Operations scenario: Conduct a business review

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Available with: Microsoft 365 Copilot Scenario level:
Buy

KPIs impacted

Improve efficiency​

Reduce risk

Value benefit

Revenue growth

Employee experience

Using Copilot to conduct a business review


1. Draft agenda

Leverage Copilot to summarize multiple Teams threads and emails for agenda requests. Catch up on any meetings you might have missed to ensure clarity on the latest requests and decisions. ​

Microsoft Copilot icon

Business Chat2

Benefit: Automatically extract key meeting requests from scattered messages, streamlining the process for building the agenda.

2. Prepare content

After the Finance team provides the data on business performance from the previous period (monthly/quarterly) use Copilot in Excel to highlight data and embed formulas.

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Copilot in Excel

Benefit: Quickly analyze data from the previous period.

3. Create presentation

Use Copilot in PowerPoint to create a presentation based on a summary of key documents including the business performance analysis.

PowerPoint icon

Copilot in PowerPoint

Benefit: Create a presentation from a project document.

4. Deploy prep and briefing document​

Use Copilot in Outlook to generate an email asking the team to prepare for the meeting. Then copy in the agenda and attach the presentation summarizing the goals of the meeting.

Outlook icon

Copilot in Outlook

Benefit: Save time using Copilot to share prework for the meeting.

5. Conduct and summarize meeting​

Activate Copilot in Teams during the meeting to summarize discussions and provide the key points and action items.​

Microsoft Teams icon

Copilot in Teams

Benefit: Save time and maintain concentration on the meeting by getting Copilot to capture key actions.

6. Send follow ups

Use the generated notes and actions to follow up with meeting attendees. Use Copilot in Outlook to enhance the tone of your follow up email while conveying urgency in your request.​

Outlook icon

Copilot in Outlook

Benefit: Ensure high writing quality using Copilot to revise first drafts.

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.