Use the Perfony agent for Microsoft 365 Copilot

The Perfony agent for Microsoft Copilot, within Microsoft Teams, lets you manage tasks related to your Perfony account without leaving Teams.

So, from Teams, you can:

• View your actions : View the list of stocks associated with your Perfony account.
• Create a new action.
• Rename a stock.
• Edit an action’s description : Add or update the information.
• Change the due date of an action.
• Update the progress of an action.
• Search for initiatives to find the ones that interest you.
• Filter your tasks to focus on the items you need to track and organize your priorities.
• Identify important or urgent tasks, especially those with deadlines that require special attention.

Note: All file and meeting management is handled within the Perfony app.