8:00 am
Example prompt: Create presentation from [First quarter earnings report.docx].
Jack wants to deliver a presentation on the first quarter earning report to his team.
Copilot in PowerPoint
Jack is a Finance Manager and wants to know how Microsoft 365 Copilot can benefit his working day.
Benefits of Copilot
~1 hour per week
Areas of investment: Communications
Delivering quality analysis
Example prompt: Add a slide with a company overview.
Copilot in PowerPoint
He wants to start with a slide that provides a short introduction to the company.
Benefits
~1 hour per week
Areas of investment: Communications
Delivering quality analysis
8:30 am
Action: Summarise this document.
Copilot in Word
Jack is tasked with analysing an earnings report from a key competitor.
Benefits
~1 hour per week
Areas of investment: Communications
Delivering quality analysis
9:00 am
Example prompt: Add a column for YoY sales increase and Add a colour scale to the column.
Copilot in Excel
Jack needs to update some financial numbers that are in a table in Excel. He uses Copilot to add some calculations and make the data easier to read.
Benefits
~1 hour per week
Areas of investment: Communications
Delivering quality analysis
11:00 am
Action: Show Insights.
Copilot in Excel
Jack new needs to create some charts for a presentation based on the data in the Excel.
Benefits
~1 hour per week
Areas of investment: Communications
Delivering quality analysis
2:00 pm
Example prompt: How much budget is available this quarter for travel to customers?
Copilot2
+ Copilot Studio SAP plug-in
Jack needs to see the balance in his team’s travel budget. He uses Copilot to access a Copilot Studio plug-in to get that information from the organisation’s SAP system.
Benefits
~1 hour per week
Areas of investment: Communications
Delivering quality analysis
4:00 pm
A DAY IN THE LIFE OF A
OF A FINANCE
MANAGER
FINANCE
MANAGER
