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Analyze documents with Copilot in Microsoft Sustainability Manager (preview)

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Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

Note

This feature is included in Microsoft Sustainability Manager Premium.

Document analysis allows you to upload ESG-related documents and ask Copilot questions about their contents. You can select between one and five documents to analyze at once.

The following video demonstrates how to use document analysis and what-if analysis:

Before beginning with document analysis, ensure that Copilot in Microsoft Sustainability Manager is turned on.

Image showing the document analysis page in Sustainability Manager with a sample document uploaded.

Upload a document

  1. To begin using document analysis, under Analytics on the navigation pane, select Document analysis (preview).

  2. Select Upload document, and then select the document that you want to upload.

    Note

    Document analysis currently supports PDF, DOCX, and TXT files no larger than 3MB.

    Document analysis currently supports documents in 22 languages. You can find a full list of supported languages in the Generative answers column of the table in List of supported languages.

  3. Your document uploads securely to Dataverse and begins the processing stage, which can take up to 30 minutes. You receive a notification when your document is ready for analysis.

    Note

    Documents are visible to all users within your environment. You can delete them at any time if needed.

Analyze documents

  1. Select the checkbox to the left of the document or documents that you want to ask Copilot questions about. You can select up to five documents at a time.

  2. Open the Copilot panel from the top right corner of the page.

  3. Type a question into Copilot and select Enter. Copilot then parses through the selected documents and retrieves the most relevant response for you.

Example

Uploaded document: GHG Protocol's Scope 3 Calculation Guidance (PDF)

Sample questions:

  • What are Scope 3 emissions and why are they important for companies to track?
  • What methods can companies use to calculate their Scope 3 emissions?
  • How are fuel- and energy-related activities not included in Scope 1 or Scope 2 calculated?
  • What is the difference between primary and secondary data in this context?
  • What role does the Carbon Trust play in the development of this guidance?

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