Available with: Microsoft 365 Copilot
Available with: Microsoft 365 Copilot
Day in the life
The day begins with reviewing emails, memos, and updates related to budgetary matters. The budget officer prepares for meetings with other departments to understand their funding needs and priorities.
Microsoft 365 Copilot Chat2
Prompt: Summarize my emails that are related to the budgetary meetings I have today.
The officer analyzes budget requests from various departments, ensuring alignment with organizational goals. They review the financial data, examining spending patterns, revenue projections, and cost estimates.
Copilot in Excel
Prompt: Compare last 4 years’ approved budget and spending vs this year’s proposed budget and projective spending.
The budget officer attends meetings with department heads, program managers, and finance teams. They discuss budget proposals, adjustments, and potential trade-offs. Collaboratively, they make decisions on resource allocation, considering priorities and constraints.
Copilot in Teams
Prompt: Summarize the key discussion points from the meeting and provide me a list of key action items.
After meeting with the other department heads, the officer prepares reports and budget proposals for senior government officials. Clear communication is essential to keep stakeholders informed and maintain transparency.
Copilot in PowerPoint
Prompt: Add a slide based on this updated table from
[Word file].
The budget officer constantly monitors spending against approved budgets. If overspending occurs, they work with departments to reallocate funds or seek additional approvals.
Copilot in Excel
Prompt: Create a pivot table to Sort the spending data from this quarter by department. Highlight those departments that spent more than their allotted budget.
The officer ends the day by checking messages and emails that may have been missed due to meeting conflicts. Using Copilot, they can catch up and follow-up as needed tomorrow.
Copilot in Teams
Prompt: Summarize this thread calling out where my name was mentioned and any action items for me.
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.
What's next
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