Practical ways to do your actual job with the Microsoft tools you’re allowed to use. Pick the task you need done, copy the prompt, and check the result.
For project leads, operations teams, and the unofficial office AI person.
77 starting points. Each includes a copyable prompt, a fallback, and a check for a useful result.
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Have Copilot sort out what happened and what the customer wants first, then draft a reply that owns the problem and gives a clear next step.
Customer ServiceWriteFree Chat
Turn a long RFP into a requirements table, then draft answers using only your approved pricing and product docs, with gaps flagged for an expert.
SalesWriteFree Chat
Point Copilot in Word at your product strategy, customer research and competitor notes, and get a one-page framework with value pillars backed by proof and lines sellers can say.
MarketingWritePaid Copilot
Select Summary by Copilot at the top of an Outlook thread to get the key points with links back to each email.
EveryoneSummarizeFree Chat
Upload your pipeline export and get a table of stale deals, missing next steps and close dates that slipped, with one fix for each.
SalesAnalyze dataFree Chat
Start in PowerPoint, choose your company Brand Kit if you have one, and describe the deck. Copilot asks a few questions and drafts it.
EveryoneWritePaid Copilot
Turn your go-to-market notes and planning meetings into a phased launch plan with owners, plus a readiness checklist.
MarketingPlanFree Chat
Use Copilot in Word to draft a proposal that references your discovery notes and a past proposal, then edit the draft.
SalesWritePaid Copilot
Use Draft with Copilot in Outlook to write a follow-up after a call, with the next step and date, then adjust tone and length.
SalesWriteFree Chat
Describe the column you need in plain words and Copilot in Excel writes the formula and adds the column.
EveryoneAnalyze dataPaid Copilot
Use Copilot in the Teams Recap tab to get the summary, action items and whether you were mentioned, from a transcribed meeting.
EveryoneMeetingsPaid Copilot
One Copilot Chat prompt that pulls your last emails, meetings and files about a customer into a short account summary.
SalesResearchPaid Copilot
Ask Copilot in Excel to build a PivotTable and chart from your table, linked to your data so it stays editable.
FinanceAnalyze dataPaid Copilot
List who agreed to what, without claiming a transcript or recording exists.
EveryoneMeetingsFree Chat
Ask the Researcher agent for a one-page brief on a customer before a call, using the web and your own emails, meetings and files.
SalesResearchPaid Copilot
Sort your deals into commit, best case and pipeline with the evidence for each, and get the questions your manager is going to ask.
SalesPlanFree Chat
Ask the Researcher agent to compare competitors from public web sources and your own files, with every point cited.
MarketingResearchPaid Copilot
Ask Copilot in Excel for the trends, top and bottom performers and a chart, then turn them into a five-line summary with what to do next.
MarketingAnalyze dataPaid Copilot
Point Copilot at your process overview and get step-by-step work instructions, a swim-lane table of who does what, and an FAQ for the people doing the work.
OperationsWritePaid Copilot
Paste one approved article into Copilot Chat and get a newsletter blurb, social posts and a short email, all from the same source.
MarketingWriteFree Chat
Create a concise status report, action table, and email draft from a small set of approved notes.
OperationsWriteFree Chat
Copilot Chat (Basic), M365 Copilot (Basic), or M365 Copilot (Premium)? Check the label under your name before following a tutorial. Microsoft's label guide.
EveryoneSetup and securityFree Chat
Give Copilot Chat one real reason you're writing and the facts you can stand behind. Get a short first email with two subject lines.
SalesWriteFree Chat
Turn factual bullet points into a clear draft, with a check for invented promises and inflated language.
EveryoneWriteFree Chat
Attach a spreadsheet to the Analyst agent and ask plain questions. It runs the analysis and returns a report with charts you can check.
SalesAnalyze dataPaid Copilot
Find overshared SharePoint sites before you turn on access to work data.
IT and AdminSetup and securityPaid Copilot
Ask Copilot Chat with Work IQ on to gather a month of project emails, meetings and files into a status report draft.
OperationsSummarizePaid Copilot
Where Claude works in Copilot, the license and admin switch it needs, how your data is handled, and when it isn't available.
EveryoneSetup and securityPaid Copilot
Open Copilot in a Teams chat to summarize what you missed, or summarize a channel thread, with a time frame you choose.
EveryoneSummarizePaid Copilot
Format a messy export so Copilot in Excel can use it, then ask Copilot to fix columns, flag blanks and highlight duplicates.
OperationsAnalyze dataPaid Copilot
Point Copilot at vendor quotes and proposals and get a side-by-side table of price, terms and gaps, with each cell sourced.
OperationsAnalyze dataFree Chat
Turn a project brief and meeting recaps into a BRD with scope, objectives, success measures and requirements, with open questions flagged.
OperationsWritePaid Copilot
Turn your call notes and the customer's timeline into a shared plan with milestones, owners on both sides and dates that work backward from go-live.
SalesPlanFree Chat
Upload survey comments, reviews or support notes and get the recurring themes with counts and real quotes, plus what customers wish you'd say about the product.
MarketingSummarizeFree Chat
Export your deal report and get counts and value by region, the deal types that stall most, and likely root causes with evidence.
SalesAnalyze dataFree Chat
Describe the meeting and let Copilot Cowork gather recent emails, chats, meetings and files about the account into a one-page brief with sources, open commitments and questions.
SalesPlanPaid Copilot
Draft a short win/loss survey for the customer, then have Copilot sort the answers and your notes into reasons you can act on.
SalesSummarizeFree Chat
Create an agent from a SharePoint library so your team can ask questions of those files. It respects each person's permissions.
IT and AdminBuild an agentPaid Copilot
Use PowerPoint Designer (Design Suggestions for Copilot users) to get professional layouts for slides with pictures, lists or dates.
EveryoneImages and mediaPaid Copilot
Use Create an image in the Copilot app to make on-brand social graphics, pick a size, apply your brand colors, and add text.
MarketingImages and mediaFree Chat
Give Copilot Chat what you know about the buyer and get a timed agenda with questions that earn real answers, from easy to sharp.
SalesPlanFree Chat
From your requirements and launch date, get a stakeholder list, a change communications plan, a UAT schedule and a hypercare plan for the first two weeks.
OperationsPlanFree Chat
Scope a small helper and find out who can use it before you build.
EveryoneBuild an agentPaid Copilot
Paste your product facts and the objections you hear. Copilot Chat drafts short, honest answers and a practice round.
SalesPlanFree Chat
Give Copilot Chat your deal details and limits. Get three offer options that protect margin, what to ask for in return, then practice against a tough buyer.
SalesPlanFree Chat
Export your leads, set three or four simple rules, and have Copilot in Excel add a score column, sort the list and chart it.
SalesAnalyze dataPaid Copilot
Ten questions to settle before you roll out, with a copyable list for your admin.
IT and AdminSetup and securityFree Chat
Run a morning brief prompt once in Copilot Chat, then select Schedule this prompt so it runs every workday.
LeadershipSummarizePaid Copilot
Keep a simple log of the tasks you use Copilot for. Once a month, Copilot Chat totals the time saved and turns it into review bullets you can defend.
EveryonePlanFree Chat
Ask Copilot to read a month of emails, chats and meetings with one customer and list real signals on budget, authority, timing and competitors, with quotes.
SalesResearchPaid Copilot
Ask Copilot in PowerPoint to summarize a deck, show key slides and list action items, with references back to the slides.
EveryoneSummarizePaid Copilot
Ask Copilot in Excel for trends and outliers, then a short written summary you can paste into your update.
FinanceAnalyze dataPaid Copilot
Upload a page, brochure or deck and get a straight yes, partly or no on whether the value is clear, the lines that confuse, missing proof and a two-sentence rewrite.
MarketingWriteFree Chat
Ask Copilot in the Teams meeting chat for CRM-ready notes: contacts, needs, next step and date, ready to paste into your CRM.
SalesMeetingsPaid Copilot
Use Copilot in PowerPoint to create a draft deck from a Word or PDF report, then tighten each slide.
EveryoneWritePaid Copilot
Give Copilot Chat your messaging and one customer story. Get a two-minute talk track, three discovery questions and answers to the objections sellers will hear.
MarketingWriteFree Chat
Ask Copilot in a Teams meeting what the customer just said, what's still open, and what to ask next, without stopping the conversation.
SalesMeetingsPaid Copilot
A dated table of features by label, with Microsoft sources.
EveryoneSetup and securityFree Chat
Paste your content calendar and key messages into Copilot Chat and get a batch of social post drafts in a table.
MarketingWriteFree Chat
Use Copilot in Word to turn a kickoff email, notes and last campaign's results into a one-page campaign brief.
MarketingWritePaid Copilot
Turn your requirements and a past RFP into a clear supplier or software RFP with scope, questions, a response format and scoring criteria, then draft the email to suppliers.
OperationsWritePaid Copilot
Paste or reference rough process notes in Word and have Copilot draft a step-by-step SOP with roles and checks.
OperationsWritePaid Copilot
Copilot version of the Claude and Obsidian second brain: an About us file, an index, a change log, sources and a wiki, in three tiers from Copilot Chat to Copilot Studio.
EveryoneBuild an agentPaid Copilot
Translate the task and inputs, then check which tools your work account can use.
EveryoneSetup and securityFree Chat
Before you send a tricky email, use Coaching by Copilot in Outlook for feedback on tone, clarity and how the reader may feel.
EveryoneWriteFree Chat
Use Design a poster in Copilot Create to draft an event poster or flyer from a short description, then edit the text and layout.
MarketingImages and mediaFree Chat
Start from what the customer bought and what they keep asking about. Copilot Chat suggests up to two add-ons that solve a real problem, and a check-in email.
SalesWriteFree Chat
Microsoft's Sales agent (older material calls it Copilot for Sales) brings your CRM data into the Microsoft 365 apps you sell from. Here's what it needs, how to tell if you have it, and what to ask IT.
SalesSetup and securityPaid Copilot
Describe the outcome and let Copilot Cowork gather the role doc and team info, then draft a welcome email and a 30-day plan for you to approve.
HRPlanPaid Copilot
Describe a short video in Copilot Create. It writes the script, adds narration and stock footage, and you edit it in Clipchamp.
MarketingImages and mediaFree Chat
Use Design a banner in Copilot Create for email headers, web banners and LinkedIn covers, with your brand kit applied.
MarketingImages and mediaFree Chat
Give Copilot your control list and your process documents. Get a table of each control, the evidence you have, what's missing and who owns it.
OperationsPlanFree Chat
Add your own product photo as a reference image in Copilot Create, then describe the scene you want around it.
MarketingImages and mediaFree Chat
Set up a scheduled Copilot Cowork task that gathers the week's project activity and drafts your status update for review.
OperationsSummarizePaid Copilot
Move a Copilot Chat answer into Copilot Pages, edit it with your team, and keep asking Copilot to update it.
EveryoneWriteFree Chat
Create a narrated short video from an existing PowerPoint in Copilot Create, then change voice and music or open it in Clipchamp.
MarketingImages and mediaFree Chat
Give Copilot Create three or four key points and get an infographic draft you can edit and share.
MarketingImages and mediaFree Chat
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One idea a week that makes your job easier, makes you smarter, and gets your Copilot doing more for you. Something genuinely cool, not a hack. Built for people in sales, marketing and ops.
Bring the task, then map the steps to the Copilot features your organization allows.
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