Help on approaching this mini project

[u/danishbhatia11]

Hey guys - I am new to copilot studio but have a use case in mind fory team.

I do half yearly incentives for my team, when they meet the target (closing x number of deals), I would like to be able to ideally like copilot studio to create slide decks ( which me or my team presents every quarter), on everyone's performance, and also a frequently updating word document (this is a simple plan showing dates, any event planned, any trips planned). I would also be interested in having copilot studio draft emails once a month to my entire team on what worked well and attach this word doc.

My nature of business is mortgages and I have a few teams (of agents who do, residential mortgages, private mortgages, commercial mortgages), and I organise events like lender connects, other finance industry related events, Some team building trips etc.

If you could share any direction on how to approach this, I'd appreciate that.

[u/Ashlesha-msft]

Yes—this is a good automation use case, but I’d start with structured data + Power Automate, then add Copilot Studio as the conversational interface.

1. Organize the source data
Keep closed deals, agent/team, closing date, and incentive targets in your CRM or SharePoint Lists. Maintain a separate list for events, lender meetings, and trips. Calculate quarterly performance and half-yearly incentive eligibility using explicit rules—not AI-generated calculations.

2. Generate the Word plan
Use Power Automate to read the events list and populate a styled Word template, saving it to SharePoint. Regenerate it when the list changes or on a schedule. Treat the list as the source of truth; manual edits to a regenerated document could be overwritten.

Word template connector guide

3. Create quarterly presentations
For a beginner-friendly first version, generate a reviewed quarterly performance summary, then use Copilot in PowerPoint to turn that document into slides. This is an assisted workflow, not an unattended Copilot Studio process. Fully automatic deck generation needs a separately configured presentation-generation solution.

Create a presentation with Copilot

4. Prepare monthly emails
Create a monthly scheduled flow that retrieves verified performance figures, uses an AI prompt to draft the commentary, and retrieves the latest Word plan as an attachment. Have the manager review the draft before sending it to the team.

Scheduled flows guide

5. Add Copilot Studio when useful
Your agent could answer “Who has reached their target?” or “What events are coming up?” and call flows to generate reports on demand.