Two things Microsoft Copilot actually does well for project managers: turning a Teams meeting transcript into owned action items with due dates, and drafting a full Planner board from a two-sentence project brief.
People ask me whether to use ChatGPT, Copilot or Claude and want one winner. Here is a ten-minute test you can run yourself, plus the rule that decides it: match the tool to where your data already lives.
ChatGPT cannot see your spreadsheet, which is exactly why most people get bad formulas out of it. Here are two prompts that work, with the exact wording to use and the gotchas to watch for.
Claude does not bolt onto Office, and it does not need to. Two copy-and-paste workflows that turn an Excel export and a Teams transcript into finished work.
Two practical ways project managers can use AI: turning three weeks of messy notes into a structured status report, and building a real risk register from the task list you already maintain. Exact prompts included.
Two Power BI features that let your report answer questions on its own: the Q&A visual and Smart Narrative. Setup steps, exact wording to use, and the gotcha with each.
Copilot in Excel can build the automation for the report you rebuild every month. Two practical tips: having Copilot write a reusable Office Script, and getting a formula column you can actually trust.
Most data problems are formatting problems. Two Claude techniques that turn a messy export into a clean, reusable table — plus my live September 10 session on analyzing and organizing data.
Two prompts that turn Claude into a real competitive-research tool: a competitor teardown that forces answers into a fixed grid, and a weekly trend digest ranked by what actually matters in the next 90 days.
Two pivot table habits that fix most of the frustration: build off a real Excel Table so refreshes pick up new rows, and use Show Values As instead of writing percentage formulas. Plus my live Excel Pivot Tables webinar on September 17, 2026.
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