Available with: Microsoft 365 Copilot
A day in the life of Samantha Fundraising Manager
Day in the life
Available with: Microsoft 365 Copilot
Day in the life
Samantha begins her day in Excel, looking over the fundraising campaign’s performance. She uses Copilot to analyze the data and create some charts to showcase the outcomes.
Copilot in Excel
Example Prompt: Show all data insights. From an Excel document with campaign results.
She meets with the marketing team to discuss ongoing campaigns and upcoming events. She asks Copilot to summarize the main open items.
Copilot in Teams
Example Prompt: Summarize the meeting and be sure to list all the open items and their status.
Samantha asks Copilot to provide a concise summary of the latest trends and articles, ensuring she stays informed and ready to adapt to new fundraising opportunities.
Microsoft 365 Copilot Chat1
Example Prompt: Summarize information about the latest trends and opportunities on fundraising activities.
Samantha prepares a presentation for the board, highlighting the achievements and financials of recent campaigns. Copilot suggests the most impactful way to present the data and helps her design the slides.
Copilot in PowerPoint
Example Prompt: Create a presentation from [Word document link to 2024 Campaigns Results.docx].
It’s time to connect with donors. Samantha can focus on her presentation knowing Copilot is taking notes. She asks Copilot to draft a thank you note for the potential donor from her meeting notes.
Microsoft 365 Copilot Chat2
Example Prompt: Draft a thank you note based on meeting notes, including next steps.
Samantha needs to catch up on a chat she started in the morning. She asks Copilot to summarize the thread.
Copilot in Teams
Example Prompt: Summarize this thread, calling out where my name was mentioned and any action items relevant for me.
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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