Staging environment

Turn Scattered Data into an Exec Brief with M365 Copilot

Hosted by Matt Burton and Christian Burton

171 students

In this video

What you'll learn

Build a Copilot Notebook

Build a Copilot Notebook that aggregates multiple documents into one queryable knowledge base

The 2-Minute Executive Brief

Turn 20 minutes of report-wrangling into a 2-minute executive brief

Apply It to Any Scenario

Apply this workflow to financial analysis, project updates, or any multi-source scenario

Why this topic matters

A CEO we trained spent 10-20 minutes monthly cross-referencing reports, emails, and documents to build his liquidity picture. We built an M365 Copilot Notebook that does it in 2 minutes. His words: "I just did in 2 minutes something that normally takes 10 to 20." We'll build this workflow live — applicable to any role where critical info lives in multiple places.

You'll learn from

Matt Burton

CEO & Founder, SAVANT-AI

Matt Burton is the founder of SAVANT-AI and creator of the SAVANT 5™ framework, which measures AI maturity at both the individual and organizational level. He trains executive teams at Fortune 500 and mid-market companies to deploy AI tools for measurable business results. His current focus is agentic architecture, multi-agent systems, and building micro-SaaS solutions for clients. Currently on the marketing faculty at Golden Gate University, Matt is a former Private Banker at J.P. Morgan and has taught at Columbia University's School of Engineering and Parsons School of Design. His clients routinely report cutting hours-long workflows to minutes—one CEO described doing in 2 minutes what used to take 20. Matt is a United States Marine Corps veteran.

Christian Burton

Co-Founder, SAVANT-AI · President, Savant Games

Christian Burton is co-founder of SAVANT-AI and President of Savant Games. He has spent his life at the intersection of technology, interactive design, and game mechanics—and now brings that focus to how people learn through gamification of the learning process. Christian is SAVANT-AI's automation architect, building the workflows, agents, and M365 Copilot implementations that Fortune 500 and mid-market clients actually deploy. His favorite part of executive training is the problem-solving—engineering workflow automations, building better Digital Twins, and creating custom AI tools that non-technical professionals can use on day one.

Working in Partnership with:

NVIDIA
Dell
Amazon Web Services
Google
Microsoft

Go deeper with a course

SAVANT 5: AI Mastery for Business Leaders
Matt Burton and Christian Burton
View syllabus