Copilot Scenario Library

Discover industry and role-based scenarios

Copilot value journey
Grow value from a base of solid usage and individual productivity and then extend
through agents to impact organizational KPIs.

Role-based Copilot agents

Org
Extend Value Copilot Studio custom agents

Copilot Studio pre-built agents

Functional
Value Microsoft 365 Copilot functional
scenarios
Buy Microsoft 365 Copilot universal prompts
Individual
Value (Meeting Recap, Summarize an email,
etc.)
Top 10 to "Try First"
with Microsoft 365 Copilot
Foundational skills for new users

1 2 3 4 5
Recap a meeting Summarize an Draft email Summarize a Tell me about
– let Copilot keep track of email thread – personalize the tone document a
key topics and action items – get quickly caught up to and length. – get right down to topic/project
so you can stay focused a long, complex email business by summarizing
during the meeting and – provide insights and
thread. long documents and analysis from across
avoid listening to the focusing
recording after. Draft an email to [name] multiple sources to
that informs them that on the relevant sections. getTell
upmeto what's
speednew about topic
Draft an email with notes Click on the Summarize Give me a bulleted list
Project X is delayed two
and action items from icon of key points from file quickly.
organized by emails, chats, and
weeks. Make it short and
meeting files?
casual in tone.

6 7 8 9 10
Give me some Help me write … What did they How do I … Translate a
ideas for … – jumpstart creativity and say … – let Copilot help you message
– boost your creativity write and edit like a pro by – when you vaguely build or fix formulas in – with business becoming
with ideas for your work getting a first draft in remember someone Excel. increasingly international,
such as agendas, seconds. mentioning a topic, have it’s important to be able to
product names, social Copilot do the research. read or write messages in
media posts, etc. other languages.
Suggest 10 compelling Generate three What did person How do I sum values that Translate the
taglines based on file ways to say [x] say about topic are greater than 0? following text into
French:

For more prompts, visit Copilot Lab at: aka.ms/CopilotLab

”Effort” level for each scenario

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1 2 3

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Copilot scenarios for
Manufacturing
 Copilot scenarios for
Manufacturing

Overview and KPIs Use case by role Day in the life

KPIs play a crucial role in the Copilot can simplify the tasks See how real-life
sector, providing a compass to that Manufacturing Manufacturing pros are
navigate toward success. Let's pros perform every day. Look using Copilot in their day-to-
dive into KPIs for at key use cases and how day.
Manufacturing and how Copilot can be your AI
Copilot can assist. assistant along the way.
Copilot solutions in Manufacturing
The manufacturing industry requires a steady flow of raw
materials while managing costs and minimizing production
disruptions. Manufacturers look for opportunities to drive
Goals and innovation and operational excellence while balancing
Manufacturin
challenges operational costs amid rising prices and finding ways to
improve efficiency, supply chain management, and streamline g roles Supply Chain Product Process Production
the design-to-make process. Manager Designer Engineer Manager

Microsoft Copilot opportunity to impact key functional KPIs

Use Copilot to analyze information from manufacturers apps to Copilot assists manufacturing organizations with
Minimize numerous tasks that impact critical areas like contract
predict and prevent equipment failures, manage inventory
production management, design-to-make process, and factory
downtime levels and identify training that can help staff keep machines
operating. asset management.
Use AI to generate evaluation criteria for new materials and  Simplifying tasks for plant employees
Supply chain
performance
suppliers. Review contracts to make the most effective deals Copilot can  Contract lifecycle management
and use AI analysis to evaluate supplier performance.
assist  Optimizing asset management
Quickly identify quality issues by accessing and analyzing
Scrap rate​ quality logs. Reduce the cost of any recall programs that are
with...  New product ideation and research
 Supplier RFP
required with effective management and tailored responses.​
Improve customer service performance with tailored LLMs for  Recall management
Customer higher first-time call resolution. Improve customer  Supplier quality optimization
satisfaction communications whether through improved writing or
improved call scripts.​
Retain critical plant and headquarters staff by improving the
Employee work/life balance of all workers by simplifying overhead tasks.
turnover​ Improve skilling to provide more growth opportunities and
increase internal hiring.​

Improve employee
Revenue growth Cost savings and avoidance
experience
 Optimize costs of Manufacturing

Key
Before AI Using AI
Processes
Supplier RFP - Buy Supplier quality optimization - Buy
Supply chain Difficult to optimize logistics and Contract lifecycle management - Extend
From assessment to transition
managementinventory management as well as Improve the RFP process from creating
plans Copilot can help with
supplier contracts. the RFP to awarding the contract
supplier management

Recall Management - Buy

Quality Difficult to ensure consistent
product quality and detect defects Streamline the process from early
control detection to effective
and deviations.
communications

Simplify tasks for plant employees - Start

Workforce Challenging to keep the right mix of
manageme Skillsets on site while managing Plant workers can complete a variety of
PTO and outages. tasks more easily with Copilot
nt

Optimizing asset management - Extend

Equipment Excessive downtime and
Analyze equipment data and maintenance
maintenan unscheduled maintenance.
schedules
ce

New product ideation and research - Bu

Product Minimizing downtime and y
developme ensuring timely maintenance. Improve product development from
ideation to launch.
nt
Manufacturing | Simplify tasks for plant employees Available
with:
Microsoft Copilot
Scenario
level: Start

Production Employee Employee

KPIs impacted Value benefit Cost savings
downtime satisfaction experience

3. Find service manual

1. Draft a shift summary 2. Simplify documentation
information
Provide a few brief details of what happened Documentation provided for a new procedure The manual for a piece of equipment has
on the shift and ask Copilot to turn it into a isn’t written very clearly. Ask Copilot to gone missing.
shift report. create a draft with simpler writing.

Copilot
Copilot Chat1 Copilot Chat1
Chat1

Benefit: Save time on shift turnovers to Benefit: Ensure that everyone on the team Benefit: Ask Copilot to find the required
focus on higher-value tasks has clear, understandable procedures. maintenance procedure.

5. Draft an email 4. Create an incident report

When bringing up a sensitive topic with a When producing documentation of a safety

manager in an email ask Copilot to write the incident use Copilot to ensure clarity and
first draft. completeness.

Copilot Chat1 Copilot Chat1

Benefit: Get a first draft faster with

Benefit: Use Copilot to ensure that the
Copilot by providing a few details and letting
report is well-written.
Copilot figure out the best way to say it.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-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.
 Available Scenario
Manufacturing | Contract lifecycle management with:
Microsoft 365 Copilot and Copilot Studio level:Extend

Supply chain
KPIs impacted Value benefit Cost savings
performance

1. Summarize pending contracts 2. Review contract details 3. Revise terms

A contract manager reviews a high volume of For a specific high priority contract, ask to Review the highlighted potential
supplier contracts daily to ensure accuracy, compare key clauses with industry and discrepancies, compare to existing contracts,
compliance, and efficiency in managing company standards to ensure compliance and make revisions as needed.
numerous supplier and client agreements. and identify potential concerns.

Copilot Studio Agent3 Copilot Studio Agent3

Copilot Studio Agent3 + Connection to CLM solution
+ Connection to CLM solution + Connection to CLM solution

Benefit: Summarize pending contracts Benefit: Cross reference contracts with Benefit: Compare identified clauses to
including critical deadlines the list of organizational and regulatory standards past contracts using Copilot to recommend
contracts requiring review and prioritize them with Copilot to highlight potential revisions for more balanced terms based on
by urgency and relevance to current projects. discrepancies or non-compliant clauses such historical data and industry standards.
as pricing and penalty terms.

6. Summarize contract activity 5. Contract status overview 4. Communicate revisions

At the completion of each day, the contract During the day, the contract manager can Once potential revisions are identified, draft
manager needs to track activities, contract review the status of all open contracts to email with updated contract terms
status, and next steps for each contract. assess their progress. highlighted and send back to legal team for
e-signature.

Copilot Studio Agent3 Copilot Studio Agent3 Copilot Studio Agent3

+ Connection to CLM solution + Connection to CLM solution + Connection to CLM solution

Benefit: Generate a contract report Benefit: Create a table with status of all Benefit: Draft email to legal team on
summarizing the work done on all contracts ongoing contract negotiations recommended revisions requesting the
including completed items, contract highlighting items that may require identified updates be made and
activities, completed approvals, and open immediate attention such as approval or communicated to the supplier for new e-
tasks for a specific time. updates. signature.
1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-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.
 Available Scenario
Manufacturing | Optimizing asset management with:
Microsoft 365 Copilot and Copilot Studio level:Extend

Production Supply chain

KPIs impacted Value benefit Cost savings Increase revenue
downtime performance

1. Summarize production
2. Analyze alerts 3. Request diagnostics
performance
A production manager needs to regularly Review and analyze a critical machine that is To confirm what the issue with the machine
monitor factory assets to quickly address showing decreased efficiency that may be is, a diagnostic request must be made to
potential inventory shortages and machine impacting production. generate a ticket for a diagnostic check.
downtime.

Copilot Studio Agent3 Copilot Studio Agent3 Copilot Studio Agent3

+ Connection to EAM solution + Connection to EAM solution + Connection to EAM solution

Benefit: Create a factory asset performance Benefit: Create a table with detailed Benefit: Draft a message requesting a
summary report highlighting the operational analysis of a specified machine that diagnostics check based on the analysis of the
status of machinery, underperforming machine includes performance trends, predictive machine that can be pasted in a modal over Teams
alerts, and schedule of upcoming maintenance. maintenance dates, potential issues, and to generate a ticket and track the open item.
include recommended preemptive actions.

6. Review machine efficiency 5. Replenish inventory 4. Review material processing

Looking for ways to improve maintenance Based on inventory levels, the production For materials processing the production
efficiency, the production manager wants manager needs to check available stock with manager tracks efficiency metrics and
visibility into the mean time to repair (MTTR) their suppliers. inventory levels to keep at optimal
for each machine. production rates.

Copilot Studio Agent3 Copilot Studio Agent3 Copilot Studio Agent3

+ Connection to EAM solution + Connection to EAM solution + Connection to EAM solution

Benefit: Show the MTTR metrics and Benefit: Provide an inventory report for the Benefit: Create a table showing efficiency
include suggestions for improvements in primary and back up suppliers that includes metrics and inventory levels for
processes, tools, preventative maintenance, or availability and pricing. Draft a message that manufacturing supplies highlighting potential
staff training that can improve response times includes the inventory report requesting the material shortages or surpluses.
and share with the team. order be placed with the desired vendor.
1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-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.
 Available Scenario
Manufacturing | New product ideation and with:
Microsoft 365 Copilot level: Buy
research
Customer
KPIs impacted Value benefit Revenue growth
satisfaction

1. Opportunity identification 2. Ideation 3. Prototype development

A large laundry detergent brand wants to develop a Generate creative concepts and analyze Refine the identified concept and analyze the
new product line that caters to the growing consumer competitor offerings for competitive feasibility of developing the prototype
demand for sustainability. The R&D / product teams are
set to identify unmet needs, brainstorm, refine, and differentiation for sparking further ideas. solution across teams (e.g., packaging
select a concept that they can launch. design, product engineering).

Business Business Chat

Business Chat 1
Chat 1 1

Benefit: Access market reports to help Benefit: Summarize competitor features and Benefit: Review and understand key
summarize and identify unmet needs and sustainability initiatives and get initial suggestions
trends (e.g., "eco-friendly laundry detergent,
findings from relevant research papers with
on innovative concepts such as biodegradable
"sustainable cleaning solutions," and packaging / using plant-based ingredients etc., and
potential challenges
"consumer concerns about packaging waste“) competitive differentiation strategies

5. Marketing content
6. Launch and monitor 4. Testing and refinement
development
Track launch performance (sales data, social Develop draft slogans, product benefits, Analyze surveys and focus group discussions,
media mentions, customer reviews etc., ) press / social media releases and other identifying user perceptions of the
and identify key success trends and marketing collaterals. prototype's performance, sustainability
improvement areas. claims, and overall appeal.

Copilot in Copilot in
Business Chat2
Excel Excel

Benefit: Collate customer feedback from Benefit: Create draft slogans, social Benefit: Extrapolate key insights and develop
various channels to understand their media posts, and press releases customized visuals that help recognize which
experience and overall satisfaction and share highlighting the product's sustainable packaging options resonate better with consumers
the identified key areas of improvements features and benefits to decide the need for alternative A / B testing

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
 Available Scenario
Manufacturing | Supplier RFP with:
Microsoft 365 Copilot level: Buy

Supply chain
KPIs impacted Value benefit Cost savings
performance

2. Vendor selection criteria

1. RFP preparation 3. Vendor research / shortlisting
definition
A beverage company needs to source a new Define the criteria for vendor selection, such Research and summarize information on
supplier for sustainable packaging materials as experience, capabilities, pricing, quality relevant CPG packaging suppliers based on
and is looking to initiate an RFP (Request for standards, and compliance requirements. industry knowledge.
Proposal) process to evaluate potential
vendors.
Business
Business Chat 1
Business Chat 1
Chat2

Benefit: Summarize best practices of CPG

Benefit: Support compilation of vendors,
packaging materials and generate initial RFP Benefit: Review industry benchmarks,
analyzing their profiles, capabilities, and
draft outlining the requirements, objectives, regulatory guidelines, and best practices to
shortlisting candidates based on the
sustainability criteria, process, and inform the development of selection criteria
predefined selection criteria
evaluation criteria for vendor selection

6. Vendor selection 5. Proposal evaluation 4. RFP distribution management

Communicate the decision to the selected Coordinate with the evaluation team to Distribute the RFP document to shortlisted
vendors and share the final contract terms review and analyze vendors’ responses and vendors and manage the individual
and key details for mutual agreement. assess them against the predefined criteria. correspondence.

Copilot in Outlook Business Chat2 Copilot in Outlook

Benefit: Generate draft contract Benefit: Extrapolate key insights from the
documents, set reminders to track vendor proposals and create visuals based Benefit: Customize email drafts and the RFP
negotiation progress, and ensure alignment on relevant criteria such as lead times, for each shortlisted vendor with specific
with business objectives and legal minimum order quantities, pricing, key requirements and contact information
requirements differences and certifications.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
 Available Scenario
Manufacturing | Recall management with:
Microsoft 365 Copilot level: Buy

Production Customer
KPIs impacted Value benefit Cost savings
downtime satisfaction

1. Early detection and initiation 2. Streamlined outreach 3. Implement recall strategy

A chemical plant’s quality engineer identifies Assess and identify the risk category levels, Notify relevant authorities / stakeholders
elevated levels of benzene, a known safety threshold deviations, and assemble (e.g., distributors, downstream
carcinogen, within a specific batch of the recall committee to warrant the outreach. manufacturers) across channels with clear
products – used as industrial solvents and instructions on product handling and secure
has been shipped to customers. return procedures.
Copilot in
Business Chat 1
Copilot in Outlook
Excel

Benefit: Support efficient review and Benefit: Extrapolate the risk category Benefit: Automate distribution lists, draft
understanding of regulatory documents, and degree of impact by accessing customer customized notifications and ensure timely
guidelines on Permissible Exposure Limits purchase data and distribution records to updates in communication portals for real-
(PELs) etc., and the next best actions for identify companies and industries that time updates, safety information, and
recall management received the contaminated products contact information for inquiries

6. Verify recall effectiveness 5. Identify production issues 4. Optimized recall execution

Evaluate the overall recall management’s Examine the specific factor(s) that caused Analyze transportation networks, regulatory
success and update procedures to prevent the contamination – such as equipment requirements, and available resources to
similar future batch issues. malfunction, inadequate purification steps, or suggest the safest and most efficient routes
human error to facilitate quicker resolution. for product recovery.

Copilot in Business
Copilot in Word
Excel Chat 1
Benefit: Document and socialize the recall Benefit: Analyze production data, quality Benefit: Collaborate effectively across
issue with the latest corrective actions, root control records, and sensor readings from the teams (e.g., legal, transportation) in a
cause(s), and improved processes, quality affected batch, focusing on potential secured manner and generate progress
controls, safety measures, and best practices contamination points reports to plan product recovery execution

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-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.
 Available Scenario
Manufacturing | Supplier quality optimization with:
Microsoft 365 Copilot level: Buy

Supply chain
KPIs impacted Scrap rate Value benefit Reduce costs
performance

1. Current supplier assessment 2. Risk Analysis 3. Proactive collaboration

Quality head of an aerospace manufacturer
wants to proactively optimize their supplier Evaluate suppliers based on the selection Share quality data and insights with suppliers
base to drive rigor in high quality sourcing of criteria such as product quality, processes on the identified issue causes such as
raw materials, services, prices and faster lead adherence, business objectives met, material variations, response times etc., for
times while assessing the pertinent risks. certifications compliance etc., to identify the supplier to review and respond.
potential risks.
Copilot in
Business Chat2 Copilot in Power BI
Excel
Benefit: Access supplier data from various Benefit: Highlight key insights from Benefit: Provide suppliers with transparent
sources to examine factors such as purchase access to quality data related to their components
supplier performance records and create or materials, enabling them to understand how their
orders, inspection reports, supplier performance summary of high-risk and potential pitfalls performance impacts the final product.
ratings, and industry benchmarks to determine
high, low, and underperforming suppliers

6. Ongoing monitoring 5. Align on a transition plan 4. Rationalize supply base

Review suppliers’ internal processes and Create a transition plan including timelines, Determine who are the most valuable
amend contracts to improve transparency, budget, agreement, and cross-functional suppliers to streamline spend, capabilities,
negotiate deals, build trust, and optimize coordination for communication and and overall performance.
supply base. leadership approval.
Copilot in
Copilot in Word Business Chat2
Outlook
Benefit: Capture and share supplier
Benefit: Synthesize data from all
document / updates across relevant Benefit: Autogenerate a detailed record of
analyses, communications and documents
organizations for ongoing collaboration and the transition plan, actions, and next steps
to pursue with the valuable supplier list
quality improvement

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-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.