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Sarah · Marketing Director

Microsoft 365 Copilot

“Create a board presentation showing customer churn trends and future subscriber forecasts.”

Attached content

Public Customer Insights Report
Marketing Campaign Results
FY27 Forecast.xlsx
Executive Strategic Plan.pptx
Future Pricing Strategy.docx

Step 1

Sensitive Data Agent analyzes files

  • Financial Forecasts
  • Executive Planning Content
  • Restricted Pricing Strategy

Risk Score: 94%

Step 2

Legal Compliance Agent activates

  • Material non-public information
  • Potential governance violation
  • Board reporting restrictions

Escalation criteria met

Step 3

Information Protection Agent

  • Microsoft Purview Labels
  • Sensitivity Classification
  • DLP Policies

Restricted content detected

Step 4

Employee Guidance Agent

  • Public Board Metrics
  • Approved Financial Summaries
  • Sanitized Trend Analysis

We found approved data sources that can accomplish your goal.

“Our objective is not to stop productivity. Our objective is to safely enable it.”