1. Pilot first. Give it 50 comments and ask it to propose themes and a sentiment label. Review them, merge the duplicates, rename the vague ones.
  2. Lock the category list. Now give it the fixed list and ask it to classify every comment, in batches, as a table: comment ID, main theme, sentiment, one-line reason.
  3. Move it into Excel. Build a pivot table: top complaints, trends by product, differences by language. (Pivot tables are the other half of this miracle, and they never get tired either.)
  4. Collect the evidence. Ask for three representative comments per theme, copied word for word, with the comment ID, so you can check each one against the original.
  5. Spot-check. Randomly pick 100 rows and verify the classification yourself. If one category is misbehaving, fix the instructions and re-run that batch.

The result: a few hours instead of a work week, and — this is the part people underestimate — a classification that’s consistent from comment #1 to comment #8,400, because the AI doesn’t get hungry, tired, or distracted by the cake in the break room.

Why this one is crucial: this isn’t a “saves a bit of time” story. Without AI, this analysis simply doesn’t happen. The company ends up deciding based on the 40 comments someone skimmed and the loudest complaint in the loudest email. With AI, the decision is based on all the data.

What you still do: read the sarcasm. “Great, another update that fixes nothing. Love it.” is not positive feedback, and AI occasionally falls for it. And you decide what to do with the results — the AI can tell you what customers are saying, but it has no idea which fix is worth the budget, or that the CEO is emotionally attached to the feature everyone hates.

💡 Pro Tip: Always ask for output as a table with fixed columns, and always include the comment ID. It pastes straight into Excel, it’s easy to audit, and when one classification looks strange, you can trace it back to the original comment in ten seconds.

Complex Example 2: The Inherited Spreadsheet Nobody Dares to Touch

The scenario: Your colleague left for a better company with better snacks. What they left behind: a workbook with 23 tabs, roughly 9,000 formulas, a macro called Macro7, a few named ranges that point to nowhere, and a very important job — it feeds the quarterly forecast that the board looks at. Nobody knows exactly how it works. Everybody knows that if it breaks, it will somehow be your fault, because you were the last person to open it.

Without AI: A week of formula archaeology. Click a cell, read the formula, follow the arrows, sigh, repeat 9,000 times. And you still won’t find the single hard-coded number sitting in row 412, the one that silently replaced a formula back in 2022 and has been quietly making the forecast slightly wrong ever since.

With AI:

  1. Explain. Paste the key formulas, tab by tab, and ask for a plain-English explanation plus a map of which tab feeds which. In an hour, you understand a file that used to take a week.
  2. Audit. Ask it to hunt for suspicious patterns: a column where every formula follows one logic except three cells, hard-coded numbers hiding inside formula columns, ranges that stop one row short of the data. This is exactly the kind of boring pattern-spotting that tired human eyes miss and AI doesn’t.
  3. Modernize. Have it rewrite the monster formulas into something readable. For example, the classic “same lookup repeated twice” formula:
=IF(ISNA(VLOOKUP(A2,Prices!A:C,3,FALSE)),0,VLOOKUP(A2,Prices!A:C,3,FALSE))*B2

becomes:

=XLOOKUP(A2,Prices!A:A,Prices!C:C,0)*B2

Same result, half the length, zero cries for help. (If you want to see how far this rabbit hole goes, my article on the LET function covers the truly gnarly cases.)

  1. Test. Ask for test scenarios — zeros, blanks, negative numbers, month-end dates, the weird edge cases you wouldn’t think of until the board does — and compare old and new results side by side, on a copy of the file.
  2. Document. Have it write the “How this workbook works” tab that your colleague should have left behind, so the next person doesn’t have to start from scratch.

Why this one is crucial: errors in business-critical spreadsheets are a well-documented source of very expensive embarrassment, and manual archaeology tends to miss the sneaky ones. A tool that can read thousands of formulas patiently and flag what doesn’t belong isn’t a luxury here — it’s a safety net.

What you still do: reconcile. Before replacing anything, run old and new versions on the same data, in a copy, and compare the totals. If the numbers differ, find out why. Sometimes the new formula is wrong. And sometimes the old one was wrong — and fixing it changes the number the board has been looking at for two years, which is a conversation you want to have on purpose, not discover on a Tuesday.

⚠️ Watch out: An AI’s explanation of a formula can sound completely convincing and still be wrong. Verify its logic by hand on a few real cells before you trust the map. And, as always, anonymize or use approved tools for anything financial or confidential.


The Rules of the Road (Print This One)

Stick it near your desk, and actually use it — unlike that gym membership from January.

  • I use company-approved tools for company data, or I anonymize it first
  • I ask AI for drafts and options, and I make the final decision myself
  • I check every number, name, date, and quote before anything leaves my desk
  • I tell the AI what to do when it doesn’t know (“write TBD, don’t guess”)
  • I start with a small test batch before running the full job
  • I could do the task myself — slowly — so I can tell when the result is wrong
  • I give context: who it’s for, what format, what length, what tone
  • I read the whole output, not just the first paragraph (mistakes love to hide in the last one)

The Bottom Line

Used well, AI does two very different things for you. On the small stuff — emails, minutes, data cleanup — it gives you back a few hours every week, the kind of hours you used to spend on work that felt like homework. On the big stuff — thousands of comments, thousands of formulas — it makes possible what would otherwise be too slow, too boring, or too risky to attempt at all.

But in both cases, the pattern is the same: AI does the heavy lifting, and you do the judging. It’s fast, tireless, and cheerfully overconfident. You’re slower, but you know the client, you know the context, and you’re the one whose name is on the report. That combination is unbeatable. Either half on its own is a risk.

So go ahead: hand the boring stuff to the intern. Just read the work before it goes to the CEO.

And yes, I used AI while preparing this article — to help untangle my outline and keep me honest about the examples. The opinions, the jokes, and the strong feelings about Steve in accounting are entirely my own.


Shay Stibelman is a digital consultant based in Milan. He helps businesses and educators work better with the digital tools they already have — and, increasingly, with the AI tools they’re not quite sure how to use. He writes at blog.stibelman.com and makes video tutorials for people who’d rather watch someone else make the mistakes first.

NotebookLM: 10 Tips That Separate the Clickers From the Power Users

So you’ve heard of NotebookLM. Maybe you even tried it. You uploaded a document, asked it a question, it answered, and you thought “okay, cool” — and then went back to doing things the old way.

First of all, same. Second of all, you’re leaving an enormous amount on the table.

NotebookLM is one of those tools that looks simple on the surface and then turns out to have an entire underground city beneath it. The tips below are what separate people who use it occasionally from people who’ve quietly restructured their entire workflow around it. Ranked, because everything is better when it’s ranked.

Let’s go.


Before Anything Else: Why NotebookLM Is Different

Quick reminder, because it matters for everything that follows.

Most AI tools work like a very well-read person: they know a lot of general stuff, and they answer from that general knowledge. The problem? Sometimes they make things up. Confidently. With a straight face. It’s called “hallucination” and it’s the AI equivalent of that colleague who always sounds certain and is occasionally completely wrong.

NotebookLM works differently. It only answers from the documents you give it. Nothing else. It’s not browsing the internet, it’s not drawing on general knowledge — it’s reading your stuff and synthesizing your stuff. Every answer comes with a citation, which you can click to verify. Every. Single. One.

This is not a limitation. This is the whole point. And once you internalize that, these tips will make a lot more sense.


Tip #1: One Notebook, One Topic. No Exceptions.

This sounds boring. It is also the most important thing in this article.

The temptation is to create one giant notebook and throw everything into it — all your projects, all your documents, all your research. It feels organized. It is not organized. It’s a junk drawer with a label on it.

When you mix unrelated content in a single notebook, the AI’s ability to find connections and surface relevant information gets diluted. It’s like asking a very smart person to think about marketing strategy, project timelines, HR policy, and last year’s invoices all at the same time. Even they’d look at you funny.

The fix is simple: one notebook per project, per topic, per purpose. A “Marketing Research” notebook. A “Client X Project” notebook. A “Competitor Analysis” notebook. Each one becomes a focused little expert on exactly that thing and nothing else. The results are dramatically better.

Input discipline. That’s the whole tip.


Tip #2: The Note-to-Source Loop (a.k.a. the Recursive Brain Trick)

This one is a little mind-bending but very worth it.

Here’s the problem: when you have 10 raw documents in a notebook, there’s a lot of noise. Repetition, tangents, conflicting info, irrelevant sections. The AI does its best, but it’s working with messy material.

Here’s the fix: ask NotebookLM to synthesize all of it into one clean, structured note first. A comparison table, a summary document, a structured overview — whatever fits your purpose. Then take that note, clean it up manually if needed, and re-upload it as the only source in the notebook. Deselect all the originals.

Now the AI is working from a clean, verified, “gold standard” document you’ve curated yourself. The Audio Overviews it generates will be sharper. The slide decks will be more focused. The answers will be cleaner.

You’re essentially using the AI to make better raw material for the AI. Recursive, slightly philosophical, extremely useful.


Tip #3: Custom Instructions — All 10,000 Characters of Them

NotebookLM lets you set custom instructions for how the AI should behave in your notebook. Think of it as a permanent system prompt — a briefing you give the AI before every single conversation.

NotebookLM recently expanded this to 10,000 characters (that’s a lot of characters), which means you can now write genuinely detailed instructions. Not just “be formal” — but an entire persona, a role, a set of constraints, a preferred output format, the works.

Power users keep a “persona library” and paste in different ones depending on the task:

  • The Socratic Coach — doesn’t give you answers, asks you questions about the material so you actually have to think (and retain things)
  • The Senior Strategy Consultant — cuts straight to SWOT analysis, actionable recommendations, and executive-level framing
  • The Devil’s Advocate — specifically looks for holes in your argument, contradictions in the data, and reasons your plan might fail

That last one, by the way, is genuinely useful before any big presentation or proposal. Better to hear the problems from your AI than from your client.


Tip #4: Deep Research for the Gaps in Your Own Knowledge

Your internal documents are great, but they don’t know what happened last month. They don’t know what your competitor just announced. They don’t know the regulatory change that was published last week.

NotebookLM has a Deep Research mode that goes out and browses live websites to fill those gaps. You give it a question, it does the legwork across hundreds of sources and comes back with a cited report. You then import that report as a source into your notebook.

The result is a hybrid knowledge base: your internal documents plus the current state of the world, all in one place, all queryable. It’s the difference between working with a snapshot and working with a live picture.


Tip #5: Stop Generating One Audio Overview and Walking Away

The Audio Overview feature — where NotebookLM generates a podcast with two AI hosts discussing your documents — has, remarkably, been used by over 10 million people a month. Which means most of those people generated it once, listened passively, and called it done.

Don’t do that.

The actual power move: customize the prompt before you generate. You can tell the hosts what to focus on, what tone to take, what angle to explore. “Focus on the financial implications.” “Take a more skeptical tone.” “Debate the two main approaches and don’t pick a winner.”

Then generate multiple episodes from the same material, each exploring a different angle. You now have a mini podcast series about your own documents, which is either very cool or very weird, depending on your personality.

And in Interactive Mode, you can join the conversation yourself. Interrupt the hosts. Ask them to go deeper on a specific point. Act as a guest on your own podcast about your own meeting notes. Honestly? We live in remarkable times.


Tip #6: Query Across Notebooks (The Second Brain Move)

For a while, the biggest frustration with NotebookLM was that notebooks were silos. Your Marketing notebook couldn’t talk to your Finance notebook. You had multiple specialized experts who didn’t know each other existed.

That changed. You can now connect multiple notebooks through the Gemini app and query across all of them at once. So when the strategic question requires both the marketing data and the financial data, you don’t have to jump between two notebooks and manually connect the dots yourself.

This is what people mean when they talk about a “second brain.” Not one massive document dump — a network of specialized, focused notebooks that can be interrogated together when needed.


Tip #7: Ask It What’s Missing (The Source Gap Prompt)

Most people use NotebookLM as a summarizer. Summarize this. Explain that. What are the key points?

Useful. But not the most powerful thing you can do.

The most powerful prompt in the advanced user toolkit is the Source Gap prompt: ask the AI to tell you what’s not in the documents. What’s missing. What assumptions are unproven. Where the sources contradict each other. What questions the material raises but doesn’t answer.

You’re asking it to be an auditor, not a summarizer. And auditors find the things that matter — the gaps, the blind spots, the weak links in the argument. For market research, strategic planning, or any document where the stakes are high, this is invaluable.

“What important context is not covered in these documents?” is one of the most useful prompts you will ever type.


Tip #8: Transcribe Everything. Seriously, Everything.

NotebookLM supports audio and video uploads (YouTube links, MP4 files, MP3 recordings), and it will transcribe and analyze them just like text documents.

Think about what that means. Call recordings. Client interviews. Conference presentations you attended. Internal webinars. That hour-long product review meeting where someone promised to send the notes and never did.

All of it becomes searchable, queryable, and summarizable. You can turn a recorded client call into structured notes, FAQs, or a follow-up email in minutes. A recorded training session becomes a searchable knowledge base. A YouTube tutorial on a tool you’re learning becomes source material you can interrogate.

Third-party transcription services cost money and still give you a wall of text you have to process yourself. NotebookLM transcribes it and puts it directly into an environment where you can ask questions about it. That’s a different category of useful.


Tip #9: Revise Your Slides Like a Demanding Art Director

NotebookLM can generate slide decks directly from your source material. One click, full deck, done. Which is impressive enough on its own.

But the real move is what you do after. Once the deck is generated, you can go into the chat and tell it to revise specific slides. “Redo slide 4 to focus on the executive summary.” “Make slide 7 more visual and less text-heavy.” “The intro slide needs to start with the problem, not the solution.”

You’re essentially art-directing an AI slide designer who doesn’t take things personally and never says “but I thought we agreed on this layout.” Just iterate until it’s right, then export to PPTX and polish the final version yourself.

It won’t replace a good designer for anything that needs to look genuinely beautiful. But for an internal strategy presentation at 9am on a Tuesday? It’ll get you there.


Tip #10: Use the Citations to Navigate, Not Just to Verify

Every answer NotebookLM gives you includes clickable footnote-style citations linking directly to the source passage. Most people click them occasionally, to check if the AI got it right.

Power users click them constantly — not to verify, but to navigate.

Got a 500-page document? Don’t use Ctrl+F and hope for the best. Ask NotebookLM a question about the topic you need, and click the citation. You’ve just jumped directly to the relevant section using semantic search. The chat panel becomes a high-speed navigation interface for dense material.

For anyone who works with long contracts, technical documentation, lengthy reports, or academic papers, this alone is worth the price of entry. (Which, for the free tier, is zero. So.)


Bonus: The Three-Tool Chain That Power Users Actually Use

Here’s a workflow that’s become increasingly popular among people who’ve fully leaned into AI-assisted research:

Step 1 — Perplexity for initial web sourcing. It’s great at finding high-quality, current URLs on a topic quickly.

Step 2 — NotebookLM for deep, grounded analysis. Import those URLs, cross-reference with your internal documents, generate structured notes and synthesis.

Step 3 — ChatGPT or Claude for creative output. Take the refined synthesis from NotebookLM and move it to a more creatively fluent model for drafting, writing, or ideation.

Each tool does what it’s best at. Perplexity searches. NotebookLM synthesizes accurately. Claude or ChatGPT writes fluidly. Together, they cover the full research-to-output pipeline without any single tool having to be great at everything.


The Bottom Line (Again, But With More Conviction This Time)

NotebookLM is not a chatbot. It’s not a search engine. It’s not a note-taking app.

It’s a precision research environment that happens to also generate podcasts, slide decks, mind maps, and video summaries from your documents. Used casually, it’s a useful time-saver. Used strategically — with focused notebooks, custom personas, recursive refinement, and the right prompts — it’s genuinely a different way of working with information.

The tips above aren’t tricks. They’re a framework. Start with Tip #1 (notebook discipline), layer in the others as they become relevant to your work, and don’t try to implement all ten in the first week. You’ll lose your mind. Or at least your enthusiasm.

Pick one. Try it. See what changes.

The 500-page document isn’t going to read itself. But NotebookLM will, and it’ll tell you exactly what’s in it, what’s missing, and what you should probably do about it.


Shay Stibelman is a digital marketing consultant based in Milan, Italy. He helps businesses work smarter with the digital tools they already have — or the ones they really should have by now.

Microsoft Office Just Got a Brain. Here’s What That Means For You.

Let’s be honest for a second.

You’ve been using Microsoft Office for years. Maybe decades. You know how to bold text. You know Ctrl+Z is undo and you use it approximately 400 times a day. You’ve survived Excel formulas that looked like ancient Sanskrit, PowerPoint transitions that belonged in a 2003 corporate fever dream, and Word documents that somehow changed formatting by themselves in the middle of the night.

You’ve been through a lot together, you and Office.

And now, Microsoft has added AI to the whole thing. It’s called Copilot, and it lives inside Word, Excel, PowerPoint, Outlook, Teams — basically everywhere you already spend your working hours. Which is everywhere.

So what does that actually mean for you? Good question. Let’s get into it.


First, the Obvious Question: Do I Need to Learn Something New?

Sort of, but not really.

The beauty of Copilot — and AI assistants in general when they’re baked into tools you already use — is that you’re not learning a new interface. You’re not switching apps. You’re not watching a three-part tutorial series on YouTube at 1.5x speed while eating lunch.

You’re just working in the same apps you’ve always used, except now there’s a little AI assistant sitting in the sidebar going “psst. I can help with that.”

The learning curve is: know what to ask. That’s it. And we’re going to cover exactly that.


Word: Your New Writing Partner Who Never Sighs at Your Drafts

Let’s start with Word, because almost everyone uses it and almost everyone has a complicated relationship with the blank page.

Drafting from scratch? Don’t. Describe what you need and let Copilot write a first draft. Not because you’re lazy — because a first draft to react to is always faster than a first draft from nothing. You’ll edit it, reshape it, make it yours. But you’re not starting from zero, and that matters more than people admit.

Rewriting existing content? Select any paragraph, right-click, and ask Copilot to make it shorter, more formal, more casual, or just “better.” It’s surprisingly good at adjusting tone. Handy for when you need to send the same information to your CEO and to a client and they absolutely cannot sound identical.

Summarizing long documents? Ask Copilot to summarize whatever’s open. It reads the whole thing and gives you the key points. This is particularly useful when someone sends you a 20-page document with the note “let me know your thoughts by EOD” at 4:47pm.

The secret move: Ask it to improve your writing, not just change it. There’s a difference between “make this shorter” and “make this clearer and more direct.” Try both. See what happens.


Excel: Finally, Formulas in Human Language

Okay. Excel formulas. Let’s talk.

I love Excel. I also know that a non-trivial percentage of the working population opens a cell, starts typing a formula, makes one small error, and then stares at a #REF! error for 20 minutes while slowly questioning their life choices.

With Copilot in Excel, you can now describe what you want in plain English and it will write the formula for you.

“Show me the total sales for Q3 where the region is ‘North’.” “Calculate the average time between order date and delivery date.” “Flag any rows where the value in column C is more than 20% higher than the previous row.”

It writes the formula. You paste it in. It works. You feel like a genius. Nobody has to know.

But it goes further than formulas. You can ask Copilot to:

  • Spot trends in your data — “What patterns do you see in this dataset?”
  • Suggest charts — “What’s the best way to visualize this data?”
  • Clean up messy data — ask it to identify duplicates, inconsistencies, or blank cells
  • Generate new columns based on logic — “Add a column that categorizes sales as High, Medium or Low based on value”

The spreadsheet isn’t going to build itself. But with Copilot, it’s getting a lot closer.

The secret move: Don’t just ask it to do things. Ask it to explain things. If you’ve inherited a spreadsheet full of formulas someone else wrote (we’ve all been there, and we’ve all had feelings about it), ask Copilot to explain what each formula does. Instant clarity. No archaeology required.


PowerPoint: Slides From Nothing, In Seconds

PowerPoint has a special place in the circle of office suffering. There is nothing quite like the experience of being told you need to “put together a quick presentation” — which, in the history of work, has never once been quick.

Copilot can now generate an entire presentation from a prompt. Or, better yet, from a Word document you’ve already written. You feed it the content, tell it roughly what you need, and it builds slides — with layouts, titles, bullet points, and even suggested images.

Is it perfect? No. Will you need to tweak it? Yes. Will it still save you 45 minutes of dragging text boxes around and trying to remember whether your brand color is #0050A0 or #0052A3? Absolutely.

You can also use it to:

  • Summarize a presentation that someone sent you (because sometimes you receive a 40-slide deck and need to understand it in 3 minutes)
  • Add a new slide on a specific topic without breaking the existing formatting
  • Rewrite speaker notes so they actually sound like something a human would say out loud, rather than a bullet-pointed anxiety spiral

The secret move: After generating slides, ask Copilot: “What’s missing from this presentation?” It will often flag gaps in logic, missing sections, or points that need more supporting data. It’s like having a second pair of eyes that’s read the brief and isn’t being polite about it.


Outlook: Because Email is Still Somehow the Core of Everything

Email. The immortal, indestructible, unstoppable communication format that was supposed to die approximately fifteen times and never did.

Copilot in Outlook does a few things that will make your inbox slightly less of a horror show.

Email summaries: Long email thread with 24 replies and you have no idea what’s happening? Ask Copilot to summarize it. It pulls out the key decisions, open questions, and action items. You’re caught up in 30 seconds. You’re welcome.

Draft replies: You can highlight an email and ask Copilot to draft a reply for you. Give it the key point you want to make and the tone you want to strike, and it handles the rest. This is especially useful for emails you’ve been putting off because they require a delicate touch (read: the ones you’ve had sitting in your inbox for four days with a little mental sticky note that says “ugh”).

Coaching mode: There’s a feature that reviews your draft before you send it and gives feedback on tone, clarity, and whether it might land the wrong way. Think of it as a friend who reads your passive-aggressive email before you send it and gently says “maybe don’t.”

The secret move: Use Copilot to schedule follow-ups. Ask it to draft a follow-up email to send in three days if you haven’t heard back. Copy it into a draft, schedule the send. Never forget a follow-up again. Never lose a deal because it fell through a crack. Very satisfying.


Teams: The Meeting Took Two Hours and You Need It to Be Four Bullet Points

Teams has arguably the most dramatic AI upgrade of the whole suite.

Copilot in Teams can transcribe your meetings in real time, take notes, summarize the discussion, and generate a list of action items — all automatically, while you’re actually present in the meeting and paying attention like a normal human being.

After the meeting, you can ask it things like:

  • “What did we decide about the budget?”
  • “Were there any open questions that didn’t get resolved?”
  • “What did Marco say about the timeline?” (Perfect for when Marco is a fast talker and you lost the thread somewhere around minute 47.)

You can even ask it to catch you up if you joined a meeting late. Which, you know. Happens sometimes. To some of us. More than we’d like to admit.

The secret move: At the end of a meeting, before you hang up, ask Copilot to generate a recap you can paste directly into an email to all attendees. Meeting summary + action items + owners + deadlines, ready to send. Your team will think you’ve become incredibly organized. You have not. You’ve become incredibly smart about using tools.


The Stuff That Works Across All of Them

A few principles that apply no matter which Office app you’re in:

Be specific about tone. “Formal” and “professional” are not the same thing. “Casual” and “friendly” are not the same thing. Tell it exactly what register you need.

Give it context. The more it knows about the situation, the better the output. “Write an email” is a weak prompt. “Write an email to a long-term client explaining a 2-week delay on their project, keeping the tone reassuring and taking responsibility without being dramatic” is a great prompt.

Iterate, don’t regenerate. If the first output isn’t quite right, don’t just click “regenerate” and hope for different results. Tell it specifically what to change. “Make the introduction shorter.” “The second paragraph is too formal.” “Add a sentence acknowledging the inconvenience.” You’ll get there faster.

Use it to think, not just to produce. Ask it questions. “What am I missing here?” “Is there a better way to structure this?” “What objections might someone have to this proposal?” AI is a thinking partner, not just a text generator.


Coming Up: The Deep Dives

This is the overview — the “here’s what’s possible” article. But we’re just getting started.

In the coming articles, I’ll be going deep on each of these apps individually: specific features, real use cases, the tricks that actually save time versus the ones that look impressive in demos and are useless in real life. We’ll also look at specific job roles and workflows — what AI in Office looks like for someone in finance versus someone in marketing versus someone who just wants to get through their inbox and go home on time.

So bookmark this. Or don’t — just Google “Shay AI Office” in three weeks and it’ll probably come up. (That’s SEO confidence right there.)


Pro Tip: The Sidebar Is Your Secret Weapon

Here’s something that most people overlook entirely, and it’s kind of mind-blowing once you start using it.

In Microsoft 365 apps, Copilot lives in a sidebar — a persistent panel on the right side of your screen that you can open at any time, in any document, and just… talk to. You don’t have to use the inline features. You don’t have to right-click or navigate menus. The sidebar is just there, ready, like a very competent colleague who never leaves their desk.

You can have it summarize what you’re working on, ask it questions about the document, get it to generate something new, or just think out loud with it while you work.

And if you’re in the Google Workspace universe instead — Docs, Sheets, Slides, Gmail — the same principle applies with Gemini in the sidebar. Google has their own version of this, and with Gems (custom AI personas you can configure for specific tasks), you can set up a sidebar assistant that’s already tuned for your specific workflow before you even open a document.

Whether it’s Copilot or Gemini, the sidebar is where the real day-to-day magic happens — not in flashy demos, but in the quiet five seconds where you ask a quick question and get back exactly what you needed.

I’m going to write a whole dedicated article about using the sidebar effectively — for both Microsoft and Google — including how to set up Gemini Gems for specific roles and workflows. It’s worth its own deep dive. Stay tuned.


Shay Stibelman is a digital marketing consultant based in Milan, Italy. He helps small and medium businesses get their digital act together — websites, strategy, tools, and the occasional strongly-worded opinion about fonts in PowerPoint presentations.