HR scenario: Improve organizational health metrics

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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 improve organizational health metrics

1. Identifying data sources

Identify multiple data sources which can provide insights into manager capability, employee relations, and organizational health. Use Copilot to access HR system data using plugins built in Copilot Studio.​

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Copilot Studio

Action: Use Copilot to rapidly locate relevant data which indicates and impacts organization health.

2. Analyze data

Analyze data, summarize findings, provide insights, and create organizational health reports.​

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Copilot in Excel

Example prompt: Highlight org health scores yellow where YoY % change exceeded -20%.

3. Develop action plan

Leverage insights and Copilot suggestions in Word to draft a detailed, actionable implementation plan to improve organizational health.​

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Copilot in Word

Example prompt: I am a human resources consultant. Create an action plan based on the organizational health report and insights. Include tasks and timelines.

4. Generate the proposal

Generate a presentation detailing the plan which includes images and tables.​

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Copilot in PowerPoint

Example prompt: Create a presentation from file [plan.docx] for HR leaders that clearly articulates how the plan will enable organizational health goals.

5. Meet with Key Stakeholders

Lead the meeting to present the plan, leveraging Copilot in Teams to suggest topics and take notes.​

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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.

6. Communicate to managers

Communicate plan and actions to organization managers and monitor engagement.

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Copilot in Outlook

Example prompt: Draft with Copilot: Create an email to a group of managers that provides detail and timelines regarding organizational health action plans.

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.