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Home/AI & Automation/Microsoft Copilot & Cowork enablement
AI capability 03 · Microsoft 365 Copilot + Cowork

Use Copilot for the moment.Delegate the mission to Cowork.

Temen prepares the Microsoft 365 foundation, people, work, controls, support, and economics - then helps teams move from in-the-moment assistance to governed, multi-step work with visible checkpoints.

Why TemenTemen connects Microsoft 365 readiness, task design, administration, adoption, human checkpoints, usage economics, support, and continuing operation.Why nowCopilot and Cowork are expanding the work users can delegate; roles, approved context, budgets, and consequential authority should be defined before usage scales.
Microsoft 365 Copilot
ChatCoworkWORK IQ
YOU

Prepare tomorrow’s renewal review, create the briefing pack, and draft the sponsor follow-up. Stop before any external action.

C
I’ve formed a six-step plan.

I’ll reconcile the approved account context, create the requested artifacts, surface conflicts, and return for your approval.

Gather context Reconcile3 Create4 Review
WORK PRODUCT

Renewal review

Cowork is working
4sources3artifacts1approval
Nothing is sent without you.
CopilotAssist inside the flow of workCoworkExecute multi-step delegated tasksWork IQGround in permitted work contextControlSteer, pause, inspect, and approveEconomicsMeter usage and manage budgets
Choose the right work mode

Not every request should become a Cowork task.

Temen helps teams distinguish a conversational assist, a delegated mission, a deterministic process, and a purpose-built agent. The right choice depends on repetition, integration, control, scale, and the work product.

COPILOT01

Help me in this moment

Ask, find, summarize, analyze, draft, or create while you remain in the conversation or Microsoft 365 application.

Meeting recap · document draft · spreadsheet analysis
AUTOMATION03

Run this defined process

Use deterministic triggers, rules, system actions, approvals, and bounded AI when the same process should execute reliably at scale.

Intake routing · document generation · exception handling
CUSTOM AGENT04

Provide a governed specialist

Build a purpose-specific experience when proprietary knowledge, repeatable domain behavior, integrations, evaluation, and operations are required.

Support assistant · policy agent · field-service copilot
How delegated work happens

An observable loop from intent to approved action.

Cowork is not simply a response that happens to be longer. It forms and executes a plan, uses permitted context and tools, keeps the work visible, and checks back when the mission reaches an agreed boundary.

01

Delegate an outcome

Describe what finished work looks like, name important context, state the boundary, and identify the action that requires approval.

02

Ground with Work IQ

Use the permitted emails, meetings, chats, files, people, and connected business context that make the task specific to the user’s work.

03

Plan and use tools

Break the mission into steps, select the appropriate Microsoft 365 skills, models, applications, browser capabilities, or approved plugins.

04

Show the work

Keep progress, source use, created artifacts, open questions, and proposed actions visible so the person can steer or stop the task.

05

Pause, approve, deliver

Require explicit review at the agreed checkpoint, complete the authorized action, preserve evidence, and expose usage and cost.

Animated Cowork example

Watch a delegated mission become a conversation, a plan, and real work.

Choose a fictional task and run the animation. Cowork explains its plan, surfaces each application action in the conversation, builds the work product, and stops at the human checkpoint.

Microsoft 365 CopilotCowork · staged workspace
FICTIONAL DATA · NO LIVE ACTIONS
YOU

Prepare tomorrow’s Northwind renewal review. Reconcile the sponsor thread, delivery status, current agreement, and opportunity record; create the executive brief; then draft the sponsor email - but do not send it without me.

C
Cowork formed a plan

I’ll collect the approved account context, reconcile conflicts, create the briefing pack, and stop before the external communication.

1 of 8 task events visible
Mission portfolio

Start with work that benefits from context, coordination, and an inspectable deliverable.

A useful first portfolio is small enough to govern and varied enough to learn. Temen defines the approved information, tools, output, owner, human checkpoint, frequency, and value measure for every task.

SALES01

Prepare a customer meeting

Reconcile account history, email, meetings, current documents, opportunity data, and open decisions into a sourced briefing pack.

OUTPUTBrief · agenda · decision register
LEADERSHIP02

Build a weekly operating review

Collect current workstream updates, metrics, meeting decisions, risks, and unresolved dependencies; prepare the review and owner follow-ups.

OUTPUTReview pack · action list · drafts
DELIVERY03

Coordinate a service launch

Align signed scope, owners, dates, access, tasks, customer communication, and readiness evidence across Microsoft 365.

OUTPUTLaunch pack · tracker · update
FINANCE04

Analyze a budget variance

Review approved workbooks and commentary, identify the drivers, prepare the executive narrative, and surface assumptions for validation.

OUTPUTAnalysis · summary · questions
PEOPLE05

Prepare a hiring plan

Gather approved role, interview, policy, onboarding, and calendar context; create the plan while preserving HR decision boundaries.

OUTPUTPlan · schedule · owner checklist
OPERATIONS06

Run a recurring intelligence brief

Schedule the task to collect permitted changes, research a defined topic, reconcile updates, and prepare a reviewable daily or weekly brief.

OUTPUTBrief · sources · exceptions
Temen enablement path

License activation is one line in a controlled operating plan.

We connect readiness, task design, administration, adoption, quality, cost, and support so the customer can make an evidence-based decision at every stage.

ASSESS01

Foundation & readiness

Review licensing, identity, sharing, information quality, policy, application activity, governance, adoption capacity, and viable users.

DESIGN02

Task portfolio

Select bounded missions with valuable outputs, authoritative sources, tool access, human checkpoints, frequency, and a baseline.

CONFIGURE03

Control plane

Set billing, budgets, alerts, models, plugins, browser use, audit, security, compliance, data boundaries, and support ownership.

PILOT04

Role-level launch

Build fictional test data, task instructions, acceptance evidence, role labs, champion support, and a controlled user cohort.

REVIEW05

Quality, use & economics

Inspect task success, corrections, exceptions, adoption, credit consumption, model and tool choices, and business outcome evidence.

OPERATE06

Managed improvement

Support failed tasks, changing permissions and plugins, cost anomalies, incidents, skills, task patterns, and controlled expansion.

Control and economics

Govern the actions. Meter the work. Keep the bill explainable.

Cowork combines a Microsoft 365 Copilot user license with usage-based task billing. Temen helps customers enable billing deliberately, define who may use the system, set budgets and alerts, review credit consumption, and tune the work instead of discovering cost after scale.

TASK COSTModel use+Context retrieval+Tool calls+Runtime
COPILOT CONTROL SYSTEMCowork operating controls
OWNER VIEW
Access & billing

License prerequisites · usage billing · eligible groups · budget allocation

Models & skills

Approved models · task fit · custom skills · lifecycle and change review

Tools & plugins

Plugin deployment · connector authentication · browser policy · least privilege

Data & compliance

Permissions · labels · audit · retention · eDiscovery · incident route

Action boundaries

Visible plan · approval gates · no silent external commitment · stop conditions

Usage & support

Credits · alerts · task quality · failures · adoption · support and tuning

DECISION RHYTHMReview monthly during pilot · quarterly after stabilization
Representative engagement patterns

Enable the product, shape the work, and operate what succeeds.

These patterns combine Temen’s read-only readiness assessment, adoption and value review, workflow design, and managed-support approach. They describe delivery logic - not invented customer results.

01Copilot foundation

Move from broad interest to a controlled first cohort.

Starting situation

Copilot interest existed, but identity posture, sharing, stale content, administrative policy, use-case ownership, and adoption evidence were not understood together.

Temen engagement

Temen performs a read-only readiness review, confirms viable pilot capacity, prioritizes foundation remediation, defines role scenarios, and designs the adoption and support program.

Designed outcome

A customer-owned decision on who should start, which work is approved, what must be remediated, how help works, and what evidence will determine expansion.

02Cowork task pilot

Turn a recurring executive review into a bounded mission.

Starting situation

A leader repeatedly reconciled meetings, emails, files, metrics, and action owners before an operating review, but the final decisions and communication required judgment.

Temen engagement

Temen defines the outcome, approved sources, task instructions, tool access, output templates, approval point, test cases, usage budget, and exception route.

Designed outcome

Cowork prepares the review artifacts and proposed follow-ups; the leader resolves conflicts, chooses the decisions, and approves any consequential action.

03Operate at scale

Keep delegated work useful after the launch event.

Starting situation

Tasks, plugins, models, permissions, data, and prices change over time. A successful pilot can still create quality, support, governance, or cost drift.

Temen engagement

Temen combines usage and cost review, task-quality sampling, support, incident handling, dependency monitoring, adoption evidence, and controlled task or cohort changes.

Designed outcome

A visible continue, tune, remediate, restrict, expand, or stop decision - supported by operating evidence rather than enthusiasm alone.

Customer handoff

The customer keeps an operating system - not a launch deck.

Temen separates verified tenant evidence, customer decisions, product configuration, task designs, training material, support ownership, and operating measures so the program can continue without repeating discovery.

01

Readiness & remediation brief

Licensing, identity, information, policy, governance, pilot capacity, blockers, and prioritized foundation work.

02

Copilot and Cowork task portfolio

Role scenarios, delegated missions, approved sources, tools, outputs, checkpoints, owners, frequency, and measures.

03

Control & cost runbook

Billing, budgets, alerts, models, plugins, browser use, security, compliance, incidents, support, and change review.

04

Pilot & adoption package

Cohorts, test cases, acceptance evidence, role labs, champion resources, office hours, communications, and escalation.

05

Value & scale recommendation

Aggregate adoption, task quality, workflow evidence, credit consumption, issues, remediation, and scale decisions.

06

Managed operating backlog

Failed tasks, changing dependencies, control improvements, skills, task tuning, support themes, and approved expansion.