
Rox + Microsoft 365 Copilot
Rox’s data and research.
Live inside Microsoft 365 applications
How to use Rox with Copilot
Communicate directly with the Rox revenue agent from the applications you already use.

Word
Create “customer-ready” docs that reflect your actual relationship + deal motion
Mutual Action Plans (MAPs)
Success plans
QBR narratives
Account plans
Business cases / ROI writeups
Excel
Use Rox to quickly populate structured data like:
Top opportunities + stage + amount + next step
Pipeline gaps + risk flags
Renewal timelines and stakeholders


Powerpoint
Create “customer-ready” docs that reflect your actual relationship + deal motion
Opportunity details
Customer priorities
Past meeting themes / objections / risks
Outlook
Generate customer-specific emails based on stage, pain points, and past interactions
Pull deal + stakeholder history before replying to a thread
Draft high-context follow ups
Write exec-ready summaries (“give me the 3-line version for my VP”)
