Copilot Ready + Automation

Turn your company into an organization driven by AI

Find out all this packet offers

Who is this package?

For companies that want to take advantage of Copilot, create automations, smart, and scale the productivity of the equipment.

What's included?
  • Assessment of requirements for the Microsoft 365 Copilot
  • Activation technique Copilot
  • 2 Agents Copilot custom (HR, IT, Sales or another area)
  • 5 automations basic with Power Automate
  • Workshop productivity with AI
  • Dashboard adoption of Copilot
  • Support functional
  • Training for end users
Benefits
  • Reduction of repetitive manual tasks
  • Automation of key processes
  • Teams more productive with AI integrated
  • Actual training for effective use
Why Cloudtivity?
  • Specialists in Power Platform, and automations
  • We support your business from the design to the adoption
  • Real-world experience with clients in LATAM and the Caribbean
Expected results
  • Time savings of 30% to 60%
  • Processes that are more agile and less errors
  • Increased adoption and effective use of AI
Frequently asked questions
What is the minimum number of licenses to activate Copilot?

This package is valid from 10 licensing Microsoft 365 compatible, ensuring a consistent adoption and measurable results.

What do I need to use Microsoft 365 Copilot?

Requires licensing Microsoft 365 compatible (E3, E5, or Business Standard/Premium add-ons), storage in OneDrive/SharePoint, and basic policies of security enabled.

What is included in the initial evaluation of Copilot?

Review:

  • Your license current
  • Minimum security required
  • Organization documentary
  • Integration with Teams, OneDrive, and SharePoint
  • Situation of your tenant

With this we confirm if your environment is ready or needs adjustment.

Do Copilot replaces my co-workers?

No. Copilot works as a wizard of productivity that automates tasks, summarizing information, and accelerates processes, but it depends on the criterion of human-to-run decisions.

What types of agents Copilot custom I create?

We can create Copilot for:

  • HR (frequently asked questions, policies, processes)
  • Technical support
  • Sales (response to customers, follow-up)
  • TI (technical documentation, automation)
  • Any area that handles flows repetitive
What type of automation are included?

Includes 5 flows designed according to key processes, such as:

  • Internal requests
  • Automatic approvals
  • Smart notifications
  • Integration with SharePoint and Teams
  • Automatic logging of activities

The automations additional can be added to measure.

How safe is your Copilot?

Copilot works on your tenant, corporate and respects permissions, roles, and access existing ones. Nothing is shared outside of your organisation and does not use external information without authorization.

Do I need to rearrange my documents before you activate Copilot?

Depending on your current state, it may be necessary. That's why the package includes a review and basic settings of document structure to improve results.

What includes training for users?

Yes. This package includes hands-on training for:

  • End users
  • Area leaders
  • IT equipment
  • Employees who use Copilot daily
Can I integrate Copilot with other applications that you already use?

Yes. You can connect Power Automate, Power Apps, and other systems to expand capabilities (CRM, ERP, forms, etc).

What if some users do not adopt the tool?

We monitor the adoption and provide support to increase the use of cash by additional sessions, best practices, and optimization of prompts.

How long does it take the package deployment?

Between 7 and 14 days, depending on:

  • Number of users
  • Type of Copilot
  • Complexity of automation
  • Necessary adjustments in your tenant
Can you extend the amount of automation or Copilot?

Yes. We can scale to more streams, more Copilot, advanced integration or complete automation of business processes.

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