Prompts and workflows by role
Each one says where to use it and what to check. Replace anything in [square brackets] with your own details.
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Microsoft Copilot for legal teams
Matter summaries, clause review, client updates and knowledge agents.
Microsoft Copilot for finance teams
Variance commentary, reconciliations support, policy Q&A and month-end routines.
Microsoft Copilot for managers and operations
Status updates, meeting follow-ups, process documents and team briefings.
Microsoft Copilot for client and business development work
Meeting preparation, proposals, follow-ups and relationship summaries.
New to Microsoft Copilot? Start with Microsoft Copilot from zero and The four-part prompt, then come back here.
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