ALGNZ Conference
This document is provided as a reference for the ALGRNZ conference attendees 06/03/25.
It is intended to support the ongoing understanding and adoption of AI within the ALGRNZ community.
Some content may differ for the content presented on the day and some additional resources may be included as interest in those areas were noted during the session.
If you have any questions, please don’t hesitate to reach out. contact@value32.co.nz or 027 270 1663
Set your team up with the tools and strategies it needs to
thrive today and in the future!
Value 32 are part of your community, and we know firsthand and the benefits of adopting technology.
Although AI has been around for some time, recent advancements have made AI and other digital technologies more accessible than ever before. Our team is motivated to ensure that everyone—not just a select few—can benefit from these life-enhancing advancements. We aim to provide accessibility, competency, and confidence to all individuals in using AI and digital tools. contact@value32.co.nz
PRESENTATION PDF
DEMONSTRATION MEDIA
PROMPTING GUIDE
GETTING STARTED WITH COPILOT
Copilot is Microsoft’s model. It is built on the foundation model from Openai’s ChatGPT. Copilot is a great option if you are using other Microsoft tools as it is specifically designed to integrate well with those tools. It has built in prompts to support common office processes. Copilot requires a paid license, however there is an increasing amount of functionality available for free to Microsoft users.
Dont have Copilot yet?
At present most organisations are requiring staff to create a business case to have Copilot enabled due to the additional cost. However, one of the challenges here is that if you don’t have a clear picture of what it could do, it’s hard to make a case for needing it.
Below is an example business case to get you started:
Business Case for Implementing Microsoft 365 Copilot
Introduction
As a leader in the property rights team at <your organisation>, I am constantly seeking ways to enhance our team’s productivity, efficiency, and overall effectiveness. The implementation of Microsoft 365 Copilot offers a unique opportunity to leverage advanced AI capabilities to streamline our workflows, improve collaboration, and drive better outcomes for <your organisation>. This business case outlines the benefits of adopting Microsoft 365 Copilot and how it can transform our team’s operations.
Overview of Microsoft 365 Copilot
Microsoft 365 Copilot is an AI-powered tool that integrates seamlessly with the Microsoft 365 suite, including Word, Excel, PowerPoint, Outlook, and Teams. It leverages large language models (LLMs) and Microsoft Graph to provide real-time, context-aware assistance, helping users complete tasks more efficiently and accurately. Copilot can generate content, summarise information, automate repetitive tasks, and provide insights based on the data users have access to.
Benefits of Microsoft 365 Copilot
- Enhanced Productivity: Copilot can automate routine tasks, such as drafting emails, summarising meetings, and generating reports, allowing team members to focus on higher-value activities.
- Improved Collaboration: With features like real-time document collaboration and meeting summaries, Copilot ensures that all team members are aligned and informed, reducing the risk of miscommunication.
- Data-Driven Insights: Copilot can analyse data from various sources, providing actionable insights and recommendations that can inform decision-making and strategy development.
- Time Savings: By automating repetitive tasks and providing quick access to relevant information, Copilot can significantly reduce the time spent on administrative activities, freeing up more time for strategic work.
- Consistency and Accuracy: Copilot ensures that content is consistent and accurate, reducing the risk of errors and improving the quality of deliverables.
Use Cases for the Property Rights Team
- Document Generation: Copilot can assist in drafting property rights documents, contracts, and reports by generating initial drafts based on predefined templates and relevant data.
- Meeting Summaries: Copilot can capture key points and action items during meetings, providing concise summaries that can be shared with the team for follow-up.
- Data Analysis: Copilot can analyse property data, identify trends, and generate visualisations to support decision-making and reporting.
- Email Management: Copilot can help prioritise and draft responses to emails, ensuring timely and effective communication with stakeholders.
- Task Automation: Copilot can automate repetitive tasks, such as data entry and document formatting, reducing the administrative burden on team members.
- Training and Onboarding: Copilot can provide new team members with quick access to training materials and answer common questions, accelerating the onboarding process.
Conclusion
Implementing Microsoft 365 Copilot in the property rights team at <your organisation> will drive significant improvements in productivity, collaboration, and overall efficiency. By leveraging the advanced AI capabilities of Copilot, we can streamline our workflows, enhance the quality of our deliverables, and ultimately deliver better outcomes for our organisation and stakeholders. I strongly recommend that we invest in Microsoft 365 Copilot to unlock these benefits and position our team for success in the digital age.
Functionality and Use Cases
- Document Generation: Draft property rights documents, contracts, and reports.
- Meeting Summaries: Capture key points and action items during meetings.
- Data Analysis: Analyse property data and generate visualisations.
- Email Management: Prioritise and draft responses to emails.
- Task Automation: Automate repetitive tasks like data entry and document formatting.
- Training and Onboarding: Provide quick access to training materials and answer common questions.
Have Copilot already
If you have Copilot already installed, we encourage you to dive right in and start taking advantage of it. Here are some resources to get you started.
Getting Started with Microsoft Copilot
10 Things to try first with Microsoft Copilot
Got questions? contact@value32.co.nz or 027 270 1663
HOW POWER AUTOMATE CAN ASSIST
Power Automate is a really useful Microsoft product that has a significant amount of ‘ready to go’ use cases that you could start seeing benefit from today. Power Automate is included in your 365 license, however some organisations restrict access to this product so you may need to create a business case for access.
Not got Power Automate just yet?
Below is some example text for a Power Automate business case.
Business Case for Implementing Microsoft Power Automate
Introduction
As a leader in the property rights team at <your organisation>, I am constantly seeking ways to enhance our team’s productivity, efficiency, and overall effectiveness. The implementation of Microsoft Power Automate offers a unique opportunity to leverage advanced automation capabilities to streamline our workflows, improve collaboration, and drive better outcomes for our organisation. This business case outlines the benefits of adopting Microsoft Power Automate and how it can transform our team’s operations.
Overview of Microsoft Power Automate
Microsoft Power Automate is a powerful workflow automation tool that integrates seamlessly with the Microsoft 365 suite and other applications. It allows users to create automated workflows between apps and services to synchronise files, get notifications, collect data, and more. Power Automate can automate repetitive tasks, reduce manual effort, and ensure that processes are consistent and efficient.
Benefits of Microsoft Power Automate
- Enhanced Productivity: Power Automate can automate routine tasks, such as data entry, document approval, and email notifications, allowing team members to focus on higher-value activities.
- Improved Collaboration: With features like automated notifications and approval workflows, Power Automate ensures that all team members are aligned and informed, reducing the risk of miscommunication.
- Data-Driven Insights: Power Automate can integrate with various data sources, providing actionable insights and recommendations that can inform decision-making and strategy development.
- Time Savings: By automating repetitive tasks and providing quick access to relevant information, Power Automate can significantly reduce the time spent on administrative activities, freeing up more time for strategic work.
- Consistency and Accuracy: Power Automate ensures that processes are consistent and accurate, reducing the risk of errors and improving the quality of deliverables.
Use Cases for the Property Rights Team
- Document Approval Workflows: Power Automate can streamline the approval process for property rights documents by automatically routing them to the appropriate stakeholders for review and approval.
- Automated Email Notifications: Power Automate can send automated email notifications to team members and stakeholders when specific events occur, such as the submission of a new property rights application or the completion of a review.
- Data Synchronisation: Power Automate can synchronise data between different systems and applications, ensuring that all relevant information is up-to-date and accessible.
- Task Automation: Power Automate can automate repetitive tasks, such as data entry and document formatting, reducing the administrative burden on team members.
- Customer Feedback Surveys: Power Automate can automate the distribution and collection of customer feedback surveys, providing valuable insights into customer satisfaction and areas for improvement.
- Employee Onboarding: Power Automate can streamline the onboarding process for new team members by automating tasks such as account setup, training material distribution, and introduction emails.
Conclusion
Implementing Microsoft Power Automate in the property rights team at <your organisation> will drive significant improvements in productivity, collaboration, and overall efficiency. By leveraging the advanced automation capabilities of Power Automate, we can streamline our workflows, enhance the quality of our deliverables, and ultimately deliver better outcomes for our <your organisation>and our stakeholders. I strongly recommend that we invest in Microsoft Power Automate to unlock these benefits and position our team for success in the digital age.
Functionality and Use Cases
- Document Approval Workflows: Streamline the approval process for property rights documents.
- Automated Email Notifications: Send automated email notifications for specific events.
- Data Synchronisation: Synchronise data between different systems and applications.
- Task Automation: Automate repetitive tasks like data entry and document formatting.
- Customer Feedback Surveys: Automate the distribution and collection of customer feedback surveys.
- Employee Onboarding: Streamline the onboarding process for new team members.
Got Power Automate access already
Here are some example workflows you could try today! Got questions? We are here to help. contact@value32.co.nz or 027 270 1663
RECOMMENDED NEXT STEPS
Each learning module is $180+gst. It includes self paced materials and a 50mins 1-1 coaching session on the given topic in your context.
This type of learning builds on your knowledge, in your context, on your schedule.
Check out the full learning catalogue of learning modules
Based on observations from our presentation we also highly recommend individual or group coaching for Copilot and Power Automate adoption. This has the potential to significantly improve team effectiveness, job satisfaction and reduce operational costs. contact@value32.co.nz or 027 270 1663
ALGRNZ LEARNING PACKAGE
Get 10% discount on any workshop or module
Package code: ALGRNZ10
This offer is available to all ALGRNZ members (and their colleagues) who attended the ALGRNZ conference. The code can be redeemed on as many courses as you like before 30 April 2025.
