Available with: Microsoft 365 Copilot and Copilot Studio
Healthcare scenario: Health Provider – Accelerate clinical research
Scenario
Use Copilot to accelerate clinical research
Empower clinical researchers and healthcare providers to accelerate evidence-based research, streamline collaboration, and unlock actionable insights from complex datasets—without advanced data science skills.
Using the Researcher agent, a clinician can automatically summarize recent publications, clinical trial updates, and internal research memos into a structured report to bring the team up to speed.
Researcher
Benefit: Save time creating research documents with detailed reports that provide insights and comparisons across complex documents.
Use Copilot in Word to generate drafts for the study protocol from a template and the preclinical research reports. The clinicians can prompt Copilot to add content and make updates as required.
Copilot in Word
Benefit: Speeds up protocol development and ensures regulatory alignment.
Use Copilot to generate checklists and questionnaires to be used during the study. Copilot can help refine steps and questions to ensure clarity.
Microsoft 365 Copilot Chat2
Benefit: Quickly generate clear questions and instructions.
Use Copilot to help generate recruitment materials with compelling descriptions and images.
Microsoft 365 Copilot Chat2
Benefit: Copilot can help everyone get their message out with clear language and then check against compliance standards.
Next the team analyzes patient datasets, trial results, and biomarker correlations using a custom agent to generate deep model-driven hypotheses and insights.
AI Agent
Benefit: Accelerate data-driven hypothesis generation with custom ML models and visualizations.
Use Copilot to prepare the final regulatory documentation using templates in Word. Prepare the internal close out reports in Word using Researcher to combine insights across documents.
Copilot in Word
Benefit: Improve report quality to speed approvals and get better insights.
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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