AI at work questionnaire

What we need from you is a clear picture of the repetitive work outside SoftOne (especially in Microsoft 365: Outlook, Excel, Word, PowerPoint, Teams, SharePoint), so we can propose practical AI help where it actually helps.

Takes about 5–10 minutes. Fields marked * are required.

1Your name, department / team, and role

Name *

Department / team *

Role *

Email (optional)

2Which tools you use most day to day (e.g. Outlook, Excel, Word, Teams, SharePoint, Power BI, others — not SoftOne)

Others

3Your top 3–5 repetitive tasks that take the most time each week (be specific: e.g. “copy figures from emails into Excel reports”, “rewrite the same type of customer email”, “build the same PowerPoint update every Monday”)

4For each task: roughly how often (daily / weekly / monthly) and about how long it takes. At least one task is required *

5Have you already tried Microsoft Copilot / Microsoft AI on any of these? If yes, what worked or didn’t

Yes No

6Any reports, emails, or documents you produce on a fixed schedule (weekly pack, monthly summary, etc.)

7Where you lose time on handoffs (e.g. chasing info by email, reformatting between Excel and Word/PPT, searching old files)

8One pain you’d most like fixed first if we could only improve one thing *

9Anything we should not automate (approvals, sensitive data, customer decisions, etc.)

No need for long answers — concrete examples help more than general comments.

Where could AI save you time?

Thank you!