For account managers running QBRs, is M365 Copilot enough or do you need workflow-specific agents?

Hi Microsoft 365 Copilot community,

I’m trying to better understand how account managers and customer-facing teams are using Copilot for recurring business review workflows.

Imagine you manage dozens of merchant or customer accounts. Every quarter, you need to prepare business reviews, summarize account performance, identify changes from the prior period, create executive-ready slides, recommend next actions, and send follow-up notes.

For those of you doing similar work today:

- Is Microsoft 365 Copilot enough for this workflow using prompts across Excel, PowerPoint, Word, Outlook, and Teams?

- Where does the process still become manual or hard to repeat?

- Do you need batch handling across many accounts, or is one account at a time enough?

- How important is quarter-over-quarter history tracking?

- Do you want outputs organized automatically in OneDrive or SharePoint so each account has a durable review history?

- What would make this kind of workflow trustworthy enough for executive or customer-facing use?

I’m especially interested in the business-user perspective: account managers, customer success managers, partner managers, sales operations, merchant services teams, and anyone who prepares recurring customer/account reviews.

For context, we recently built a Microsoft 365 Marketplace agent called Merchant QBR AutoPilot that explores this pattern: batch QBR scorecards, PowerPoint outputs, OneDrive organization, and follow-up email drafts. But my main question is broader: what would you actually want Copilot or a workflow-specific agent to do for quarterly account reviews?

Curious how others are approaching this.