The Microsoft Playbook.

A free 8-page guide for non-technical professionals who want to get more from Microsoft 365 and Copilot. Find what to use, what to build, and where AI actually helps.

What’s inside

a close up of a cell phone screen with different app icons

Choose the right tool

A clear map of Microsoft 365, from Forms and Teams to Lists, Power Automate, and Power BI.

Use Copilot with more confidence

See the three levels of Copilot. Take the 30-second test. Know what your license can do.

Build your first useful agent

Use the five-part template: Persona, Task, Context, Format, and Guardrails.

Stop requests from getting lost

Get the ticket tracker flow: Form, SharePoint List, Power Automate, and Power BI. Then use three questions to keep work data safe before you build.

Made by Mary Graves (@marybehindthesystems)

Mary helps non-technical professionals use the systems already in their workday. Start with the problem, build the simple version, then add AI where it helps.