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PLUS: OpenAI o1 and Copilot 365 updates.
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Hey folks, we finally have some 🍓🍓 to taste. We’ll talk all about them today.
Also, we have 2 events this week:
How and when to use AI for sales and RevOps - Today
Personal AI agents for everyday workflows - Tomorrow
o1 kicks off a new era for AI models & Microsoft shows Copilot V2
ICYMI: 5 new tutorials and a deep dive, with two upcoming workshops this week.
snack n skill - learn how to automate personalized sales proposals
6 of the best new AI tools
6 interesting posts from around the web
to-do’s
Alright, let’s get to it!
🔎 Trends & news
OpenAI released two new models o1-preview and o1-mini. These are the results of their “Strawberry” project. o1 models take their time thinking about a problem before giving a final answer and thus perform much better at reasoning or long-planning-based tasks. Both models are available in ChatGPT Plus, and Team plans for use. 🍿All you need to know about o1.
Microsoft’s gearing up for the next wave of Copilot updates. It’s bringing a dynamic canvas called Pages to Copilot, where you import outputs from Copilot (which can also access the web or your work documents) and collaborate with your team. And this 5 min demo for the new Copilot in Microsoft apps is insane (IF it actually works). 🍿Our Summary (also below)
Salesforce has released its agent builder called AgentForce, which allows you to create bots capable of taking action on their own, within established limits.
RunwayML announces a video-to-video mode for their Gen-3 Alpha model. Making videos in custom styles is going to get so much easier.
👀 ICYMI: New stuff we’ve launched
How AI startup Wayfaster is changing the way we hire.
Build your own Perplexity in Slack to perform web searches.
Automatically generate tailored sales proposals for high-ticket clients in your CRM.
Maximize revenue by analyzing sales data and optimizing territory assignments.
Use AI to write down your company’s mission, vision and values statement.
Create a simple web scraping tool that uses AI to extract specific information from web pages.
🍽️ Snack ‘n’ skill
Learn how to auto-generate personalized sales proposals
Imagine turning your high-value leads into tailored proposals automatically. This tutorial shows you how to combine your CRM, Zapier, and AI to create a powerful sales proposal system.
Step 1. Set up your CRM for high-ticket clients
Define criteria for high-value leads in your CRM (we use HubSpot) and create a dynamic list that updates in real-time.
Step 2. Build your automated workflow
Create a Zap triggered by new contacts in your high-ticket list
Use Claude AI to generate personalized sales proposals
Set up email draft creation with AI-generated content
Add notifications to alert your team about new proposals
Tip: Review and refine your high-ticket client criteria quarterly to improve lead quality over time.
This walkthrough is a condensed version of this tutorial. Check it out for one-click copyable prompts and more detailed steps.
⚙️ Top new tools
AssemblyAI* - Build AI apps that understand speech with insanely accurate speech-to-text models.
Offdeal - Find the perfect buyer for your business in half the time.
Content Helper by Ahrefs - Target core topics in your content, not mindless keywords. (It’s in beta; the link works for Ahrefs users only).
EVI 2 by Hume - Voice-to-voice, empathetic AI model for developers.
Gumloop Chrome Extension - Automate any web browsing workflow with AI.
Cohere AI app - Access multilingual enterprise-grade AI models in Slack.
More tools here →
*sponsored
🗣️ Everyone’s talking about
Microsoft’s dropping the next wave of Copilot updates, and it looks promising. They’re introducing Pages, a dynamic canvas where Copilot pulls data from the web or your work documents, letting you and your team collaborate in real time. Plus, new updates across Excel, PowerPoint, Outlook, and more are coming, making everyday tasks smoother.
What's going on here?
Microsoft is launching Copilot Pages, Python in Excel, and AI agents as part of its Copilot Wave 2 release.
What does this mean?
Microsoft has expanded Copilot’s capabilities significantly in Wave 2. The updates focus on:
Pages: A collaborative canvas for AI-powered teamwork accessible from BizChat - A hub that merges work, web, and business data.
App Integration: Copilot gets deeper into Microsoft 365 apps with tools like Narrative Builder in PowerPoint and Python integration in Excel.
Copilot Agents: AI agents that automate and streamline business processes.
These tools are designed to make knowledge work more intuitive by integrating AI into your workflow across different Microsoft apps.
Why should I care?
If you’re using Microsoft 365 daily, these updates can save you serious time. Think about not having to jump between apps for data analysis, emails, or presentations. Tools like Prioritize My Inbox in Outlook will help you focus on what actually matters. The real question, as always, is whether this will actually work as seamlessly as promised.
📜 Interesting posts
AI tools enhancing workplace productivity.
Google integrates Data Commons with its Gemma models.
How CEOs are using GenAI for strategic planning.
How Amgen, Cognizant and Teladoc Health are using Microsoft 365 Copilot.
Turning community bank employees into AI enthusiasts.
Can AI solve compliance—one of the most expensive and boring parts of work?
📌 To-dos
Don’t miss out on exclusive insights into the future of automation—register today* for the biggest automation event of the year!
Let us know if you have any tutorials or courses you want us to create—we’re always open to ideas.
*sponsored
That wraps things up for today! See you again on Thursday. 👋
Ben
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