/cdx → M365 Copilot → m365-agent-template-my-company-policy
M365 Agent Template: My Company Policy
Part of the scenario: A365 and M365 Agent Templates
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. 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: Executive Briefing
Walk into any leadership meeting fully prepared. Generates a concise briefing with account health, key metrics, and recommended talking points — in seconds, not hours.
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: 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.