Claude, the AI from Anthropic, is now available in Copilot’s Researcher and Copilot Studio. This new integration makes it easier than ever for teams to gather insights, summarise information, and make smarter decisions without leaving Microsoft 365.

What can Claude do in Microsoft Copilot?

So, what exactly can Claude do in Copilot? Imagine being able to hand over your long documents, emails, or spreadsheets and getting a clear summary in seconds. Claude can:

• Scan documents and highlight the key points
• Pull trends and patterns from Excel data
• Summarise long email threads
• Help draft or outline content based on multiple sources

In short, it acts like a really knowledgeable assistant who never gets tired, doesn’t skip anything important and gives your team the information they need in a fraction of the time it would take to do manually.

Getting Started with Claude in Copilot

Getting started with Claude in Microsoft 365 Copilot is straightforward. Here’s how to approach it:

1. Enable Copilot – First, make sure Microsoft 365 Copilot is enabled for your organisation.
2. Select Claude – In the Copilot settings, choose Claude as the AI model for Researcher.
3. Start small – Begin with simpler tasks, like summarising reports or emails, before using it for more complex workflows.
4. Monitor and optimise – Review outputs and provide feedback to improve the quality of AI suggestions over time.

Claude in Copilot Studio

Alongside Copilot Researcher, Claude also integrates with Copilot Studio using its Sonnet 4 model. This means that you can use Claude to help create agents which work at an enterprise level.

Microsoft Copilot, 365 and Claude: How Three Cherries Can Help

Integrating Claude into Microsoft 365 Copilot is a real game-changer for SMBs. It allows teams to work smarter giving them more time to focus on strategic work, client relationships and growth. The AI doesn’t replace your team, it enhances their capabilities and presents new opportunities such as upskilling.

If you’d like help enabling Copilot and Claude for your business, or want guidance on best practices for rollout, we can walk you through it step by step. Get in touch today!