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Use-case library

Lead-to-Cash · Microsoft Copilot

Collections coordination

Surface outstanding invoices from the ERP and streamline customer collections communications.

Retrieval-grounded assistantAutonomy: DraftCash / Working CapitalCost-to-ServeBuy effortCFO

What changed

Copilot for Finance identifies outstanding invoices from the ERP directly in Outlook, builds call scripts in Word, takes call notes in Teams, and updates payment plans back to the ERP.

How it's built

Retrieval-grounded assistant (rung 3 of 6). Fetch your evidence, then answer. Fixed path, read-only.

Not an agent: the sequence of steps is fixed in advance, so the whole path can be tested end to end.

Autonomy: T1 · Draft: Produces a complete output for a human to review and release. Human role: reviews every item and releases it.
How it is governed: Cite-or-abstain. Source freshness and access controls inherited from the corpus.

What the certification exams call this

Anthropic (Claude Certified Architect – Foundations (CCAR-F))The augmented LLM: a model with retrieval. source
OpenAI (OpenAI agent guidance (Agents SDK, Codex, OpenAI Academy))Data tools that retrieve the context the answer needs. source
Google Cloud (Generative AI Leader)Grounding in first-party enterprise data; retrieval-augmented generation (exam §3.3). source
Microsoft (AI-901 (Azure AI Fundamentals) and AB-100 (Agentic AI Business Solutions Architect))Knowledge sources and grounding data for Copilot Studio agents (AB-100). source

How Koko classifies AI · the full ladder is taught in AI & Agentic Delivery Foundations.

Try it

Illustrative demo

Synthetic data

Worked example of "Collections coordination" on synthetic data — edit the inputs to tailor it. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.

Company / entity

Synthetic demo company (a ~$5B high-growth US AI SaaS) — swap in any name to tailor the output.

Period

Focus / scope

What this run should concentrate on.

Copy prompt & open Microsoft 365 Copilot

Copilot surfaces used

Copilot in OutlookCopilot for FinanceCopilot in TeamsCopilot in WordWord Agent

Example prompts

Click any prompt to copy it and open Microsoft 365 Copilot in a new tab — paste it in (Ctrl/Cmd+V) and tailor it to your own data before you run it.

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