Practical notes on AI, Microsoft 365, automation, and making technology make sense.
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Copilot Just Learned the Close
Read more →: Copilot Just Learned the CloseKey Takeaways Microsoft’s accounting skills in Copilot in Excel and Cowork start rolling out November 13, 2026, finishing late November. Frontier enrollment is no longer required after the 13th. A Copilot license still is. Nine skills cover the close in Excel: reconciliation, journal entries, close management, financial statements, variance analysis, budgets and forecasts, audit support,…
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Your Custom GPT Has an Expiration Date
Read more →: Your Custom GPT Has an Expiration DateKey Takeaways OpenAI is retiring Custom GPTs on December 11, 2026. Creating new ones has already ended. The official migration turns instructions into Skills and knowledge files into reference material inside a new Plugin container. Custom Actions, past conversations, model choices, and sharing settings do not survive the move. Four destinations for the work: OpenAI…
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Before You Give AI Arms
Read more →: Before You Give AI ArmsChat answers questions. Agents take actions. A framework for choosing an AI agent: sort personal from work, ask four questions, set a cost ceiling, and why the boundaries matter more than the product.
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Experience Is the Enemy of AI Efficiency
Read more →: Experience Is the Enemy of AI EfficiencyTelling AI how to do your job forces it to mimic your workflow. Specify the outcome and the guardrails instead, and let the AI choose the path.
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Stop Rewriting the Same Prompt Every Week
Read more →: Stop Rewriting the Same Prompt Every WeekModern AI guesses well. But guessing well isn’t the same as doing it the same way every time. CLEAR-R is a system for consistency on the work you repeat.