Finance scenario: Update a guidance document

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Available with: Copilot for Microsoft 365 Scenario level:

KPIs impacted

Reduce spending

Risk management

Value benefit

Cost savings

Employee experience

Using Copilot to update a guidance document

1. Get meeting insights

Review meeting details to determine the changes to be made in the RFx document.

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Copilot in Teams

Action: In Meeting Recap, review meeting topics to quickly locate the relevant details for your document updates.

2. Ask questions

Use Copilot to locate the latest RFx document that needs updating based on the stakeholder request.​

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Example prompt: Locate the latest RFx document created by your team in the last week.

3. Analyze financial impact

Adjust your financial model to confirm the expected change in costs and review where it exceeds your threshold.

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Copilot in Excel

Example prompt: Highlight the cells yellow where the “adjusted expected spend” exceeds $10,000.

4. Efficient document updates

Rewrite the relevant document sections that need updating based on the new RFx information.

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Copilot in Word

Example prompt: Summarize the updated sections into a few bullet points. This will be added with your Microsoft Excel chart in an email to the stakeholder.

5. Request feedback

Draft and send an email to your stakeholder summarizing the changes.

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Copilot in Outlook

Action: Use Coaching by Copilot: write an email to my stakeholder outlining the updates, gain alignment, and offer a meeting to discuss.

1Access Copilot at or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at, 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.