Available with: Microsoft 365 Copilot
Available with: Microsoft 365 Copilot
Day in the life
Begin the day by analyzing the latest batch of declarations filings to identify any discrepancies or cases of non-compliance.
Copilot in Excel
Prompt: Sort the data by clearing status and then filter out the high-priority cases.
Discuss strategies for dealing with delinquent trader accounts and the implementation of new customs processes with the management and clearance team.
Copilot in Teams
Prompt: Summarize the meeting and ensure all new processes are captured and distributed to relevant teams.
Focus on in-depth analysis of accounts that have been flagged for potential issues to determine the necessary course of action.
Microsoft 365 Copilot Chat2
Prompt: Summarize the information on accounts due for investigations and create an action plan.
Prepare to brief the investigation team on upcoming actions and ensure that all team members are informed of their specific roles.
Copilot in PowerPoint
Prompt: Create a presentation from the investigation action report for the team.
Catch up on correspondence to resolve outstanding queries and ensure clearance.
Copilot in Teams
Prompt: Summarize this thread identifying outstanding issues and actionable items.
Revise the collection forecasts based on recent in-person investigations and their projected impact on revenue.
Copilot in Excel
Prompt: Assess the impact of new investigations on collection targets.
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
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