Microsoft Scenario Library Energy and Resources Make faster trading decisions

Available with: Microsoft 365 Copilot and Copilot Studio

Energy and Resources scenario: Make faster trading decisions

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Scenario

Utilize Copilot to handle data overload, allowing traders to make quicker and more accurate 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 icon

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.

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 Copilot icon

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.

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 icon

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.

Draft a trade settlement contract based on previous templates and include information pulled from emails, presentations, and other documents.

Word icon

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.

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.

Microsoft Teams icon

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.

KPIs

Opportunity to impact key functional area KPIs

Support the development of new energy products and markets by analyzing market trends and optimizing business strategies.
Boost productivity
  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

Energy workers leverage Microsoft’s Copilot to streamline operations, enhance efficiency, and deliver exceptional service, ensuring employee satisfaction.
Efficient ticket resolution​
  • Quickly identify urgent issues​
  • Organize information from past interactions​

How Microsoft Copilot can help increase revenue generation

Increase revenue generation by optimizing trading decisions and accelerating licensing and permitting process for capital projects, thereby maximizing financial returns.
Boost productivity
  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

How Microsoft Copilot can help improve safety and compliance metrics

Enhance safety protocols by analyzing incident reports and real-time data. Ensure compliance with regulatory standards by generating accurate and timely reports.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

How Copilot can help improve operational efficiency

Use Copilot to lower operational costs by automating routine tasks and improving workflows and scheduling. Utilize AI-driven insights to maintain the highest standards of process excellence.
Speed problem resolution​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

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.