Available with: Microsoft 365 Copilot
Available with: Microsoft 365 Copilot
Day in the life
Cassandra needs to prepare a big pitch for an investment idea, so she uses Copilot to summarize emails and chats.
Microsoft 365 Copilot Chat2
Example prompt: Summarize all the emails and Teams chats in the past month about the project highlighting the primary asks and open items.
Cassandra asks Analyst to summarize a number of company 10-k reports to understand investment opportunities in the industry. She then exports the report into Pages for collaboration with her team.
Analyst
Example prompt: Analyze these 10-k reports and product an analysis of the pros and cons of investing in each company along with typical industry metrics.
Cassandra needs a talk track for her presentation. She asks Copilot in Word to turn the Pages document into talking points and an elevator pitch for her idea.
Copilot in Word
Example prompt: Using the documents [action items.docx] and [report summaries.docx] create a set of talking points and then create a 3-minute elevator pitch for the idea.
Cassandra creates a draft of her presentation using Copilot in PowerPoint.
Copilot in PowerPoint
Example prompt: Create a presentation based on [elevator pitch].
It's time for the pitch. Cassandra can focus on her presentation. Teams captures meeting notes, and outstanding questions.
Copilot in Teams
Example prompt: What questions were asked during the meeting that have not been answered?
Cassandra has missed a few chats during the day. She sees that her team has been discussing a new product launch and asks Copilot to summarize the conversation to quickly catch up.
Microsoft 365 Copilot Chat2
Example prompt: Summarize team chat and make sure to include the key points and who made them.
1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.
2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.
3AI Agents allow 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.
What's next
Go to the Copilot app to try a new scenario now. Everyone can start with Copilot Chat and if you are licensed Microsoft 365 Copilot connects to your work data and apps.
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