Available with: Microsoft 365 Copilot and Copilot Studio
A day in the life of Jack Finance Manager
Day in the life
Available with: Microsoft 365 Copilot and Copilot Studio
Day in the life
Jack wants to deliver a presentation on the first quarter earning report to his team.
Copilot in PowerPoint
Example prompt: Create presentation from [First quarter earnings report.docx]
He wants to start with a slide that provides a short introduction to the organization.
Copilot in PowerPoint
Example prompt: Add a slide with an organization overview
Jack is tasked with analyzing an earnings report from a key competitor.
Copilot in Word
Action: Summarize this document
Jack needs to update some financial numbers that are in a table in Excel. He uses Copilot to add some calculations and make the data easier to read.
Copilot in Excel
Example prompt: Add a column for YoY sales increase and Add a color scale to the column
Jack new needs to create some charts for a presentation based on the data in the Excel.
Copilot in Excel
Action: Show Insights
Jack needs to see the balance in his team’s travel budget. He uses Copilot to access a Copilot Agent to get that information from the organization’s SAP system.
Copilot Studio Agent
Example prompt: How much budget is available this quarter for travel to customers?
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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