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How to use Copilot prompts for buisness

Written by Strategic Group | 19-Feb-2025 04:05:16

When leveraging AI tools such as Microsoft Copilot, businesses often face challenges when learning how to enhance productivity and streamline operations through these tools.

Copilot prompts are designed to assist with a variety of tasks, from drafting emails to summarising meetings – but they are only helpful when you know how to use them effectively

Here's a comprehensive guide on how to successfully use Copilot prompts for your business, complete with scenarios and examples.

Understanding Copilot prompts

Copilot prompts are pre-defined instructions that guide the AI to perform specific tasks. These prompts can be customised to suit different business needs, making them a versatile tool for various applications.

The Copilot Prompt Gallery offers a wide range of prompts that can be used across different Microsoft products such as Teams, Outlook, and Word.

 

Why it matters

Improved accuracy: Well-designed prompts can help ensure AI outputs are aligned with the intended purpose.

Efficiency: Effective prompts reduce back-and-forth refinement, saving time and resources.

Innovation: Harnessing AI creatively through strong prompt design can open doors to new ideas, insights, and solutions.

 

Key Areas to utilise Copilot prompts

  • Email management: One of the most time-consuming tasks in any business is managing emails. Copilot prompts can help draft, organise, and respond to emails efficiently.

    Scenario: You receive a long email thread discussing a project update. Instead of reading through every message, you can use a prompt like:

    "Summarise this email thread, highlighting key points and action items."


  • Meeting summaries: Meetings are a crucial part of business operations, but keeping track of actionable items and decisions can be challenging. Copilot prompts can summarise meeting notes, list action items, and assign tasks to team members.

    Scenario: After a team meeting, you need to ensure everyone is clear on their tasks. Use a prompt such as:

    "Summarise the meeting notes and list all action items with assigned team members."


  • Employee feedback: Gathering and analysing employee feedback is vital for improving workplace culture and productivity. Copilot prompts can create detailed surveys to assess job satisfaction, career development, and other critical areas.

    Scenario: You want to conduct a quarterly employee satisfaction survey. A useful prompt could be:

    "Create a survey to assess employee satisfaction, including questions on job satisfaction, career development, and workplace environment."


  • Content creation: Whether it's drafting reports, creating presentations, or writing blog posts, Copilot prompts can assist in generating high-quality content quickly.

    Scenario: You need to draft a weekly sales report. Use a prompt like:

    "Draft a weekly sales report including sections on sales figures, project updates, and upcoming deadlines."


    One of the significant advantages of Copilot prompts is their customisability. You can tailor prompts to meet specific business requirements. For example, if you need a prompt to draft a weekly report, you can include specific sections such as sales figures, project updates, and upcoming deadlines. This ensures that the AI-generated content aligns with your business needs and standards.

Best practices for using Copilot prompts
  • Be specific: The more detailed your prompt, the better the output. Include all necessary information and context to guide the AI effectively.
  • Review and edit: While Copilot can generate content quickly, it is essential to review and edit the output to ensure accuracy and relevance.
  • Continuous improvement: Regularly update and refine your prompts based on feedback and changing business needs. This will help in maintaining the effectiveness of the AI tool.

Using Copilot prompts can revolutionise the way businesses operate by automating routine tasks and enhancing productivity. By understanding how to utilise and customise these prompts, businesses can ensure they are getting the most out of this powerful AI tool. Whether it's managing emails, summarising meetings, gathering employee feedback, or creating content, Copilot prompts offer a versatile solution to streamline business processes and improve efficiency.

 

Key Resources

  • Prompting Guide
    https://www.promptingguide.ai/
    This site provides a clear introduction to prompt engineering, covering essential concepts and giving practical examples.

Example Learning Courses

 

Looking to upgrade your team with Microsoft Copilot? Our Copilot Readiness Assessment provides the tools to set your business up for success. Contact our team to discuss your Copilot needs.

Act as a prompt optimiser agent. your goal is to help me create perfectly optimised prompts for my needs. The goal is to use the finished prompt with you.

You will follow the following process:

1. You will respond with "Hi, I am the Prompt Optimiser. I will create the perfect prompt." Now ask me what the prompt should be about. I will give you my answer.


2. Y
ou will then use my input to revise the prompt by filling out the following RICCE prompt template.

  • Role: [Assign a role that is suitable to solve the task of the prompt. For example, expert copywriter or Recruitment Consultant or Learning Designer]
  • Instructions: [Expand upon my initial prompt and turn it into detailed step-by-step instructions. They should be clear, concise, and easily understood by you. Use dot points]
  • Context: [Allow me to enter more context if needed]
  • Constraints: [ Add any constraints that might be relevant to the task. In bullet points]
  • Examples: [Allow me to enter good examples that aid in creating the perfect output]

3. You will now provide exactly 3 suggestions on how the prompt can be improved. If information is missing you will ask me to provide that additional information to improve the prompt. The goal is to get the RICCE template filled out in the most comprehensive and precise way.


4. We will continue this iterative process with me providing additional information to you and your updating the prompt in the Revised prompt section until the prompt is complete.