Available with: Microsoft 365 Copilot
Available with: Microsoft 365 Copilot
Day in the life
Meghan began her day refreshing her data model and diving into changes. She then begins to prepare her weekly newsletter.
Copilot in Word
Prompt: Based on the weekly staff meeting and the newsletter template create a new newsletter with the latest activities and budget items.
She then needs to prepare for her forecast meeting through summarizing key changes that have been communicated from her revenue collection officers.
Microsoft 365 Copilot Chat2
Prompt: Summarize key changes and next steps from preparation meetings transcription and other modes of communication.
Next, she summarizes the current outlook, reviewing actuals and establishing the necessary clarity within a concise slide or two.
Copilot in PowerPoint
Prompt: Add a slide to highlight the key changes and next steps in one slide.
Meghan will then meet with the revenue collection division leads to review all the prep work that has been created, establish follow ups, and align on the forecast submission.
Copilot in Teams
Prompt: Summarize Meeting Notes and create next steps with owners. Copilot will then create next steps with owners and send out to the Tasks application for follow ups.
She then makes necessary updates to her PowerPoint and uploads it along with last months into Copilot Chat to compare his notes.
Microsoft 365 Copilot Chat2
Prompt: What are some themes or changes that have been occurring through these two forecast presentations?
After completing all the work needed, she will then use Copilot to create an executive summary to share with the broader organization.
Copilot in Outlook
Prompt: Draft an email with content that is concise and highlights these main themes, changes and follow ups. Provide alternative word choices and remove redundancies.
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
Go to the Copilot app to try a new scenario now. Everyone can start with Copilot Chat and if you are licensed Microsoft 365 Copilot connects to your work data and apps.
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