How to use these tips:
Copilot works best when paired with your files, emails, and data. Be explicit about the task, reference the document or worksheet you’re working in, and refine results iteratively.
🧠 Phase 1: Prompting Basics
1. Be Specific
Clear prompts improve results.
“Summarize this Word document into a one-page executive brief.”
2. Provide Context
Context helps Copilot tailor output.
“This email is for external clients; keep the tone formal.”
3. Ask for Structured Output
Structure saves cleanup time.
“Turn this report into a table with risks and recommendations.”
4. Break Tasks into Steps
Staged prompts reduce errors.
“First outline the presentation, then write slide notes.”
5. Iterate and Refine
Feedback improves drafts.
“Revise this paragraph to be shorter and more direct.”
⚙️ Phase 2: Getting Better Answers
6. Assign a Role
Roles shape tone.
“Act as a project manager summarizing this Teams meeting.”
7. Provide Examples
Examples clarify expectations.
“Match the style of last quarter’s report.”
8. Focus on One Goal per Prompt
Single goals produce cleaner output.
“Only summarize—do not rewrite.”
9. Ask for Explanations
Understanding supports trust.
“Explain why this recommendation was made.”
10. Compare Options
Copilot handles comparisons well.
“Compare these two Excel forecasting models.”
🧪 Phase 3: Responsible & Effective Use
11. Verify Facts
Check accuracy before sharing.
“Flag any unsupported claims in this draft.”
12. Protect Sensitive Information
Avoid sharing confidential data.
“Remove personal identifiers from this summary.”
13. Be Transparent
Disclose AI use when required.
“Note that Copilot assisted with drafting.”
14. Own the Final Work
You remain responsible.
“Rewrite this section in my own words.”
15. Watch for Bias
Seek balance.
“Check this language for unintended bias.”
🛡️ Phase 4: Workflow & Productivity
16. Create Prompt Templates
Reusable prompts save time.
“Create a reusable meeting-summary prompt.”
17. Combine AI with Other Tools
Work directly with files.
“Analyze this Excel sheet and summarize trends.”
18. Use AI as a Tutor
AI can explain concepts.
“Explain this formula in simple terms.”
19. Timebox Your AI Use
Limit iterations.
“Give one final revision only.”
20. Treat AI as a Starting Point
Review before sharing.
“Review and edit before sending this email.”
Written by Copilot.
Prepared for the AI Library and LibGuides use.
Edited by Peter Z. McKay.
Prepared for the AI Library and LibGuides use.
Edited by Peter Z. McKay.