Scenario

Using Copilot to improve data strategy and insights

Gain quicker, more actionable insights with Copilot

1. Define the objective

Prepare a brief for your upcoming research by using Microsoft Copilot to write a first draft based on key documents.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Use Copilot to summarize many types of documents, including PDFs and website content, making it easier to consume dense content online.

Access organizational insights by asking questions about your company which can help you understand your data better.

Copilot Studio icon

Copilot Studio Agent

Benefit: Use Copilot to understand large amounts of data and information.

Copilot is capable of handling extensive data sets, without the need for data movement or migration.

Copilot Studio icon

Copilot Studio Agent

Benefit:  Use Copilot to simplify tasks by providing a conversational interface, which enhances the overall user experience when working with data.

Get to the next level by consolidating research, findings, and patterns and understanding what can be actionable.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Use Copilot to help sift through research on content performance, audiences, and anything else you’re working with it on.

Automate the summarization process, saving time and reducing manual effort of getting to tailored reporting.

Copilot Studio icon

Copilot Studio Agent

Benefit: Use Copilot to streamline the process of analyzing data for both experienced KQL users and citizen data scientists.

Document and socialize the insights to help better inform future strategy.

Microsoft Teams icon

Copilot in Teams

Benefit: Use Copilot to draft communication quicker to help disseminate information across your team and organization effectively.

KPIs

Opportunity to impact key functional area KPIs

Allow people to focus on the more creative and strategic tasks, and away from digital drudgery.
Save time
  • Simplify processes and reduce mundane tasks
  • Reduce stress by creating a first draft for difficult emails and documents
  • Keep work organized
  • Reduce overtime requirements

Rapidly generate new ideas and concepts, understand potential audience responses, and increase effective collaboration across teams.
Streamline workflows
  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

Create and optimize marketing content quickly, improve campaign management, and source higher quality market research.
Inform market research 
  • Research organization information and competitors
  • Learn how to position the product
  • Recap survey results

Streamline repetitive tasks and processes such as finding assets, ideation, and communication.
Task organization
  • Ensure critical tasks are addressed first
  • Track multiple deadlines

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.