Question 1
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Copilot can read everything a person can reach in SharePoint, so this one matters before you switch it on.
Last thing
Your steer
Claude is the easiest of the three to set up and use. Your IT team or MSP switches on the connections they're happy with, then people pick the tools they need - no separate setup job for each one. And it only ever reaches what each person's already allowed to see.
It's built for the repetitive professional-services work that fills your days. ChatGPT's a fair second. There's little in it now.
With client data, use a contracted tier (Claude Team or Enterprise). Never a personal account.
The tool's the easy part. Getting your team to use it is the real work. That's what we do.
This works when someone owns it. Right now no one does, and AI that nobody owns gets tried twice and forgotten. So before you roll anything out, put it on a small paid pilot with one person who'll live with it and prove it. Get that right and you scale what works.
The short version of what the picker works out, for anyone who'd rather just read.
It depends where you are and what you run. If you're still testing, use what you already have: the free Copilot Chat on Microsoft 365, or the Gemini built into Google Workspace. If you're ready to put AI to proper work, a Google shop is usually best served by Claude; a Microsoft shop that lives deep in the toolset gets the most from Copilot, while one that mainly uses the core apps is better off with Claude. ChatGPT is a fair second to Claude. We don't resell any of these tools.
Copilot pays off when your team lives deep in the wider Microsoft toolset - Power Automate, Planner, Lists - because it rides the way you already work. If you mainly use the core apps (Word, Outlook, Excel), that advantage falls away and Claude is usually the easier, more capable start.
If you're testing, use the Gemini already built into your subscription at no new spend - your data stays in your tenant. If you're ready to put AI to proper work, go with Claude: the everyday Gemini is a strong in-app helper, but Claude is the easiest of the three to set up and is built for repetitive professional-services work. ChatGPT is a fair second.
Free and bundled tiers (Copilot Chat, Workspace Gemini) are fine for proving AI can write and reason. But they can't safely touch confidential client data and often can't reach your real work. For a genuine trial without a year's lock-in, a Claude or ChatGPT Team seat bills monthly and cancels anytime. For real work with client data, move to a contracted Team or Enterprise tier.
It can if your permissions are messy. Copilot reads everything a person can already reach in SharePoint, so if your folders and permissions are a mess it will surface files to the wrong people. Tidy your permissions first, then turn it on.
Yes. AI that nobody owns gets tried twice and forgotten. Before you roll anything out, put it on a small paid pilot with one person who'll live with it and prove it, then scale what works.
A note on this: it's a steer based on where you are, not the whole picture. AI packaging changes often - prices and tiers shift - so treat figures as rough. We don't resell any of these tools, so there's nothing in it for us either way.
Last reviewed: 23 June 2026