CoPilot real world workflow use cases

Is there any insight into the extent of Microsoft CoPilot's capabilities in the context of automating complex business workflows, especially within a Financial Planning firm subject to regulatory compliance?

From my understanding, CoPilot's current emphasis appears to be on personal productivity—such as email composition, content creation, and data analysis. While these features are undeniably useful, I'm keen to explore how CoPilot might be utilised to automate or semi-automate specific business workflows in a Financial Planning firm.

For instance, our typical annual review process for a client consists of the following steps:

1. Financial Adviser conducts an annual review meeting with the client to update their financial plan.
2. Notes are taken during this meeting.
3. An assistant transcribes these notes into a standardised meeting note template.
4. The same or another assistant updates the client database with new or changed information, such as changes in income, relocation, or alterations in investment values.
5. Finally, another assistant compiles an annual review report, which is then sent to the client, summarising any advice and recommendations.

I'm curious to explore how generative AI technology could revolutionise this workflow:

1. The meeting between the adviser and client is audio-recorded and transcribed to text by AI.
2. This transcribed text is funnelled to an AI 'agent', trained to populate the meeting note template and update the client database accordingly.
3. Another AI 'agent', trained on what we want reports to contain and how they look, utilises this information to draft an annual review report for the client.

I'm keen to know if there's any insight or information available regarding CoPilot's suitability for such complex tasks within a business context?