M365 Copilot Basic Prompt Package

M365 Copilot Basic Prompt Exercises by The Matts https://wmgmm.github.io/thematts/trial.html

TRY RESPONSIBLE AI?

🤝 Human-Centric Approach

It's your assistant (augment over replace)

Protect critical skills - use AI to enhance

Target repetitive manual tasks

✅ Practical Checks

Always double check the output

Be Transparent – I used AI for this

Protect your data

⚖️ Responsibility & Ethics

Watch out for AI's blind spots (bias)

Own the results - AI doesn't take the blame

Align your usage of AI with your values

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https://wmgmm.github.io/thematts/trial.html (Exercise 1)

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https://wmgmm.github.io/thematts/trial.html (Exercise 2)

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https://wmgmm.github.io/thematts/trial.html (Exercise 2)

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Draft with Copilot

The Copilot Pane

How to summon draft with copilot

(also use alt +i)

\1 (Exercise 4)

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https://wmgmm.github.io/thematts/trial.html (Exercise 5)

Excel with copilot is currently running a tad slow, be patient!

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https://wmgmm.github.io/thematts/trial.html (Exercise 6)

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https://wmgmm.github.io/thematts/trial.html (Exercise 7)

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YOUR AI ROADMAP

Use Cases.

ExampleMindset 💡Conversation 💬Experiments 🔍Community 🌐
Teams Premium & Dynamic Meeting AccessShift from “must attend” to “access insights anytime”Enables asynchronous collaboration; trigger actions mid-meeting, the approach needs to be discussed with colleagues.To get the mindset change, staff must try this to realise the benefitShared access builds trust and transparency. Whole departments/functions need to engage
Collating Stances from Conversations & DocsMove from reactive to proactive decision-making. The human is still the expert but the AI assists.Using AI isn’t cheating, this is a real way to claim back from time-expensive tasks.Test Copilot for political sensitivity & PoC benefit draftingEncourage openness about using the tools for better acceptance and proliferation.
Meeting Prep & 1:1 SummariesFrom manual prep to automated, insight-driven agendasAI summaries create continuity & accountability, colleagues should be aware of the insights available.Pilot saving summaries for trend analysis & unresolved actions. It’s hard to evidence.Builds culture of informed, efficient meetings
Market Research & Financial Checks (Researcher agent)From generic, time intensive searches to context-aware investigations that just require checkingFrames research around strategic goals. Still needs experts to do the research to know the content is correct.There are far more uses for the agents than we have found – it will help different roles differently, as everything else.We need to share how this helps, and where it could provide greater beenfit