โ† Workflow library

Cowork ยท 15 min

Have Cowork build a new hire welcome pack

Copilot app, Cowork

Jump to the prompt โ†“

Short answer: Open Microsoft Copilot and select Cowork next to Chat. Describe the outcome, attach the role description, and send. Cowork shows each step and asks for approval before sending email or creating meetings. Review what it makes before you approve anything.

Last checked against Microsoft docs: Oct 20, 2026

You've seen Claude Cowork or ChatGPT agent take a goal and work through the steps. Here's how in Copilot: Copilot Cowork plans the steps across your mail, files and calendar, and asks before it sends or schedules anything.

A common situation (composite)

I'm the manager and I'm also doing my job.
The new hire's first week is a scramble every time.
I want the pack ready without spending my Friday on it.

What you get

  • Data: the role description, team list and your calendar.
  • Does: plans and runs the steps, pausing for approval.
  • Output: a welcome email draft, a 30-day plan in Word and suggested first-week meetings.
  • How often: each new hire.

Before you start

  1. Needs: Microsoft 365 Copilot, with Cowork and usage billing turned on by your admin. Not sure what you have? Start here.
  2. Where: Copilot app, Cowork.
  3. Access: Copilot only uses content you already have permission to open. Use only information your company allows in Copilot.

The steps

  1. Open Microsoft Copilot and select Cowork in the toggle next to Chat.
  2. Paste the prompt. Use + to add the role description and any onboarding doc.
  3. Watch the steps. When Cowork asks to send or schedule, read the preview first.
  4. Approve only what you've checked. Open the files it made.

Copy this prompt

[Name] starts as [role] on [date]. Build their welcome pack.

1. Read the attached role description and our onboarding doc.
2. Draft a welcome email from me. Don't send it; show me first.
3. Create a Word doc with a 30-day plan: week by week, who they should meet, and what they should ship by day 30.
4. Suggest 5 first-week meetings with people on my team. Ask me before creating any.

Keep everything plain and short.

(Prompt from stuckwithcopilot.com/guides/cowork-new-hire-pack/)

What a good result looks like

Nothing goes out without your approval. The 30-day plan names real people on your team.

If a feature is missing

Cowork runs are billed by usage. If Cowork isn't there, use the SOP and email guides for each piece.

Make it smarter

Keep a short "What it got wrong" note. Paste it above the prompt next time, like "Don't invent dates".

Not sure what to ask? Copy the quick note for your Copilot admin.

Questions people ask

Have Cowork build a new hire welcome pack?

Open Microsoft Copilot and select Cowork next to Chat. Describe the outcome, attach the role description, and send. Cowork shows each step and asks for approval before sending email or creating meetings. Review what it makes before you approve anything.

What do I need for this?

Microsoft 365 Copilot, with Cowork and usage billing turned on by your admin. Cowork runs are billed by usage. If Cowork isn't there, use the SOP and email guides for each piece.

Next step

Try it once, then make it yours.

Run the prompt on one real task this week. Then pick your next workflow.

See the workflow library โ†—

Cite or share this guide

Have Cowork build a new hire welcome pack. Stuck with Copilot. https://stuckwithcopilot.com/guides/cowork-new-hire-pack/ Last checked Oct 20, 2026.

Official references

Last checked against Microsoft docs: Oct 20, 2026.