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Williams transforms frontline work with Copilot, gaining 90% adoption

Williams, a natural gas energy provider, deployed Microsoft 365 Copilot to frontline employees, enabling AI-powered help with operational tasks and the use of customized agents to automate workflows and surface critical information. Williams transforms frontline operations with Microsoft 365 Copilot, driving over 90% AI adoption organization-wide. AI adoption increased from single digits to more than 90% across the organization.

Agent or tool
Microsoft 365 Copilot
Topic
Finance
Reported on
Case study (Microsoft)
Added
2026-11-11

Why it matters

Money tasks are tedious but high-stakes, which is exactly where a careful agent helps: it does the checking and paperwork while a person keeps the final say. It is one of 156 sightings filed under Finance on Agent Sightings (number 81 by interest), and one of 122 involving Microsoft 365 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 Microsoft 365 Copilot or any similar agent and adjust the details to your situation.

I want an agent to gather the figures and draft the work, but I will approve any payment or account change myself. The tool in the source case was Microsoft 365 Copilot.

Saved

Tip: Keep the agent in 'propose, don't pay' mode: let it gather numbers and draft messages, and approve any payment or account change yourself.

Source

Read the original first-hand account on Case study (Microsoft): https://www.microsoft.com/en/customers/story/27209-williams-microsoft-365-copil…. Our summary is a paraphrase; details are in the source.

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