Colligo, AI & Copilot Synergy: Everything You Want to Know

Colligo, AI & Copilot Synergy Everything You Want to Know Blog Post Image

Last Updated on March 14, 2024 by Sarah Gayda

Your ultimate FAQ on how Colligo and Microsoft AI technologies work together to empower your business 

Harnessing the power of artificial intelligence for your business has never been more exciting – and daunting. Fortunately, Colligo is at the forefront of this digital evolution. Given the ever-changing landscape of technology, businesses frequently ask us questions about AI, Microsoft Copilot and Colligo, and how all three work together. In this Q&A blog post, we’ll delve into answers to common questions we hear.  
  1. How does Colligo work with AI?
  2. How does Colligo help get my data ready for AI?
  3. How does Colligo work with Microsoft Copilot?
  4. Why do I need an email management solution if I have Copilot?
  5. What can Colligo do to help protect my data from AI?
  6. What is Microsoft Copilot?
  7. Can Copilot go into my inbox, read emails and return results?
  8. Why is metadata important to AI and how can it improve answers?
  9. What kind of partnership does Colligo have with Microsoft in relation to AI?
  10. How can I learn more about AI, Microsoft Copilot and Colligo?

1. How does Colligo work with AI?  

We’ve had Colligo Intelligence baked into our products for several years. Some of the intelligent features make the filing process as simple and efficient (and error-free) as possible. This includes recommended filing locations, auto-content type recognition, auto-extraction of metadata, and auto-labeling (retention), to name a few examples.  

2. How does Colligo help get my data ready for AI? 

In two ways: 
  1. Colligo complements and assists AI applications by selectively moving your email content into appropriate shared repositories, where it can be consumed and processed by AI applications (like SharePoint Premium, or Copilot). Colligo helps the performance of these apps by helping classify and applying useful metadata at the point of ingress.  
  2. Colligo enables your company’s AI by allowing users to easily tag emails and other documents to add important context. For example, labelling an email as a feature request, or complaint, or procedure will change how AI digests and uses the content.  

3. How does Colligo work with Microsoft Copilot? 

In four key ways: 
  1. We de-silo shareable content and enable content to be minable by AI. 
  2. We contextualize content with metadata and provide AI apps with cues on content types and usage. 
  3. We automate content organization by moving content automatically and extracting key metadata. 
  4. We provide a focused dashboard experience, so users can work in-context within their M365 apps. 

4. Why do I need an email management solution if I have Copilot? 

Copilot is designed to search across information that it is approved to search across. It then marries this with LLM data to return the best results. Email is siloed and personal. Think of the team member who has a contract sitting in their inbox. Or a project manager with a key document that would skew results in Copilot. However, it is still the primary way information enters an organization. Emails and attachments contain important information that can be useful for Copilot answers and responses. To bring this content into the repository where it can be searched and crawled by Copilot, you need an easy way to ingest it. An email management solution, like Colligo, makes this easy (in smaller quantities or in bulk), while also adding metadata. Importantly, Copilot is not a records management solution. Just because Copilot can search and produce a high probability answer, does not mean it is properly managing records or instilling good information governance. In fact, perhaps the opposite. A good email management solution for Microsoft 365, like Colligo, can help classify and tag emails to the designated SharePoint or Teams location for proper record keeping and work alongside your records management solution.  

5. What can Colligo do to help protect my data from AI? 

Colligo helps protect data from AI by ensuring users put the right data in the right place. Moreover, Colligo prevents emails and attachments from being filed to a location the user does not have access to. At the same time, admins can control which sites and repositories Copilot can search for responses.  

6. What is Microsoft Copilot? 

Microsoft Copilot for Microsoft 365 combines the power of large language models (LLMs) with your organization’s data – all in the flow of work – to turn your words into a powerful productivity tool. It works alongside popular Microsoft 365 apps such as Word, Excel, PowerPoint, Outlook, Teams, and more. Microsoft 365 Copilot provides real-time intelligent assistance, enabling users to enhance their creativity, productivity, and skills. 

7. Can Copilot go into my inbox, read emails and return results? 

When you are using Copilot, it can potentially go to your inbox (depending on permissions) – but not others’ inboxes within your organization. However, Microsoft stresses that Copilot “does not independently read or access your emails. Privacy and user consent are central to its design and functionality.” At the same time, users need to make information shareable, collaborative, and retrievable across an organization or for the relevant teams. This means files must be classified and tagged into the right repository. Contrary to popular belief, Copilot cannot crawl the Outlook inboxes of everyone in your organization. Email is inherently personal and siloed. To get value from and retrieve other team members’ info, you need: 
  •  A solution like Colligo to pipe information into the designated repository 
  • To have the other employees in your organization utilize an email management app like Colligo to file information into the right spot where it can knowingly be crawled by Copilot.  

8. Why is metadata important to AI and how can it improve answers? 

Metadata is crucial for preparing your enterprise content for AI and ensuring your business can derive value from the technology. So much so that we wrote a whole blog about this! Many AI applications depend on metadata for context and to improve search results (making documents more retrievable, understanding relevance and meaning, and generating more specific responses). You can also watch our webinar recording of How to Make Metadata Your Secret Weapon in the Age of AI 

9. What kind of partnership does Colligo have with Microsoft in relation to AI?

Colligo is a Preferred Partner in Microsoft’s Content AI Partner Program for 2024. The highest tier designation recognizes our great success in delivering content services solutions on Microsoft 365. The Microsoft Content AI Partner Program helps customers adopt content services in the age of artificial intelligence. MS Preferred Partner Badge_Blog Banner Image

10. How can I learn more about AI, Microsoft Copilot and Colligo? 

View our webinar: Is Your Data Ready for AI? Or reach out to us directly.         

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