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Case study · FinanceOne question. Every tool you work in.
Executive assistant 2.0 — Teams + Microsoft 365 Copilot
Our executive finance assistant steps beyond Teams: with the bi-directional UiPath–Microsoft Copilot Studio integration it also answers in Outlook and Microsoft 365 Copilot — with Microsoft and UiPath agents working under one orchestration.
Executive summary
Board questions handled manually by FP&A; answers in days, in multiple versions of the truth.
The agent answers wherever the question is asked: Teams, Outlook, M365 Copilot — on SAP and warehouse data.
Seconds instead of days, one version of the truth, FP&A back to analysis.
SAP, warehouse/BI, Microsoft 365; UiPath + Copilot Studio under Maestro™.
A five-company group, a six-person board
“What is the DE margin after the adjustment?” — the question goes by email to the CFO, the CFO to the controller, the controller to an analyst. The answer returns on Thursday, in Excel, in version three.
Version 2.0 answers in the tool where the question was asked — including Outlook, mid-email to the supervisory board. No window switching, no waiting, the same audit trail.
The current reality
- HumanA board member emails a question
- WaitingThe question cascades down to an analyst
- HumanThe analyst drops current work and builds an extract
- HumanManual stitching of SAP and BI data in Excel
- Error riskThree versions of the file circulate the group
- WaitingThe answer arrives after 2–3 days
The hidden cost of the current process
The most expensive help desk in the company: FP&A
- 120 analyst hours a month on questions that are 80% repetitive lookups.
- Board decisions postponed “until Thursday” — an invisible but real cost.
- Competing versions of the truth erode trust in the numbers themselves.
The cost of doing nothing
Manual work is an operational tax: the automation investment is finite, the manual cost is paid again every month.
The process after automation
- AutomationThe question lands in Teams, Outlook or Copilot
- AutomationThe agent checks the asker's permissions
- AutomationReaches SAP and the warehouse; robots compute what is needed
- AutomationAnswers with the number, the context and the source
- HumanActions (report, alert, process) — after a human OK
What the automation handles
- Answers about performance in any M365 app
- Consistent number logic: one margin definition for the whole group
- Orchestration of Microsoft and UiPath agents under one control
When a human decides
- Strategic interpretation and decisions
- Approving every executive action
- KPI definitions and data scope
Before
After
Value model — example assumptions
Business benefits
- The board decides on today's numbers, not Thursday's
- One definition of every metric across the group
- FP&A returns to forecasts and scenarios
- The agent investment works in every Microsoft 365 app
Board-level KPIs affected
What management gains
- Every answer carries its source — no more “where is this from”
- The board's question history shows what reports are missing
- One permission model for people and agents
Estimate it for your organisation
An illustrative estimate based on your inputs. A model of released capacity — not a savings promise.
Systems in this scenario
Inputs
- Microsoft Teams
- Outlook / M365 Copilot
- Copilot Studio
Mientha agentic layer
- UiPath Agent Builder
- UiPath robots
- Maestro™ · Action Center
Core systems
- SAP
- Hurtownia / BI
- SharePoint
Human approval: Teams / Action Center
What we deliver
- Extending the assistant to Outlook and M365 Copilot
- The bi-directional UiPath ↔ Copilot Studio integration
- A group metric dictionary: one definition, one source
- A permission model mirrored from AD/SAP roles
- Executive actions with human approval
- A monthly answer-quality review
What we need to start
- The 30 most frequent board questions
- Access to the warehouse/BI data model
- Definitions of key metrics (or a mandate to write them)
- An M365 tenant with Copilot Studio
Implementation roadmap
Discovery
We map the process, data and exceptions with process owners.
Design
Target flow, business rules, approval thresholds.
Build
Agents, robots and integrations in your environment.
Validate
Tests on real cases, exception handling.
Go-live
Controlled rollout with human oversight.
Optimise
Monitoring, reporting and continuous improvement.
Typical duration depends on systems and rules — a single process is usually weeks, not quarters.
Risk and controls
Autonomy under control
- Permissions checked on every question, not once a day
- Data never leaves the group's environment
- Every answer and action in the audit log
- Executive actions always behind human approval
Why now
- The board already uses Copilot — the question is on what data
- The bi-directional UiPath–Microsoft integration has just become available
- Every month is ~120 FP&A hours on repetitive extracts
Why this matters to:
Decisions at market speed, not reporting speed.
FP&A returns to forecasting; numbers have one source.
Microsoft and UiPath agents under one orchestration and one audit.
Questions we usually hear
A dashboard answers the questions someone predicted a year ago. The agent answers the one asked a minute ago — and can reach data beyond the dashboard.
Every answer carries its source, metric definition and data timestamp. That is more rigour than the average Excel attachment has today.
The board does not talk to a bot — it asks where it already writes. The answer comes back like an analyst's, just in a second.
When this may not be the right solution
- Data scattered with no warehouse or shared definitions — foundation first
- The board does not work in Microsoft 365
- Only a handful of ad-hoc questions a month
A question for your next board meeting
How many of your board's decisions last quarter would have been different — or faster — with a one-second answer?
What does waiting for its own numbers cost your board?
30 minutes, realistic demo data, your questions — see the answers in Teams, Outlook and Copilot.
See a demo on board-level data