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Microsoft Copilot

Microsoft's AI assistant — the natural pick for coaches whose clients and admin live in Outlook, Word and Teams.

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Visit Microsoft CopilotFree app; Microsoft 365 plans add Copilot in Word, Outlook and Excel

What it is

A free AI assistant on the web and mobile, and a paid add-on inside Microsoft 365 that can summarise Outlook threads, draft in Word and analyse Excel sheets.

Best for

Executive and corporate coaches working inside client organisations that standardise on Microsoft. Drafting in the same tools as the client saves a lot of reformatting.

Watch out for

The free app and the Microsoft 365 version have different data protections. If a client's company has rules about AI, follow theirs before yours.

Alternatives & neighbours

Other software options worth comparing.

ChatGPT

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Google's AI assistant — the natural pick if your business already runs on Gmail, Google Docs and Calendar, since it can read and draft inside them.

Calendly

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Share a link, let clients book into your real availability. The fastest way to stop losing consultations to three rounds of "does Tuesday work?"