Microsoft Scenario Library Government Document processing & routing agent

Available with: Microsoft Copilot Studio

Government scenario: Document processing & routing agent

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Scenario

Use Copilot Studio to create a document processing & routing agent

Streamline document submission by citizens including initial intake through validation to routing.

1. Ingest uploads and forms via CRM or user-upload

Securely receives and processes uploaded documents and forms from various citizen touchpoints.

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AI Agent

Benefit: Accelerates initial processing of uploaded documents and forms, ensure no submission is lost.

Automatically identifies document types and verifies completeness against predefined organizational policies and rules.

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AI Agent

Benefit: Classifies and validates required documents to guarantee policy compliance and completeness.

Automatically flags mismatches, missing documents, or format inconsistencies by comparing new citizen submissions against existing records before they reach processing teams.

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AI Agent

Benefit: Compares new submissions with existing records to catch errors early and prevent downstream delays.

Directs validated and summarized document packages to the appropriate internal teams or workflows.

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AI Agent

Benefit: Directs documents to the right department fast and with full context.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help maintain budgets

Copilot can be extended into financial systems and other processes to bring data together and speed decision-making based on targets and trends.
Speed data analysis and reporting
  • Quickly analyze trends
  • Generate informative charts
  • Create strategy presentations

How Microsoft Copilot can help improve courtroom efficiency

Automate the tracking of Judicial utilization to uncover data insights and increase courtroom efficiency and transparency.
Task organization
  • Ensure critical tasks are addressed first
  • Track multiple deadlines

How Microsoft Copilot can help improve communications

Copilot streamlines employee creativity and collaboration, reducing the time and effort needed to meet communication demands and bolstering public trust.
Content creation
  • Ideate creative new ways to communicate
  • Tailored content to increase
    engagement and reach
  • Translation to expand global reach
  • Analyze effectiveness to update in real time

How Microsoft Copilot can help reduce procurement cycle time

Enable faster delivery timelines and contract compliance percentage rates to ensure contract terms and are met.
Optimizing Procurement Workflows
  • Reduce time spent on administrative tasks
  • Find knowledge and take action
  • Efficiently draft and format documents
  • Swiftly scan and summarize documents

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.