A day in the life of Brandon Finance Manager

Yesterday was filled with many calls, so Brandon’s email piled up. He starts his day by asking Copilot to recap yesterday, helping to remind him he owes his VP, Javier, a compete report.

Microsoft 365 Copilot Chat2

Brandon sets up a call with his manager, Gillian, to align on the deliverable. Brandon wants to ensure he captures everything that Gillian suggests. He asks Copilot in Teams to recap the meeting after.

Copilot in Teams

After the call, Brandon works in Excel to model compete insights. When building his model, he encounters a formula error, so he asks Copilot to troubleshoot and rebuild the formula as intended.

Copilot in Excel

Now that Brandon has completed his modeling, he wants to pair the data with insights from a recent email. He asks Copilot to summarize revenue projections from Wall Street shared to him via email.

Copilot in Outlook

Brandon must aggregate the insights now. He builds a summary slide compiling the work from Excel and Outlook but needs help formatting the content. He asks Copilot to help him.

Copilot in PowerPoint

As the day comes to an end, he needs to respond to Javier. Brandon asks Copilot to help draft an email summarizing the key points from his PowerPoint slide.

Copilot in Outlook