All tiers
Work with documents

Read, compare, consolidate and complete documents

Use this section when the work starts with documents. AI can help you understand one document, compare several, combine information from multiple sources, or use source material to complete an existing template.

Typical products and features

  • Copilot Chat
  • Copilot in Word
  • File upload and file references

Best-fit users

  • Anyone working with documents

Extra cost risk: Usually low to medium; availability depends on licence and file access

Watch-outs

  • This section explains what is possible, not whether a particular document should be used with AI.
  • Check your organisation's policy and the information involved before using real work content.
  • Use the AI Redlines where a task involves decisions or actions that should remain with people.

Example use cases (6)

Work with documentsMedium - extracted values need checking where accuracy matters risk

Extract information from documents

Ask Copilot to pull out specified facts, dates, names, actions, values or other fields from one or more documents and present them in a structured list or table.

AI required

Where: Copilot Chat / Word

Work with documentsLow to medium risk

Ask questions about a document

Open, upload or reference a document and ask Copilot questions about what it contains, where something is mentioned or how different sections relate.

AI required

Where: Copilot Chat / Word

Work with documentsMedium - source information can be mapped incorrectly risk

Complete a template from source material

Open an existing template or structured document, reference one or more source documents and ask Copilot to draft content into the relevant sections.

AI required

Where: Copilot in Word

Work with documentsMedium - information can be omitted or merged incorrectly risk

Consolidate multiple documents into one

Provide several source documents and ask Copilot to bring their information together into one structured draft.

AI required

Where: Copilot in Word / Copilot Chat

Work with documentsLow to medium - comparisons can miss detail risk

Compare documents

Ask Copilot to identify differences, additions, omissions or conflicting information across two or more documents.

AI required

Where: Copilot Chat / Word

Work with documentsLow to medium risk

Edit a document in place

Use in-app Copilot to change wording, structure, formatting or content directly inside the file you are already working on.

AI required

Where: Word / PowerPoint / Excel where supported

Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.