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Which team uses which tool. Placement decides who sees each update.

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Every tool is on a teamEvery tool has a costEvery paid tool has an owner
Placement decides which team sees each update. This is a sample company, so changes are turned off.
Not assigned · none

Finance · Ana

2 tools

QuickBooks Online, Ramp

Sales · Jordan

3 tools

HubSpot, Otter.ai, Zoom Workplace

Operations

1 tool

Ramp

HR

0 tools

No HR tools yet. HR still sees company-wide tools.

Company-wide

2 tools

Microsoft 365, Slack

Rerun month-end analysis with Excel Copilot

Microsoft 365
IncludedFinance
What it does

Copilot in Excel is in your plan. Excel skills let it repeat the same steps each month.

How to start

Open a workbook in OneDrive or SharePoint and use the Copilot pane. An admin assigns Copilot in the Microsoft 365 admin center.

Owner

Maya Chen, who owns Microsoft 365

Is it in use?No answer yet.
Status
Open
No activity yet. This is a sample company, so changes are turned off.
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