HR scenario: Deliver insights to managers

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Available with: Copilot for Microsoft 365 (with Copilot Studio plug-ins) Scenario level:

KPIs impacted

Improve eNPS

Employee turnover rate

Value benefit

Cost savings

Employee experience

Using Copilot to deliver insights to managers

1. Identifying key metrics

Identify key metrics which can provide insights into manager capabilities and opportunities. Use Copilot to access HR system data using plug-ins built in Copilot Studio.​

Microsoft Copilot icon


Copilot Studio icon

Copilot Studio

Action: Use Copilot to rapidly locate relevant manager metrics (employee survey, attrition, training consumption) which impact team health.

2. Gather data insights

Analyze data/metrics, summarize findings, provide insights, and create potential manager opportunities.

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Copilot in Excel

Example prompt: Highlight manager team training scores yellow where values are less than 100%.

3. Identify best practices

Based on the data/insights, have Copilot locate best practices for managers to follow to improve upon the key metrics.​

Microsoft Copilot icon


Copilot Studio icon

Copilot Studio

Example prompt: I am a human resources consultant. Create a planning document based on the manager report and best in class manager practices.

4. Communicate opportunities

Draft and send email to managers sharing the data insights and best practices with them for consideration.

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Copilot in Outlook

Example prompt: Draft with Copilot: an email to managers sharing opportunities based on best practices and their manager insights. Tone is Direct and Length is Medium

5. Align and track

Conduct a meeting to present the opportunities, aligns and track the actions items, referencing insights, and notes from Copilot in Teams.​

Microsoft Teams icon

Copilot in Teams

Action: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to finalize the plan and track.

6. Adjust and iterate

Based on the impact of the actions, adjust approach, and continue to iterate using Copilot in Loop.​

Microsoft Loop icon

Copilot in Loop

Example prompt: Brainstorm activities to empower and improve effectiveness of people managers in an organization. Invite colleagues to iterate on ideas.

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.