AI Copilots Success Stories: How Copilots Are Transforming Workplaces

The Impact of AI Copilots on UC, Collaboration, and Productivity

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AI robot holding a trophy
CollaborationInsights

Published: March 17, 2025

Rebekah Carter - Writer

Rebekah Carter

Copilots aren’t just the experts sitting next to your captain on airplane anymore. They’re emerging as valuable AI-powered colleagues, working alongside professionals in every industry. AI copilot success stories highlight just how effective these tools are at enhancing communication and collaboration, improving productivity, and fuelling creativity.

In fact, our own research found more than 55 percent of companies are using AI copilots for transcription, and over 43% use them for meeting summaries and automatic scheduling. If you’re still not sure what AI copilots can do for your organization, we’re here to help.

These success stories from around the world will show how AI assistants are reshaping decisions and workflows in everything from e-commerce to finance.

The Top AI Copilot Success Stories

The number of AI copilot success stories shared by organizations across sectors has increased drastically in recent years. After all, countless Copilot solutions are available today from a range of world-leading brands. Plus, many vendors are even making it easier for users to build their own custom assistants with tools like OpenAI’s flexible GPTs and Microsoft’s Copilot Studio.

Here are just some of the most impressive and inspirational case studies we’ve reviewed recently.

Streamlining Tasks: Neolait and Salesforce Einstein 1

French agricultural company, Neolait faced the time-consuming, and repetitive task of constantly writing and updating thousands of product descriptions on their website for customers worldwide. This task regularly derailed employee productivity and creativity, pulling team attention away from more valuable tasks. With Salesforce Einstein 1 Commerce, Neolait automated the process.

The AI copilot quickly and accurately translates product details into insightful, easy-to-understand descriptions in seconds, even optimizing each listing for the search engines. By automating this process, Neolait saved companies hours on writing tasks, improved content performance, and ensured it could adhere to regulatory compliance standards with minimal effort.

In fact, the team even takes advantage of Einstein’s customizable guardrails to ensure that Neolait can stay ahead of the curve when regulatory compliance standards change.

Transforming Performance: Citi and Google

Global financial services company, Citi, shared one of the most impressive AI copilot success stories at the end of 2024 when announcing its partnership with Google. The world’s third largest banking institution partnered with Google to access the flexibility of the Google cloud ecosystem, as well as Google’s innovative Vertex AI platform – ideal for building custom copilots and agentic AI tools.

With this ecosystem, Citi didn’t just solve one problem; it created a variety of generative AI solutions to give users access to developer toolkits, document processing, and digitization solutions for customer service. According to the Head of Technology and Business Enablement, Tim Ryan, Citi is on a mission to modernize its infrastructure, improve safety, and enhance customer experience.

With Google’s cloud ecosystem and Vertex AI Copilots, Citi can now automate more repetitive tasks than ever before and empower employees to accomplish more, whether it’s processing loan approvals with incredible speed or tackling IT issues.

  • Find out everything you’ll ever need to know about AI copilots and assistants in UC in our comprehensive guide here!

AI Copilot Success Stories for Hybrid Teams: McLaren and Cisco Webex

Cisco’s Webex platform continues to break barriers in hybrid work thanks to new AI capabilities that make collaboration more seamless. Ed Green, Head of Commercial Technology at McLaren Racing, says, “With our team dispersed across the globe, communication is critical. We need speed and accuracy, just like on the track.”

That’s why McLaren uses the Cisco AI assistant for Webex to revolutionize teamwork. Like many other AI Copilot success stories, the case study demonstrates how AI tools can automate tasks like meeting summarization, improve team communication, and minimize complexity.

AI Copilot brings everything organizations need for effective, collaborative work into a single environment, and even helps team members refine the tone of their messages. In 2025, Cisco is even rolling out more features for its AI tools, from advanced real-time language translation, to data analysis capabilities that help distributed teams make decisions faster.

  • Curious about which AI copilot best suits your business use cases? Find out here.

Reducing Data Silos: Gainsight and Zoom AI Companion

Zoom’s AI companion, now in its “2.0” phase, is powering a range of impressive AI copilot success stories, helping organizations enhance collaboration, communication, and productivity. Gainsight used this solution to address a major problem for their teams: fragmented data.

Before switching to the Zoom AI Companion, Gainsight’s team members were using a multitude of different tools for meeting summarization, leading to major data silos. However, with the new Zoom-based tool, the company has regained control over recordings and summaries, ensuring every team member has access to the same data and insights.

With this technology, users can decide whether they want to implement automated summaries and edit them quickly before sharing them with the team. They can also focus more of their in-meeting attention on the conversation at hand. According to CIO Karl Mosgofian, AI companion means teams spend around 17 percent more meeting time on deeper discussions. Additionally, users can save p up to 1.5 hours a week by accessing notes for meetings they can’t attend.

Redefining Customer Success: Lumen and Microsoft Copilot

Microsoft’s Copilot solution is one of the most popular tools behind countless AI copilot success stories – popular for its deep integration with the Microsoft ecosystem. Lumen Technologies uses Copilot, and the Microsoft ecosystem to automate routine tasks and improve employee engagement.

According to the company, team members from across the organization use the tools to summarize content, access data faster, and craft targeted customer messages. By trimming hours off standard administrative tasks and repetitive work, Lumen’s employees can focus more on high-value tasks, like building employee relationships.

Plus, Lumen has embraced pre-built connectors to help them securely connect data across ecosystems, driving faster, more intelligent business decisions. They’re also using dedicated versions of Microsoft’s Copilot system for specific teams, like Microsoft Copilot for Sales, to help teams work smarter and more efficiently.

Global AI Copilot Success Stories: BBVA and OpenAI

Global financial institution BBVA introduces one of the best AI copilot success stories for companies interested in flexible models and custom GPTs. Unlike many organizations, happy to embrace pre-built models and chatbots, BBVA decided to create thousands of different GPTs for specific workflows with OpenAI’s ecosystem.

Through ChatGPT Enterprise, the company has allowed more than 125,000 workers to customize and fine-tune their own models for tasks ranging from product development to content creation, financial analysis, and more.

According to BBVA, more than 83 percent of their employees now use custom ChatGPT versions weekly to increase productivity and efficiency. The company even created its own dedicated internal store, where users can create and share their own GPTs.

The company believes this decision to invest in Copilot solutions at scale marks the start of a new era of collaboration between humans and machines for its organization.

Enhancing Creativity: Scribd and Anthropic

Scribd, a leading technology company, handles hundreds of millions of documents across numerous global platforms. While users can quickly upload all kinds of content into the ecosystem, 70 percent of these documents previously lacked crucial metadata.

To address this issue, Scribd invested in Claude, the generative AI copilot built by Anthropic. Scribd integrated Claude into their system to help users quickly generate richer titles, descriptions, and categories. Steve Neola, Senior Director of Product, notes, “Creators have already poured effort into their content. Asking them to add metadata is extra work.” Now, AI handles that burden.

With these updates, Scribd hasn’t just improved the experience for creators; it has also helped to improve the overall user experience for customers, helping them to find the content they need faster. Scribd noted that the ethical nature of Claude and the incredible support they received from the Anthropic team made the implementation simpler and safer for everyone.

Learning from AI Copilot Success Stories

These AI copilot success stories draw attention to the value of intelligent assistants for employees in virtually every industry. Whether you’re trying to streamline repetitive tasks, boost productivity and creativity, or strengthen the connections between teams, the right AI copilots can work wonders.

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