/cdx → M365 Copilot → m365-agent-template-executive-briefing
M365 Agent Template: Executive Briefing
Part of the scenario: A365 and M365 Agent Templates
Walk into any leadership meeting fully prepared. Generates a concise briefing with account health, key metrics, and recommended talking points — in seconds, not hours. Runs in a live demo tenant with realistic data — you try the real thing, not a slide deck.
More demos in this story
6 relatedM365 Agent Template: AI Learning Advisor
Your personal AI teaching assistant for the Microsoft stack — delivering step-by-step guidance, personalized learning plans, and structured troubleshooting grounded in official Microsoft Learn documentation.
M365 Agent Template: Know My Customer
Prepares a complete customer profile before every meeting — account history, engagement signals, open risks, and key contacts — so your team never walks in cold.
M365 Agent Template: My Company Policy
Employees get instant, accurate answers to PTO balances, expense policies, and hundreds of HR questions. All responses are sourced directly from your company's own documents.
M365 Agent Template: Personal News Digest
Your 30-second org news briefing — filters Outlook, Teams, and SharePoint into a personalized, role- and location-aware digest of what truly matters to you.
M365 Agent Template: Project Delta Digest
Your executive-ready project briefing, on demand — surfaces what shipped, what's moving, what's stuck, and what's risky across emails, files, Teams chats, and meetings.
M365 Agent Template: Request Tracker
Turn any request into a tracked conversation— employees describe needs in plain language, and the agent logs, routes, and updates. Works across IT, HR, facilities and any intake workflow.