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    Use-case library
    Source-to-Pay · Microsoft Copilot

    Contract review

    Catch up on a contract's requests, extract key terms, and align stakeholders on recommendations.

    Retrieval-grounded assistantAutonomy: DraftCost-to-ServeRisk & ControlBuy effortCFOPartner / MD
    What changed

    Copilot summarises the email/meeting context, extracts commitments, fees, and license terms from the contract in Word, and drafts the recommendation reply — with Loop for team collaboration.

    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

    Worked example of "Contract review" 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.

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

    What this run should concentrate on.

    Copilot surfaces used
    Copilot ChatCopilot in TeamsCopilot in WordCopilot in OutlookCopilot in Loop
    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.