What was done
Canada's fifth-largest credit union rolled out Microsoft 365 Copilot and built custom agents in Copilot Studio to reduce admin work and spread expertise across teams serving 253,000+ members.
Outcome
Microsoft reports 93% employee adoption and 90% weekly use, along with faster, more consistent service. The story doesn't give hours or dollars saved.
Evidence: Vendor case study. Figures are as reported by the source and have not been independently audited by AgentsNorth.
Prompt Reconstructed by AgentsNorth
The source didn't publish its prompt. This is our reconstruction of a starting prompt for a similar workflow, not the company's actual prompt.
You are an internal lending-policy assistant for credit union staff. Answer from the attached lending policy and procedures only, quote the section, and draft a member-friendly explanation the staff member can adapt.