Microsoft 365 Copilot workflows
The AI assistant inside Word, Excel, PowerPoint, Outlook and Teams, grounded in your work files, email and meetings. It needs a Microsoft 365 Copilot license.
24 workflows across 10 categories.
✍️ Writing 1
💬 Customer Support 2
Summarize a customer email thread in Outlook
⏱ 5-10 min per thread (estimate, not measured)
Draft a support follow-up email in Outlook⏱ 5 min per email (estimate, not measured)
💰 Finance & Accounting 5
Analyze a budget-vs-actuals table in Excel
⏱ 30-60 min per month-end (estimate, not measured)
Create formulas and highlight outliers in Excel⏱ 30 min per sheet (estimate, not measured)
Find unmatched items in an account reconciliation⏱ 1-2 hrs per rec (estimate, not measured)
Budget-vs-actual variance analysis in Excel⏱ 1-2 hrs per month (estimate, not measured)
Get Excel formula help (XLOOKUP, SUMIFS, dates)⏱ 15-30 min per task (estimate, not measured)
🧑💼 HR 2
Turn a policy document into a FAQ in Word
⏱ 1 hr per policy (estimate, not measured)
Draft interview questions in Word⏱ 30 min per role (estimate, not measured)
🛠️ IT/Admin 3
Use the Copilot Scenario Library to plan a rollout
⏱ Planning aid (estimate, not measured)
Draft an IT policy in Word from existing notes⏱ 1-2 hrs per policy (estimate, not measured)
Analyze an asset or license inventory in Excel⏱ 1-2 hrs per month (estimate, not measured)
🔎 Internal Audit & SOX 2
Segregation-of-duties conflict review in Excel
⏱ 2-4 hrs per review (estimate, not measured)
Collect user access review evidence with Entra access reviews⏱ 2-4 hrs per quarter (estimate, not measured)
📣 Marketing 2
Create a deck from a Word brief in PowerPoint
⏱ 1-2 hrs per deck (estimate, not measured)
Rewrite a document for a different audience in Word⏱ 30 min per doc (estimate, not measured)
⚙️ Operations 2
Draft an SOP from meeting notes in Word
⏱ 1 hr per SOP (estimate, not measured)
Triage and summarize your inbox in Outlook⏱ 20-30 min per day (estimate, not measured)
📋 Project Management 3
Recap a Teams meeting with follow-ups
⏱ 15-20 min per meeting (estimate, not measured)
Organize project notes in OneNote⏱ 15 min per week (estimate, not measured)
Recap a project meeting you missed in Teams⏱ 20 min per meeting (estimate, not measured)