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View downloadsFinance scenario: Accounting document evaluation
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Improve risk management
Value benefit
Cost savings
Use Copilot for accounting document evaluation
1. Summarize requirements
Prompt Copilot to find and reference the most recent accounting standards changes related to cloud computing.
Copilot1
Example prompt: Find and summarize information from the web on the latest accounting regulations.
2. Discover documents
Ask Copilot to find the relevant work documents that need updating.
Copilot2
Example prompt: Find documents that are relevant to the modified standards. Suggest changes to the documents to align with new regulations.
3. Make updates
Make updates to the relevant documents based on new standards, leveraging suggestions from Copilot to edit the Word document.
Copilot2
Example prompt: Suggest updates to [Document.docx] based on [U.S. GAAP ASU 1234-56 Subtopic 123-45].
4. Recap meeting
Use Copilot to review necessary steps and action items from an earlier meeting with your manager where they outlined their request to update a document based on new accounting guidance.
Copilot2
Example prompt: Recap the last meeting with my manager, highlighting action items.
5. Summarize the updates
Summarize the updated document using Copilot in Word.
Copilot in Word
Example prompt: Generate a bulleted list that summarizes the updated section in [document.docx] about cloud computing.
6. Draft an email
Use Copilot in Outlook to draft an email to your manager, including a summary of the updates you made and next steps.
Copilot in Outlook
Example prompt: Draft an email outlining key changes to the document and next steps for review.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
