Outlook AI, Microsoft Teams & Planner / To Do

Outlook Thread Summarisation & Coaching

Catch up on 30-message email chains in three bullet points, draft sound contextual replies citing previous agreements, and check email tone before sending to sensitive clients.

Teams Intelligent Meeting Recap

Automatic meeting minutes, speaker citations, consensus points, and unresolved issues generated without human note-takers — even if you joined the meeting 15 minutes late.

Automated Action Dispatch to Planner & To Do

Verbal commitments made during Teams calls are automatically converted into assigned tasks with due dates in Microsoft Planner and Microsoft To Do.

Cross-Tenant Chat & Channel Q&A

Ask Copilot: “What did Sarah say about the seismic bracing delay last Tuesday in the Project Alpha channel?” and get the exact quote and message link instantly.

Trades & Field Services

50-staff civil earthworks & drainage company (Hamilton)

Bottleneck: Project managers spent 2 hours every evening reading unread emails from council inspectors and clients, often missing critical site variation notices.

Workflow: Configured Outlook Mobile Copilot on company iPhones for voice-dictated replies and set up Teams meeting recap for daily 7:00 AM toolbox site meetings.

Outcome: PM evening admin dropped from 2 hours to 20 minutes; 100% of site variation approvals logged same-day.

Professional Services

35-staff commercial law & conveyancing practice (Wellington)

Bottleneck: Partners spent 6+ billable hours weekly taking meeting notes during client negotiations and drafting follow-up action emails.

Workflow: Deployed Teams Copilot Intelligent Recap with strict sensitivity labels. Meeting recaps automatically draft client follow-up letters for partner review.

Outcome: Reclaimed 4.5 partner billable hours per week per partner ($2,250/wk in billable value).

Wholesale & Logistics

90-staff nationwide refrigerated freight carrier (Palmerston North)

Bottleneck: Dispatchers received 400+ delivery status emails daily, creating massive phone queues when ferries were delayed or SH1 was closed.

Workflow: Deployed Copilot in Outlook with shared mailbox triaging that drafts status responses referencing real-time GPS tracking data in seconds.

Outcome: Customer email response turnaround decreased from 45 minutes to 3 minutes during major weather disruptions.