From Searching to Asking: A Day in the Life of Microsoft 365 Copilot Training Recap
What if instead of digging through folders or scrolling through endless emails, you could simply ask a question, and get the answer instantly?
That’s the future of work with Microsoft 365 Copilot Chat, and it’s already here.
In our recent webinar, “From Searching to Asking: A Day in the Life with Microsoft 365 Copilot,” we explored how Copilot is changing the way people work, whether you have a license or not. Hosted by Carolyn Gjerde and Paloma Tonigussi, the 30-minute session followed two fictional employees, Sarah and Hannah, as they navigated a typical day with the help of Copilot Chat.
Meet Sarah and Hannah: Two Users, Two Experiences
Phishing isn’t new, but it’s evolving. As Colin Smith explained, phishing succeeds because it targets humans, not machines. That makes it the most successful and least automatic form of attack. Worse, AI is now helping attackers craft sophisticated, hyper-personalized phishing messages that mimic real HR requests, bank updates, or internal communications.
- Sarah doesn’t have a full Copilot license. She can access Copilot Chat for basic writing help, productivity tips, and prompt coaching, but it’s not connected to her files or meetings.
- Hannah, on the other hand, has the full Microsoft 365 Copilot license. That means Copilot Chat is integrated with her Outlook, Teams, OneDrive, and internal documentation.
By comparing their workflows, we saw exactly how Copilot supports users at different stages of the AI adoption journey.

Key Takeaway from Demo
Rewriting Messages with Confidence
- Sarah used Copilot Chat to refine the tone of her draft email to sound more professional.
- Hannah went a step further, asking Copilot to rewrite the message using her company’s official brand voice guide, yielding a confident, on-brand response.
Copilot helps you sound better and sound like your company.
Meeting Summaries Made Simple
- Sarah had to manually upload her transcript to summarize a call.
- Hannah simply asked Copilot to summarize her “status call,” and it pulled in the right meeting transcript, automatically generating a high-level summary.
With a license, Copilot becomes context-aware. No hunting for documents required.
End-of-Day Checklists That Know What You’ve Done
- Sarah got a generic end-of-day checklist
- Hannah’s checklist was personalized: Copilot reviewed her emails, chats, and files to prioritize the most relevant action items.
Copilot can help you end the day with clarity, not chaos.

The Shift: From Searching to Asking
The core message? Stop searching. Start asking.
When Copilot has access to your work data, it becomes an intelligent assistant that understands your context, saves time, and gives you insights search alone can’t deliver. And even without a license, Copilot Chat is still a valuable tool for writing, planning, and learning better prompts.
Getting Started: Copilot for Everyone
Not sure who in your organization needs a license? Carolyn and Paloma offered these tips:
✅ Be intentional with license assignment; not everyone needs full access right away.
✅ Use real user data to inform license decisions.
✅ Explore use cases by department to align with business goals.
Ready to Roll Out Copilot? We Can Help.
At Creospark, we help organizations unlock the full potential of Microsoft 365. Whether you’re just exploring AI tools or ready to launch Copilot across teams, we’re here to support you every step of the way. Reach out to us to learn about Copilot readiness assessments, training, and licensing strategy.
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