Microsoft Scenario Library Nonprofit Create templated responses ​for regulatory inquiries

Available with: Microsoft 365 Copilot Chat

Nonprofit scenario: Create templated responses ​for regulatory inquiries

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Scenario

By leveraging Microsoft 365 Copilot, nonprofit employes can efficiently create, refine, and deploy templated responses for regulatory inquiries. ​

​This process accelerates compliance, improves accuracy, streamlines collaboration, and ensures every response is professional and audit-ready—freeing up staff to focus on mission-driven work.

1. Gather regulatory requirements

A junior legal employee is tasked with creating a set of templates to support the various regulatory requests. Copilot Chat can summarize relevant guidelines and compliance standards based on public sources or previously saved documents.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Helps ensure rapid compliance
awareness by grounding the response templates
in up-to-date regulations, reducing risk of
outdated or incomplete information.

2. Draft initial response template​

In Word, Copilot generates a professional, structured draft to help employees respond to regulatory inquiries—including standard sections such as introduction, compliance statement, and contact details.​

Word icon

Copilot in Word

Benefit: Saves time and effort and accelerates drafting by providing a ready-to-edit template, ensuring consistency and professionalism

3. Collaborate and review

The employee shares the draft in a Teams meeting for peer review. Copilot helps summarize the meeting conversation, including suggested improvements.

Microsoft Teams icon

Copilot in Teams

Benefit: Enhances quality and compliance through improved collaboration with streamlined review cycles and actionable feedback.

4. Refine and personalize

Next, the employee tailors the template for specific scenarios, such as inquiries from different agencies or regions. Copilot suggests language adjustments, tone, and inserts relevant details based on the inquiry context. and ensures the template meets organizational standards before finalizing.​

Word icon

Copilot in Word

Benefit: Enables quick adaptation to improve accuracy across various regulatory bodies, improving relevance and reducing manual editing. ​

5. Streamline response process

After finalizing the regulatory response templates, ensure that important regulatory inquiries are addressed promptly by using inbox prioritization features. Copilot in Outlook enables compliance teams to quickly identify and respond to critical messages.​

Outlook icon

Copilot in Outlook

Benefit: Helps reduce regulatory response time, reducing the
risk of missing urgent requests, and streamline the response process with previously drafted templates.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve expense ratios

The administrative expense ratio measures the percentage of an organization’s expenses that are being allocated to administrative costs. This helps measure the direct impact of a charity’s program relative to the cost required to run it to help donors identify high-impact charities.

How Microsoft Copilot can help increase volunteer retention

Measure the organization’s success with reducing attrition and increasing repeat volunteerism.

How Microsoft Copilot can help improve program impact

Define a program’s theory of change, monitoring and evaluation goals, and deliver impact faster.

How Microsoft Copilot can help improve fundraising ROI

Fundraising ROI is the ratio of net funds raised divided by fundraising costs.

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 m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow 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.