Protect case notes before anyone uses Copilot on them.
Copilot draws on the Microsoft 365 files a person already has permission to open. Case notes, donor details and volunteer checks can sit in folders the whole organisation can open.
We find the oversharing, protect sensitive files with Microsoft Purview, then train staff and volunteers to use Copilot on everyday tasks like summarising a long email thread.
See what a Copilot readiness assessment covers
