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Copilot for M365 Starter Series Copilot Use Cases for Marketing Carrie White Senior Customer Success Account Manager Jaspreet Dhamija Senior Technical Specialist Special Guest: Philip Gutierrez, Director
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How to fill out copilot use cases for

01
Identify the specific tasks or processes the Copilot will assist with.
02
Gather input from potential users to understand their needs and pain points.
03
Outline the desired outcomes and metrics for success.
04
Draft detailed use case scenarios that describe how users will interact with Copilot.
05
Include specific examples of inputs, expected outputs, and any constraints.
06
Review the use cases with stakeholders for feedback and validation.
07
Revise the document as needed to ensure clarity and precision.

Who needs copilot use cases for?

01
Software development teams looking to enhance productivity.
02
Project managers needing to streamline workflows.
03
Business analysts wanting to improve data processing.
04
Customer support teams aiming for quicker response times.
05
IT departments focusing on automating routine tasks.
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Copilot use cases are intended for describing specific scenarios where copilot technology is utilized to enhance productivity, automate tasks, and support decision-making processes in various applications.
Organizations and individuals utilizing copilot technology in their workflows are required to file copilot use cases to ensure compliance and transparency in the deployment of such technologies.
To fill out copilot use cases, one should provide a clear description of the use case, including the problem being addressed, the copilot's role, the expected outcomes, and any relevant metrics for evaluation.
The purpose of copilot use cases is to systematically document and analyze the applications of copilot technologies, facilitating better understanding, resource allocation, and continuous improvement in their implementation.
The information required in copilot use cases includes the use case title, description, objectives, stakeholders involved, metrics for success, potential challenges, and the expected timeline for implementation.
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