KPIs impacted
Sourcing costs
Value benefit
Cost savings
Using Copilot to reduce sourcing compliance risk
1. Determine order source/destination
Prompt Copilot to look up the order and retrieve the product detail and shipping destination.
Copilot Studio Agent
Prompt: What is the shipping destination and ordered item numbers for order number 12345?
2. Confirm regulatory requirements
Copilot helps retrieve regulation details based on the products in the shipment and the destination.
Copilot Studio Agent
Prompt: Summarize the geographical regulations and restrictions that apply to dairy products shipped to California. Include the disclosure documents are required for shipping.
3. Collect product information
Use Copilot to retrieve product information needed to submit the required compliance and regulatory disclosures.
Copilot Studio Agent
Prompt: Retrieve the following product details for item #AD-98576
4. Prepare required documents
Copilot helps identify and prepare the required reports/documentation for the order.
Copilot Studio Agent
Prompt: Verify all items against regulation governing restriction of entry into California and print the Commercial invoice with Harmonized Tax codes with schedule (2)
5. Generate report
Use Copilot to email and respond to various issues with Global Trade documentation.
Copilot in Outlook
Prompt: Draft a response to Bruce Banner from Panalpina informing him the customs form for Okinawa entry needs to changed to JC7.1 for order 12345.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
