RSMUS.comWelcome to the cutting-edge world of AI copilots, the latest innovation reshaping our interaction with technology in the workplace. These digital assistants, integrated into popular business applications, are not just tools but partners designed to enhance productivity and decision-making. Leading examples include Microsoft’s Copilot for Microsoft 365, Salesforce Einstein, and Google Gemini. For those with specific needs, creating Custom GPTs offers a personalized solution, like the no-code custom GPT I developed to assist IT leaders in presenting IT project proposals to executives effectively. ChatGPT – IT Project Mentor (openai.com)
Ahead of their time
Ahead of their timeAs I explore the concept of AI copilots, I am reminded of notable figures such as Jarvis from “Iron Man” and R2-D2 from “Star Wars”. R2-D2 represents what we aspire our AI copilots to be: highly skilled in navigation, problem-solving, and occasionally providing comic relief, all while being indispensable to their human counterparts. The key attribute of R2-D2 that mirrors the potential of AI copilots is his proactive, or “agentic,” nature, capable of taking initiative beyond mere advisory roles.
AI copilots today
Currently, our AI copilots resemble diligent but limited assistants. They can organize detailed plans, like an itinerary for a European vacation, but stop short of booking the necessary arrangements. Similarly, while they can identify a meeting time, they cannot finalize the booking. This limitation highlights the current state of AI copilots as helpful yet constrained by their inability to perform actions outside their programmed capabilities.
Looking ahead
The future, however, looks promising as advancements in AI technology, particularly with New Large Action Models (LAMs) developed by companies like Rabbit, aim to elevate the capabilities of AI copilots. These improvements are expected to enable more natural interactions and the ability to execute tasks across various applications, notably on mobile devices, moving us closer to a reality where our digital assistants can not only suggest but also take actions on our behalf.
Learn more about RSM’s AI services by visiting our website and sign up for our Copilot for Microsoft 365 community series (rsmus.com).
Diego Rosenfeld
Diego leads RSM's technology advisory practice, focused on helping organizations build actionable IT roadmaps and navigate business transformation. Working across a broad range of industries, he brings both strategic perspective and hands-on experience to each engagement, frequently serving clients as a fractional or interim CIO. Much of Diego's current client work centers on generative AI. He has developed a considered point of view on the subject: the organizations best positioned to benefit are those that approach adoption responsibly, thoughtfully sequencing initiatives across productivity improvement and process automation rather than pursuing speed at the expense of sound judgment. He works closely with leadership teams to develop AI strategies that are practical, governed, and built to last. Diego is a strong proponent of OKR driven IT execution, applying structured objective-setting to align technology initiatives with broader business priorities. He pairs this with a focus on IT financial transparency, helping clients identify cost optimization opportunities and determine whether their technology investments are delivering measurable value. Diego enjoys writing about emerging technology and is a regular speaker at webinars and live events, connecting the dots between strategy and real-world application. Outside of work, Diego is an avid tennis and padel player, and competes on the American Backgammon Tour.
