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Use cases & advice

Where does Copilot deliver the most?

Not every department gets the same from Copilot. The highest-impact scenarios for each team — we advise on what to tackle first, then build it.

Sales

More time with the customer

Up to 70% of a sales week goes not to selling, but to admin and preparation (Futurum, 2022, cited by Microsoft).

From practice

KPN: sales reps save almost 2 hours a week with Copilot for Sales, and 69% of account managers saw quote quality improve (Microsoft customer case).

Everything about Copilot for sales

Meeting prep

Account history, emails and CRM data summarised before every call.

CRM without retyping

Notes and emails turned automatically into Dynamics or Salesforce updates.

Quotes and RFPs

Tenders summarised, draft quotes in your own format.

Follow-up within the hour

Draft email with agreed actions right after the Teams call.

HR

From help desk to people work

The same questions about leave and policies, day in day out — time that does not go to people.

HR self-service agent

An agent on your policies and terms answers standard questions, 24/7.

Onboarding buddy

New colleagues ask one assistant everything: systems, policy, who is who.

Vacancy copy

Role profiles and job adverts in your tone of voice.

Review notes

Appraisal and performance conversations captured in a clear structure.

Finance

Close faster, check sharper

Month-end close, reporting and control: labour-intensive and error-prone, especially at high document volumes.

From practice

Dow has an agent check around 100,000 freight invoices a year and is targeting savings in the millions — errors that took days, found in seconds (Microsoft WorkLab).

Report drafts

First versions of monthly and quarterly reports, including variance analysis.

Invoice checks

An agent flags anomalies and exceptions in invoices.

Analysis in plain language

Ask questions of your numbers; the Analyst agent does the maths.

Audit preparation

Documentation gathered, summarised and delivered complete.

Marketing & Communications

One message, every channel

One message has to reach five channels, in three tones, due yesterday.

From practice

Estée Lauder pulls consumer insights with its ConsumerIQ agent in minutes instead of weeks — across 25 brands (Microsoft customer case).

Content variants

One core message turned into email, social, web and internal post.

Research made searchable

A knowledge agent unlocks all your market and customer research.

Campaign briefs

Briefs, press releases and plans as a first draft, on brand.

Brand consistency

An agent as style guardian rewrites to your tone of voice.

IT

Fewer tickets, more control

The service desk is drowning in repeat questions, documentation goes stale — and AI governance lands on top.

Helpdesk agent

Standard tickets handled by an agent on your own knowledge base.

Documentation & runbooks

Generate technical documentation and keep it current.

Incident summaries

Post-mortems and stakeholder updates as a first draft.

Adoption analytics

Copilot Dashboard data turned into targeted interventions per team.

Customer service

Faster answers, less pressure

High volumes, long wait times and staff searching five systems per conversation.

From practice

Eneco’s Copilot Studio agent handles 24,000 chats a month and resolves 67% on its own (was 40%); Rabobank reports 62% self-service on chat (Microsoft customer cases).

How we build agents like these

Self-service agent

Instant answers on site or app; complex questions handed over warmly.

Agent assist

Real-time product info and answer suggestions during the conversation.

Automatic wrap-up

Summary and logging after every customer contact.

Quality insight

Trends in customer questions and sentiment, reported weekly.

Leadership & management

Steer on what matters

Packed agendas, thick documents — while the real question is: what should I be steering on?

Meeting preparation

Documents summarised, decisions added, three sharp questions proposed.

Catch-up after absence

A week of emails, chats and documents in one overview.

Decision memos

Board papers and memos as a first draft on existing analyses.

Researcher as strategist

Market or competitor research with sources, in minutes.

Our conviction

The best use case is not an idea, but an irritation.

Our approach

From working session to results

We don’t just advise — we build what tops the list.

  1. 1

    Working session

    One half-day: opportunities per department clearly on the table.

  2. 2

    Prioritise

    Our advice: impact and feasibility set the order.

  3. 3

    Build

    We develop the first solution into a working result.

  4. 4

    Measure

    Baseline first, result after — measurably what it delivers.

Ready for the working session?

In one working session our consultants prioritise with your teams on impact and feasibility — including a baseline measurement.