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View downloadsFinance scenario: Automate financial query management
Download scenario guideAvailable with: Copilot for Microsoft | Copilot Studio Scenario level:
KPIs impacted
Spend on systems
Value benefit
Cost savings
Employee experience
Using Copilot to automate financial query management
1. Query collection
Use Copilot Studio to create a chat bot that answers common Finance questions from employees at your company and logs items to a quality control database.
Copilot in Teams
Copilot Studio
Ensures that all internal queries are captured and properly categorized for efficient handling.
2. Knowledge base integration
Empower the chat bot to respond to questions using a custom copilot trained on knowledge base documents.
Copilot in Teams
Copilot Studio
Access to a comprehensive knowledge base ensures accurate and consistent information is used in responses.
3. Automated feedback
Utilize the chat bot to prompt employees to give feedback on the information provided.
Copilot in Teams
Copilot Studio
Gather user feedback to refine the knowledgebase and response mechanisms.
4. Case escalation
Have the chat bot escalate via e-mail when the feedback indicates further action is required.
Copilot in Teams
Copilot Studio
Direct complex issues to the right experts, ensuring high-quality support.
5. Feedback loop
Using Copilot in Word, update the knowledge base articles with information from Microsoft Graph. You may also update chat bot responses with Copilot Studio.
Copilot in Word
Gather user feedback to refine the knowledge base and response mechanisms.
6. Reporting & analytics
Have Copilot help to draft a report and presentation around consistent issues, fixes, and next steps.
Copilot in PowerPoint
Copilot in Word
Offer detailed reports on query handling and knowledgebase usage to optimize the system.
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”
