Create
Advanced·30 min
Add interactive elements to a slide
Use "Create Interactive Slide" to build clickable filters and live visuals directly into a slide for audience participation.
PowerPoint
CopilotUpdated Sep 30, 2026
THE LIBRARY / WORKFLOWS
Workflows.
Practical, end-to-end business processes.
Goal
Role
Difficulty
App
AI
Automate
Advanced·60 min
Analyze case law at scale with a precedent agent
Use a Case and Precedent Analysis Agent to process a large volume of legal documents, surface usable arguments, and draft a first-pass brief.
Word
SharePoint
Copilot StudioUpdated Sep 30, 2026
Analyze
Advanced·45 min
Analyze customer profitability
Merge cost and revenue data to find hidden margin drains.
Excel
ChatGPT
ClaudeUpdated Sep 30, 2026
Analyze
Intermediate·30 min
Analyze hiring practices against requirements
Track open requisitions against hiring requirements and surface where the pipeline doesn't match what the role actually needs.
Updated Sep 30, 2026
Meet
Beginner·5 min
Have Copilot analyze content shared on-screen during a meeting
Let Copilot read what was actually shown on screen during a recorded meeting, not just what was said, when generating notes.
TeamsUpdated Oct 1, 2026
Create
Beginner·10 min
Apply your brand kit to a workbook automatically
Let Copilot's brand kit skill format a workbook to your organization's branding in one pass instead of manually matching colors and fonts.
Updated Oct 1, 2026
Create
Beginner·10 min
Apply a coordinated theme design to a workbook with Copilot
Ask Copilot to apply a harmonized color theme to a dashboard instead of manually picking colors for every chart one at a time.
Updated Oct 1, 2026
Meet
Advanced·30 min
Ask a Teams channel agent about live project blockers
Query an MCP-connected channel agent that pulls live risk and blocker status straight from Jira into your Teams channel.
Updated Sep 30, 2026
Communicate
Beginner·10 min
Assign follow-up tasks directly in PowerPoint comments
Have Copilot assign and notify owners for deck follow-ups directly in comment threads instead of tracking action items in a separate document.
Updated Oct 1, 2026
Create
Advanced·30 min
Auto-check campaign content against brand and regulatory rules
Build a Compliance Check agent that verifies brand and regulatory alignment before campaign content ships.
Updated Sep 30, 2026
Analyze
Intermediate·20 min
Auto-summarize employee engagement survey results
Use Copilot inside Viva Glint to turn a raw engagement survey report into a summary of strengths, opportunities and score changes.
Updated Sep 30, 2026
Automate
Advanced·60 min
Automate contract review end-to-end
Combine a Copilot Studio agent with deterministic Power Automate steps to extract, classify, and validate contract terms across a batch of documents.
Power AutomateUpdated Sep 30, 2026
Automate
Advanced·60 min
Stand up a self-service agent for routine finance questions
Build a Copilot Studio agent that answers common finance questions directly, instead of every question becoming a ticket for the finance team.
Updated Oct 1, 2026
Analyze
Advanced·60 min
Automate month-end variance commentary
Have an agent compare actuals to budget in Power BI and draft the narrative controllership normally writes by hand.
Power BIUpdated Sep 30, 2026
Automate
Advanced·45 min
Automate SharePoint site provisioning and policy checks
Build a governance agent that handles new SharePoint site requests and checks them against policy without a manual admin ticket.
Updated Sep 30, 2026
Create
Beginner·25 min
Brainstorm a new product offering in Copilot Pages
Generate and refine new product offering ideas in a shared Copilot Page instead of a solo brainstorm that never leaves one person's notes.
Updated Oct 1, 2026
Analyze
Advanced·60 min
Build a full 3-statement financial model with Edit with Copilot
Prompt Excel's Edit with Copilot to build an income statement, balance sheet and cash flow off one assumptions sheet.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build an automated QA testing insight agent
Build a Copilot Studio agent that reads test failure logs and produces diagnostic insight so engineers spend less time on manual triage.
Updated Sep 30, 2026
Communicate
Intermediate·35 min
Stand up a benefits and HR self-service chatbot
Build a Copilot Studio agent that answers employee benefits and policy questions directly from HR SharePoint content.
Updated Sep 30, 2026
Create
Intermediate·40 min
Build a business case automatically from emails and financial records
Have Copilot pull a project brief together from emails, competitive research, and financial records instead of assembling it by hand from five different places.
OutlookUpdated Oct 1, 2026
Automate
Advanced·45 min
Build a collections agent
Build a Copilot Studio agent that prioritizes past-due accounts and coordinates outreach to improve cash-flow recovery.
Updated Sep 30, 2026
Automate
Advanced·55 min
Build a contract lifecycle management agent
Build a Copilot Studio agent that tracks contract milestones, flags approvals coming due, and keeps the repository organized across the full contract lifecycle.
Updated Sep 30, 2026
Automate
Intermediate·25 min
Build a custom PowerPoint skill for a repeated task
Turn a presentation task you do the same way every time into a reusable Copilot skill instead of re-typing the same long prompt.
Updated Oct 1, 2026
Create
Advanced·45 min
Build a complete dashboard from one prompt with Edit with Copilot
Prompt Excel's Edit with Copilot to plan, build, check and iterate on a full dashboard with charts, graphs and PivotTables, unattended.
Updated Sep 30, 2026
Research
Advanced·45 min
Build a data-backed business case for an investment decision
Pull the supporting data together and draft the case for a faster, better-informed go/no-go decision.
Updated Sep 30, 2026
Automate
Beginner·15 min
Build a surveys agent to draft an employee pulse check
Use the Surveys Agent in Forms to draft a pulse survey from a plain-English prompt, then have it suggest fixes to weak questions before you send it.
FormsUpdated Sep 30, 2026
Create
Intermediate·30 min
Build an executive briefing
Create a weekly digest from multiple data sources.
Updated Sep 30, 2026
Automate
Advanced·50 min
Build an invoice exception agent
Stand up a Copilot Studio agent that catches invoice discrepancies before they reach accounts payable and suggests the resolution.
Updated Sep 30, 2026
Automate
Advanced·55 min
Build an IP protection agent
Build a Copilot Studio agent that scans for likely trademark or IP infringement and drafts the first step of an enforcement workflow.
Updated Sep 30, 2026
Automate
Advanced·50 min
Build a root-cause analysis agent for recurring IT incidents
Build a Copilot Studio agent that analyzes recurring incident tickets to identify the underlying cause and recommend a proactive fix instead of repeated firefighting.
Updated Sep 30, 2026
Automate
Advanced·50 min
Build a knowledge agent that auto-organizes project files
Build an agent that tags and organizes files across SharePoint and Teams channels and produces summaries without manual compilation.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a leave-of-absence compliance agent
Build a Copilot Studio agent that verifies leave requests against policy and flags anything that needs legal or HR review before it's approved.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a machine configuration recommendation agent
Build a Copilot Studio agent that recommends device settings for performance, security, and regulatory compliance based on a device's role and current configuration.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a manager action-taking agent from engagement survey results
Turn a manager's Viva Glint survey results into a specific, prioritized action plan instead of leaving them to interpret the report alone.
Updated Sep 30, 2026
Research
Advanced·60 min
Build a market research assistant agent
Stand up an agent that synthesizes internal and external data sources to surface market trends and the competitive landscape on demand.
Updated Sep 30, 2026
Meet
Intermediate·25 min
Build a meeting agenda, decision log and follow-ups automatically
Let the Facilitator agent turn a live Teams meeting into a structured agenda, decision log and follow-up list instead of a raw transcript.
Updated Sep 30, 2026
Automate
Intermediate·25 min
Build a multi-step flow with the Workflows agent
Describe an automation across Microsoft 365 in plain language and let the Workflows agent build the working flow.
Updated Sep 30, 2026
Communicate
Advanced·60 min
Build a personalized customer communications agent
Stand up a Copilot Studio agent that reads a customer's communication history and drafts messaging tailored to how they actually respond.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a recruitment assistant agent
Build a Copilot Studio agent that ranks candidates against a job's actual requirements to speed up the first screening pass.
Updated Sep 30, 2026
Automate
Intermediate·20 min
Build a reusable Excel Skill for a repeated Copilot task
Turn a task you ask Copilot to do the same way every time into a reusable Excel Skill instead of retyping the same prompt.
Updated Oct 1, 2026
Create
Advanced·45 min
Build an RFP compliance matrix
Map every requirement in an RFP to your response, owner, status and risk level so nothing gets missed before submission.
Updated Sep 30, 2026
Create
Advanced·60 min
Build an RFP-response generator agent from your own content
Stand up a Copilot Studio agent that drafts tailored RFP responses by drawing on your organization's existing proposal library.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Build a rolling 12-month sales forecast with ARIMA in Excel
Feed monthly sales history to Copilot and have it build a real ARIMA forecasting model instead of a simple trendline.
Updated Sep 30, 2026
Automate
Intermediate·30 min
Build a SharePoint knowledge agent for a site
Stand up a Copilot Studio agent scoped to one SharePoint site's documents and lists so a team can ask questions instead of searching.
Updated Sep 30, 2026
Create
Advanced·60 min
Build a smart learning agent for onboarding curricula
Stand up an agent that gathers, summarizes and recommends training content matched to a new hire's role and skill gaps.
Updated Sep 30, 2026
Automate
Advanced·60 min
Build a smart onboarding agent in Copilot Studio
Build a Copilot Studio agent that gives new hires personalized onboarding steps and answers their questions in real time, instead of a static checklist nobody updates.
Updated Oct 1, 2026
Automate
Advanced·45 min
Build a Teams channel agent that drafts weekly status reports
Build an agent that compiles a Teams channel's conversations and linked meetings into a stakeholder-ready weekly update.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a timesheet reconciliation agent
Build a Copilot Studio agent that cross-checks submitted timesheets against schedules and prior patterns to catch payroll errors before they're paid.
Updated Sep 30, 2026
Meet
Advanced·45 min
Build a weekly meeting prep briefing across your calendar
Pull Outlook, Teams, OneDrive and SharePoint into one prioritized briefing that gets you ready for a full week of meetings in one pass.
OneDriveUpdated Sep 30, 2026
Analyze
Intermediate·25 min
Classify customer feedback sentiment by theme
Turn a column of open-text customer feedback into themed, pivotable sentiment data.
Updated Sep 30, 2026
Communicate
Intermediate·20 min
Clear a return-from-leave inbox backlog fast
Filter to your time away and ask Copilot to summarize everything that came in, turning a hundred unread emails into a short catch-up read.
Updated Sep 30, 2026
Meet
Intermediate·20 min
Compare project velocity across months of meeting notes
Ask Copilot to scan a notebook's meeting history and identify recurring issues and pace changes over time.
OneNoteUpdated Sep 30, 2026
Research
Intermediate·30 min
Compare vendor options before an IT purchase
Research and evaluate competing solutions against your actual requirements before committing to a purchase.
Updated Sep 30, 2026
Meet
Advanced·60 min
Compile a board meeting briefing from scattered documents
Delegate the assembly of a full board briefing packet — documents, action items and financial summaries — to Copilot Cowork.
Updated Sep 30, 2026
Automate
Intermediate·25 min
Coordinate overdue collections with Copilot
Have Copilot prioritize overdue accounts and draft outreach instead of working the collections list in whatever order it happens to sit.
Updated Oct 1, 2026
Create
Intermediate·30 min
Create a marketing "bill of materials" for a launch
Coordinate every asset a campaign needs across channels into one build list with owners and dependencies.
PlannerUpdated Sep 30, 2026
Automate
Intermediate·15 min
Create a personal OneDrive agent for a project
Select a set of OneDrive files and save them as a scoped agent so you can query all of them together instead of opening files one at a time.
Updated Sep 30, 2026
Analyze
Intermediate·30 min
Cross-check travel expenses against policy
Have Copilot Cowork reconcile a batch of travel expense submissions against the written policy and flag violations.
Updated Sep 30, 2026
Meet
Beginner·5 min
Customize how Copilot formats your meeting recap
Prompt Copilot to shape a meeting recap to match how you actually work instead of accepting the default format every time.
Updated Oct 1, 2026
Automate
Advanced·60 min
Delegate a full executive report to Copilot Cowork
Give Copilot Cowork a detailed brief for a report drawing on months of data and get back a completed deliverable to review, not just a draft outline.
Updated Sep 30, 2026
Automate
Beginner·15 min
Delegate a weekly status report to Copilot Cowork
Set up a recurring "Monday status report" task that Copilot Cowork runs end-to-end each week instead of someone compiling it by hand.
Updated Sep 30, 2026
Communicate
Beginner·10 min
Auto-demote newsletters and low-value mail
Let low-priority mail sink to the bottom of a filtered, sorted priority view automatically instead of cluttering your main inbox.
Updated Sep 30, 2026
Automate
Advanced·60 min
Deploy a compliance evidence-collection agent
Build a Copilot Studio agent that gathers audit evidence from SharePoint and your compliance and security logs ahead of a SOC 2, HIPAA, or FedRAMP audit.
Updated Sep 30, 2026
Automate
Advanced·50 min
Deploy a customer-support response-drafting agent
Build a Copilot Studio agent that drafts support responses from your product knowledge base and account history, attaches relevant articles, and routes anything it can't answer to a specialist.
Updated Sep 30, 2026
Automate
Advanced·60 min
Deploy a field-service diagnostics agent
Build a Copilot Studio agent that cross-references equipment manuals, service history, and telemetry to help technicians diagnose issues and order the right parts on the first visit.
Updated Sep 30, 2026
Automate
Advanced·45 min
Deploy an HR policy Q&A agent
Build a Copilot Studio agent that answers employee benefits and policy questions from your HR SharePoint content, escalating only what actually needs a person.
Updated Sep 30, 2026
Automate
Advanced·60 min
Deploy a Tier-1 IT triage agent
Stand up a Copilot Studio agent that opens and categorizes IT tickets, runs first-line diagnostics, and resets passwords through Entra without a technician.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Detect balance-sheet variances automatically with a reconciliation agent
Set up a Copilot Studio agent that flags variances between the GL detail and the balance sheet, and drafts the correcting entries.
Updated Sep 30, 2026
Research
Advanced·45 min
Develop a legal strategy with Copilot
Have Copilot synthesize precedent, risk, and business context into a strategy draft instead of starting the analysis from a blank page.
Updated Oct 1, 2026
Analyze
Advanced·90 min
Diff thousands of files between two product versions
Use Copilot Cowork to compare two large document sets and surface exactly what changed, instead of a manual review that takes weeks.
Updated Sep 30, 2026
Communicate
Intermediate·25 min
Draft multi-angle social posts checked against brand guidelines
Generate several post variants for a launch with Copilot Cowork and have each one verified against your brand doc before scheduling.
Updated Sep 30, 2026
Create
Intermediate·30 min
Draft a change-management communications plan
Build the messaging plan and stakeholder-specific communications for an organizational change initiative.
Updated Sep 30, 2026
Create
Intermediate·30 min
Draft a compliance training video script with Copilot Chat
Draft the script for a compliance training video from the actual policy text instead of writing it from memory.
Updated Oct 1, 2026
Communicate
Intermediate·20 min
Draft outage and incident communications fast
Speed up and standardize service disruption messaging so end users hear about an outage quickly and consistently.
Updated Sep 30, 2026
Create
Advanced·40 min
Draft a licensing agreement while capturing live negotiation terms
Track proposed terms during a negotiation conversation and turn them straight into a draft agreement.
Updated Sep 30, 2026
Automate
Advanced·60 min
Draft a market-entry business case with a research agent
Use a Market Landscape Research Agent to synthesize market and competitive data into a structured market-entry recommendation.
Updated Sep 30, 2026
Communicate
Beginner·5 min
Draft a mobile email just by describing it to Copilot Chat
Describe the email you need on your phone and get a ready-to-send draft in Outlook mobile instead of typing it out one-handed.
Updated Oct 1, 2026
Communicate
Beginner·15 min
Draft a new-hire welcome email and first-week schedule
Verify onboarding checklist completion, then have Copilot Cowork draft the welcome note and first-week schedule unattended.
Updated Sep 30, 2026
Meet
Beginner·12 min
Draft a post-call follow-up straight from the transcript
Turn a Teams meeting transcript into a professional follow-up email with the key points and action items already extracted.
Updated Sep 30, 2026
Meet
Intermediate·20 min
Draft a pre-call client briefing
Consolidate recent emails, chats, proposals and support tickets into a one-page brief before a client call.
Updated Sep 30, 2026
Create
Intermediate·25 min
Draft a full presentation with PowerPoint's Narrative Builder
Co-build the structure and flow of a deck with Copilot before any content gets drafted, so the story is right first.
Updated Sep 30, 2026
Create
Advanced·45 min
Draft a product launch plan from CRM data
Pull CRM and market data together into a launch plan draft instead of assembling it manually from separate reports.
Updated Oct 1, 2026
Create
Beginner·10 min
Draft a whole survey from a plain-English prompt
Describe the survey you need in plain language and let Copilot build the questions, including basic branching logic.
Updated Sep 30, 2026
Automate
Intermediate·30 min
Draft an unsolicited proposal for a target account
Research a prospect automatically and generate a tailored proposal without waiting for an inbound RFP.
Updated Sep 30, 2026
Automate
Beginner·10 min
Edit a Word, Excel, or PowerPoint file with Copilot on mobile
Make a real content edit to an Office file from your phone with Copilot instead of waiting until you're back at a laptop.
Updated Oct 1, 2026
Automate
Advanced·60 min
Expose a line-of-business system inside the Copilot canvas
Build a SharePoint Framework component — like an inventory lookup or a PTO request form — that renders directly inside a Copilot conversation instead of sending people to another app.
Updated Sep 30, 2026
Communicate
Intermediate·15 min
Extract every action item you were asked to take this week
Run one Copilot Chat prompt to pull every request made of you by email this week, with sender, action and deadline.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Flag suspicious vendor activity with a spend anomaly agent
Build a Copilot Studio agent that watches procurement data for fraudulent or unusual vendor patterns.
Updated Sep 30, 2026
Create
Intermediate·15 min
Generate likely audience questions before presenting
Use "Prepare for Questions" to have Copilot analyze your deck and draft the Q&A you're likely to actually get.
Updated Sep 30, 2026
Create
Intermediate·30 min
Generate a role-specific learning-path deck for a new hire
Have Copilot build a learning-path presentation tailored to a new hire's role instead of handing everyone the same generic onboarding deck.
Updated Oct 1, 2026
Create
Beginner·10 min
Generate a quiz with answer explanations
Have Copilot draft a quiz from a topic prompt, complete with correct answers and the reasoning behind each one.
Updated Sep 30, 2026
Meet
Advanced·45 min
Generate a project workback schedule from a meeting transcript
Have the Planner agent pull decisions and deadlines from a kickoff transcript and turn them into a schedule with dependencies.
Updated Sep 30, 2026
Create
Intermediate·15 min
Get an AI review pass on a whole deck
Use "Review This Presentation" to flag readability issues, inconsistent messaging and crowded slides before you present.
Updated Sep 30, 2026
Automate
Advanced·45 min
Give a Copilot Studio agent GitHub Copilot's coding skills
Add the GitHub Copilot coding harness to a Copilot Studio agent so it can read, write, and reason about code as part of a larger workflow.
Updated Oct 1, 2026
Automate
Beginner·10 min
Give Copilot in Excel standing instructions stored in the workbook
Write persistent instructions directly into the workbook so Copilot follows your conventions automatically, instead of restating them every session.
Updated Oct 1, 2026
Analyze
Intermediate·20 min
Ground Excel analysis in a live Power BI report
Attach a governed Power BI report to Excel so Copilot analyzes trusted, up-to-date numbers instead of a stale export.
Updated Oct 1, 2026
Automate
Beginner·10 min
Ground a Copilot Notebook in specific email threads
Add specific Outlook email threads as references in a Copilot Notebook so project context includes the decisions made over email, not just meetings and files.
Updated Oct 1, 2026
Automate
Beginner·10 min
Ground a Copilot Notebook in a specific Teams meeting
Reference an individual Teams meeting as a knowledge source inside a Copilot Notebook, instead of manually copying the transcript in.
Updated Oct 1, 2026
Communicate
Intermediate·15 min
Group unread email by type before triaging
Ask Copilot Chat to bucket a pile of unread mail into needs-reply, info-only, and meeting-logistics groups before you start triaging.
Updated Sep 30, 2026
Automate
Advanced·45 min
Investigate a security incident and draft the response timeline
Use Security Copilot to support an incident investigation and produce a structured, defensible response timeline as the investigation unfolds.
Updated Sep 30, 2026
Automate
Intermediate·15 min
Let Copilot run ongoing triage on your inbox and calendar
Turn on Copilot's agentic inbox and calendar management so routine triage and rescheduling happen continuously instead of in occasional manual sweeps.
Updated Oct 1, 2026
Create
Advanced·45 min
Localize campaign content per audience automatically
Build a Content Adaptation & Localization agent that optimizes campaign copy for different regions and channels.
Updated Sep 30, 2026
Automate
Beginner·10 min
Log a customer interaction automatically with Copilot
Have Copilot draft the interaction log entry from the actual conversation instead of writing it up manually after every call or email.
Updated Oct 1, 2026
Create
Intermediate·30 min
Build a customized pitch with Copilot for Sales
Personalize a sales pitch to a specific account's context instead of presenting the same generic deck to every prospect.
Updated Oct 1, 2026
Automate
Intermediate·30 min
Manage application installations with Copilot
Have Copilot help plan and troubleshoot application deployment instead of working through installation issues one device at a time.
Updated Oct 1, 2026
Automate
Intermediate·25 min
Mine post-sale data for cross-sell opportunities
Examine customer usage data after purchase to flag accounts showing signals for an expansion or cross-sell conversation.
Updated Sep 30, 2026
Automate
Intermediate·25 min
Monitor device health across the fleet
Analyze device telemetry to flag at-risk hardware before it fails, instead of reacting after a user reports a problem.
Updated Sep 30, 2026
Create
Beginner·15 min
Turn a project notebook's sources into audio and video summaries
Generate audio or video summaries from a Copilot Notebook's content for people who'd rather listen or watch than read.
Updated Oct 1, 2026
Analyze
Intermediate·30 min
Negotiate a vendor contract with Copilot's help
Have Copilot analyze a vendor contract for cost and risk before negotiation instead of going into the conversation without a clear position.
Updated Oct 1, 2026
Automate
Intermediate·30 min
Optimize financial operations with a Copilot-written Python script
Ask Copilot to write the Python script that automates a tedious recurring finance task instead of doing it by hand every cycle.
Updated Oct 1, 2026
Automate
Advanced·75 min
Orchestrate multiple agents for customer onboarding
Coordinate specialized Copilot Studio agents across entity identification, provisioning, welcome sequencing, and engagement monitoring to run onboarding end-to-end.
Updated Sep 30, 2026
Research
Advanced·30 min
Pick a reasoning mode for a deep-research report
Choose the right Researcher agent reasoning mode — Auto, Claude, Critique, or Model Council — for the kind of report you actually need.
Updated Sep 30, 2026
Meet
Beginner·5 min
Catch up on every meeting recap from one pinned Teams app
Pin the Meeting Recaps app in Teams so every recap lives in one place instead of hunting through individual meeting threads.
Updated Oct 1, 2026
Automate
Beginner·15 min
Have Copilot plan a complex Excel change before it touches your sheet
Use Copilot's plan-first mode to review a proposed multi-step change before it edits anything, instead of discovering the damage after the fact.
Updated Oct 1, 2026
Communicate
Beginner·10 min
Let survey respondents polish feedback in-line
Turn on the in-survey Copilot rephrasing experience so respondents can clarify open-text comments before they submit.
Updated Sep 30, 2026
Research
Intermediate·20 min
Prep for a client call by consolidating CRM, email and meeting history
Have Copilot Cowork pull recent emails, chats, proposals and support tickets into a one-page briefing before a sales call.
Updated Sep 30, 2026
Meet
Beginner·15 min
Prepare for an executive meeting
Synthesize long reports and email threads into a concise 1-pager.
Updated Sep 30, 2026
Communicate
Beginner·12 min
Auto-prioritize your inbox by role-specific rules
Have Copilot grade every incoming email as high, normal or low priority with a one-line reason, tuned to your role.
Updated Sep 30, 2026
Analyze
Beginner·10 min
Query a dataset in plain language instead of building a pivot table
Ask Excel's Copilot chat pane a direct question instead of building a pivot table for a one-off answer.
Updated Sep 30, 2026
Automate
Advanced·45 min
Recommend a closing strategy from negotiation data
Build a Copilot Studio agent that reviews a deal's interaction history and suggests the most likely path to close.
Updated Sep 30, 2026
Analyze
Intermediate·30 min
Reconcile a budget export against actuals and draft commentary
Have Copilot Cowork compare an approved quarterly budget to actual spend and generate the variance commentary.
Updated Sep 30, 2026
Create
Advanced·45 min
Redline a contract against your legal playbook
Have Word's Legal Agent review a contract clause-by-clause against firm standards and draft tracked-change edits with rationale.
Updated Sep 30, 2026
Research
Intermediate·60 min
Research and present a competitor
Gather public data, analyze market positioning, and build a profile deck.
Updated Sep 30, 2026
Research
Beginner·15 min
Resolve service desk tickets faster with Copilot Chat
Use Copilot Chat to stay current on fixes and best practices instead of researching each unfamiliar ticket from scratch.
Updated Oct 1, 2026
Communicate
Beginner·15 min
Draft a response to a customer complaint with Copilot
Draft a grounded response to a customer complaint using their account history instead of a generic apology template.
Updated Oct 1, 2026
Automate
Beginner·15 min
Roll out a peer recognition program
Draft the program mechanics and the launch communications for a new peer recognition or awards program.
Updated Sep 30, 2026
Research
Advanced·45 min
Run a multi-source competitive teardown with the Researcher agent
Give Copilot's Researcher agent a question and get back a structured, source-cited report drawn from multiple documents.
Updated Sep 30, 2026
Automate
Advanced·30 min
Bring an interactive Copilot Studio agent into a live meeting
Test a Copilot Studio agent live in a Teams meeting with real colleague feedback instead of only testing it in isolation.
Updated Oct 1, 2026
Analyze
Intermediate·20 min
Run a monthly sales review
Process regional sales data, summarize with AI, and prepare a presentation deck for the leadership team.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Run a multi-cloud vulnerability impact assessment
Use Security Copilot to evaluate exposure across cloud platforms and summarize the blast radius of a given vulnerability.
Updated Sep 30, 2026
Automate
Advanced·30 min
Run a security script analysis before deployment
Use Security Copilot to evaluate a script for safety issues before it ships to production.
Updated Sep 30, 2026
Meet
Intermediate·30 min
Run a structured business review meeting
Organize the agenda, supporting materials and follow-through for a recurring business review with Copilot's help.
Updated Sep 30, 2026
Analyze
Advanced·45 min
Run a two-way sensitivity analysis with conditional highlighting
Build a Price × Volume sensitivity table for Operating Income and have Copilot auto-highlight the danger zone.
Updated Sep 30, 2026
Meet
Intermediate·15 min
Attach a meeting's full record to a project notebook
Link a Teams meeting's transcript, notes, chat and files directly into a OneNote Copilot Notebook so the project history stays in one place.
Updated Sep 30, 2026
Automate
Advanced·45 min
Score and route leads with a lead targeting agent
Build a Copilot Studio agent that ranks inbound leads by conversion likelihood using CRM and behavioral data, and routes the best ones to reps automatically.
Updated Sep 30, 2026
Analyze
Intermediate·25 min
Segment a campaign audience by objective and revenue goal
Have Copilot recommend customer segments based on the campaign's actual objective, instead of reusing last campaign's segments out of habit.
Updated Oct 1, 2026
Create
Beginner·10 min
Sharpen generic slide titles into a narrative
Rewrite flat, descriptive slide titles into headlines that actually carry the deck's argument.
Updated Sep 30, 2026
Automate
Intermediate·30 min
Simplify an internal job transition with Copilot
Use Copilot to pull together the paperwork, access changes, and handoff plan for an internal transfer instead of tracking it across separate checklists.
Updated Oct 1, 2026
Automate
Advanced·30 min
Simulate sales objection-handling with a training agent
Practice a sales pitch against a Copilot Studio agent that plays a skeptical buyer and gives real-time feedback on your objection handling.
Updated Sep 30, 2026
Analyze
Advanced·45 min
Spot trends and anomalies with the Analyst agent
Hand a spreadsheet to Copilot's Analyst agent and have it reason through the data step by step to find what's unusual.
Updated Sep 30, 2026
Research
Intermediate·30 min
Streamline market research for a new strategy
Research and summarize customer insights across multiple sources in one pass instead of reading every report individually.
Updated Oct 1, 2026
Research
Advanced·20 min
Summarize a long annual report into drivers, risks and recommendations
Upload a dense annual report and get a tabulated summary of performance drivers, risk analysis and recommendations.
Updated Sep 30, 2026
Meet
Beginner·10 min
Summarize weekly meeting notes into decisions and themes
Turn a messy section of raw OneNote meeting notes into a short summary of what was decided and why.
Updated Sep 30, 2026
Automate
Advanced·60 min
Teach Copilot Cowork to safely batch-edit structured tables
Train Copilot Cowork to make repeatable, controlled edits to a structured table — like a batch-job schedule — and generate a dependency diagram after every change.
Updated Sep 30, 2026
Automate
Intermediate·20 min
Track software license allocation and usage
Analyze license usage data to surface underused or over-allocated software licenses before the next renewal.
Updated Sep 30, 2026
Communicate
Beginner·15 min
Translate a slide deck for a new audience with Copilot
Use PowerPoint's built-in translation feature to adapt a deck for a different-language audience instead of rebuilding it from scratch.
Updated Oct 1, 2026
Communicate
Beginner·5 min
Change a meeting recap's language after the fact
Switch a generated meeting recap into a different language for a stakeholder instead of asking someone to re-summarize it manually.
Updated Oct 1, 2026
Automate
Advanced·50 min
Hand off a Power Automate step to a Copilot Studio agent
Use the Execute Agent action to route a reasoning-heavy step in a flow to a Copilot Studio agent instead of hard-coded logic.
Updated Sep 30, 2026
Create
Beginner·15 min
Let a Copilot Notebook suggest the Word, Excel, or PowerPoint doc you actually need
Have your OneNote Copilot Notebook suggest and build the right Office document from its content, instead of starting a blank document and re-explaining the context.
Updated Oct 1, 2026
Automate
Intermediate·15 min
Turn a project notebook's weekly updates into an audio briefing
Have Copilot convert a OneNote project notebook's weekly updates into an audio briefing saved to OneDrive for listening on the go.
Updated Sep 30, 2026
Create
Advanced·45 min
Turn a project's OneNote notes into a formal charter and risk register
Consolidate scattered meeting notes into a project charter, status report, and risk register with mitigations.
Updated Sep 30, 2026
Research
Intermediate·25 min
Turn a research report into a deck and a one-page infographic
Convert a Researcher agent's cited report directly into a Word doc, slide deck, or one-page infographic.
Updated Sep 30, 2026
Automate
Beginner·10 min
Turn a Teams meeting into actions
Convert a raw Teams transcript into assigned tasks in Planner.
Updated Sep 30, 2026
Meet
Beginner·10 min
Turn a recorded Teams meeting into a narrated video recap
Generate a short, narrated video highlight reel from a recorded meeting instead of making absent stakeholders watch the full recording.
Updated Oct 1, 2026
Create
Beginner·10 min
Turn a text-heavy slide into a visual story
Use "Visualize This Slide" to get layout and graphic recommendations for a dense, bullet-heavy slide.
Updated Sep 30, 2026
Automate
Intermediate·30 min
Rapidly update a regulatory guidance document
Revise an internal guidance document to match a new regulation and produce a clear record of exactly what changed.
Updated Sep 30, 2026
Research
Intermediate·45 min
Research and update your technology strategy with Copilot
Use Copilot to research current best practices and draft an updated technology strategy instead of starting from a blank document.
Updated Oct 1, 2026
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