Finance scenario: Automate financial query management
Available with: Microsoft 365 Copilot | Copilot Studio Scenario level:
KPIs impacted
Spend on systems
Value benefit
Cost savings
Employee experience
Using Copilot to automate financial query management
1. Query collection
Use Copilot Studio to create an agent that answers common Finance questions from employees at your organization and logs items to a quality control database.
Copilot Studio Agent
Benefit: Ensures that all internal queries are captured and properly categorized for efficient handling.
2. Knowledge base integration
Empower the agent to respond to questions using a custom copilot trained on knowledge base documents.
Copilot Studio Agent
Benefit: Access to a comprehensive knowledge base ensures accurate and consistent information is used in responses.
3. Automated feedback
Utilize the agent to prompt employees to give feedback on the information provided.
Copilot Studio Agent
Benefit: Gather user feedback to refine the knowledge base and response mechanisms.
4. Case escalation
Have the agent escalate via email when the feedback indicates further action is required.
Copilot Chat
Benefit: Direct complex issues to the right experts, ensuring high-quality support.
5. Feedback loop
Using Copilot in Word, update the knowledge base articles with information from Microsoft Graph. You may also update agent responses with Copilot Studio.
Copilot in Word
Benefit: Update documentation to share best practices and avoid future issues.
6. Reporting & analytics
Have Copilot help to draft a report and presentation around consistent issues, fixes, and next steps.
Copilot in PowerPoint
Copilot in Word
Benefit: Offer detailed reports on query handling and knowledgebase usage to optimize the system.
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 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.
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.
