Available with: Microsoft 365 Copilot
Healthcare scenario: Health provider – Departmental meeting
Scenario
Using Copilot for departmental meetings
Simplify the task of sharing information in meetings with assistance before, during, and after the meeting
Dr. Jones, a clinical leader at a large hospital, needs to manage her upcoming meetings efficiently and ensure follow-up on action items (e.g., operational metrics review).
Microsoft 365 Copilot Chat2
Benefit: Analyze Dr. Jones’s upcoming meetings from her calendar, extracting details such as agenda topics, attendees, and past meeting notes.
Draft an email with relevant notes, important documents, and operational metrics for the upcoming discussion.
Microsoft 365 Copilot Chat2
Benefit: Assimilate key information and draft an email with notes and action items from the past meeting and send that with the reminder to meeting participants.
Discuss key metrics progress (e.g., Bed Utilization Rate, Emergency Department Wait Times), remediation plan, and next steps with accountability.

Copilot in Teams
Benefit: Capture key discussion points, decisions, action items with assigned owners, and deadlines, allowing Dr. Jones to focus on active participation.
Perform a quick comparative study on the reviewed metrics and synthesize the meeting information in an email to the attendees.
Microsoft 365 Copilot Chat2
Benefit: Perform quick analysis between notes and draft an email to provide meeting summaries and emphasize on items for further analysis.
Organize the collected information (from Teams – notes summary) and work on the presentation for the leadership team meeting.

Copilot in PowerPoint
Benefit: Apply branding guidelines, adjust layouts, and reformat text for leadership presentations.
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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