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Guide · AI

Copilot readiness checklist

The access and labelling work to do before you switch Microsoft 365 Copilot on.

Before you switch it on

Copilot respects existing permissions, so readiness is mostly about fixing oversharing and labelling data before launch.

  • Find and fix overexposed SharePoint and OneDrive content
  • Apply sensitivity labels and DLP
  • Right-size access and pilot with a small group

We can run a Copilot data-readiness assessment that turns this into a prioritised list for your tenant.

Turn this into a plan for your environment.

A short discovery call is the fastest way to apply this to your Microsoft estate.