Insights
AI and automation
Copilot and automation are useful once the process, the data and the permissions are ready.
The pressure to switch them on is real. The cost of switching them on early is that people trust an answer, or a flow, built on a file store and a process nobody owns.
Do not start with Copilot
An assistant shows people what they can already open. If sharing is accidental, Copilot makes that accident easier to find. Readiness is a check on identity, files and permissions, not a demonstration.
Automation has the same shape. Pick one delay the business can point at, name an owner, and make sure a person can finish the work when the flow cannot. Power Automate is a good tool for that inside Microsoft 365. It is a poor way to hide an unclear process.
If the check fails, go back to Microsoft 365 or the security foundation. A pilot on top of either gap is not a head start.
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