Scenario

Gather the data required for a business review can be tedious, but Copilot can help with search, analysis, and creating presentations. After the meeting Copilot can provide a summary with actions items and help to draft an email to recap the meeting.

1. Draft agenda

Leverage Copilot to summarize multiple Teams threads and emails for agenda requests. Catch up on any meetings you might have missed to ensure clarity on the latest requests and decisions. ​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Automatically extract key meeting requests from scattered messages, streamlining the process for building the agenda.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve operational efficiency

By streamlining processes, optimizing resources, or identifying bottlenecks, Copilot can help inform decision making and drive productivity.
Save time​
  • Generate meeting notes and follow up items​
  • Improve email and chart quality​

How Microsoft Copilot can help manage operational risks

By identifying anomalies, suggesting preventive measures, and streamlining processes, Copilot enhances operational reliability and minimizes risks.
Identify ​risks​
  • Continuously monitor regulations​
  • Enable timely detection and proactive risk management​

How Microsoft Copilot can help increase employee satisfaction

Leverage Microsoft’s Copilot to streamline operations, enhance efficiency, and deliver exceptional service, ensuring employee satisfaction.​
Efficient ticket resolution​
  • Quickly identify urgent issues​
  • Organize information from past interactions​

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.