Seller Workflows
Prepare for meetings, draft follow-up, and support pipeline reviews and coaching.
For sellers, sales leaders, and account teams
Add practical sales agents to Cowork.
Get account briefs, meeting follow-up, deal coaching, and team handoffs inside Microsoft 365 Copilot Cowork.
Two plugins for shared routines. Keep Microsoft’s Sales plugin.
Pilot only. Requires Cowork access and organization approval.
Try it now
Fictional examples. No AI runs, sign-in, or customer data. Choose a task to see a sample result.
What would you like help with?
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See the fictional input
Try this in your approved Cowork pilot
Copy the prompt; replace nothing for this synthetic rehearsal. Copying does not run an agent.
Read the prompt before copying
What your team gets
Account & Deals
Account Intelligence: bring together permitted account and opportunity evidence, show gaps, and prepare a useful team handoff.
Your review stays central
Use supplied notes or approved sources. Nothing here grants access or sends messages. Check evidence before acting.
What this adds to the standard Sales plugin
Keep Microsoft’s Sales plugin. Add a repeatable way of working. The standard Sales plugin already supports deal analysis, proposals, engagement strategy, and multi-step work in Cowork. Meeting prep and pipeline analysis are not unique to this suite.
A consistent account brief
Request the bottom line, dated evidence, unknowns, and one next action in the same reviewable format.
Follow-through with dependencies
Separate agreed actions from proposals; keep security review, data-use approval, and parallel work distinct.
A handoff someone can accept
Give the receiving role a specific question, prerequisite, and clear finish line—not just another summary.
These are packaged instructions and rehearsals—not new CRM access, exclusive AI abilities, or stronger security controls.
Compare with the standard Sales plugin and see when to use each.
Bring it to your team
V2.1.3 has final package names. Owner testing passed as reported; the final-name import check and each recipient’s access still need verification.
Release to a small internal group · Browse all included agents. Optional service/admin packages are separate. Copilot Studio is deferred.