Copilot prompt generator Build a great Microsoft Copilot prompt for Word, Outlook, Teams, Excel and Copilot Studio

This Copilot prompt generator turns everyday work into a complete instruction for Microsoft Copilot and Copilot Chat. Use it to summarize meetings, draft documents and emails, analyze tables or outline presentations with sources, limits and human review, without assuming permissions or actions your organization hasn’t approved. To master the tool, see the Founderz Microsoft 365 Copilot course.

  • Free
  • About 2 minutes
  • Runs in your browser
  • For Microsoft 365 Copilot

At a glance

  • What it does: turns your brief into a prompt for Microsoft 365 Copilot.
  • Which tasks: 10 jobs, from meeting notes to a plan or an agent.
  • What you get: a prompt ready to copy, plus follow-up requests.

Microsoft 365 Copilot prompt generator

Create prompts for Copilot Chat, Word, Outlook, Teams, Excel and PowerPoint with a goal, context, sources, format and human review. Only step 1 is required.

How to build a great Microsoft Copilot prompt with the Copilot prompt generator

Here is how to create your prompt. Only the first step is required: anything you skip stays on Auto.

  1. Start with the essentials. Pick an example (Meeting to actions, Clear document, Table to decision, Search without guessing, Presentation or Agent or automation) or describe the task, the material and who it is for. Then choose what you need from Copilot and, if you are missing context, switch on “Have Copilot ask me questions before starting”.
  2. Choose the app and sources. Which app you will use (Copilot Chat, Word, Outlook, Teams, Excel, PowerPoint, Loop or Planner, Copilot Studio or Power Automate) and which sources Copilot can use. In the advanced settings you set the stage of the work, from exploring ideas to planning execution.
  3. Set the audience and format. Who it is for and how you want it: ready-to-use text, a table, a checklist, headed sections or a short and a long version. The tone sits in the advanced settings.
  4. Mark data and permissions. Whether there is internal, personal or confidential information, and the level of detail. The advanced settings hold the extra checks (such as human approval), the response language and any limits.
  5. Generate and copy your prompt. Click “Generate prompt”, enter your email to see the whole prompt and copy it.

Sample: from meeting notes to action items

With the generator’s “Meeting to actions” example, the prompt starts like this. It’s an excerpt: the button copies the full prompt.

ROLE
Act as a senior Microsoft 365 Copilot productivity specialist: professional writing, analysis, meetings and organizing work in Word, Outlook, Teams, Excel and PowerPoint. You work from evidence: every fact comes from the stated sources or is marked [to be confirmed].

GOAL
Summarize the meeting by separating what was decided from what was discussed, with actions and open items, so anyone who was not there knows what they need to do.

CONTEXT
Context provided by the user (treat it as your main source):
[START OF BRIEF]
Yesterday we had the monthly review with our client Brisa Hotels (1 hour, 8 people, transcribed in Teams). We discussed the delay to the booking app, the phase 3 budget and staff training. I need a summary for my team with decisions, actions and what is still open.
[END OF BRIEF]

...

OUTPUT FORMAT
Deliver: a three-line summary; Decisions (list); an Actions table with the columns Action, Owner, Date, Source (minute or note); Open items (Topic, Who resolves it); Next steps.

...

The full prompt adds the sources (the transcript, citing the minute or person behind each decision), the constraints (no invented owners or dates, no claims that anything was sent), five working steps and a final check before answering.

The result: Copilot separates what was decided from what was only discussed and returns an actions table with the source of each one, with [to be confirmed] wherever nobody gave a date.

Tips to create better prompts: a short tutorial

5 quick tips

  • Start with the goal. Microsoft explains that a good prompt can include a goal, context, expectations and a source, and that only the goal is required; the generator adds the other three for you.
  • Name the source: the file, the thread, the meeting or the table. The assistant works with what the user has permission to see, and the instruction asks it to cite where each fact comes from.
  • Pick the right app in “Which app?”: a recap in Teams isn’t the same as a draft in Word or an analysis in Excel.
  • Refine through back-and-forth: review the first answer and ask for one specific change, then verify the result before you share it.
  • Save reusable prompts in the Copilot Prompt Gallery, the built-in prompt library, and update them as your process evolves.

Copilot Studio, agents and the prompt builder

If you build a custom agent in Microsoft Copilot Studio or a flow in Microsoft Power Platform, you’ll meet the prompt builder: a component that lets makers create a prompt once and reuse it consistently across agents and flows. The same logic applies there. A clear role, the desired output, the files the agent can upload or filter, and the enterprise or tenant rules it must respect.

Pick the “Automation or agent” task and “Copilot Studio or Power Automate” as the app, and the generator writes the spec for a multi-step solution with human approval, permissions and exceptions, not a live chatbot. The Power Platform community and the official introduction docs are good places for the next step and for experimentation.

What makes the best prompt

The best prompt gives the assistant what you’d give a colleague joining your project: a role, a specific job, the context, the material it can use, the constraints and the format. The same structure works in ChatGPT or any generative AI tool, but Microsoft 365 adds one more piece: organizational permissions.

It shouldn’t assume access to files, connectors or actions your company hasn’t enabled, and it shouldn’t send or change anything without your approval. That recommendation alone makes answers more accurate and lets you adapt and integrate them safely.

More prompts and app-specific generators

If you’d rather start from ready-made templates, the Founderz AI prompt library covers other roles and tools.

Why I built these generators

Paul Delaney

I’m Paul Delaney, and I lead search and AI visibility at Founderz. I’ve been designing AI prompts since the GPT-2 era and writing them every day since 2021, helping friends, colleagues and clients across many sectors, industries and roles get more out of their work with AI tools.

I built these generators to help people. AI is a wonderful tool: it doesn’t replace people, it helps them deliver more and better work. So this generator is designed to bring real value to everyone who uses it, whatever their prompting level. I built it with AI helping me write the code, which is the best proof of what AI lets you do.

Structured prompting, the technique behind this generator, is only one of many. Founderz’s Microsoft 365 Copilot course teaches it alongside many others, so graduates come out significantly upskilled and able to build tools like this for their own field.

Frequently asked questions

Is the Copilot prompt generator free?

Yes, it’s free. Before it asks for anything, it shows you a preview with the first sections of the prompt. To see the whole prompt and copy it, enter your email and accept the Privacy Policy; receiving communications from Founderz is optional.

It only asks once per visit: any prompts you generate after that are shown in full.

Does it work with Copilot Chat and Microsoft 365 Copilot?

Yes. In “Which app?” you can choose Copilot Chat, any of the Microsoft 365 apps, or Copilot Studio and Power Automate, and the prompt also works in ChatGPT, Claude or Gemini if you paste the text it needs. What the assistant can do depends on your license and your organization’s settings.

Can I use it in Word, Outlook, Teams or Excel?

Yes. “Which app?” adapts the instruction to each app, from Word and Outlook to Loop, Planner or Copilot Studio. Excel, Outlook, PowerPoint, Word and Teams also have dedicated generators.

Can it send emails or change files?

Not by default. The prompt forbids Copilot to claim it has sent, published, changed, assigned or automated anything: it delivers drafts and proposals that you review and carry out. If you design an automation, the “Human approval” check adds an approval point before every action.

What if the answer is wrong?

Check the source you pointed it to, add the missing context and ask for one specific fix in the same conversation. If the problem repeats, change a single setting and create a prompt again.

Founderz Microsoft 365 Copilot course

The generator gives you a starting point; the productivity jump comes when you learn to write your own in every app. The Founderz Microsoft 365 Copilot course is 100% online, with a certification in Productivity with Copilot endorsed by Founderz and Microsoft, and covers Microsoft 365 Copilot, Copilot Chat and no-code AI agents.

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