Episode Categories:
Resources:
Join the discussion on LinkedIn: Got something to say? Let us know on LinkedIn and network with other AI leaders
Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineup
Connect with Jordan Wilson: LinkedIn Profile
Start Here Series in our Inner Circle Community: Join for free access
Powerful AI Productivity: Microsoft Copilot Tasks Unlocks Agentic Workflows for Business Leaders
The recent hands-on demonstration of Microsoft Copilot Tasks reveals a surprisingly robust agentic AI platform, purpose-built for productivity and workflow management. Despite a quiet launch, Copilot Tasks stands out for its practical capabilities in automating complex research, document generation, and integrated task execution—directly supporting business workflows. Here’s a breakdown of Copilot Tasks’ core features and their clear business value as surfaced in the podcast episode.
Agentic AI for Competitive Research and Analysis
Microsoft Copilot Tasks enables users to describe multi-step business goals in natural language. In a real-world test, the platform was tasked to research and run a competitive analysis on industry tools—MacWhisper, WhisperFlow, CastMagic, and TubeON AI. The instructions demanded actionable outputs: a comparative overview, visualized Google Trends data, search volumes, third-party reviews, ICP deep-dives, feature comparisons, and a ready-for-presentation slide deck.
What’s notable is Copilot Tasks' autonomous execution: the AI planned its steps, searched relevant websites (including Google Trends, Crunchbase, LinkedIn, Slashdot, and GitLabka), extracted live and accurate data, synthesized findings into a clear executive summary, and produced a feature comparison matrix—all without manual intervention. The result was a presentation with 15+ features mapped across platforms, market positioning insights, ICP comparison, review scores, and strategic recommendations. For business use, this translates to hours saved on research, competitive tracking, and actionable reporting.
AI Document Generation and Editable Presentations
A standout capability is Copilot Tasks’ document creation flow. The system builds slide decks and spreadsheets from the research chain, yielding cleaner and more visually appealing outputs than traditional PowerPoint workflows. Each slide is directly editable: users can click to modify content, apply instant AI edits (such as “polish content”), and color-code elements through conversational prompts.
The platform also supports downloading presentations as PowerPoint files or saving directly to OneDrive in one click, with included version history and source tracking. For executives preparing pitch decks, quarterly reports, or market updates, Copilot Tasks streamlines the process from data gathering to boardroom-ready slides.
Integrations With Google and Microsoft Ecosystems
Copilot Tasks supports connectors for Google Drive, Gmail, Google Calendar, Contacts, Microsoft OneDrive, and Outlook—currently with read-only access. The AI can analyze messages, files, and events across these platforms, auto-drafting recaps or research summaries for daily workflows.
Integration extends to SMS: business leaders can trigger AI workflows by texting Copilot, leveraging their existing communication habits. For instance, Copilot was tasked via SMS to research content from a company website, draft a presentation, and prepare a ready-to-send email. With quick connector setup, users move from research to outreach in minutes.
Automated Scheduling and Recurring Agentic Tasks
Recurring and scheduled tasks are central. Copilot Tasks can monitor websites for new listings, schedule email summaries, or generate weekly briefings on meetings and outcomes. The podcast demonstration included auto-generated daily email recaps, with Copilot compiling actionable inbox summaries—ready in a draft email for review and send.
This “to-do list that does itself” enables consistent automation for routine business processes. Instead of piecemeal scripting or manual workflows, Copilot Tasks delivers consistent execution, reporting, and oversight—while always requiring user consent before sensitive actions like sending emails or managing external accounts.
AI-Powered Chain of Thought: Transparency and Command
Business users benefit from transparency: Copilot Tasks displays its chain of thought, with step-by-step history of browser actions, research pulls, and document creation. Users can monitor how the AI interacts with live databases and external sites, audit its actions, and command edits or adjustments—supporting accountability and trust in agentic workflows.
Cost and Accessibility: Practical Considerations
Microsoft Copilot Tasks is currently free and accessible via the online platform, with rapid onboarding and immediate productivity benefits. Compared to OpenClaw, Claude Cowork, or Perplexity Computer, Copilot Tasks is simpler, cheaper, and requires no API keys or subscriptions for basic use. With document creation, web-based integration, and SMS support, it meets business leaders where they work—with minimal learning curve.
Summary: Specific Value for Business Decision Makers
Competitive Analysis Automation: Cuts hours from market research with data-rich, auto-generated presentations and feature matrices.
Document Creation and Editing: Streamlines slide and spreadsheet generation with direct AI-powered edits, native integration, and source mapping.
Ecosystem Integration: Connects Google and Microsoft services for task automation—auto-email recaps, file reviews, and daily workflows.
Scheduling and Recurring Tasks: Delivers consistent automation for routine processes, with user oversight and easy SMS interaction.
Transparency and Control: Chain-of-thought visibility and manual edit options enable precise command and trust in outputs.
Cost Efficiency: Free to use, agentic features accessible without technical setup, supporting immediate productivity gains.
For business leaders focused on efficiency, actionable intelligence, and accessible automation, Copilot Tasks is a low-key powerhouse—a platform that deserves consideration for optimizing business operations and AI-driven workflow management.
Explore Copilot Tasks: Immediate Productivity, Practical Outcomes
Business owners, department heads, and operational managers seeking to harness effective AI for research, reporting, and workflow automation can tap into Microsoft Copilot Tasks today. As demonstrated, the platform addresses specific pain points—resource-intensive research, repetitive scheduling, and document prep—delivering tangible results for the enterprise.
Topics Covered in This Episode:
- Microsoft Copilot Tasks Overview & Launch
- Copilot Tasks Agentic AI Platform Features
- Hands-On Demo: Creating Competitive Analysis
- Recurring Task Automation in Copilot Tasks
- Document Generation: Presentations & Spreadsheets
- Deep Dive: Copilot Tasks User Interface
- Copilot Tasks Connectors: Google & Microsoft Services
- SMS Integration: Texting Copilot Tasks
- Step-by-Step Editing & Conversational Enhancements
- Scheduled Task Examples & Automated Emails
Episode Transcript
Jordan Wilson [00:00:16]:
When it comes to agentic AI, I know that a lot of the buzz right now is around OpenClaw, Claude CoWork, and even codex in its new sub agents. But there's a pretty big player in the game that low key put out a very useful product. It's free. It works and it's really, really good. And maybe it's because of the name that it's not getting a lot of attention because it can do a lot more than tasks. What am I talking about? It's Microsoft Copilot tasks. It's a new, what I think, underrated agentic feature from Microsoft that could maybe even shake up this whole co working agentic landscape if they actually continue to develop this thing and maybe eventually roll it out to more users. So let's get straight into it and talk about the big picture here.
Jordan Wilson [00:01:19]:
So Copilot task lets you describe a goal in natural language and then have Copilot go plan and execute the steps to complete it. Right now, unfortunately, it's only available on Microsoft Copilot online, not the Microsoft three sixty five Copilot that most enterprise companies use. So it's available on the, online version, not the desktop version, but it is free. It's easy to use, and I would say right now, it's a simpler alternative to a lot of the very popular and trending AI product categories like clawed co work, perplexity computer, and even OpenClaw. So stick with me for today's putting AI to work on Wednesday's show, and here's what we're gonna go over and what you're gonna leave with. I'm gonna show you how to use Copilot tasks and get your first task up and running in minutes. I'm gonna walk you through the key features that I think Microsoft is really actually underselling. And in the end, I'm gonna show you three reasons why I think everyone should be using Copilot tasks.
Jordan Wilson [00:02:23]:
Alright. You ready to put AI to work this Wednesday? Me too. Let's jump in. Welcome. If you're new here, my name is Jordan, and this is Everyday AI. It's an unedited, unscripted daily livestream podcast and free daily newsletter helping everyday business leaders like you and me not just keep up with all that's happening in the world of AI because there's way too much, but I help you understand what actually matters and how you can put it to use to grow your company and your career. So starts here. But for the cheat code, that's our website, youreverydayai.com.
Jordan Wilson [00:02:55]:
There, you can go sign up for the free daily newsletter. We're gonna be recapping today's show and all of the other AI developments in our newsletter that you need to know to stay ahead. Alright. I don't know why no one's talking about Microsoft Copilot tasks. So we're gonna go hands on with the powerful AI platform that I don't think anyone's really talking about. I mean, literally, sometimes before I do a show, I'll just see, you know, who's talking about this on, you know, YouTube or LinkedIn or just on the Internet at large. And there's, like, nothing out there, which I don't understand. This is, like, one of the largest companies in the world, and this is their, first free agentic product that anyone can go use, yet no one's using it.
Jordan Wilson [00:03:40]:
I think maybe it's because they originally rolled it out to a wait list, and then they open it up to everyone on the wait list. But I think pretty much anyone can go up, and sign up for a free account right now. So I don't know how long this is gonna be free. I I don't know if, you know, this was rolled out as a beta, so go check it out yourself. I got access pretty quickly. So let's start live. We're gonna do this one a little different. Alright.
Jordan Wilson [00:04:06]:
So, live stream audience, help me out. Let me know if you can, see my screen here. So, we are now in the just Microsoft Copilot online. So I'm gonna get a, a task here started, and I'm gonna read for our podcast audience what's going on. So these Wednesday shows, right, once a week, we go hands on, in in-depth with one AI product release or feature, and I usually have you guys vote for it. So, overwhelmingly, in our newsletter today, you guys wanted to know more about Copilot tasks. So here's where we're gonna start. We're gonna let this thing work, and I'm gonna check-in on it as we go.
Jordan Wilson [00:04:43]:
And I have some other tasks that have already been completed, and we're gonna take a live look. But if you are listening on the podcast and you wanna see the visual side of this, I'm gonna try my best, to describe it, but you can always go to our website, youreverydayai.com, and we have the video versions there that you can go watch. So here's the kind of prompt that I'm working. I'm also gonna give you a little secret, something I've been working on. Alright? So, in this prompt, I'm saying I'm working on a product research for an app I'm building. Please research and run a competitive analysis on MacWhisper, WhisperFlow, CastMagic, and TubeON AI. Please include a comprehensive overview of these platforms, comparative and or cumulative looks at Google Trends, search volume, total reviews, and average score on popular third party sites, a deep dive on their respective ICPs, unique features, and feature overlaps, as well as, I doubled that one, unique features on each product. Make sure to include comparisons and up to date info from March 2026.
Jordan Wilson [00:05:43]:
Also, make sure to fill the gaps with anything I may be missing. Take your time, then put all this information together in a presentation. Alright. Just what I said right there. I can assume. I want you first before we go any further. So I'm gonna give you some examples of what I'm personally using this for. Right? I always get, like, two crowds of people.
Jordan Wilson [00:06:01]:
People shouting to be like, Jordan, tell me how you use AI all the time. And I'm like, okay. Here you go. And then I also have other people that are like, wait. Why do you only show me what you use? Well, this this is what I know. Right? I'm not gonna, you know, show you how people are using something for market research in the logistics industry because I don't I don't do that. I don't know that. But, you know, kind of take a look at what I'm doing here, and apply it to your own situation.
Jordan Wilson [00:06:25]:
But I think this is a great use case. Right? This task, if I was doing this without AI, or even if I was doing this, you know, with chat g p t or normal Copilot or Gemini. You know, even this would probably be a multistep process. But without AI, my gosh. You know, five years ago, this would have taken easily. I mean, if I was locked in, I could have done this in, I don't know, forty to fifty hours. Right? Creating a full presentation. This is a lot of work.
Jordan Wilson [00:06:54]:
Alright. So we're gonna let, Copilot tasks kind of cook. And I'm gonna show you a little bit more on what this does. Alright. So now we're taking a quick look, at the Copilot, announcement. So I'm just gonna read, the first, paragraph or two here, just so you kind of know what this is. So they say Copilot task is designed for everyone, not just developers or enterprise. Starting today, we're launching a research preview to a small group of users so we can learn and refine with real world feedback.
Jordan Wilson [00:07:27]:
Over the coming weeks, we'll continue to add more people into the preview before our broad launch. So here's what Microsoft says that task can do. They said as we've tested Copilot tasks in our everyday routines, a set of natural real life use cases are starting to emerge. Recurring tasks, this is the big one. So, yes, this platform can schedule things. Alright. So it says, you know, the example, every evening, service urgent emails with draft replies ready to send and automatically unsubscribe from promotional mail I may never open. Track new apartment rental listings nearby every Friday and book showings.
Jordan Wilson [00:08:05]:
So, yes, this can, agentically click around websites and user interfaces. And then it says Monday mornings compile a briefing on key meetings, travel, and analyze how I am spending my time versus priorities. So recurring tasks are huge. Also, document generation, it can, create, you know, documents. So, you know, like, Word doc, spreadsheets, and presentations, kind of the big three that, Claude and Chatt GPT do very well out of the box as well. You can do those in Gemini as well with a little bit more work around and a couple extra clicks. But, you know, that's something that Claude and, Chat GPT do really well out of the box, but Copilot tasks does this as well. You know, shopping, services, and appointments.
Jordan Wilson [00:08:49]:
So, you know, whether, though, some of those tasks you don't wanna do, like, if you wanna find a top rated plumber near you or if you wanna watch a used car listing twenty four seven and book a test drive and contact the dealership. Right? So, the the website has a lot of pretty good, you know, examples of what you can do. So here's how Microsoft says it works. They say Copilot task is a to do list that does itself. You describe what you need in natural language. Copilot plans and goes to work. You adjust or refine as needed. Task work in the background with its own computer and browser.
Jordan Wilson [00:09:25]:
That's the important part, and I'm gonna show you some tips and tricks on what you can do, across various apps and services and reports back to you when it's done. Task can be recurring, schedule, or run once based on your needs. Here's the, here's the the branding piece here, you're right, from Microsoft. They said it's not autopilot. It's a copilot working with you, giving you control of the final decision. Tasks is designed to ask for consent before taking meaningful actions like spending money or sending a message on your behalf. You can review, pause, or cancel a task at any time. Alright.
Jordan Wilson [00:10:04]:
So let's dive in and, give a look. So I'm I'm keeping an eye, on the presentation that I asked it for, and, it's already building the presentation, which is fairly impressive. Alright. So, we're gonna take a look at that when it's done, but I do have some examples, and I'm gonna go over some of the settings first. So, one thing now, I am here on the user interface. So, again, this is the online version only. So that's just copilot.microsoft.com, and then you're gonna click the task pane on the left hand side. So, again, this is once you do get access, but I do believe that they're rolling this out to essentially everyone, if you go sign up.
Jordan Wilson [00:10:46]:
Alright. So one thing I didn't fully realize because well, it's it's it's it's almost like one of those things that the that the user interface is maybe too clean. I didn't notice that you could actually scroll down from this main page. So it looks like just a splash landing page, and it gives you some actually really good examples, and then a prompt box. So this is, you know, essentially, you don't do the, tasks in the normal chat box. You would click tasks, and then you can click the plus button to start a new task for you. There's also different modes. Right? So there's the auto mode that you can run complex tasks from start to finish.
Jordan Wilson [00:11:24]:
Researcher, you can create a report with deep high quality research. Or analysts, you can turn your data into clear, actionable, insights. So, that's just more of, I believe, the mode that it uses, but I've done I've done some testing on this. I've run, you know, different types of prompts in different, kind of modes. So as an example, that really long one that I just ran and it's building right now, the competitive analysis, I ran in auto. So I could have run it technically in researcher, or maybe even analyst even though I wasn't giving it data. There's probably a lot of data for it to go find. So I'm just doing, these tests all in auto, FYI.
Jordan Wilson [00:12:02]:
Alright. So, on this main interface, you know, what I was talking about, it's like, oh, you don't really know. You can, like, scroll? Kind of. Well, if you scroll, that's where you see all of your different, upcoming tasks. So I've been, doing some different testing with this. I have some scheduled tasks that I'll show you, but it's it's actually a nice interface once you kind of understand, like, oh, I can scroll past this main, kind of test prompt section. So it's a little confusing. So there's some example prompts, some for you prompts, which is really cool, some productivity examples, money examples, home, social, career.
Jordan Wilson [00:12:39]:
This is actually really helpful. It's not like I ever struggle, to come up with, you you know, ideas, but this was actually helpful, you know, to better understand the capabilities of tasks. So wow. Alright. That one's already done. So it didn't take long. Took, like, eight minutes or something like that. So we'll take a look at the one, that I started with that competitive analysis on the app that I'm building here in a minute, but I wanna show you a couple other things first.
Jordan Wilson [00:13:08]:
So that's the interface. So it has the examples. You can click the examples. You know, so I just click the, you know, weekly stock summary to my email, and then it will write out the entire prompt for you, and then you can go change it, as you want. So, pretty simple. Click, gives you the prompt. You can hit enter, and it goes to work. Alright.
Jordan Wilson [00:13:32]:
Couple other things here. This is in settings. So one thing I can't really click on, but a preview for one of the three big reasons why you should use it is you can do these tasks by test text message, which is great. Right? This is one of the big reasons why I think, you know, platforms like OpenClaw, and, a computer, have gotten really popular. It's just, well, using the interface that you already use. Alright? So, you can do that in settings. I'm not gonna click on it because then my phone number is gonna be on the screen, and that would be absolutely terrible. But the connectors, it works with your connectors as well.
Jordan Wilson [00:14:10]:
So here are the connectors that it works with. So, unfortunately, right now, it's read only access for most of these. So it can search files in your Google Drive, can search and read events in your Google Calendar. It can search, read, and analyze messages in your Gmail inbox. And then, Google Contacts, you can access your Google Contacts as well as Microsoft OneDrive, search, read, and analyze files in your OneDrive, and then Microsoft Outlook. Search, read, and analyze messages and invites in your Outlook inbox and calendar. Alright. So those are all the different connectors they have.
Jordan Wilson [00:14:45]:
I have all of my Google, connectors already connected. Alright. So I do wanna show you a couple features that I think are really cool. So these are some examples that I already had done. So I said, look at Google Trends, okay, and compare AI Studio versus Lovable. Then put together a comparison of each platform's latest updates through March 2026. Also, please find five similar tools to Google's AI Studio and Lovable. Lastly, put all this information together in a presentation.
Jordan Wilson [00:15:16]:
Alright. So the good thing is at any point, you can see the basics of how it went and completed your task. So, always check, summarize chain of thought so you can see exactly what the model did. So in this case, right, I can see and look. It literally went to trends.google.com. It typed in, Google AI Studio, and it it typed in lovable dev, and it brought up those comparisons. One thing I wish that we could do here, which, hopefully, they'll add this. I like this in other platforms.
Jordan Wilson [00:15:53]:
The photo is kind of really small, but I can see it actually used a browser. And it actually went to Google Trends, and it pulled this data, which is really nice. So I can go and look at each and every step. Right? So it went to, you know, blog.google.com. It went to, you know, androidsage.com. So it went to all these different websites to find all this information. So I'm looking through each and every step that it went through. And then after, you know, kind of doing some computer use because it dynamically pulled in information from Google Trends.
Jordan Wilson [00:16:25]:
That's a live and dynamic database. Then it went out. It did a couple agentic pulls from the web, different websites, and then it put together, the actual slideshow here. So it put together a deck, 11 looks like 11 slides. And here's the thing that I absolutely love. So it gives you a nice, you know, platform overview just in text. It made me a chart, but then here's the actual presentation. Now here's what I love.
Jordan Wilson [00:16:53]:
And one of the things I think Microsoft is underselling, because looking at their marketing, I didn't even see them mention this. I actually found this by accident, and it's a pretty big feature. So they do have, some of these capabilities in their other, you know, Copilot, I guess, visual platforms. I think they have this in designer and maybe a couple other things. But, so on my screen now, I have this, presentation that it puts together. I can drag it to make it a little bigger, which I'm doing right now on my screen. But it's actually a pretty decent looking slide deck, FYI. Right? Like, not to knock on PowerPoint, but I'm like, this looks better than what I probably would have gotten out of PowerPoint if I was using Copilot.
Jordan Wilson [00:17:44]:
So I'm like, first of all, how the heck am I getting something better out of, you know, this brand new Copilot task platform that I would get if I use their enterprise product, like, PowerPoint and using Copilot? So first of all, I'm, like, scratching my head. Like, visually, how is this slide so good? Number one. Okay. Let's get that out of the way. Number two. This is all editable. Right? So I can go in manually. Right? So I'm clicking, like, Google AI studio and then lovable, you know, so let's say I wanted to call it lovable agent.
Jordan Wilson [00:18:22]:
Right? Even though it's not. But I can just literally click on the slide, and I'm typing. Alright? This is extremely impressive. I can, click I can click things at any point. So here's the other great thing. Let me go down to this, slide here. So it brought in the correct information from Google Trends. Alright? So all I can all I need to do is click on something, and then you'll see in the prompt box on the left hand side.
Jordan Wilson [00:18:54]:
So I have my presentation on the right hand side. And anytime I click on something, three things technically change. Number one, the prompt box on the left hand side now shows me that I have selected an image, and then at the same time, it brought up the researcher kind of mode. And then at the top, there's two new buttons above the slide. One says preview, and I can look at the code, or preview. And then the other one says AI edits. So there's some, some default things I can click. I can, fix the layout or polish the content.
Jordan Wilson [00:19:29]:
Alright? So I'm actually gonna do that in the slide above. I'm just gonna click polish content. Right? So if you don't like how one of these slides turns out, you literally just have to click it, click polish content, and it's gonna give you hopefully a better, version of that one. Alright. So while that one, cooks there, I'm gonna go down. And, I can't do two things at once, unfortunately. I didn't test that out. So we're working on an approach here.
Jordan Wilson [00:19:55]:
It says putting together a plan, figuring out the steps. Right? So I have to stall here for, ninety seconds. Love doing, live demos of generative AI. Oh, no. I don't have to stall anymore. It's it's almost done. So I'm seeing it, which is really cool. I'm seeing it build rebuild this slide live, which is actually fascinating to watch.
Jordan Wilson [00:20:14]:
Right? Literally icon by icon, bullet point by bullet point. Pretty cool. I'm wondering if it's gonna have to resize one of these columns here because it looks like it went over, maybe it went over the halfway point. Let's see if it's going to do that or not. Oh, just did. Bam. Fast. Alright.
Jordan Wilson [00:20:31]:
Actually, this slide does look a little bit better. It's not a ton different. So there we go. It redid the Google AI studio slide on the left hand side. You know, AI moves too fast to follow, but you're expected to keep up. Otherwise, your career or company might lag behind while AI native competitors leap ahead. But you don't have ten hours a day to understand it all. That's what I do for you.
Jordan Wilson [00:21:03]:
But after 700 plus episodes of Everyday AI, the most common questions I get is, where do I start? That's why we created the Start Here series, an ongoing podcast series of more than a dozen episodes you can listen to in order. It covers the AI basics for beginners and sharpens the skills of AI champions pushing their companies forward. In the ongoing series, we explain complex trends in simple language that you can turn into action. There's three ways to jump in. Number one, go scroll back to the first one in episode six ninety one. Number two, tap the link in your show notes at any time for the start here series, or you can just go to starthereseries.com, which also gives you free access to our inner circle community where you can connect with other business leaders doing the same. The Start Here series will slow down the pace of AI so you can get ahead. Wow.
Jordan Wilson [00:22:00]:
Okay. So very, very nice. It's done. It did polish it up a little bit, not a ton different from the first one. But here's one of the cool features that, again, some things Microsoft just didn't even talk about. Alright. So now I'm going back to the Google Trends, data here. So for our podcast audience, it's a nice looking, you you know, trend line.
Jordan Wilson [00:22:21]:
It pulled it from Google Trends. It's accurate. So all I'm gonna say, I'm gonna click on it, and then I can go over to the prompt box, and I'm gonna say, turn the Google AI Studio line green and the, lovable line yellow. Right? Y'all conversational editing. Right? So not only not only can you, you know, kind of create and do your task with natural language. You don't have to be an engineer. You don't have to know development. You don't have to be an analyst or researcher any of this.
Jordan Wilson [00:22:59]:
You just have to, number one, know what you want, be able to convey that in natural language. You have to be a smart expert driving the loop. You have to understand and look at the chain of thought and, command it, make sure it's doing all the, the right actions that you want. But the thing that I love is when you see something you don't like, when you see something that maybe should be improved. I mean, just this experience right here, right, it's I don't think it's on the, notebook l m level yet. But the ability to create good looking slides, good looking documents, and being able to make click based edits. This is really, really good. Right? Like I said, like, I'm not getting anything like this even in PowerPoint, which kind of baffles me.
Jordan Wilson [00:23:47]:
Right? Like like, how's this brand new technology, outshining, its big brother key partner? Alright. So, interesting. So not only did it, make this slide a little bit better by changing the color, but it also just made it a little bit better visually, clean up the design a little bit as well. So there you go. Wow. Alright. Let's look at the, next, couple of different examples. So here's another one, I thought was pretty impressive.
Jordan Wilson [00:24:22]:
So this is a scheduled task. So let me go back to, my tasks here, and I'm gonna find this schedule one and show you exactly what it does. So one thing, it can be good or bad. It just depends on kind of your skills and how much work that you're putting into a conversation here. Copilot tasks can change your, kind of prompt that you give it, right, which is very normal, FYI. Like, most especially for scheduled actions, most kind of platforms do this. But if you go into your scheduled tasks and then you click on something alright. So I did a daily email recap test, and all I did in my prompt was I said, you know, recap my most important emails.
Jordan Wilson [00:25:09]:
And it went and it made the, the prompt much longer. You know, it says search the user's Gmail inbox for recent emails from today that may need a response. Right? And then it's saying what, tool call to use, use the search email with Gmail to receive recent emails. Right? Blah blah blah. Alright. So here's the one that I wanted to show, the daily AI newsletter research and email. So in this case, it probably improved my prompt. Right? Because I did something basic.
Jordan Wilson [00:25:40]:
But I did tell it to review the last three newsletters at read.youreverydayai.com. Alright? And I did say if there's an exit intent pop up, just ignore it. I said, look at the last three newsletters. You know, see what happened in our bite sized news and fresh find section, and then I gave it types of, AI news to search for that's twenty four hours old or less, and then draft it altogether in an email, and then, you know, run that every single day. Right? So then, one thing, I would I would love to, see there's a start now button, but I wanted to be able to, just go to that exact prompt. Anyways, it did a really good job. Right? So here I am looking at the results. It's, you know, gave me 12, of these fresh finds, and then it gave me 12 examples of bite sized news items, that and then I can click.
Jordan Wilson [00:26:37]:
It made a draft email at the bottom, and then I just click open. And then all of those things are in there. So it actually, creates this kind of, you know, I guess, Outlook Outlook esque, you know, email editor right inside of Copilot tasks. So, unfortunately, like, kind of talked about earlier, it doesn't send emails, right, which is maybe a good or a bad thing. It just kind of drafts them. But then from here, I don't have to do anything else. Literally, I click send, and that's it. Because, because I have my, my connector already connected, that's it.
Jordan Wilson [00:27:18]:
I go in there. I look at it. I click send. So think of all those, you know, manual research things that you do. It can read your documents. Right? So, let's just say your team works in Google Drive, and one of your big responsibilities every day is to, you know, go through, look at some files, you know, some Google Docs that were uploaded, some spreadsheet updates. You have to look at things that are new in there. Go do some research.
Jordan Wilson [00:27:40]:
You know, filter it through your position, your company, your, you you know, personal expertise, and then, you know, create a new document or, you know, email some colleagues about some findings that you found. Right? This is all now automated. You can do all of these things automatically, right, which is really cool. Alright. Let's roll through a couple other very quick, examples. Creating spreadsheets. You know, here, I just did a random example. You know, I said, find the 20 most populous cities, put them in a spreadsheet with their population, the official city website.
Jordan Wilson [00:28:14]:
And then for fun, I did the, you know, the different pro sports teams. So very quickly put together all that. One other thing I like is there's a sources button up here. So, the in the, the document creation section, it is more interactive, than what you might typically see because, like I said, there's a sources button up here, so you can actually see where it pulled all of this information from. So did a good job. It was accurate. Right. Got my, my bulls, bears, Cubs, white socks, and Blackhawks.
Jordan Wilson [00:28:48]:
Right. Here's another one that I thought did a really good job. I said, Ken, in this one, I actually did from my phone. Right? I just texted myself this, or not texted myself. I texted Copilot. So when you do verify your, kind of SMS, your phone, that it just saves it. And then I just put the name Copilot, and I just dictated this. And I said, can you go to my website at youreverydayai.com and find the last three episodes of the start here series and do a quick recap of those three episodes and put them all in a presentation.
Jordan Wilson [00:29:25]:
And then can you email that presentation to info@youreverydayai.com? So it put together all of the, really pretty again, design wise, I was surprised, how well how well this did out of the box. So it puts together a nice, looks like a 12 page, presentation here. I can go look at the sources and see it only brought in, you know, our website, our content, so that's good. Put together a nice presentation. The email draft, the the presentation here. Right? There is also a a present, feature in there. There's version history, being able to see all the sources, you know, downloading this as a PowerPoint or saving it to your OneDrive directly in one click. So very impressive.
Jordan Wilson [00:30:18]:
Alright. Let's last thing here. Let's just go look at the results here as we wrap up our, this week's edition of AI at work on Wednesday. So let's see how good of a job. So to remind you, we started this out. We did it live. Alright. I'm just kind of scrolling through here.
Jordan Wilson [00:30:38]:
Looks like you did a pretty decent job. All right. So again, I said, I'm working on product research for an app I'm building. Please research and run a competitive analysis on Mac whisper, WhisperFlow, CastMagic, and Tube on AI. Please include a comprehensive overview of these platforms, comparative, and cumulative looks at Google Trends search volume, reviews, average score on popular third party sites, a deep dive. Right? All these things I ask for. So not only I can go through, I can obviously look at all the different research, that it did. It did a pretty good amount here.
Jordan Wilson [00:31:11]:
Right? As an example, I'm I'm looking at some of these websites. I went to GitLabka, great resource, Crunchbase, LinkedIn, you you know, so it went to Google Trends, Slashdot. So a lot of good, resources here. And then it'll also give me a nice text based, kind of overview, very high level, but then it obviously gave me the kind of PowerPoint presentation that it prepared. A lot of the by default, a lot of the, you know, presentations are kind of repetitive. I don't think that's a bad thing necessarily because like I showed you, with a little bit of editing, you can change them. Also with a little bit on the, you know, stylistically, I could guide it on the front end, say, hey. Use, you know, these color codes.
Jordan Wilson [00:32:00]:
You know, I probably could have uploaded a photo, of one of my other slides and said, you know, try to model it a little bit like this. But by default, it does seem to use kind of repetitive designs. But, again, if you give it some guidance, I'm sure that's not gonna be an issue. But at least the designs are super clean by default. So it gave me an executive summary, summary here. You know, here's some information on whisper flow, market positioning map, SWOT snapshot and white space. That's really cool. Mac whisper breakdown tube on AI, Cast Magic.
Jordan Wilson [00:32:36]:
Oh, jeez. This is very impressive. It created a full feature comparison matrix. So it looks like, how many things do we have here? It looks like we have, like, about fifteen fifteen or so main features, and then it shows me which platforms have it. And I do use a lot of these platforms. I'm kind of, looking at them as we go. Yeah. This is this is pretty impressive.
Jordan Wilson [00:33:05]:
Wow. Okay. Yeah. So a lot of detail. As an example, Cast Magic is a platform I use every day. And then, you know, one of the categories was URL or link based input. And it said yes for CastMagic, but it said YouTube, Zoom, or RSS. So that's correct.
Jordan Wilson [00:33:23]:
Right? Pretty pretty impressive. Then we have here the ICP comparison, who each product serves, Review scores and user sentiment does a great job. Market tracking, traction comparison. Looks like one slide went a little bit over, but, again, I could, you know, edit that if I needed to. Key takeaways for product strat. This is just really, really good. Alright. Again, I I one shot at this, without really any effort.
Jordan Wilson [00:33:53]:
This is just an example. And what I got out of here, I'm like, jeez. This is actually really good. Right? I'm obviously gonna go through here, give it some actual information about the product that I'm building. I'm gonna go through, look at the, some of this information and rerun this, but y'all by default, I think we have a, like, a low key powerhouse that's free right now. Right? I don't know how long this is gonna be free. But again, very, very impressive. Alright.
Jordan Wilson [00:34:24]:
Let's end with this. The three reasons why I think everyone should be using copilot tasks right now. Alright. Number one, it's easier and free. Right? It's easier than OpenClaw and Claude Co work. Alright. Not Claude Co worker. Got a little on its mark there.
Jordan Wilson [00:34:42]:
So it's easier than OpenClaw and, Claude Co work. And it's cheaper than both of those. Obviously, you know, OpenClaw is technically free and open source, but if you really want good outputs from OpenClaw, you're gonna need to use your API keys, not just free models. Claude Cowork, obviously, you need to have a subscription for. Perplexity Computer is really good, but it's very expensive. So you have a version of a cheaper version of OpenClaw and Claude Cowork, and and it's simpler. Like like, I'm like, I don't know how this product exists right now. Right? And it's it's in beta.
Jordan Wilson [00:35:26]:
So, hopefully, as long as Microsoft sticks with it, it's gonna get a lot better. Alright. So that's reason number one. It is easier and cheaper. Number two, you can text Copilot. Simple. Right? Meeting you where you're at. You don't have to learn a new interface.
Jordan Wilson [00:35:41]:
Right? Copilot online. If if you haven't used it, it's it's simple. Right? But you can just text it. Simple. Right? And I love another, thing that I didn't even mention in here. You can log on to different services, that you use. So it has its own browser. You can say go log.
Jordan Wilson [00:36:01]:
Right? I did this as an example. I said go log into my go log into, I gave you the login URL for Buzzsprout. That's my podcast, you know, host. It went to the login page. I took it over. I entered my credentials. It's in there. Right? Obviously, before you in any agentic system.
Jordan Wilson [00:36:20]:
Right? Only enter your credentials if you have permission to. I'm the business owner. I can do that. I'm not too scared. So, yeah, you can literally log in in different systems and services that you use all the time and then just text. Right? So I can just say, hey. That episode from last week, how many downloads did it get? So I don't have to wait until I get home on my computer. If I'm out taking a walk, I can just text Copilot, just talk in any service that I'm logged into.
Jordan Wilson [00:36:46]:
I can get that information immediately. And then last but not least, it just combines a highly capable agentic large language model with a computer using agent in document creation. Right? At least right now, the that's kinda like the the the the holy trinity. Right? That's the three thing people want. They want an extremely capable agentic large language model. Number one, they want a computer using agent. Number two, and they wanna be able to create documents. Right? Because it's no good if you just get all this stuff that just lives in a in a chat box somewhere.
Jordan Wilson [00:37:21]:
Right? So it brings all things together. It's in beta. It's very good. Yeah. There's some bugs. There's some things I wish were better. Like, I hope eventually, you know, kind of the last mile, of this, you know, being able to save or write. I know that Microsoft right now is probably restricting some of that intentionally.
Jordan Wilson [00:37:41]:
Right. I'm looking for some workarounds so I don't have to go in and click send on the email. I don't have to do the one click, to save something to OneDrive or something like that. I'm sure I'll be able to figure out some workarounds, but I do hope that there's a a secure and out of the box way that, you can save some of those scheduled flows. But, again, being able to schedule these things, being able to access different websites that you log it into if you do wanna go that route, I just think that this is a an extremely, impressive, offering for Microsoft that, again, I don't know what anyone's talking about, but I am. And if it does get better and if you guys wanna know about it, I'll make sure to keep talking about it. But that's a wrap for today. I hope this was helpful.
Jordan Wilson [00:38:24]:
If so, tell someone about it. If you're listening on the podcast, please make sure to subscribe. Yeah. Wednesday shows. You might wanna go to our website and watch the video version at youreverydayai.com. But that's it. That's a wrap. Thanks for tuning in.
Jordan Wilson [00:38:36]:
Hope to see you back tomorrow and everyday for more everyday AI. Thanks, y'all.