A team uses an AI agent

When Jo Brown pitched for the widespread adoption of Microsoft 365 Copilot throughout Lloyds Banking Group (LBG), she saw this as a necessary first step towards the ultimate goal: scaling AI across the bank so it could be used to reimagine every area of the business. Lloyds Banking Group is setting a new standard in AI adoption in financial services, rolling out 30,000 Microsoft Copilot licences, with 93% of colleagues actively using the tools to enhance productivity.

Agent or tool: GitHub Copilot
Topic: Sales & Marketing
Reported on: Case study (Microsoft)
Added: 2026-11-11

Why it matters

Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 613 sightings filed under Sales & Marketing on Agent Sightings (number 220 by interest), and one of 47 involving GitHub Copilot.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into GitHub Copilot or any similar agent and adjust the details to your situation.

I want an agent to do the research and drafting for this sales or marketing workflow, and stop for my approval before anything is sent. The tool in the source case was GitHub Copilot.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Case study (Microsoft): https://ukstories.microsoft.com/features/lloyds-banking-group-using-ai-at-scale…. Our summary is a paraphrase; details are in the source.

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