8:00 am
Example prompt: Summarise all the emails and Teams chats in the past month from the company highlighting the primary asks and open items.
Zoe needs to prepare for her big pitch to her company so she uses Copilot to summarise emails and chats. Microsoft Copilot for Sales provides a summary of the opportunity for more context.
Copilot
+Copilot for Sales
Zoe is an Account Manager at an Advertising Agency and wants to know how Microsoft 365 Copilot can benefit her working day.
Benefits of Copilot
~1 hour saved per week
Areas of investment: Customer engagement
Wellbeing & communication
Example prompt: Draft an email to confirm the meeting this afternoon. Highlight how excited we are to present the latest product updates and new pricing. Use a formal tone and keep the email concise.
Copilot in Outlook
+Copilot for Sales
Zoe asks Copilot in Outlook to create a message to confirm the meeting. Copilot for Sales includes relevant product and pricing details from her CRM system.
8:15 am
Action: Show all data insights.
Copilot in Excel
Zoe received the latest financial numbers from her business planning lead. She uses Copilot in Excel to create some amazing charts to showcase the value of the offer.
9:00 am
Example prompt: Add a slide based on [copy in annual report summary].
Copilot in PowerPoint
Zoe puts the final touches on the pitch presentation by having Copilot create a slide based on a summary of the annual report.
11:00 am
Example prompt: What questions were asked during the meeting that have not been answered?
Copilot in Teams
+Copilot for Sales
It's time for the pitch. Zoe can focus on her presentation. Copilot for Sales in Teams captures meeting notes, outstanding questions, and sales keywords and KPIs.
2:00 pm
Example prompt: Summarise team chat and make sure to include the key points and who made them.
Copilot
Zoe has missed a few chats during the day. She sees that her team has been discussing a new product launch and asks Copilot to summarise the conversation to quickly catch up.
4:00 pm
A DAY IN THE LIFE OF A
OF AN ACCOUNT MANAGER
ACCOUNT
MANAGER
Wellbeing & communication
Areas of investment: Customer engagement
~1 hour saved per week
Benefits
Try in Copilot Lab: Prep for that meeting
Wellbeing & communication
Areas of investment: Customer engagement
~1 hour saved per week
Benefits
Wellbeing & communication
Areas of investment: Customer engagement
~1 hour saved per week
Benefits
Wellbeing & communication
Areas of investment: Customer engagement
~1 hour saved per week
Benefits
Wellbeing & communication
Areas of investment: Customer engagement
~1 hour saved per week
Benefits
Wellbeing & communication
Areas of investment: Customer engagement
~1 hour saved per week
Benefits
Try in Copilot Lab: Find insights
Try in Copilot Lab:
Summarise meetings and videos
Try in Copilot Lab: Get the gist
Try in Copilot Lab: Find insights
Try in Copilot Lab: Prep for that meeting
Try in Copilot Lab: Summarise meetings and videos