Operations scenario: Conduct a business review

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Available with: Copilot for Microsoft 365 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. ​

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

2. Prepare content

Bring together data on business performance from the previous period (monthly/quarterly) utilizing Copilot in Excel to collate data and embed formulas.​

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Copilot in Excel

Quickly analyze data from the previous period​.

3. Create presentation

Use Copilot in PowerPoint to create a presentation based on the agenda and a summary of key documents including the business performance analysis.​

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Copilot in PowerPoint

Create a presentation from project documents​.

4. Deploy prep and briefing document​

Use Copilot in Outlook to generate an email sharing the meeting agenda, prep work, and presentation summarizing the goals of the meeting. ​

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Copilot in Outlook

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.​

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Copilot in Teams

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.​

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Copilot in Outlook

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 Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”