Microsoft 365 Copilot agents are like focused, expert assistants built into your Microsoft 365 environment. They’re designed to help you and your team handle specific tasks more efficiently by working directly with the data you already use every day—such as emails, documents, meetings, and websites.

Instead of manually digging through information or repeating the same steps over and over, you can rely on agents to help you:

• Streamline repetitive tasks
• Surface and summarize relevant information
• Deliver actionable insights based on your existing data

In short, Copilot agents help you reimagine how work gets done across your organization by taking on routine, data-heavy tasks so people can focus on higher-value work.

Getting started with Microsoft 365 Copilot agents is about identifying where they can add the most value and then putting them to work on those tasks.

A practical way to begin:

1. Identify repetitive workflows
   Look for processes that are time-consuming or repetitive—such as pulling data from emails, preparing status updates, or summarizing meeting notes.
2. Use pre-built agents
   Leverage the pre-built agents designed to work within your existing Microsoft 365 data (emails, documents, meetings, and websites). These agents are built to plug into your current tools and workflows.
3. Start with a pilot scenario
   Pick one or two business areas—like finance or HR—to test how agents perform on real tasks. This helps you quickly see where they save time and where you might want to refine how you use them.

From there, you can expand to more teams and use cases as people get comfortable and start to see the benefits in their daily work.

Microsoft 365 Copilot agents are designed to support a range of business functions by automating tasks and turning your existing data into useful insights. Common areas where they can help include:

• Finance
  Agents can help automate finance-related tasks, such as pulling information from documents and emails, organizing data, and preparing summaries. This can reduce manual effort and help finance teams focus more on analysis and decision-making.
• HR
  HR agents can assist with tasks like reviewing information from documents and communications, helping prepare responses, and organizing content for HR processes. This supports HR teams in managing information more efficiently.
• Marketing and other teams
  Across marketing and other departments, agents can help streamline repetitive work, summarize content from meetings and documents, and provide insights based on existing data.

Because agents work across your emails, documents, meetings, and websites, they can be applied broadly to help teams rethink how they handle information-heavy, repetitive tasks.