Operations scenario: Conduct a business review
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Improve efficiency
Reduce risk
Value benefit
Revenue growth
Employee experience
Using Copilot to conduct a business review
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.
Business Chat2
Benefit: Automatically extract key meeting requests from scattered messages, streamlining the process for building the agenda.
2. Prepare content
After the Finance team provides the data on business performance from the previous period (monthly/quarterly) use Copilot in Excel to highlight data and embed formulas.
Copilot in Excel
Benefit: Quickly analyze data from the previous period.
3. Create presentation
Use Copilot in PowerPoint to create a presentation based on a summary of key documents including the business performance analysis.
Copilot in PowerPoint
Benefit: Create a presentation from a project document.
4. Deploy prep and briefing document
Use Copilot in Outlook to generate an email asking the team to prepare for the meeting. Then copy in the agenda and attach the presentation summarizing the goals of the meeting.
Copilot in Outlook
Benefit: Save time using Copilot to share prework for the meeting.
5. Conduct and summarize meeting
Activate Copilot in Teams during the meeting to summarize discussions and provide the key points and action items.
Copilot in Teams
Benefit: Save time and maintain concentration on the meeting by getting Copilot to capture key actions.
6. Send follow ups
Use the generated notes and actions to follow up with meeting attendees. Use Copilot in Outlook to enhance the tone of your follow up email while conveying urgency in your request.
Copilot in Outlook
Benefit: Ensure high writing quality using Copilot to revise first drafts.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
