Microsoft Scenario Library Nonprofit Enhance content creation and communication efficiency

Available with: Microsoft 365 Copilot Chat and Copilot Studio

Nonprofit scenario: Enhance content creation and communication efficiency

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Scenario

Enhance the quality and effectiveness of written communication by feedback, improving tone and clarity, supporting translation, and assisting in the creation of diverse content types—from instructions and white papers to stories, blog posts, and grant proposals.

1. Define key message and audience​

The communication lead defines the key message and audience alignment, making sure the core idea resonates with stakeholders.

Word icon

Copilot in Word

Benefit: Empower staff and volunteers to produce high-quality content regardless of their writing experience—helping ensure communications are aligned with organizational values and campaign goals.

2. Draft social media posts

Using an agent trained to write posts for various social media platforms, the communication lead asks the agent to generate 10 posts for LinkedIn that highlight event details and encourage participation.

Microsoft Copilot Studio icon

AI Agent

Benefit: Rapidly create polished drafts for social media, newsletter, or donor outreach by drawing from approved campaign documents, which frees up staff to focus on other priorities like strategy and relationship-building.

3. Optimize for tone and localization

Next the communications lead optimizes the posts for tone and localization. Copilot Chat helps to fine-tune the earlier drafts while delivering high-quality messaging and ensuring an inclusive tone by flagging culturally sensitive language.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Format content for multiple channels adhering to best practices and character limits—enabling teams to ensure global appeal for efficient multi-channel publishing and consistent quality.

4. Create a social media calendar

Gather approved social media posts from Word documents and organize them into an Excel tracker, applying scheduling rules like waiting three days between posts on the same platform and limiting to two posts per day.

Benefit: Scheduling is easy when Copilot can interpret your data and any restrictions.

5. Adjust posting schedule

Deploying an AI agent to continuously monitor news and current events. When relevant developments occur, the agent automatically updates the social media calendar—rescheduling posts and suggesting new content to keep the campaign timely and responsive.

Microsoft Copilot Studio icon

AI Agent

Benefit: Maintain flexibility organized and schedule content and maximize impact by regularly reviewing and refining your social media calendar, helping teams stay agile and aligned with campaign goals.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve expense ratios

The administrative expense ratio measures the percentage of an organization’s expenses that are being allocated to administrative costs. This helps measure the direct impact of a charity’s program relative to the cost required to run it to help donors identify high-impact charities.

How Microsoft Copilot can help increase volunteer retention

Measure the organization’s success with reducing attrition and increasing repeat volunteerism.

How Microsoft Copilot can help improve program impact

Define a program’s theory of change, monitoring and evaluation goals, and deliver impact faster.

How Microsoft Copilot can help improve fundraising ROI

Fundraising ROI is the ratio of net funds raised divided by fundraising costs.

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.