Every template below is a fill-in-the-blank skeleton for Microsoft 365 Copilot. Delete each [bracket], drop in your own file, audience, number or tone, and send it. They are all built on Microsoft's official GCSE framework — Goal, Context, Source, Expectations — so Copilot gets what it wants, in what it wants, from the right place, in the format you need.

Reference a specific document by typing / then the filename, and a person with @, in Word and Copilot Chat; in Excel, point Copilot at a specific Excel Table or range. If you want the reasoning behind these patterns, read how to prompt Microsoft Copilot for work; for ready-to-run examples, see the 35 best Microsoft Copilot prompts, and keep the Copilot prompt cheat sheet open beside these.

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Word templates

Use these in Word to draft, rewrite and structure documents. Attach your source material with / so Copilot grounds the draft in real content instead of inventing it.

1. First-draft document from source files

Draft a [document type, e.g. project brief] about [topic] using /[source file 1] and /[source file 2]. It is for [audience, e.g. the leadership team] so they can [decision or action]. Write in a [tone, e.g. clear, confident] tone, about [length, e.g. 600 words], with headings for [section 1], [section 2] and [section 3], and a short summary at the top.

How to use: swap [document type], the two /[source file] references, [audience], [tone], [length] and the three [section] brackets.

2. Rewrite for a different audience

Rewrite this document for [new audience, e.g. non-technical customers]. Keep every key point and the facts unchanged, but change the tone to [tone] and cut jargon. Aim for [reading level, e.g. plain English a general reader can follow] and [length or "roughly the same length"]. Return the rewritten version only.

How to use: swap [new audience], [tone], [reading level] and [length].

3. Shorten and tighten a long section

Shorten the section titled "[section heading]" to [target length, e.g. 3 tight paragraphs]. It is for [audience] who need [what they need from it]. Keep [must-keep point 1] and [must-keep point 2], remove repetition, and lead with the main takeaway. Preserve the existing headings and formatting.

How to use: swap [section heading], [target length], [audience], [what they need] and the two [must-keep point] brackets.

4. Build and fill a comparison table

Create a table comparing [option A], [option B] and [option C] across the rows [criterion 1], [criterion 2], [criterion 3] and [criterion 4]. Pull the details from /[source file]. It is for [audience] deciding [decision]. Keep each cell to one short line, and add a final row recommending one option with a one-sentence reason.

How to use: swap the three [option] brackets, the four [criterion] brackets, /[source file], [audience] and [decision].

Excel templates

These assume your data is a formatted Excel Table (Insert → Table). Point Copilot at the specific table, range or columns you mean — it works on structured tabular data, not scattered cells.

5. Explain and summarize a data set

Look at the table [table name or range] and give me a plain-language summary of what it shows. It is for [audience, e.g. a monthly review]. Call out the top [number] trends, any outliers, and the highest and lowest values in [column name]. Present it as a short bulleted list, no formulas.

How to use: swap [table name or range], [audience], [number] and [column name].

6. Add a calculated formula column

Add a new column to the table [table name] called "[new column name]" that calculates [what you want, e.g. profit margin as (Revenue − Cost) / Revenue] using the columns [column 1] and [column 2]. Format it as [format, e.g. a percentage with 1 decimal], and explain the formula you used in one sentence.

How to use: swap [table name], [new column name], [what you want], the two [column] brackets and [format].

7. Build a PivotTable

Create a PivotTable from the table [table name] that shows [metric, e.g. total sales] broken down by [row field, e.g. region] and [column field, e.g. quarter]. Sort by [sort field] from highest to lowest, and tell me the single biggest insight from the result in one line.

How to use: swap [table name], [metric], [row field], [column field] and [sort field].

8. Highlight and flag rows by rule

In the table [table name], highlight every row where [column] is [condition, e.g. below 0 or over 90 days]. It is for [audience] who need to spot [what they're looking for]. List the flagged rows in a short summary with [key column] and the value that triggered the flag.

How to use: swap [table name], [column], [condition], [audience], [what they're looking for] and [key column].

PowerPoint templates

Copilot can build a deck from a prompt or from an existing Word file, apply your org template, and write speaker notes. Give it a source and a slide count so it doesn't over- or under-build.

9. Presentation from a Word document

Create a [number]-slide presentation from /[source Word file] for [audience, e.g. a client pitch]. Apply the [org template or brand] template. Structure it as: a title slide, [key section 1], [key section 2], [key section 3], and a closing slide with next steps. Keep each slide to [max, e.g. 4 bullet points], and add concise speaker notes for every slide.

How to use: swap [number], /[source Word file], [audience], [org template], the three [key section] brackets and [max].

10. Presentation from a topic prompt

Build a [number]-slide deck on [topic] for [audience]. The goal is to [goal, e.g. get sign-off on the plan]. Cover [point 1], [point 2] and [point 3], use a [tone] tone, and let Designer handle the layout. Add speaker notes and end with a clear call to action: [the action].

How to use: swap [number], [topic], [audience], [goal], the three [point] brackets, [tone] and [the action].

11. Summarize and restructure an existing deck

Summarize this presentation in [number] bullet points for [audience] who missed the meeting. Then suggest how to restructure it so the strongest point — [key point] — comes first, and flag any slides that are too dense to read in [time, e.g. 15 seconds].

How to use: swap [number], [audience], [key point] and [time].

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Outlook & email templates

Use these to triage the inbox, summarize threads and draft replies with a set tone. Copilot can draft based on a referenced email or file, and Coaching by Copilot will check your tone before you send.

12. Summarize a long thread

Summarize this email thread for [audience, e.g. me before a call]. Give me the key decisions, the open questions, and any action items with who owns each one and the due date. Keep it to [length, e.g. 5 bullets], and flag anything that needs my reply today.

How to use: swap [audience] and [length].

13. Draft a reply with a set tone

Draft a reply to this email that [your goal, e.g. accepts the proposal but pushes the deadline to Friday]. Write it in a [tone, e.g. warm but professional] tone, keep it to [length, e.g. 3 short paragraphs], and make sure it [must-do, e.g. thanks them for the quick turnaround]. Reference the details in /[relevant file] if useful.

How to use: swap [your goal], [tone], [length], [must-do] and /[relevant file].

14. Triage and prioritize the inbox

Go through my inbox from [time range, e.g. the last 3 days] and group the emails into: needs a reply from me, waiting on someone else, FYI only, and can be archived. For the "needs a reply" group, list the sender, the subject and what they're asking for in one line each, ordered by [priority, e.g. deadline].

How to use: swap [time range] and [priority].

15. Cold outreach or intro email

Write a short outreach email to [recipient / role] about [topic or offer]. The goal is to [goal, e.g. book a 20-minute intro call]. Use what's in /[background file] for context, keep it under [length, e.g. 120 words], open with a specific reason I'm reaching out, and end with one clear ask. Tone: [tone].

How to use: swap [recipient / role], [topic or offer], [goal], /[background file], [length] and [tone].

Teams & meeting templates

After a Teams meeting with transcription on, Copilot builds a recap. Ask for the recap style you want, or a custom free-text recap. Replace the brackets with your meeting's specifics.

16. Meeting recap with owners

Give me an Executive Summary recap of this meeting for [audience, e.g. people who couldn't attend]. List the key decisions, the action items with an owner and due date for each, and any unresolved questions. Keep it to [length], and put the decisions first.

How to use: swap [audience] and [length]. Use "Speaker Summary" instead of "Executive Summary" if you want it organized by participant.

17. "What did I miss" catch-up

I joined this meeting [when, e.g. 20 minutes late]. Summarize what I missed before I joined, focused on [my area, e.g. anything about the budget or my project]. Tell me if anyone assigned me an action item or asked me a direct question, and what was decided.

How to use: swap [when] and [my area].

18. Custom recap for a specific stakeholder

Write a custom recap of this meeting for [stakeholder, e.g. my manager]. They care about [their focus, e.g. timeline and risks], so pull only the parts about that. Give me [format, e.g. 4 bullets] I can paste into a message, in a [tone] tone, ending with what we need from them.

How to use: swap [stakeholder], [their focus], [format] and [tone].

Copilot Chat & agent templates

Copilot Chat is grounded in your work data (or the web on the free tier). The Researcher and Analyst agents handle deep, multi-step work — reference your files with / and people with @.

19. Cross-file catch-up in Copilot Chat

Bring me up to speed on [project or topic]. Pull from my recent emails, meetings and files about it — including /[key file] and anything from @[person]. Tell me the current status, what's blocked, who owns what, and the [number] things I should do next. Cite where each point came from.

How to use: swap [project or topic], /[key file], @[person] and [number].

20. Researcher agent deep dive

Research [question or topic] using my work data and the web. It is for [audience] making [decision]. Compare [option A] and [option B], summarize the trade-offs, and note any relevant internal context from /[file] or past meetings. Return a [length] briefing with sources cited, and end with a recommendation.

How to use: swap [question or topic], [audience], [decision], the two [option] brackets, /[file] and [length]. This uses one of your monthly advanced queries.

21. Analyst agent data analysis

Analyze the data in /[data file or table] to answer: [the question, e.g. which segment is driving the drop in renewals]. Reason through it step by step, run the analysis needed, and show your work. It is for [audience]. Return the [number] key findings, any caveats about the data, and a chart of the main result.

How to use: swap /[data file or table], [the question], [audience] and [number]. The Analyst agent can write and run Python on your data.

Frequently Asked Questions

What is a Copilot prompt template?

A prompt template is a reusable, fill-in-the-blank skeleton with [bracketed] placeholders. You swap the brackets for your own file names, audience, tone and length, then send it to Microsoft 365 Copilot. Every template here is built on the GCSE structure — Goal, Context, Source, Expectations — so the output stays on target.

What does GCSE mean in these templates?

GCSE is Microsoft's official prompting framework: Goal (what you want), Context (why and who it's for), Source (which files or data to use), and Expectations (tone, length and format). The templates are organized around those four parts so you always give Copilot enough to work with. The cheat sheet breaks each part down further.

How do I reference my files in a template?

In Copilot Chat and Word, type / then start the filename to attach a specific document, and type @ to reference a person. In Excel, point Copilot at a specific Excel Table, range or columns. Replace the [file] and [table] brackets in each template with those references.

Do these templates need a Copilot license?

Templates that reference your work files, emails, meetings or Excel Tables need a Microsoft 365 Copilot license for that grounding. The web-grounded Copilot Chat free tier can run the general drafting and research templates but cannot see your private work data.

Can I combine templates or run them in Agent Mode?

Yes. Chain a Word drafting template into a PowerPoint template, or paste a multi-step template into Agent Mode in Word, Excel or PowerPoint so the agent executes each step and shows its work. Longer, multi-hour jobs suit the Cowork agent.

Why keep the [brackets] in the prompt?

The brackets mark exactly what to replace. Delete a bracket and its instruction, and paste in your real detail — a specific file, audience, number or tone. Leaving a bracket unfilled tells Copilot you skipped a required input, so it may guess. For more ready-to-run wording, see the 35 best Copilot prompts.

How specific should I make the placeholders?

As specific as you can. Trade [these files] for the actual file names, [audience] for a named team or role, and [length] for a real word or slide count. The more concrete the Expectations, the closer the first draft lands to what you need.

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