Copilot Studio use cases for your sector
3 minute read
Kelsey Smith
March 6th, 2025
Now that we’ve covered what Copilot Studio is, it’s time to explore its real-life applications. With use cases in multiple sectors, Copilot Studio is a versatile, powerful tool.
Enabling you to build customised AI assistants, the abilities of Copilot Studio are vast. Once you know the challenge you’re looking to solve or the process you’d like to streamline, build a tailored Copilot Agent specific to that task. Here are some examples of ways you can utilise Copilot Studio.
For the public sector…
Enhancing public services with AI chatbots
Government agencies and public sector organisations often deal with high volumes of citizen queries. AI-powered chatbots built with Copilot Studio can handle these enquiries, providing quick and consistent responses while reducing pressure on support teams.
- Virtual assistants to provide bin collection schedules, housing services, and council tax information
- NHS chatbots to assist with appointment scheduling, prescription queries, and health advice
- AI-driven benefits and grant application guidance
Automating internal processes
Public sector organisations often rely on manual administrative processes, leading to inefficiencies. Copilot Studio can automate these workflows, allowing employees to focus on critical tasks.
- HR assistants to help employees with leave requests, payroll queries, and policy FAQs
- Automated procurement request approvals
- AI-driven case management assistance for social workers and government agencies
Cyber security and IT support
Public sector organisations, including councils, healthcare, and law enforcement, handle sensitive data that must be protected from cyber threats. Copilot Studio can support IT teams by providing automated cyber security alerts and IT helpdesk assistance.
- AI-powered helpdesk assistants to troubleshoot common IT issues for government employees
- Automated cyber threat notifications to alert teams about vulnerabilities
- Software compliance and license monitoring to ensure IT assets are efficiently managed
For the private sector…
Enhancing client services
In the legal, professional, and financial sectors, timely and accurate client interactions are essential. AI-powered chatbots can assist with basic legal inquiries, appointment scheduling, and case updates to save time.
- Law firm chatbots to provide basic legal guidance and schedule consultations
- AI-driven document automation for routine contracts, NDAs, and agreements
- Financial services virtual assistants to handle account inquiries and compliance questions
Streamline compliance and document management
Copilot Studio can automate compliance workflows, ensuring businesses like yours meet industry regulations efficiently.
- Document review automation to flag missing clauses or compliance risks
- Automated KYC (Know Your Customer) and AML (Anti-Money Laundering) checks
- Regulatory updates assistants to notify teams about new laws and industry changes
Optimise internal operations
Managing operations in law firms, consultancies, and financial institutions often involves repetitive administrative work. Copilot Studio can streamline these processes by automating task assignments, approvals, and reporting.
- AI-powered billable hours tracking and invoicing for legal and consulting firms
- Onboarding and training assistants for new hires, ensuring compliance with industry regulations
- Project management automation to update stakeholders and track deliverables
By providing customisation and personalisation at scale, Microsoft’s Copilot Studio empowers organisations to develop AI solutions that are truly aligned with their goals.
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About the author
Kelsey joined Phoenix in late 2022 as the Content and Social Media Apprentice, moving into Content Executive in 2024 after working closely with the Marketing Team to develop her skills in digital marketing. Kelsey’s passion lies in content creation, which is reflected in her contributions across all areas of the business, from external and internal campaigns to our social media accounts.
Kelsey is not only keen to learn about marketing, but also the challenges organisations face and how Phoenix helps them overcome these.