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XP Inc. transforms productivity with Microsoft 365 Copilot, saving over 9,000 hours

XP Inc. uses Microsoft 365 Copilot to automate tasks, boost productivity, and enhance inclusion and accessibility at work. XP Inc.'s implementation of Microsoft 365 Copilot led to savings of over 9,000 hours, a 30% increase in audit team efficiency, and enhanced inclusion with real-time transcriptions for employees with disabilities.

Agent or tool
Microsoft 365 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 403 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 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 Microsoft 365 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://www.microsoft.com/en/customers/story/20560-xp-microsoft-365. Our summary is a paraphrase; details are in the source.

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