A day in the life of Cassandra Account Manager

Cassandra needs to prepare for her big pitch to Contoso so she uses Copilot to summarize emails and chats. Copilot for Sales provides a summary of the opportunity for more context.

Microsoft 365 Copilot Chat2

Cassandra asks Copilot in Outlook to create a message to confirm the meeting. Copilot for Sales includes relevant product and pricing details from her CRM system.

Copilot in Outlook

Cassandra received the latest financial numbers from her business planning lead. She uses Copilot in Excel to create some amazing charts to showcase the value of the offer.

Copilot in Excel

Cassandra puts the final touches on the pitch presentation by having Copilot create a slide based on a summary of the annual report.

Copilot in PowerPoint

It’s time for the pitch. Cassandra can focus on her presentation. Copilot for Sales in Teams captures meeting notes, outstanding questions, and sales keywords and KPIs.

Copilot in Teams

Cassandra has missed a few chats during the day. She sees that her team has been discussing a new product launch and asks Copilot to summarize the conversation to quickly catch up.

Microsoft 365 Copilot Chat2