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microsoftlife

Prepare a business-review agenda from scattered requests and performance data

At a glance

The scenario assembles agenda requests, analyzes the period's business data, builds a presentation, and distributes prework before capturing follow-up actions. This workflow is listed under life, operations, business-reviews.

Agents / tools
Microsoft 365 Copilot, Teams, Excel, PowerPoint, Outlook

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Prompt excerpt

Collect the relevant email and Teams requests plus the reviewed performance workbook. Ask Copilot to draft an agenda and identify the numbers supporting each discussion. Build slides from the approved analysis, review the prework message, and use the meeting recap to confirm owners and next steps afterward.
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