Scenario

With Copilot Chat in Web, teams can accelerate research by instantly summarizing sources, comparing findings, and generating actionable insights—all from a single conversational interface.

1. Frame the research question

Instead of starting with a simple prompt that leads to unsatisfactory results, an analyst uses Prompt Coach to sharpen research goals and scope up front, reducing rework and ensuring the research aligns with agency objectives and timelines.

Example prompt: Help me develop a prompt to have Copilot help me research [topic].

2. Summarize authoritative sources

The analyst asks Copilot Chat to search for recent studies, government reports, and reputable news articles on the topic. Copilot returns concise summaries of each source, highlighting key findings and relevance.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Example prompt: Find and summarize recent studies, government reports, and reputable news articles on [topic]. Highlight the main findings and relevance of each source.

3. Compare findings and methodologies

The analyst prompts Copilot Chat to synthesize and compare the main conclusions, approaches, and data points from the sources. Copilot presents a side-by-side summary, calling out similarities, differences, and gaps.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Example prompt: Compare the conclusions and methodologies from the sources you summarized. What are the similarities, differences, and any gaps in the research?

4. Extract actionable insights

Next, using Copilot Chat, the analyst can quickly identify policy options, pros and cons, and stakeholder impacts based on the summarized research. Leaders receive not just summaries, but clear, actionable options—accelerating the path to decision and implementation.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Example prompt: Generate a concise briefing document or talking points for leadership based on the summarized research. Tailor the content for an audience of government leaders.

5. Draft a briefing plan

The analyst asks Copilot Chat to generate a concise briefing document or talking points for leadership, tailored to the audience’s needs. Ready-to-present materials reduce handoffs and editing cycles, ensuring findings are communicated clearly and quickly.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Example prompt: Identify policy options, pros and cons, and stakeholder impacts based on the summarized research. What are the most actionable recommendations?

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

Inform your decisions

Improve your data

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

Save time

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

Task organization

Meeting insights

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

Advancing Review

Facilitating Decisions

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.