Energy and Resources scenario: Make faster trading decisions
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Revenue generation
Value benefit
Cost savings
Increase revenue
Using Copilot to make faster trading decisions
1. Uncover market insights
A trader asks a Copilot Studio Agent to collect insights about current commodities trading in energy. The agent is designed to only use trustworthy market sources like EIA, WoodMac, and Energy Intelligence.
Copilot Studio Agent
Benefits: Access market data to help summarize current and historical prices of key energy commodities including factors driving price changes like projections of future supply and demand.
2. Support decision making
After collecting market insights, the Trader asks Copilot to create a short-term market outlook report that includes data commentary and a market sentiment analysis.
Microsoft 365 Copilot Chat1
Benefits: Copilot uses news, expert commentary and analysis on market movements to generate a market sentiment analysis and a short-term outlook.
3. Risk assessment
The risk manager asks Copilot to conduct a counterparty credit risk assessment of [company] using trustworthy external regulator databases. Include analysis from the company’s last five annual reports, as well as mitigation strategies. Format the results in a table.
Copilot Studio Agent
Benefit: Copilot create a table providing a clear and organized view of the counterparty credit risk assessment, to quickly understand the company’s financial health, regulatory compliance, and potential risks.
4. Draft settlement contract
Draft a trade settlement contract based on previous templates and include information pulled from emails, presentations, and other documents.
Copilot in Word
Benefit: Generate a first draft quickly using previous contracts to ensure consistency and compliance with internal and legal standard. Use, relevant emails between the parties involved and other documents that might contain specific terms agreed upon, negotiation points, and key decisions.
5. Contract review
After the settlement contract review meeting, use the recap to understand the key items discussed in the meeting and then ask Copilot in Teams to create a meeting report with a list of all contract updates required.
Copilot in Teams
Benefit: Create a formal meeting minutes in a format that you specify with items such as an attendance list, action items, disagreements, and key points.
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 mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 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.
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.
