Level 2: IntermediateChecked October 2026

Copilot in Word

From blank page to reviewed draft, without losing your voice.

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Word is where Microsoft Copilot moves from "handy" to "this changes how I work". Since April 2026 Copilot in Word can take multi-step actions directly in the document, such as restructuring sections or applying a consistent tone, while you review the changes.

1. Draft from your own sources

The best drafts start from material you trust. Reference existing files rather than asking Microsoft Copilot to write from general knowledge.

Prompt
Draft a two-page briefing note for the board on the new supplier onboarding process. Use Process Map v2.docx and the risk register in Supplier Risks.xlsx. Use headings: Background, What changes, Risks, Decisions needed.

2. Rewrite and restructure

Select text or work on the whole document.

Prompt
Rewrite this section for a non-specialist client. Keep every condition and figure. Use short paragraphs.
Prompt
Restructure this document so the recommendation comes first, followed by reasons, then detail. Do not change the wording of the recommendation.

3. Summarise and question a document

Open a long document and ask:

Prompt
Summarise this document in five bullet points, then list any deadlines, obligations and named parties.
Prompt
Which clauses deal with termination, and what notice periods do they set? Quote the relevant text.

4. Review your own work

Prompt
Review this draft as a sceptical reader. Where is the argument weakest, what is unclear, and what would a client ask?
Prompt
Check this document for inconsistent defined terms, dates and party names.

5. Stay in control

Read every change. Use Track Changes if the document is shared, and keep the original version until you are happy. Microsoft Copilot drafts; you sign off.

Sources

Product details checked against these Microsoft pages in October 2026. Microsoft updates Microsoft Copilot frequently, so check the current page before relying on a detail.

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Prefer email? josh@igoe.ai