You don’t have to use a specific format or style to ask Copilot questions. You can phrase them in any way, just like in a normal conversation. To get the most out of Copilot, it helps to keep your questions concise and specific.
In Attaché Evo, you can ask copilot questions using the various skills, such as:
Use the Analytics skill to ask questions about your Attaché Accounts and Payroll data.
Use the Evo Docs to ask Copilot to find documents stored in Access Collaborate.
Use the Express Leave skill to ask questions about leave and leave policies.
We've collated some examples of the sort of things you can ask Copilot depending on your role.
Sample questions using the Express Leave skill in Copilot
An Administrator user in Express Leave might ask:
Can I have a list of users currently in Express Leave?
Can I have a list of all the Leave Types currently in Express leave?
An HR Manager user in Express Leave might ask:
Who has taken leave in the last month? Follow on questions:
Can you add the type of leave they have taken?
Can you add the day to the listed leave taken?
What are the processed leave entries for a specific date range? i.e.:
The last month, this month, last 3 months etc.
Between 01/10/2024 and 31/12/2024
An Approver user in Express leave might ask:
What is the leave balance for a specific employee. Follow on questions:
Is their leave balance sufficient to approve an existing leave request?
Who else is on leave on that date?
Are there any pending leave requests that I need to complete?
Ask Copilot to create an email to the employee to advise that their leave has been rejected due to no documentation on doctors certificated attached referencing our policy.
An Employee user in Express Leave might ask:
I would like to know the leave policy associated with Sick Leave.
What is the leave policy associated with [Sick Leave]?
What is my leave balance?
Do I have any upcoming leave?
Sample questions using the Evo Docs skill in Copilot
What is our company security policy?
What is our long service leave policy?
Show me our standard company project plan.
What is our working from home policy?
What procedures do we follow in case of an emergency on site?
I require our company employment contract.
Sample questions using the Analytics skill (Attaché Accounts and Payroll) in Copilot
An employee might ask:
Can you please provide me with a list of customer codes and customer names.
Can you please provide me with a list of supplier codes and supplier names.
What are the last 5 invoice numbers and invoice subtotals with a document type invoice.
Can you please provide me with a list of customer codes and customer names suburbs and postcodes information.
Can you help me draft an email to my manager?
A manager might ask:
What products have negative stock quantity?
What is the outstanding balance for supplier Acer Inc?
Which supplier has the highest balance?
Which customer code and name has the highest outstanding balance?
Which employees have a birthday this month?
Display a list of employees including the employment status.
Create interview questions based on a job description.
An accounts officer might ask:
Show the PTD information for cost centres.
Show customer or supplier contract details.
List overdue invoices.
Show customer's outstanding balances, pricing, and discounts.
Draft a credit control email to send to customer ABEL with their outstanding balance.
Display suppliers that need to be paid this month.
A payroll officer might ask:
List all employees by employment status.
Run the YTD reports for employees.
What type should be used for Paid Parental Leave for STP reporting?
What are the upcoming ATO regulatory deadlines for FY 2024/25?
A finance manager might ask:
What are my Sales by sales rep YTD?
What products did we sell in 2024?
Which customer has the most sales?
Show the top 10 product sales YTD, this month etc.?
Which salesperson has sold the most this year?
What is my period 10 balance for Trade Debtors?
Can you show me the top 10 customers sales YTD, this month etc.?
See also: Attaché Evo: Frequently asked questions.