人事シナリオ: Automate benefits query management​

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利用可能な: Copilot for Microsoft 365 | Copilot Studio シナリオレベル:
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Using Copilot to automate benefits query management​


1. Create a chatbot

Create a custom copilot accessing HR information in Microsoft Graph with guided prompts around employee benefits. Once ready, launch it as an app in Microsoft Teams for your organization.​

Microsoft Teams icon

TeamsのCopilot

Copilot Studio icon

Copilot スタジオ

Streamline the benefits inquiry process with instant, 24/7 chatbot assistance.​

2. Benefits analysis

Employees may ask the chat bot for more details about specific benefits.​

Microsoft Teams icon

TeamsのCopilot

Copilot Studio icon

Copilot スタジオ

Match employee criteria with the best available benefits packages.​

3. Recommendation

Employees can provide the chat bot with desired outcomes and ask Copilot to pull specific benefits recommendations.​

Microsoft Teams icon

TeamsのCopilot

Copilot Studio icon

Copilot スタジオ

Providing tailored recommendations helps employees make informed decisions about their benefits.​

4. Feedback collection

Use the chat bot to automate the feedback collection in a database for analysis.

Microsoft Teams icon

TeamsのCopilot

Copilot Studio icon

Copilot スタジオ

Gathering feedback allows for the refinement of the recommendation process.​

5. Administration assistance

Leveraging the feedback collected, use Copilot in Word to update employee resources and knowledge bases.

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WordのCopilot

Streamlining the administration process reduces HR workload and improves accuracy.​

6. Reporting

Use Copilot in Word to help draft a report on employee sentiment regarding resources, benefits, and potential improvements.

Word icon

WordのCopilot

Reporting on trends and satisfaction helps HR to continually improve the benefits offerings.​

1Copilotにアクセスする マイクロソフト or the Microsoft Copilot mobile app and set toggle to “Web”
2Copilotにアクセスする マイクロソフト、Microsoft Copilotモバイルアプリ、またはTeamsのCopilotアプリを開き、トグルを「仕事」に設定します