Available with: Microsoft 365 Copilot
A day in the life of Hillary Financial Analyst
Day in the life
Available with: Microsoft 365 Copilot
Day in the life
Hillary begins her day using Copilot for Finance in Excel looking at the latest COGS estimates for a new product. She uses it to filter the data to get the view she wants.
Copilot in Excel
Example prompt: Sort the data by product feature and then filter out the Priority 2 features.
She later meets with her manager and IT to discuss reporting requirements updates from the sales organization. She asks Copilot in Teams to summarize the requirements.
Copilot in Teams
Example prompt: Summarize the meeting and be sure to list all he reporting requirements that were mentioned.
Hillary finally gets to her main project for the day and reviews the due diligence information on a potential acquisition target. She asks Copilot to create a summary of the content.
Microsoft 365 Copilot Chat2
Example prompt: Summarize the information in [Fabrikam financial data], [Fabrikam operations analysis], [Fabrikam integration plan].
After creating an overview of the acquisition in Word, she asks Copilot in PowerPoint to turn the document into a presentation for the business development team.
Copilot in PowerPoint
Example prompt: Create a presentation from [Fabrikam acquisition overview.docx]
Hillary needs to catch up on a chat she started in the morning. She prompts Copilot to summarize the thread.
Microsoft 365 Copilot Chat2
Example prompt: Summarize this thread calling out where my name was mentioned and any action items for me.
Hillary heads back into Copilot for Finance in Excel to update the acquisition numbers with the latest what-if scenarios and create some charts to go into the business planning presentation.
Copilot in Excel
Example prompt: What is the impact of doubling the IT integration budget on the revenue per month?
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.
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