The EA Campus Podcast

Ep 75: Mastering Microsoft & Copilot with Shelley Fishel


Listen Later

In this episode, I’m joined by Microsoft Office maestro Shelley Fishel, founder of Tomorrow’s VA. Shelley has spent decades training assistants to get brilliant results with Word, Excel, PowerPoint, Outlook and now, of course, Microsoft Copilot. We dig into what’s genuinely useful right now, what’s coming next, and how EAs can lead the conversation on AI without losing sight of the fundamentals.

Shelley shares how she uses Copilot daily (from redrafting tricky emails to prioritising the inbox and summarising meetings), why core skills like slide masters and brand-safe templates still matter, and how to make the most of lesser-known gems across Microsoft 365. We also talk mindset—staying curious, learning out loud, and saying “yes” then figuring it out—plus the big question: Will AI replace EAs? (Short answer: no. Nuance, judgment, and calendar strategy still need a human.)

What you’ll learn:

  • Practical ways EAs can use Copilot today in Outlook, Teams, Word and beyond
  • Why knowing the basics (formatting, slide masters, rules/quick steps) saves hours every week
  • How to make a case for Copilot licences—and the security benefits of using it inside your tenant
  • Mindset shifts to keep pace with fast-moving tech (without chasing every shiny thing)
  • Where Microsoft 365 is quietly evolving—and the features most assistants overlook

Tools, features & terms mentioned:

  • Microsoft Copilot across Outlook, Word, Teams (meeting summaries), and forthcoming Excel capabilities (including =COPILOT)
  • Outlook: Quick Steps, Rules, prioritising the inbox
  • PowerPoint: Slide Master, custom layouts, brand-safe decks
  • Microsoft Loop (pages & live components), Copilot Pages
  • Microsoft Sway (lightweight, web-style internal newsletters)
  • Microsoft Forms, Microsoft Lists, Microsoft Bookings
  • Security/Tenant awareness (enterprise data protection vs. pasting data into public AI tools)
  • Other AI tools touched on: ChatGPT, Claude, Perplexity

Perfect for: Executive Assistants who want clear, real-world ways to work smarter with Microsoft 365 and lead on AI - without the hype.

🎧 Listen wherever you get your podcasts or on The EA Campus website.

The EA Campus

...more
View all episodesView all episodes
Download on the App Store

The EA Campus PodcastBy The EA Campus

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

9 ratings


More shows like The EA Campus Podcast

View all
The New Yorker Radio Hour by WNYC Studios and The New Yorker

The New Yorker Radio Hour

6,784 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,385 Listeners

The Leader Assistant Podcast with Jeremy Burrows by Jeremy Burrows

The Leader Assistant Podcast with Jeremy Burrows

271 Listeners

At The Table with Patrick Lencioni by Patrick Lencioni

At The Table with Patrick Lencioni

1,124 Listeners

Ask An Assistant with Jess Lindgren by Jess Lindgren

Ask An Assistant with Jess Lindgren

18 Listeners

LuAnna: The Podcast by Global

LuAnna: The Podcast

350 Listeners

SmartLess by Jason Bateman, Sean Hayes, Will Arnett

SmartLess

58,029 Listeners

The Ezra Klein Show by New York Times Opinion

The Ezra Klein Show

15,833 Listeners

My Therapist Ghosted Me by Global

My Therapist Ghosted Me

797 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,440 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,812 Listeners

The Admin Edge by The American Society of Administrative Professionals

The Admin Edge

39 Listeners

Great Company with Jamie Laing by Jampot Productions

Great Company with Jamie Laing

294 Listeners

The Whole Assistant Podcast by Annie Croner

The Whole Assistant Podcast

18 Listeners