Available with: Microsoft 365 Copilot and Microsoft Foundry
Government scenario: Automated grant application review
Scenario
Government agencies can accelerate and streamline grant application review by building customer AI solutions with Microsoft 365 Copilot.
These tools help ingest, organize, and analyze applications from multiple sources, flag missing documentation, and generate compliance checklists—reducing manual workload, improving accuracy, and speeding up funding decisions.
1. Aggregate and organize applications
When a grant application arrives via email, the agent automatically ingests it and organizes it into the correct SharePoint folder based on application type.
Benefit: Help ensure every application is captured, eliminating manual sorting and reducing the risk of missing submissions.
2. Quickly screen for missing information
Next, a document summarizing each application is created, flagging missing or incomplete documentation. This saves hours of manual review and helps ensure each application meets baseline requirements before moving forward.
Benefit: Quickly summarize each grant application and send an automatically generated checklist of any missing items back to the original submitter.
3. Analyze eligibility and compliance
Agency-specific eligibility rules and compliance criteria can be added to each grant application to help flag any that don’t meet requirements.
Benefit: Quickly ensure only qualified applications proceed, helping to reduce compliance risk.
4. Automatically assign compliant applications
Then, the custom review agent helps assign compliant applications to the relevant review teams.
Benefit: Enable managers to balance workloads, and maintain compliance with review timelines—improving transparency and accelerating funding decisions.
5. Monitor review progress
Using Copilot on the Power BI dashboard employees can query the data to gain visibility into review progress, highlight bottlenecks, and support timely decision-making.
Copilot in Power BI
Sample prompt: Find reviewers with >20 in-progress items or average case age >10 days; propose a reassignment plan to cut backlog by 25% within a month.
1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.
2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.
3AI Agents allow 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.
What's next
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