Copilot & Copilot Chat
Too much time catching up.
Teach your team to use the Copilot features available in its Microsoft 365 setup on real emails, meetings, and documents, and to check the output before relying on it.
For small and mid-sized businesses
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Where I can help
Possible starting points for your team.
No-code & low-code agents
The same questions, over and over.
Organize the information people need and, where it fits, build an agent to answer questions from approved material using Agent Builder or Copilot Studio.
Workflows & Power Automate
Work stalls between people.
Improve requests and approvals, make the next owner clear, and use Power Automate for appropriate reminders and handoffs.
Team training & oversight
AI use is inconsistent.
Work alongside employees to establish useful practices, decide where human review belongs, and help the team use the tools in its daily work.
I check your licenses, information, and access before recommending a tool or agent. Copilot features, agents, and premium automations may require additional licenses or usage-based charges.
How I work
I work alongside your team, looking at real tasks, information, and handoffs to understand what happens day to day.
Align
Agree on the results that matter, the constraints, who owns decisions, and what success looks like.
Discover
Talk with the people doing the work to find repeat tasks, missing information, and handoffs that slow the team down.
Assess
Check the tools, licenses, data, and access already in place—and what needs attention before changing a workflow.
Validate
Test the best opportunities against the likely benefit, effort, cost, and risk.
Prioritize
Choose what to tackle first, who will own it, and how you’ll measure whether it helped.
Put it to work.
Depending on the agreed scope:
Build and test.
Put the agreed workflows, automations, or agents in place. Test them with the people who will use them.
Teach through real work.
Train your team using its own tasks and information, including what to check and when to involve a person.
Hand it over.
Document how it works, who owns it, and what to do when something changes or goes wrong.
What you’re left with
Within the agreed scope:
- Agreed priorities and a way to check progress
- Working improvements, tested with your team
- People trained on the work they actually do
- Instructions and a named owner for each workflow
- Next steps for the opportunities still to tackle
Get in Touch
Share a few details about what you need.
Working with me
I’m Kaye Grant.
I understand work architecture: how tasks, information, tools, and people fit together. I use that understanding to untangle handoffs, clarify ownership, and decide where AI or automation can help.
Privacy & data governance
I bring a privacy perspective to how your team handles information: what a workflow uses, who should have access, and what needs attention before AI is introduced.
Certified Information Privacy Professional/United States (CIPP/US)Knowledge of U.S. privacy laws and the handling of personal information.
Project management & delivery
I turn agreed priorities into manageable work, with clear scope, decisions, owners, and follow-through from implementation to handover.
Project Management Professional (PMP)Leading projects, managing people and processes, and keeping delivery tied to business goals.
Practical Copilot & AI skills
I teach your team to write useful prompts, work with Copilot and built-in agents, and check AI output using its own emails, documents, meetings, and data.
Microsoft Certified: AI Business Professional (AB-730)Using generative AI in everyday business work, including prompting, drafting, and analysis, without coding.
AI adoption & responsible use
I help you choose useful AI opportunities, introduce changes your team can use, and agree where human review belongs and how to measure progress.
Microsoft Certified: AI Transformation Leader (AB-731)Evaluating business value, choosing AI tools, and planning adoption and responsible use across teams.
Get in Touch
Tell me where work gets stuck. We’ll see whether your current Microsoft 365 tools can help—and what needs fixing first.
Or email hello@kayegrant.com.