Existing Microsoft 365 user
This is the lowest-friction starting point. Staff use Microsoft 365 Copilot Chat and normal Microsoft 365 apps. They do not need to be technical and do not need to build workflows.
Typical products and features
- Microsoft 365 Copilot Chat
- File upload into chat
- Copilot Pages
- Copilot Notebooks, where enabled
- Forms
- Lists
- SharePoint
- Teams
- Planner
- Outlook
- Power Automate with standard connectors
Best-fit users
- General staff
- Customer support teams
- Qualification administrators
- Product officers
- Quality officers
- Policy teams
- Project coordinators
Extra cost risk: Low, unless agent or AI features are metered
Watch-outs
- Do not upload live assessment materials into general chat.
- Do not upload candidate data unless policy allows it.
- Copilot Notebooks and Pages need sharing and permission guidance.
- Staff may over-trust confident AI wording.
Example use cases (15)
Summarise public guidance
Summarise a public Ofqual consultation for a policy meeting
Where: Copilot Chat
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
Create first-draft FAQs
Draft FAQs from approved public guidance
Where: Copilot Chat
Summarise anonymised survey comments
Identify themes from centre feedback after removing names and sensitive data
Where: Copilot Chat file upload
Build a project note space
Keep sources, notes and draft actions for a qualification update
Where: Copilot Notebooks
Convert chat output into a working page
Create an editable action plan from a Copilot answer
Where: Copilot Pages
Draft a webinar outline
Create a centre webinar structure on assessment malpractice prevention
Where: Copilot Chat
Explain spreadsheet formulas
Ask how to calculate late centre submissions by month
Where: Copilot Chat
Challenge a proposal
Ask Copilot to find weaknesses in a draft qualification launch plan
Where: Copilot Chat
Create a simple centre query intake process
Form submission creates a SharePoint List item
Where: Forms, Lists, Power Automate
Send acknowledgement emails
Automatically acknowledge a centre query
Where: Power Automate
Create Teams alerts
Notify quality team when a centre risk form is submitted
Where: Power Automate
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