The follow are the top 10 M365 Copilot prompts to
utilize:
1. "Summarize this…"
Example: "Summarize this document into 5 bullet
points, highlighting risks, decisions, and required next steps."
Why it’s powerful
Summaries are one of Copilot’s strongest capabilities.
Microsoft explicitly highlights “Get the gist” as a core prompt category for
M365 Copilot.
Pros
- Extremely
fast way to digest long documents, emails, or meeting transcripts.
- Can
tailor the summary (bullets, executive tone, risks-only, etc.).
- Reduces
cognitive load and speeds up decision-making.
Cons
- If
the source material is unclear or poorly structured, the summary may miss
nuance.
- Requires
you to specify what type of summary you want (action items, risks,
decisions, etc.) for best results.
2. "Catch me up…"
Example: "Catch me up on all unread emails from
the past 3 days and list urgent items separately."
Why it’s powerful
Microsoft lists "Catch up on a meeting" and "Stay informed" as core Copilot workflows.
Pros
- Saves
hours of inbox or meeting recap time.
- Helps
you re-enter work after PTO or a busy day.
- Can
filter by sender, topic, or urgency.
Cons
- If
your inbox is extremely large, the recap may be too high-level.
- Copilot
may surface items you don’t consider “urgent” unless you define criteria.
3. "Draft a first version…"
Example: "Draft a first version of a project
proposal for leadership. Use a confident tone and include an executive summary,
timeline, and budget assumptions."
Why it’s powerful
Copilot excels at first drafts — Microsoft’s prompt guidance
emphasizes using clear action verbs like draft and specifying tone and
audience.
Pros
- Eliminates
blank-page syndrome.
- Produces
structured, professional drafts quickly.
- Easy
to refine with follow-up prompts.
Cons
- Drafts
may sound generic unless you provide context.
- Requires
human editing for accuracy and nuance.
4. "Analyze this data…"
Example: "Analyze this Excel sheet and identify
trends, anomalies, and the top 3 insights for leadership/"
Why it’s powerful
Copilot in Excel can interpret datasets, find patterns, and
generate insights — a major time-saver for non-analysts.
Pros
- Great
for quick insights without writing formulas.
- Can
generate charts, pivot tables, and explanations.
- Helps
validate your own analysis.
Cons
- Works
best with clean, well-labeled data.
- May
misinterpret ambiguous column names or inconsistent formats.
5. "Create an outline…"
Example: "Create an outline for a 10‑slide
PowerPoint on our Q3 performance, including key metrics, wins, and risks."
Why it’s powerful
Microsoft’s prompt guidance shows that outlining is a high‑value
use case for Copilot in Word and PowerPoint .
Pros
- Gives
you a structured starting point.
- Ensures
your content flows logically.
- Saves
time before building slides or documents.
Cons
- Outlines
may be too generic unless you specify audience and purpose.
- You
may need to refine the structure manually.
6. "Rewrite this…"
Example: "Rewrite this email to be more concise,
professional, and action‑oriented."
Why it’s powerful
Copilot is excellent at rewriting for tone, clarity, and
audience — a core prompt category ("Help me craft clear, confident
communications") in Microsoft’s gallery .
Pros
- Improves
clarity and professionalism instantly.
- Can
adjust tone (friendly, assertive, executive, empathetic).
- Great
for sensitive or high‑stakes communication.
Cons
- May
over‑polish or change your voice.
- Requires
you to specify tone or style for best results.
7. "Find related content…"
Example: "Find related documents, emails, or Teams
messages connected to the Q4 budget review."
Why it’s powerful
Microsoft highlights "Help me find related documents" as a
core Copilot workflow.
Pros
- Saves
time searching across SharePoint, OneDrive, Outlook, and Teams.
- Helps
you discover forgotten or hidden files.
- Useful
for onboarding or taking over a project.
Cons
- Results
depend on your organization’s file naming and structure.
- May
surface too many items if your query is broad.
8. "Extract action items…"
Example: "Extract all action items, owners, and
deadlines from this meeting transcript."
Why it’s powerful
Meeting‑note extraction is one of Copilot’s most promoted
features, especially in Teams, where it can identify decisions and tasks
automatically .
Pros
- Turns
messy transcripts into actionable lists.
- Reduces
manual note‑taking.
- Helps
ensure accountability.
Cons
- If
speakers are unclear, Copilot may misassign owners.
- Requires
you to review for accuracy.
9. "Compare…"
Example: "Compare these two proposals and
highlight differences in cost, scope, and risk."
Why it’s powerful
Comparison prompts are widely recommended in Copilot best‑practice
guides because they force structured, analytical output.
Pros
- Saves
time reviewing long documents.
- Produces
side‑by‑side tables.
- Great
for decision‑making.
Cons
- Comparisons
depend on how similar the documents are.
- May
miss subtle qualitative differences.
10. "Prepare me for…"
Example: "Prepare me for tomorrow’s meeting with
the vendor. Summarize past conversations, open issues, and negotiation points."
Why it's powerful
This aligns with Microsoft’s "Prepare" and "Understand" prompt categories in the Copilot gallery .
Pros
- Gives
you a briefing packet instantly.
- Helps
you walk into meetings informed and confident.
- Pulls
context from emails, chats, and documents.
Cons
- If
your organization’s data is scattered, the briefing may be incomplete.
- Requires
you to verify sensitive or high‑stakes details.
Comparison Table: Which Prompt Should You Use When?
|
Prompt
|
Best For
|
Strength
|
Weakness
|
|
Summarize this
|
Long docs/emails
|
Fast clarity
|
May miss nuance
|
|
Catch me up
|
Inbox/meetings
|
Saves hours
|
Needs criteria
|
|
Draft a first version
|
Writing
|
Eliminates blank page
|
Generic without context
|
|
Analyze this data
|
Excel
|
Quick insights
|
Needs clean data
|
|
Create an outline
|
Docs/slides
|
Strong structure
|
May need refinement
|
|
Rewrite this
|
Emails/docs
|
Tone control
|
Can over‑polish
|
|
Find related content
|
Research
|
Saves search time
|
Broad results
|
|
Extract action items
|
Meetings
|
High accuracy
|
Needs review
|
|
Compare
|
Decisions
|
Clear differences
|
Misses subtlety
|
|
Prepare me for
|
Meetings
|
Great briefings
|
Data‑dependent
|