AI agent use cases that run on Microsoft 365
4 use cases
An agent in Outlook that sorts the unread inbox into what needs you, drafts the replies it can handle and writes a one page brief before each meeting
A manager on Microsoft 365 starts the day with eighty unread emails, half of them calendar responses and newsletters, and the three that need a decision are buried. Meeting prep means scrolling back through threads with each attendee, so people walk in without knowing what was last agreed.
A first line IT agent in Teams that walks staff through the fix from the IT runbooks and opens a routed ticket when it cannot
A one or two person IT team in an SMB spends most of the day on the same requests: VPN will not connect, printer offline, forgot the Wi-Fi password, need access to a shared folder. The runbooks exist but staff message the IT person directly, so real incidents wait behind password questions and nothing is logged.
An HR agent that answers routine policy questions from the employee handbook in SharePoint, so leave, expense and benefit queries never reach the HR inbox
In a company of fifty to three hundred people the HR team answers the same questions every week: how many days of annual leave are left this year, can I claim a taxi after 9pm, what is the probation rule. The answers are all in the handbook and the HR policy folder, but nobody reads them, so HR spends hours a week acting as a search engine.
An agent inside Excel that audits the monthly management accounts workbook, finds formula errors and anomalies, updates assumptions without breaking links and shows every change as a highlighted cell before you accept it
The monthly management accounts live in a workbook that has grown for five years: one sheet links to another, someone overwrote a formula with a number in March, and the budget versus actual tab quietly stopped matching the P&L. The finance manager finds out when the owner asks why the margin jumped, and spends an evening tracing cells.
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