e231 – Navigating the Awkward Phase of AI: Embracing AI Tools for Workflows Today, with David Fortin

Show Notes – Episode #231

A NEW EPISODE of The Presentation Podcast releases tomorrow, Tuesday, October 7, 2025! Host Troy Chollar is excited to dive into the evolving world of AI with David Fortin from Piggy Bank Accountant on our latest episode! Yes, overall we are in an awkward phase with AI adoption, but David shares some interesting thoughts and insights.

David and Troy focus primarily on how Microsoft Copilot is reshaping the landscape of workflows with so many elements now able to be connected; Microsoft Outlook, PowerPoint, Excel, Teams meetings and file. The two also talk about creating better AI prompts and the exciting future of Copilot’s memory and persona features. You’ll find these insights (and more) in this episode! 

Highlights 

• Current state and practical uses of AI tools in professional workflows.
• Focus on Microsoft Copilot and its integration into your Microsoft centric workflows.
• Framework for structuring prompts to improve AI-generated results, “Get Crazy Era Is Sexy”.
• Discussion of the limitations and evolving capabilities of AI tools.
• Practical tips for using AI effectively in tasks like presentation design and data management.
• Insights on the integration of AI tools within Microsoft 365 applications (Excel, PowerPoint, Outlook, Teams).
• Exploration of AI’s role in enhancing productivity and creativity in professional settings.
• Importance of clear communication with AI to achieve better outcomes.
• Future potential of AI tools and the need for continuous adaptation and learning.

Resources from this Episode:  

• David Fortin, CPA
  • LinkedIn
  • YouTube
  • Microsoft MVP
• Microsoft Copilot
• Copilot Learning Hub

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