Healthcare scenario: Departmental meeting

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Available with: Microsoft 365 Copilot Scenario level:
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KPIs impacted

Readmission rate

Wait times

Value benefit

Revenue growth

Cost savings

Using Copilot for departmental meetings


1. Pre-meeting preparation

Dr. Jones, a clinical leader at a large hospital, needs to manage her upcoming meetings efficiently and ensure follow-up on action items (e.g., operational metrics review).

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Business Chat2

Benefit: Analyze Dr. Jones’s upcoming meetings from her calendar, extracting details such as agenda topics, attendees, and past meeting notes.

2. Intelligent reminders

Draft an email with relevant notes, important documents, and operational metrics for the upcoming discussion.

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Business Chat2

Benefit: Assimilate key information and draft an email with notes and action items from the past meeting and send that with the reminder to meeting participants.

3. In-meeting support

Discuss key metrics progress (e.g., Bed Utilization Rate, Emergency Department Wait Times), remediation plan, and next steps with accountability.

Microsoft Teams icon

Copilot in Teams

Benefit: Capture key discussion points, decisions, action items with assigned owners, and deadlines, allowing Dr. Jones to focus on active participation.

4. Post-meeting follow-up

Perform a quick comparative study on the reviewed metrics and synthesize the meeting information in an email to the attendees.

Microsoft Copilot icon

Business Chat2

Benefit: Perform quick analysis between notes and draft an email to provide meeting summaries and emphasize on items for further analysis.

5. Presentation drafts

Organize the collected information (from Teams – notes summary) and work on the presentation for the leadership team meeting.

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Copilot in PowerPoint

Benefit: Apply branding guidelines, adjust layouts, and reformat text for leadership presentations.

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

3Copilot agents allow Microsoft 365 Copilot to access your company-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.

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.