Admin and back officeVendor storyUC-076

EmployU

Nonprofit workforce development agency

Size
More than 50 staff
Where
US

The job

A custom Copilot agent, set up by a consultant, compiles each field worker's monthly case notes into structured progress reports for funding partners, which staff then check.

Tool: Microsoft Copilot (custom agents set up by CTC Productivity) · More using Microsoft Copilot

What happened

For staff with large caseloads, monthly report writing fell from 10 to 12 hours to under 2 hours.

Staff with average caseloads went from 5 to 7 hours to 1 to 2 hours a month. Across the 50 to 60 staff using it, that's 240 to 600 hours saved a month. The agency was building its eighth and ninth Copilot agents.

Before you believe it

This is the consultant's own case study, told by the client, and the hours are estimates. The agents were set up by a paid consultant, so allow for set-up costs. Remove client details before testing the prompt.

Try this prompt

Test the job on your own material before buying anything. Replace the highlighted brackets.

Here are [CLIENT_CODE]'s case notes for [MONTH]: [NOTES]. Write a monthly progress report under these headings: [HEADINGS]. Use only what's in the notes and list anything that's missing.

Source

CTC Productivity ↗, 22 July 2026 · vendor story

This source was written or published by the supplier of the tool, so treat the claim as a sales story.

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