Scenario

Using Copilot to improve data strategy and insights

Analysts can allow AI to help them understand, act on, and communicate massive amounts of information and data.

1. Define the objective

Prepare a brief for your upcoming analysis by using Researcher to propose a strategy and set of objectives based on key documents.

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Copilot Studio Agent

Benefit: Use Copilot to produce a research report based on many types of documents, including PDFs and website content.

Copilot is capable of handling extensive data sets, without the need for data movement or migration.

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Copilot Studio Agent

Benefit:  Use Copilot to simplify tasks by providing a conversational interface, which enhances the overall user experience when working with data.

Automate the summarization process, saving time and reducing manual effort of getting to tailored reporting in Power BI and Excel.

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Copilot Studio Agent

Benefit: Use Copilot to streamline the process of analyzing data for both experienced KQL users and citizen data scientists.

Gain insight by asking questions about your data from Step 3 and then data from other sources, which can help you understand it better. Could asl use analyst to create a chart.

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Copilot Studio Agent

Benefit: Use Analyst agent to understand large amounts of data and information.

Get to the next level by using Researcher to prepare a report based on the findings.

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Copilot Studio Agent

Benefit: Use Researcher to help sift through research on content performance, audiences, and anything else you’re interested in learning.

Document and socialize the insights to help better inform future strategy.

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Copilot in Teams

Benefit: Use Copilot to draft communication quicker to help disseminate information across your team and organization effectively.

KPIs

Opportunity to impact key functional area KPIs

Allow people to focus on the more creative and strategic tasks, and away from digital drudgery.
Save time
  • Simplify processes and reduce mundane tasks
  • Reduce stress by creating a first draft for difficult emails and documents
  • Keep work organized
  • Reduce overtime requirements

Rapidly generate new ideas and concepts, understand potential audience responses, and increase effective collaboration across teams.
Streamline workflows
  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

Create and optimize marketing content quickly, improve campaign management, and source higher quality market research.
Inform market research 
  • Research organization information and competitors
  • Learn how to position the product
  • Recap survey results

Streamline repetitive tasks and processes such as finding assets, ideation, and communication.
Task organization
  • Ensure critical tasks are addressed first
  • Track multiple deadlines

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

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.