Draft replenishment orders from demand signals for inventory-manager approval
Microsoft outlines an agent that combines logistics context and demand forecasts, flags stock risks, and prepares reviewed replenishment orders before updating the ERP.
Tool
Copilot Studio use cases: 9 examples
Source-linked workflows that name Copilot Studio. Part of the AI agent use cases on UsecaseBoard, or browse all use cases.
Draft a supplier RFP from prior requests and current requirements
Microsoft's workflow summarizes earlier RFPs, retrieves current requirements, develops questions, and refines the document after a team review.
Guide an employee through a complete, reviewable recognition nomination
The Copilot Studio scenario collects nomination details, drafts a summary, requests the user's confirmation, and keeps nomination and recognition history accessible.
Build a work-learning assistant that connects a course plan with enrollment and progress
Microsoft outlines an agent that organizes learning materials, recommends role-relevant training, supports enrollment and scheduling, and reports completion data.
Coordinate role-transition interviews, onboarding materials, and training follow-up
The scenario connects approved employee and role information with interview scheduling, role-specific onboarding content, and feedback on the transition experience.
Track cross-entity balance-sheet mismatches through a reviewed reconciliation process
Microsoft describes an agent that aligns records across systems, flags missing or mismatched entries, and routes proposed explanations and adjustments for manager review.
Prepare collections priorities from overdue balances and actual payment history
The scenario describes analyzing business payment records, ranking overdue accounts, and preparing contextual follow-up actions and reminders.
Explain invoice exceptions using purchase orders and goods-receipt evidence
Microsoft outlines an agent that matches invoice, order, and receipt data, checks policy rules, and recommends a review path for unresolved discrepancies.
Route unusual vendor transactions to an evidence-backed review queue
Microsoft outlines a Copilot Studio agent that normalizes ERP transactions, checks payment patterns and explicit risk rules, and documents flagged exceptions.