8:30 am

In preparation for a customer meeting, Jordan uses Microsoft 365 Copilot to find all emails, teams chats, documents, and presentations related to that customer, significantly reducing keystrokes.

Microsoft 365 Copilot icon

Microsoft 365 Copilot

Prompt: Find all my conversations about [customer].

9:00 am

Jordan joins the Teams call with his customer but is not able to type meetings notes during the call, so he leverages Teams Meeting Recap to capture meeting notes and action items.

Copilot in Teams icon

Copilot in Teams

Prompt: Following the meeting, Jordan selects View Recap to review meeting notes and follow-up tasks.

9:30 am

Following the meeting, Jordan needs to send a message to the customer with a summary of the meetings and next steps using Copilot in Outlook.

Microsoft 365 Copilot icon

Microsoft 365 Copilot

Prompt: Draft email to [customer] summarizing the meeting with next steps and request a date for the next meeting.

10:30 am

Jordan needs to create a presentation for his customer about the benefits of an inclusive environment for employees with disabilities. He starts with an outline in Word. He leverages prompts to reduce the amount of dictation required.

Copilot in Word icon

Copilot in Word

Prompt: Draft an outline about the benefits of an inclusive environment for employees with disabilities.

2:00 pm

After refining the outline, Jordan now needs to create a PowerPoint file based on the outline he created in Word using Draft with Copilot.

Copilot in PowerPoint icon

Copilot in PowerPoint

Prompt: Create a presentation from /[file].

4:00 pm

Jordan needs to create an account plan for a new customer. He uses Microsoft 365 Copilot to research his new customer.

Microsoft 365 Copilot icon

Microsoft 365 Copilot

Prompt: Provide a one paragraph commercial summary about [customer].