Looking to get started using “Microsoft 365 Copilot” or “Microsoft 365 Copilot Chat” but don’t know where to begin?
Cheat Sheet: “Microsoft 365 Copilot”
Here’s a cheat sheet of prompts that are designed to work in Microsoft 365 Copilot with your work data: (Microsoft 365 Copilot is AI that natively provides responses within Microsoft 365 Apps like Word, Outlook, Teams, etc. & is based on work data you have access to such as your Exchange Online inbox, OneDrive account, Teams & SharePoint Online)
- “What’s the latest on this issue…”
- “What’s the latest from this person…”
- “Recap this meeting…”
- “What’s hot in my inbox?”
- “Help me prepare for this meeting…”
- “Create an FAQ based on…”
- “Create a presentation from this doc…”
- “Analyze this data…”
- “Summarize the Teams messages where I mentioned”
- “Summarize messages from my boss this week.”
- “Rewrite this …”
- “Draft a marketing brief based on this document…”
- “What’s on my calendar tomorrow?”
- “What are my next three customer meetings?”
- “Give me a summary of the recent news from…”
- “Draft an update to my team based on this document…”
- “Draft a proposal using this document as a template and this doc for the details…”
- “Summarize this email thread…”
- “What action items do I have from this meeting?”
- “Summarize this presentation…”
- “Analyze the sentiment of this data…”
- “Add a column to this spreadsheet…”
- “Create a line chart using this data…”
- “What does this document say about…”
- “How much time have I spent on this over the last week…”
- “Find a time when I can meet with…”
Cheat Sheet: “Copilot Chat”
What if you don’t yet have a subscription license for “Microsoft 365 Copilot” but do you have “Microsoft 365 Copilot Chat“? (Copilot Chat is a no-cost Copilot for Microsoft 365/Entra ID licensed users that provides responses based on web-based information & files directly submitted to it but does not directly access, index or distill work data in Exchange Online, OneDrive, SharePoint or Teams)
Here’s a cheat sheet of prompts for Copilot Chat to get you started:
- “Summarize this document for me…” with uploaded document
- “What does this document say about…” with uploaded document
- “What can you tell me about…”
- “Help me write…”
- “Help me rewrite…”
- “Help me brainstorm…”
- “Help me diagnose what’s happening with…”
- “Help me think through the pros and cons of…”
- “How would you approach…”
- “Create a graph…” with uploaded spreadsheet.
- “Give me step-by-step instructions for…”
- “Explain…”
- “Get me up to speed on…”
- “Compare this to that…”
- “Compare this file to that file…”
- “Create an image…”
- “Translate…”
- “Write the code to…”
- “Convert this to that…”
- “Give me some tips for…”
- “Help me express this differently…”
- “Remind me how this works…” for mathematical concepts
- “Remind me how this works…” for scientific concepts
- “Remind me how this works…” for business concepts
- “How do I…” for technology tasks
References:
- Overview of Microsoft 365 Copilot
https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-overview - Overview of Microsoft 365 Copilot Chat
https://learn.microsoft.com/en-us/copilot/overview - Microsoft Support: “Learn about Copilot prompts”
https://support.microsoft.com/en-gb/topic/learn-about-copilot-prompts-f6c3b467-f07c-4db1-ae54-ffac96184dd5 - Microsoft IT (Inside Track): “Five tips for prompting AI: How we’re communicating better at Microsoft with Microsoft 365 Copilot”
https://www.microsoft.com/insidetrack/blog/five-tips-for-prompting-ai-how-were-communicating-better-at-microsoft-with-microsoft-copilot/


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