From SOP Overload to Simple Answers: Building Q&A Agents With SharePoint Online + Agent Builder
Government teams run on Standard Operating Procedures, manuals, handbooks, review instructions, HR policies, and proposal workflows. They’re essential—and everywhere. But during every Government Prompt‑a‑thon we've run this year, one theme kept repeating: "Our policies are many and finding the right answer quickly is nearly impossible." Turning SOPs into Simple Q&A Agents with M365 Copilot's Agent Builder or SharePoint Agents is possibly one of the fastest wins for public‑sector teams.95% Efficiency creating Contract Renewal J&A with M365 Copilot
Episode 1: “The COR Files – Automating the Annual Grind” In the world of federal procurement, Contracting Officer’s Representatives (CORs) are the unsung heroes. Managing contracts, ensuring they contracts are executed effectively and in compliance with the FAR. Among their many responsibilities, every contract requires full and open competition unless "the agency head determines that it is not in the public interest" (FAR 6.302-7); or maybe it's due to use of brand name (FAR 11.104). No matter the reason, when an exception is required the COR will prepare a Justification and Approval (J&A) document showing salient physical, functional, or performance characteristics of the solution. During a recent Prompt Design engagement at the Microsoft Innovation Hub, Washington DC, a COR walked us through the process they have to do for each of the 800 contracts their office manages. Each year, as many as 800 contracts go through a J&A. Depending on familiarity with the contract this can take 4-5 hours of research, organization, documentation, and even creating a presentation. We have over 100 people who, as a tertiary responsibility, must create these or risk a contract being lost and the organization has to start from zero in bidding the solution again. However, in 30 minutes of brainstorming and testing, their Prompt Design team developed the following M365 Copilot prompt. The COR then used Copilot in PowerPoint to automatically generate a slide deck from the output, applied the agency PowerPoint template, and they were done. The result? What normally took half a day was completed in under 30 minutes. Under 5 minutes to create the salient characteristics and the PowerPoint slides, the remaining time reviewing the content and validating its accuracy. “As a Contracting Officer's Representative, I want to develop salient characteristics about [NAME OF TECH] to write a justification and approval using my OneDrive folders [REFERENCE FOLDER NAME OF TECHNOLOGY DOCUMENTATION]. Reference old procurement documents [REFERENCE FOLDER NAME OF SAMPLE PROCUREMENT DOCUMENTS] to help understand the expected format.” When scaled across an agency managing 800 IT contracts, the COR estimates a potential savings of as much as 3,600 hours annually and more than 95% efficiency gained. What ways has your agency successfully used M365 Copilot to gain efficiencies in the annual grind? Copilot+Alt+Gov COPILOT+ALT+GOV is a series dedicated to sharing government use cases for generative AI from real government employees. In the spirit of reproducing these results in as many agencies as possible, we will work to share as much information about the process, the use cases, and the impact of these use cases. If you have a use case YOU want to share, reach out to and me, we'd love to work with you on it! Learn more at aka.ms/copilotgov
