Answer questions from company policies

Help employees find guidance in approved policies and procedures. Provide references to supporting documents and flag sensitive or unclear questions for the responsible team.

Make approved guidance easier to find

Workflow: Find and understand.

Information to use

Approved policy and procedure documents selected for the assistant's audience.

Output

A plain-English answer with supporting references and an escalation route when the policy is unclear or the question needs professional judgement.

Capabilities to enable

Reference-file search and Drive Sync to refresh suitable documents from selected SharePoint locations.

Example prompt

Explain our policy for this situation using the approved documents. Cite the relevant sections. If the policy leaves a gap or the situation is sensitive, explain what the responsible team needs to confirm.

Review and access

Review sharing permissions for the assistant and its reference files. Use only guidance appropriate for the audience. Sync runs on its configured schedule; check source versions for time-sensitive questions.

Drive Sync guide

All Use Cases
Chief of Staff
Project Manager

Prepare the weekly delivery review

Review a supported Planner board and prepare a briefing on overdue tasks, stated blockers and upcoming deadlines. Include task links and questions for owners to confirm.

All Use Cases
Product Manager
Customer Support Lead
Sales and Marketing

Classify customer feedback in bulk

Apply your categories to a supplied feedback dataset. Return structured results with uncertain records flagged, then summarise themes for product, support and marketing review.

All Use Cases
Sales and Marketing
Customer Success / Account Manager

Draft follow-ups from customer conversations

Use an available meeting transcript and relevant correspondence to prepare an Outlook draft. Cover agreed requirements, open questions and proposed next steps for you to review and send.

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