Introduction to Generative AI and Copilot.pdf

Joshua Peskay
3CPO
Kim Snyder
VP of Data Strategy
March 19, 2025
Introduction to
Generative AI and
Copilot

2 © TechSoup Global. All Rights Reserved.
Housekeeping
During Live Session:
● Chat for:
○ questions, start with “Q:”
○ comments and reactions
● Mute during the session
● Raise hand option to
speak-up
● Display name
Recording
● The live sessions will
be recorded
● You can choose to turn
on/off your video
After Live Session:
● Join us on April 2 for Session 2
— a live demo
● We’ll be taking orders for AI
jobs-to-be-done for you!

Nice to meet you!
Kim Snyder
3DPO
kim@roundtabletechnology.com

Today’s Agenda
Introduction
What is Generative AI?
Responsible AI
Introducing Copilot
AI Use Cases for Nonprofits
Q&A

Introducing:
The Jargon Buster!
If we lapse into jargon, put #jargon in the chat
and we’ll stop and explain.

What is your current
relationship with AI?

Why spend time learning about AI?
Why spend time
learning about
technology?

What we are finding with AI

Why is AI suddenly moving so quickly?
Day 1
Day 0 Day 2
Day 30
Day 3 Day 4

On what day is the lake
half-full?
Day 29
What about >1%
full?
Day 24

In terms of AI development,
what day is today?
Let us know
in chat!

Exponential Growth Path for AI

How did it all start moving so fast?

Leaps of improvement!
FEBRUARY 2025

Fundamental Components
Machine Learning (ML)
Natural Language
Processing (NLP)
Data
Input
System
output
Reinforcement learning from
human feedback or RLHF

Special thanks to Tanmay Bakshi for creating this message for us to show to you: Nonprofits!
But what’s happening inside the LLM?

Introduction to
Probabilistic Statistical
Outcomes and Copilot
Joshua Peskay
3CPO
Kim Snyder
VP of Data Strategy
03.19.25

LLM Systems
GPT 4o Microsoft
Copilot Web
Chat
Google
ChatGPT 4o, Team Workspace,
o1, o1-mini, o3-mini
Free Paid ($20-26 user/month)
CLAUDE
Claude 3.7
Google Gemini Advanced
Claude 3.7
Microsoft Copilot Pro
Microsoft 365 Copilot Work (Add-on)
Free with
Subscription
Microsoft
Copilot Chat

Generative AI
• Ideal for brainstorming, overcoming the
“blank page”
• A short question can be a starting point
• Experiment with taking prompt writing in
any direction
• Provide specific details about genre,
themes, or styles

AI Needs Responsible Humans
● AI is a nascent technology —
Nonprofits can be shaping it now
● Nonprofits can drive ethical AI
development and adoption
● Nonprofit professionals bring a
human-centered perspective

CONTROL
INFLUENCE
CONCERN
● Rapid AI
development
● Potential to
perpetuate bias
● Job displacement
● Misuse of AI by bad
actors
● Existential risks
● Advocate for ethical AI
policies
● Collaborate with other
nonprofits to promote
responsible AI
● Advocate for
responsible regulation
● Support research
related to AI ethics and
safety
● Personal education
and knowledge
● Skill development
● Organizational
strategy
● Informed decision
making

“Unaware of the possibility content could be false”
They’re still doing it!

Mitigating the Confabulation
Risk
Described as hallucination, confabulation or just
plain making things up, it’s now a concern for
every nonproﬁt, business and student trying to
get a generative AI system to compose
documents and get work done.
DO NOT rely on AI to answer questions
where you don’t know and can not verify.
Review, review, review.

Keeping Humans in the Loop
Source: Humans in the Loop: The Design of Interactive AI Systems | Stanford HAI Institute

Built-in Bias
Large Language Models are
trained on the world’s data.
The world’s data is biased.
Be aware.
Check, double-check.
Then check it again.

The Pale Male Data Problem

Why AI Bias is Existential
with Dr. Joy Boulamwini
• Listen to the podcast
• Read the transcript
Full disclosure: this was part of the Pre-session work,
but we find her views so enlightening that we want to
be sure to pass this along.

On Public or Free AI Tools, Privacy Ends in the Prompt
Machine Learning
(ML)
Natural Language
Processing (NLP)
The Data
Input
System
output

Greater Safety with a
Subscription or Paid
Account
Microsoft 365 Copilot

Humans + AI
AI is an assistant, not a co-worker
• Humans need to decide what AI
works on
• AI needs clear instructions from
humans
• AI work MUST be validated by
humans before sharing

Are you or anyone at your
place of work is using AI for
any work-related tasks?

Urgent Need for AI Strategy and Policy
TechSoup & Tapp Network: The State of AI in Nonprofits: Benchmark Report on Adoption, Impact and Trends - 2025

Mitigating risk and optimizing benefit
Assumption: People are using AI now
Establishing an organizational AI strategy
and policy can:
● Provide guidelines for the use of AI
● Align the use of AI with organizational
goals
● Reduce risks associated with AI use
TechSoup & Microsoft: AI Usage Policy

If you’re just getting started…
Give it a try, but use no personal or
sensitive information
copilot.microsoft.com

If you have a Microsoft Account…
Personal Account
Check your privacy
settings
Work Account
By default your account is
private

Data remains in your
work’s enterprise account.
How do I know it’s private?

Microsoft Copilot or Microsoft 365 Copilot
Microsoft Copilot
You have access to the web
version of Copilot.
Copilot is integrated in the suite of Office
products and has access to data you have
access to
Access needs to be enabled at your organization

41 Copyright © TechSoup Global. All Rights Reserved.
Which Copilot Plan Is Right for You?
Microsoft 365 Copilot Chat Microsoft 365 Copilot Microsoft Copilot Studio Microsoft Copilot Microsoft Copilot Pro
Description A prompt and response, using
internet information. Create
images and use Copilot Pages to
save, edit, and share content.
Automate repetitive tasks and
processes with agents.
The most advanced Copilot with
enterprise-grade security and
collaboration features. Integrate
Copilot in Microsoft 365 apps like
Teams, Excel, Word, PowerPoint,
and Outlook. Access to agents.
Low-code platform for building
custom plugins and workflows
tailored to your specific needs.
They can automate & execute
business processes.
Designed to help you with
personal tasks and basic
document creation & editing.
Uses information from the
internet.
Priority access to the latest
models during peak times. Early
access to experimental AI features
and image creation.
Designed for Organization Organization Organization Individuals / Personal Individuals / Personal
Cost Free for Entra account users with
a Microsoft 365 license.
Metered cost for agents.
$306 user/year
($306 commercial)
Varies based on customization Free $240 user/year
Requires Microsoft
or Office 365
subscriptions
Yes, requires eligible Microsoft
365 or Office 365 license
Yes. It is an add-on license and
requires eligible Microsoft 365 or
Office 365 license.
No No No - but will activate additional
functionality if log into Microsoft
365 Personal or Family license.
Data privacy and
security
Enterprise-grade data protection
(EDP). Your data is private and
won’t be used to train LLMs.
Enterprise-grade data protection
(EDP). Your data is private and
won’t be used to train LLMs.
Customizable data security
measures.
No EDP. Microsoft may use your
prompt data to improve AI
models. Avoid including sensitive
or proprietary work information in
a prompt.
No EDP. Microsoft may use your
prompt data to improve AI models.
Avoid including sensitive or
proprietary work information in a
prompt.
Data Public web (internet) ground Public web or work (Microsoft
Graph) ground, when sign in with
Microsoft Entra work account
Public web (internet) ground Public web (internet) ground
Copilot in Microsoft
365 apps
Not available Copilot in web and desktop
versions of Microsoft 365 apps
Not applicable Not available With Microsoft 365 Personal or
Family license, Copilot integrates
with web and desktop versions of
Microsoft 365 apps (no Teams).
Otherwise, it's web-only.

Improve or Fine-tune Content

Summarize a long report
Upload a report or provide
a link to the online version
Generate a summary document,
highlighting key points

Ask for help with planning
Provide Copilot with a link
to content or an upload
Create an agenda and discussion
questions from the content

Create audience personas
Analyze a website or report
Generate audience personas for
promotions and messages

Create messaging for those personas
Analyze a website or report
Generate content in speciﬁc formats
for each of those personas

Are any of these tasks weighing you down?
We can do any of these and much more in Session 2!
Writing a challenging communication?
Drafting an onerous RFP?
Supercharging a social media campaign?
Reading a lengthy report?
Creating an illustration with the right
branding colors?
Finding a people picture that doesn’t need
a release?

Join us on April 2 for the Live Demo -
Let Us Do Some of Your Work for You!
Any gnarly writing tasks
you’d rather just ignore? An
RFP? Social media post?
Need help researching a
topic? Need a summary for a
long report?
Give them to our short-order
AI chefs!
Here’s the Order Form

Thank You!
Joshua Peskay
joshua@roundtabletechnology.com
Kim Snyder
kim@roundtabletechnology.com
Brought to you by:

Copilot Versions
Category Version Features Functionalities Data Privacy & Security Cost
Free Copilot (formerly Bing Chat)
Users without Microsoft or Oﬃce
365 subscriptions
Free web versions of Microsoft 365
apps (Word, Excel, PowerPoint).
Basic AI capabilities.
Basic document creation
and editing.
Microsoft may use your prompt and
interactions data to train and improve their AI
models.
Do not include your personal or sensitive
information.
Free
Copilot Chat - Personal
Users signed in with eligible
Microsoft 365 or Office 365 personal
subscriptions
Access to Microsoft 365 Copilot Chat,
integration with personal Microsoft
365 apps.
Enhanced productivity and
collaboration tools.
Your data is private.
Microsoft will not use your data to train LLMs.
No additional cost for all
Entra account users with
a Microsoft 365
subscription
Microsoft 365 Copilot Chat
Users signed in with eligible
Microsoft 365 or Office 365
business or enterprise subscriptions
Access to Microsoft 365 Copilot Chat,
integration with business Microsoft
365 apps.
Advanced productivity,
collaboration, and
enterprise features.
Enterprise-grade data security, privacy, and
compliance..
No additional cost for all
Entra account users with
a Microsoft 365
subscription
Paid Copilot Pro
For personal usage
For business or enterprise usage.
Add-on license for eligible Microsoft
365 or Office 365 subscription.
Provides AI features in Microsoft 365
apps like Teams, Word, Excel.
Enterprise-grade security and
collaboration features.
Advanced AI capabilities
integrated with Microsoft
365 apps for business use.
Enterprise-grade data security and privacy.
Nonprofit offer: $306 per
user/year
Commercial offer: $360
per user/year
Copilot Studio
Designed for developers and
advanced users
Low-code platform for building custom
plugins and workflows tailored to your
specific needs.
Customizable AI
capabilities for personal or
business-specific needs.
Customizable data security measures. Varies based on
customization

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