The one to know. Researcher builds a research plan, works recursively across your tenant data and the web for several minutes, and returns a synthesized report with explicit source citations. It can call other agents. Users can choose the model, including Claude, from the model picker. Use it when the output has to be trusted, cited, and shareable, not when you are iterating.
In the sector: funder landscape scans, policy and regulatory reviews, and the competitive analysis a development director would otherwise outsource.
Analyst
Copilot Chat, Teams, Outlook
Writes and runs Python against files you give it, up to five at a time, mixing spreadsheets with PDFs and documents. It hypothesizes, tests, and adjusts, and shows its analysis steps so you can review how it reached the answer. No data science staff required.
In the sector: program outcome reporting, grant spend-down analysis, and the year-over-year donor retention question nobody has had time to answer.
Word Agent
Copilot Chat, Word
Turns a prompt into a structured long-form document, asks clarifying questions before it drafts, and applies your approved Word templates. Files save to OneDrive under your existing policies. It runs only on Anthropic models: if an admin turns Anthropic off as a subprocessor, the agent is hidden, even for licensed users.
In the sector: letters of inquiry, board packets, and policy documents that follow a house structure.
Excel Agent
Copilot Chat, Excel
Builds real workbooks, not screenshots of workbooks: working formulas, PivotTables, charts, conditional formatting, and best, base, and worst-case scenario models with the assumptions written out. It runs only on Anthropic models: if an admin turns Anthropic off as a subprocessor, the agent is hidden, even for licensed users.
In the sector: multi-year program budgets, restricted-fund tracking, and the scenario model a CFO builds before every board meeting.
PowerPoint Agent
Copilot Chat, PowerPoint
Generates a complete first-draft deck, pulls context from emails, chats, and meeting notes, applies your company template, and turns bullet lists into charts on request. It runs only on Anthropic models: if an admin turns Anthropic off as a subprocessor, the agent is hidden, even for licensed users.
In the sector: the quarterly board update, and the funder site-visit deck assembled the night before.
Facilitator
Teams meetings
Joins the meeting as a shared participant, not a private assistant. Builds and tracks the agenda, captures notes and decisions live where everyone can see them, answers questions in the room, and turns discussion into tasks. Requires Loop experiences in Teams to be turned on, and is not supported in meetings with external participants.
In the sector: board and committee meetings, where the decision record is a governance artifact and the secretary is a volunteer.
Interpreter
Teams meetings
Real-time speech-to-speech interpretation across up to nine languages, so each participant speaks and listens in the language they choose. Only participants with a Copilot license hear translated audio, and each license includes 20 hours a month.
In the sector: the most underrated agent on this list. Community meetings with limited-English-proficiency participants, and rural hospital care coordination calls where the alternative is a phone interpreter line billed by the minute.
Surveys Agent
Copilot Chat, Forms
Creates, distributes, and analyzes surveys, turning free-text responses into themes rather than a spreadsheet somebody has to read.
In the sector: constituent feedback, post-program evaluation, and the staff engagement survey that never gets tabulated.
Microsoft 365 Admin Agent
Admin center, Copilot Chat
Assists administrators with tenant tasks across Microsoft 365 services. Pre-installed for every Microsoft 365 admin with no added license; what it can do follows the admin’s existing role permissions.
In the sector: useful precisely where IT is one person who also runs the help desk.