Use-case library
117 practical Copilot and Power Platform use cases for awarding organisations. Open a use case to see details and confirm whether it works in practice.
Showing 117 of 117 use cases
Run periodic access and lifecycle health checks
An awarding organisation periodically reviews Copilot licences, Cowork access, agents, connectors and automations to remove stale access, confirm owners and retire projects that have ended.
Where: Microsoft 365 admin / governance process
Regulatory research helper
Agent that checks public Ofqual, JCQ or DfE pages
Where: Copilot Chat / Agent Builder
Understand what your current Copilot access includes
A staff member has Microsoft 365 Copilot Chat but is unsure which features are included, which need a Microsoft 365 Copilot licence, and which depend on admin enablement.
Where: Website guidance / Microsoft 365 Copilot
Diagnose why a Copilot feature is missing or unavailable
A colleague can use a Copilot feature, connector or agent capability that another staff member cannot see or cannot get working.
Where: Website diagnostic guidance
Published policy assistant
Staff ask questions about approved policies only
Where: Copilot Chat / Agent Builder
Overnight registration validation
Check records and flag exceptions
Where: Power Automate Process
Choose between Copilot Chat and Copilot Cowork
A staff member needs to decide whether to stay in Copilot Chat for a quick question, summary, draft or interactive task, or delegate a defined multi-step job to Copilot Cowork.
Where: Website decision aid / Microsoft 365 Copilot guidance
Draft a qualification specification
Use approved source notes to draft sections of a specification
Where: Word
Summarise public guidance
Summarise a public Ofqual consultation for a policy meeting, using an AO-specific importance checklist so dates, obligations, exceptions and implementation impacts are not casually compressed away.
Where: Copilot Chat
Monitor a DfE web page for changes automatically
A scheduled Power Automate flow checks a specified DfE page, compares the current content with the previously stored version, alerts the policy team when something changes and optionally uses AI to explain the difference.
Where: Power Automate
Centre-facing FAQ agent
Centres ask questions about published guidance
Where: Copilot Studio web agent
Classify centre emails
Label emails as assessment, registration, finance, quality or complaint
Where: Power Automate
Centre query intake
Forms submission creates a List item and Teams alert
Where: Power Automate
Centre case-management app
Manage queries, complaints, actions and status in one place
Where: Power Apps
Legacy data entry bot
Enter data into a system without API access
Where: Hosted Process
Centre support assistant
Support staff ask an internal Agent for the approved answer to a centre query; the Agent uses a tightly scoped SharePoint knowledge source and can point staff to the underlying guidance rather than relying on memory or copied notes.
Where: Copilot Chat / Teams
Internal IT help agent
Staff ask for IT help and create tickets
Where: Copilot Studio in Teams
Assessment terminology coach
Agent explains terms such as validity, reliability and standardisation
Where: Copilot Chat / Agent Builder
Complaints and appeals tracker
Manage deadlines, evidence and review stages
Where: Power Apps
Draft acknowledgement
Create a draft response based on incoming email
Where: Power Automate + Outlook
Improve policy wording
Rewrite a draft reasonable adjustments policy for clarity
Where: Word
Qualification review tracker
New document upload creates Planner tasks
Where: Power Automate
Draft meeting questions
Prepare questions for a qualification review meeting
Where: Copilot Chat
Rewrite centre guidance
Turn a dense policy note into plain-English centre guidance
Where: Copilot Chat
Compare document versions
Identify changes between old and new centre guidance
Where: Word / Copilot Chat
Continuous document intake
Process submitted documents and route exceptions
Where: Power Automate + AI Builder
Qualification development register
Track qualification ideas, approvals and review dates
Where: Power Apps
Qualification approval assistant
Guide staff through an internal qualification-development or policy-approval process, gather the right information, check approved guidance and prepare the next step while requiring a person to approve any consequential action.
Where: Copilot Studio
Qualification development assistant
Product staff find templates, old decisions and process steps
Where: Copilot Chat
Conflict declaration reminders
Staff receive scheduled reminders and managers see completion
Where: Power Automate
Prompt coach
Agent helps staff write safer prompts
Where: Copilot Chat / Agent Builder
Extract invoice data
Pull supplier, amount and date from invoice PDFs
Where: Power Automate
Create a board paper
Draft a paper from meeting notes and approved files
Where: Word / Copilot Chat
EQA action tracking
Overdue EQA actions trigger Teams notifications
Where: Power Automate
Public consultation monitor
Agent helps find and summarise public consultations
Where: Copilot Chat / Agent Builder
Create first-draft FAQs
Draft FAQs from approved public guidance
Where: Copilot Chat
Regulatory monitoring
Watch sources and alert policy owners
Where: Power Automate / Copilot Studio
EQA action assistant
Helps staff create and track EQA actions
Where: Copilot Studio + Power Automate
EQA visit app
Capture visit notes, actions and follow-ups
Where: Power Apps mobile app
EQA methodology assistant
Quality team asks about EQA approach and approved visit processes
Where: Copilot Chat / Teams
Extract EQA report actions
Pull action owners and deadlines from reports
Where: Power Automate
Certificate production preparation
Prepare records for certificate processing
Where: Power Automate / RPA
Analyse centre support trends
Explore centre-support query volumes by topic and month, ask Copilot to test patterns, build a reproducible analysis and create charts using Python where supported.
Where: Excel
Complaints process assistant
Staff ask what process step comes next
Where: Copilot Chat / Teams
Summarise anonymised survey comments
Identify themes from centre feedback after removing names and sensitive data
Where: Copilot Chat file upload
Centre guidance drafting helper
Agent follows AO tone-of-voice instructions
Where: Copilot Chat / Agent Builder
Summarise consultation responses
Group themes from submitted responses
Where: Power Automate
Complaint acknowledgement
Email receipt creates a case record and acknowledgement
Where: Power Automate
Conflicts register
Capture and manage conflicts of interest
Where: Power Apps
Governance evidence assistant
Finds relevant evidence for audits
Where: Copilot Studio
Onboarding assistant
New staff ask about organisational process and terminology
Where: Teams
Build a project note space
Keep sources, notes and draft actions for a qualification update
Where: Copilot Notebooks
UK jurisdiction checker
Agent reminds staff to check England, Wales, Scotland and Northern Ireland differences
Where: Copilot Chat / Agent Builder
Analyse EQA action themes
Summarise trends in action plans
Where: Excel
Centre approval checklist
Checklist item changes trigger reviewer notifications
Where: Power Automate
Translate draft guidance
Produce draft translation for review
Where: Power Automate
Connect to assessment platform
Push or pull data from a line-of-business system
Where: Power Automate Premium
Policy impact agent
Identifies which documents may be affected by a policy change
Where: Copilot Studio
Agent inventory
Register owners, scopes and data sources for every agent
Where: Agent 365 / admin tools
Agent access review
Check which agents can access which knowledge sources
Where: Admin centre / Agent 365
OCR scanned forms
Convert scanned centre forms into text
Where: Power Automate
Product knowledge assistant
Staff ask about qualification rules and public documentation
Where: Copilot Chat
Legacy system assistant
Attended desktop automation for repetitive entry
Where: Power Automate Desktop
Document upload notification
New centre document alerts the right team
Where: Power Automate
AI in assessment reading assistant
Agent summarises public research and policy
Where: Copilot Chat / Agent Builder
Finance enquiry agent
Answers supplier or budget process questions
Where: Copilot Studio
Create centre webinar slides
Turn guidance into training slides
Where: PowerPoint
Convert chat output into a working page
Create an editable action plan from a Copilot answer
Where: Copilot Pages
Meeting challenge agent
Agent asks critical questions before a governance meeting
Where: Copilot Chat / Agent Builder
Accessibility guidance assistant
Staff ask for relevant guidance and templates
Where: Copilot Chat
Public information agent
Answers questions from public website content only
Where: Copilot Studio
Detect missing fields
Identify missing content in submitted templates
Where: Power Automate
Operational dashboard
Show query volumes, EQA actions and complaint timelines
Where: Power BI
Summarise long email threads
Understand a centre issue before replying
Where: Outlook
Policy review reminder
Scheduled reminders for policy owners
Where: Power Automate
Draft a webinar outline
Create a centre webinar structure on assessment malpractice prevention
Where: Copilot Chat
Shadow agent detection
Identify unmanaged or ownerless agents
Where: Admin centre / Agent 365
Govern a centre-facing FAQ agent
The AO creates a centre-facing Copilot Studio agent that answers only from approved public guidance, escalates unclear questions and logs topics for review.
Where: Copilot Studio / website or Teams channel
Governance evidence assistant
Staff find evidence for audits and board papers
Where: Copilot Chat
Meeting action reminders
Actions from a List trigger reminder emails
Where: Power Automate
Explain spreadsheet formulas
Ask how to calculate late centre submissions by month
Where: Copilot Chat
Delegate a board pack preparation task with Cowork
A senior leader asks Cowork to gather approved source documents, draft a board-paper outline, create a PowerPoint summary and prepare a draft stakeholder email, with approval before sending or posting.
Where: Copilot Cowork / Microsoft 365 Copilot app
Draft email responses
Draft a response using approved tone and source material
Where: Outlook
Prioritise urgent complaints
Flag emails that may need urgent attention
Where: Power Automate
Public regulatory research agent
A policy officer creates a web-grounded Agent using public Ofqual, DfE, JCQ or sector guidance to manually check for updates, monitor consultations and summarise public changes.
Where: Copilot Chat / Agent Builder
AI dashboard explanation
Ask Copilot to explain trends in Power BI
Where: Power BI
Challenge a proposal
Ask Copilot to find weaknesses in a draft qualification launch plan
Where: Copilot Chat
Governance evidence tracker
Evidence request status updates stakeholders
Where: Power Automate
Document QA app
Staff submit documents and receive checklist feedback
Where: Power Apps + Power Automate
Template assistant
Staff find approved templates and examples
Where: Copilot Chat
Summarise meeting transcripts
Convert transcript into draft action log
Where: Power Automate
Meeting recap
Extract decisions and actions from a Teams meeting
Where: Teams
Set Cowork spending limits before rollout
IT enables Cowork only for a pilot group, sets user or group-level spending limits and monitors Copilot Credit use before wider adoption.
Where: Microsoft 365 admin / Copilot Cowork cost controls
Create a simple centre query intake process
Form submission creates a SharePoint List item
Where: Forms, Lists, Power Automate
SharePoint-scoped onboarding agent
A new EQA or centre support colleague asks an agent questions against an approved onboarding SharePoint site instead of repeatedly asking colleagues for process basics.
Where: SharePoint / Copilot Chat / Teams
Track Copilot ROI by use case
A leadership team records time saved, quality improvements, throughput, adoption evidence and review burden for selected Copilot pilots before buying more licences.
Where: Power BI / Lists / Excel / Copilot Dashboard
Catch up after leave
Ask what changed on a qualification project while absent
Where: Copilot Chat
Archive stale project spaces for Copilot readiness
IT uses a non-AI workflow to ask site owners whether old qualification project sites should be archived, retained or cleaned up before wider Copilot rollout.
Where: SharePoint / Power Automate / Teams
Maintain an agent register
IT and governance teams keep a live register of every shared agent, its owner, source material, permissions, connectors, review date and retirement status.
Where: Agent 365 / Microsoft 365 admin centre / governance register
Review sensitive meeting transcription policy
The AO reviews whether Teams transcription, Copilot meeting summaries and Facilitator-style meeting notes should be disabled or restricted for safeguarding, HR, malpractice, appeals and complaints meetings.
Where: Teams admin centre / Purview / governance process
Send acknowledgement emails
Automatically acknowledge a centre query
Where: Power Automate
Find previous decisions
Ask what was decided about an assessment approach
Where: Copilot Chat
Safe sandbox for agent experiments
Create a dedicated SharePoint sandbox with dummy documents and a deliberately limited test setup so staff can practise prompts, source scoping, Agent sharing and hand-offs without exposing live operational data or production systems.
Where: SharePoint / Agent Builder / Copilot Studio sandbox
Use Security Copilot for IT/security investigations
An IT/security team uses Security Copilot agents to support investigations across Defender, Entra, Intune or Purview, while monitoring included compute usage.
Where: Defender / Entra / Intune / Purview / Security Copilot
Research regulatory change
Produce a briefing on a new policy or consultation
Where: Researcher
Create Teams alerts
Notify quality team when a centre risk form is submitted
Where: Power Automate
Investigate operational trends
Explore patterns in support or quality data
Where: Analyst
Track qualification review actions
Store actions in Lists and remind owners
Where: Lists, Planner, Power Automate
Save attachments
Save emailed centre documents to SharePoint
Where: Power Automate
Build a qualification review Notebook
Bring approved files, relevant Outlook emails, Teams meeting content and working notes together in one focused AI-assisted workspace for a qualification or policy review.
Where: Copilot Notebooks
Choose the right Copilot surface
A staff member answers a short set of questions to decide whether to use Copilot Chat, Word, Excel, PowerPoint, Outlook, Teams, Pages, Notebooks, an agent, Power Automate, Copilot Studio or Cowork.
Where: Website decision aid / Copilot guide
Prepare for meetings using Work IQ
A qualification manager asks Copilot Chat to prepare for the afternoon’s meetings using relevant calendar items, emails, Teams chats and files they already have permission to access.
Where: Microsoft 365 Copilot Chat
Create a shared qualification review page
A product team turns a useful Copilot Chat answer into a collaborative Page for a qualification review meeting, then edits it together.
Where: Copilot Pages / Loop
Ground a qualification review in a Notebook
A qualification lead creates a Notebook containing only the approved policy documents, review notes and source files for a qualification update so Copilot stays on-topic.
Where: Copilot Notebooks
Use Researcher for a regulatory briefing
A policy lead asks Researcher to combine public regulatory updates with selected internal policy files and produce a briefing in Copilot Pages.
Where: Microsoft 365 Copilot / Researcher / Copilot Pages
Use Analyst for EQA or support trend analysis
A quality manager gives Analyst several exported EQA action logs or centre query files and asks it to find patterns, produce charts and suggest questions for human review.
Where: Microsoft 365 Copilot / Analyst
Edit a Word, Excel or PowerPoint file in place
A training lead uses Copilot edit/agent mode in PowerPoint to update a centre webinar deck, apply consistent formatting and ask for a plan before changes are committed.
Where: Word, Excel or PowerPoint