Right now, implementing AI into your workflow looks like small but practical steps. The media and technology marketers predict that AI will radically transform the nature of work, and while that might happen someday, it hasn’t done so yet. In the meantime, though, don’t overlook the opportunities that exist right here, right now, to use today’s AI to improve your organization’s capabilities and efficiencies.
How to Use AI Today
Most workspace systems offer an AI assistant that can help handle small but time-consuming tasks, freeing up more of your workday. The workspace most of our clients use is Microsoft. We’ve helped clients deploy Microsoft Copilot AI for:
- Meetings: Copilot provides concise meeting summaries, with action items, thus avoiding manual note taking and follow up.
- Inbox and calendar: High priority emails and meetings are summarized into a personalized briefing of the upcoming day.
- Content management: Convert lengthy documents to FAQs, transform from Word to PowerPoint, or vice versa.
- Intelligent Portal: Employees access Company information via chat, thus improving collaboration and efficiency, all without exposing proprietary information to the outside world.
These are tasks that most workspaces’ AI assistant has capabilities for, even if you do not specifically work with Microsoft solutions.
Best Practices for Implementing AI
One of the most intimidating factors that can prevent organizations from taking advantage of AI tools is knowing how and where to begin. If you are considering utilizing AI tools more in your organization, it’s important to take some time to plan before jumping in. You should focus on what ways you can use the AI assistant to create the biggest impact for your specific organization, make sure you are moving forward securely, and then equip your staff with the training necessary to utilize the tools. This planning and guidance on where to begin is a service we partner with our clients to provide.
We work with every client to create a deliberate plan – with guard rails attached – to integrate modern AI tools into their environment safely, securely, and efficiently. Their data was correctly fenced off from the broader AI database, the right users had the right access to the right data, and the capabilities were made available with appropriate training in place.
Security and AI
When adopting AI assistant tools like Microsoft Copilot, it’s important to implement guardrails that protect sensitive organizational data. Without safeguards, sensitive information entered into AI systems can risk exposure or unintended use. Particularly for organizations that work with unique company trade secrets or sensitive client information, security should be a top priority before beginning to utilize
Copilot works within Microsoft 365, meaning its responses are shaped by the files and conversations users already have access to in SharePoint, Teams, and OneDrive. By carefully setting permissions, segmenting sensitive files, and enforcing role-based access, organizations can “fence off” confidential information and ensure Copilot only pulls insights from data that staff are authorized to view. This approach not only prevents accidental exposure of sensitive documents but also strengthens overall data security, allowing organizations to confidently leverage AI productivity tools without compromising their most valuable information.
Partner with Seitel Systems to Implement AI
If you’re interested in learning how AI might support your organization and its goals, we’re here to help. Reach out to start a conversation about partnering together!
Would you like us to speak on AI at an upcoming conference or event? Please feel free to reach out to us to talk about the possibility.