Prepared for Bunzl Distribution · Interactive Guide

Copilot Chat
basic

Overview and Getting Started Guide

The secure AI workspace included with your Microsoft 365 subscription — with examples tailored for Bunzl teams. No additional license required.

Start the Guide → See capabilities ↓

The Overview

Your secure AI workspace

Copilot Chat is a secure AI chat experience available at no additional cost for Entra account users with eligible Microsoft 365 subscriptions. It's grounded in web data and protected by Enterprise Data Protection (EDP).

Enterprise Data Protection

When you see the green shield icon in Copilot Chat, it means EDP is applied. Prompts and responses are processed within the Microsoft 365 service boundary, and they are not used to train foundation models, including work content you add or upload.

Where to access Copilot Chat

🌐m365copilot.com(primary web)Open

🔲Microsoft Edge(sidebar)Preview

📧Outlook(left nav / side pane)Preview

📱Mobile app(iOS & Android)QR Code

💬Teams(left nav)Preview

💻M365 Copilot(desktop app)Preview

Annotated screenshot of the Copilot Chat interface showing 14 numbered features: 1-New chat, 2-Search, 3-Library, 4-Agents, 5-Chat history, 6-Prompt box, 7-File upload, 8-Voice, 9-Prompt starters, 10-Saved prompts, 11-Enterprise protection shield, 12-New chat button, 13-Model selector, 14-App launcher

The Capabilities

Capabilities at a glance

Every feature below is available to you today with your existing Microsoft 365 subscription. Click any card to see an example prompt.

Personalization & Customization

⚙️

Custom Instructions

Tell Copilot how you want it to respond — every time, automatically

Custom instructions let you set persistent preferences that apply to every conversation. Think of it as training Copilot on your working style — you set it once, and every response reflects your preferences.

How to set up:

Click the ⋯ menu (top right) → Settings
Go to Personalization
Toggle on Custom instructions and click Edit instructions
Type your preferences or click the suggested chips to add common ones
Click Save instructions

Custom Instructions settings showing personalization options and instruction editor

💡 Tip

Be specific about your role and preferences. Instead of "be helpful," try: "I'm a Bunzl account manager. Keep responses concise and action-oriented. Focus on distributor–customer conversations, true case cost, and supply continuity."

🧠

Saved Memories

Copilot remembers details you share to personalize future responses

Memories let Copilot learn context about you over time — your accounts, your role, your goals — so it can give more relevant answers without you repeating yourself every conversation.

How to add a memory:

In any chat, tell Copilot: "Add the following to memory: [your context]"
Copilot will confirm with a "Memory updated" indicator
Future conversations will automatically use this context

How to manage memories: Go to ⋯ menu → Settings → Personalization → Manage saved memories to review, edit, or delete what Copilot remembers.

Saved memories showing how to add context and manage memories in settings

💡 Tip

Great things to save as memories: the customers and channels you cover, your role and division, the product categories you distribute, your preferred communication style, and recurring meeting cadences. The more Copilot knows about your work, the less prompting you need.

Core Chat

💬

Web-grounded Q&A

Ask questions answered from internet data in real time

Try this prompt:

What are the top 3 trends reshaping foodservice packaging and janitorial/sanitation supply distribution in 2026?Click to copy

🔄

Multi-turn Conversations

Refine and build on answers across follow-up messages

Try this prompt:

Now compare how those trends are affecting single-use plastic products versus compostable and recycled-content alternativesClick to copy

🧠

Model Selection

Choose between Auto, Quick Response, or Think Deeper modes

Try this prompt:

Think deeper: What are the second-order effects of state-level single-use plastics bans on a value-added distributor's product assortment, sourcing, and customer mix?Click to copy

Model selector

📝

Summarize Content

Paste any text and get a structured summary instantly

Try this prompt:

Summarize the following trade publication article in 3 bullet points with implications for our distribution business: [paste text]Click to copy

No article handy? Copy this sample:

Foodservice operators are accelerating the shift away from single-use plastics as more states finalize bans taking effect in 2026. Distributors report rising demand for compostable and recycled-content packaging, though supply remains tight and prices run 15–30% above conventional items. Analysts expect value-added distributors that can guarantee fill rates on greener alternatives to gain share, while operators without a consolidation strategy face higher true case costs and more frequent substitutions.Click to copy

✏️

Rewrite & Improve

Polish your writing for clarity, tone, and impact

Try this prompt:

Rewrite this customer account-review talking point to be more concise and data-driven: [paste text]Click to copy

No talking point handy? Copy this sample:

So basically what I wanted to kind of walk through today is that over the last quarter or so we've actually been doing a pretty good job, I think, on the service side, and our fill rate has generally been trending in a positive direction, and we've also managed to take some cost out here and there across a few different categories, which is obviously a good thing for your stores.Click to copy

🌐

Translate

Translate content between languages

Try this prompt:

Translate this warehouse safety notice into Spanish for our distribution center team, keeping the instructions clear and direct: [paste text]Click to copy

No notice handy? Copy this sample:

Forklift Safety Reminder:
• Always sound the horn at intersections and blind corners.
• Keep a safe distance from pedestrians and never allow riders.
• Lower the forks fully before traveling and watch your overhead clearance.
• Report any damaged pallets or leaking product to your shift lead immediately.Click to copy

Files & Content

📎

Upload Files

Upload documents, images, or data files via the '+' button for analysis

Try this prompt:

Summarize the key findings and action items from this customer business-review deck I've uploadedClick to copy

File upload menu showing Add work content, Upload images and files, Attach cloud files, Designer, Compose with Word/Excel/PowerPoint submenu, All agents

'+' button menu

📂

Reference Files (ContextIQ)

Type '/' to select files from your Microsoft 365 content

Try this prompt:

/Q2-Account-Scorecard.xlsx — Which items are below their target fill rate this quarter and what's driving the gap?Click to copy

ContextIQ file picker showing recent documents like Word files and PowerPoint presentations with a search bar

'/' file reference

🎨

Image Generation

Create images from text descriptions

Try this prompt:

Create a professional banner image for our annual sales kickoff meeting with the theme 'Delivering More Together'. This is for Bunzl Distribution - Grocery DivisionClick to copy

🔍

Image Analysis

Upload images and ask questions about them

Try this prompt:

What does this warehouse pallet photo show? Identify any obvious stacking, labeling, or safety issues with how these cases are loadedClick to copy

No photo handy? Click this sample image to copy, then paste it in with the prompt:

Warehouse pallets stacked with shrink-wrapped cases of product on wooden pallets — sample photo for image analysis

Click to copy image

Copilot Pages

📄

Create Pages

Convert any Copilot response into an editable, shareable document

Try this prompt:

Draft a status update for my branch team on our Q3 service-improvement projectClick to copy

Then click "Edit in Pages" on the response

Copilot response showing the Edit in Pages button

👥

Collaborate on Pages

Share Pages with colleagues for real-time co-editing

Share any Copilot Page with your team for real-time collaborative editing — just like a shared document.

Copilot Page in editing view with sharing and collaboration

Copilot in your everyday apps

💬

Chat in Teams

Copilot Chat opens in the Teams left nav, aware of your open chat or channel

Try this prompt:

Summarize the key decisions from today's branch operations thread and list any action items assigned to meClick to copy

Teams showing the Copilot icon in the left nav and the Copilot Chat pane open

Open and collapse Copilot Chat from the Teams left nav

📧

Chat in Outlook

Copilot Chat opens alongside your email — summarize threads, get insights, and draft replies

Copilot in Outlook reads your full email thread for context, so you can work faster with short, natural prompts. Here's the workflow from inbox to reply:

1. Summarize an email thread

Long email threads pile up fast. Click "Summarize this email" at the top of any conversation to get a structured overview in seconds — no prompt required.

Outlook inbox with Summarize this email button highlighted

Click "Summarize this email" to instantly catch up on any thread

2. Get thread insights & coaching

Copilot doesn't just summarize — it organizes the thread into structured categories with source citations linking back to the original emails. Look for the "Thinking partner note" at the bottom where Copilot proactively surfaces opportunities you might have missed.

Copilot side pane with structured summary, source citations, and Thinking Partner coaching note

Structured summary with source citations + proactive "Thinking partner" coaching

3. Draft a reply with Copilot

Tell Copilot what you want to say and it drafts the full reply in context. Review the response, click "Edit and Send" to finalize, and you're done. Copilot even adds a thinking partner tip to strengthen your message.

Try this prompt:

Draft a reply about how we could layer in the different cost-savings leversClick to copy

Copilot drafting a reply in Outlook with Edit and Send button and Thinking Partner coaching tip

Copilot drafts the reply — click "Edit and Send" to review and finalize

💡 Tip

Copilot in Outlook reads the full email thread for context — so your prompts can be short. Just say "draft a reply suggesting we set up a vendor-managed inventory program" and it knows who you're replying to and what was discussed.

Agents

🤖

Browse Agents

Access a catalog of prebuilt agents from the sidebar

Open More agents in Copilot Chat to explore the Agent Store. Start with your pinned app agents, then browse Microsoft-built agents for specialized tasks like research, planning, writing, and learning.

Agent Store showing search, your agents, and Microsoft-built agent cards

Agent Store from More agents

📊

App Agents

Word, Excel, and PowerPoint agents available in the M365 Copilot app

Access specialized agents for Word, Excel, and PowerPoint directly from the Microsoft 365 Copilot app. These agents can clarify your intent, generate a draft artifact, and hand it off to the full Office app when you are ready to keep editing.

PowerPoint agent showing presentation options, a generated deck preview, and Open in PowerPoint

PowerPoint agent: draft a presentation

Excel agent workflow showing prompt, workbook options, reasoning, generated dashboard, and Open in Excel

Excel agent: build a workbook

Note

App agents may ask follow-up questions before generating the file. Use those options to specify the audience, purpose, source data, timeframe, analysis type, and preferred output style.

Tip

Treat the generated deck or workbook as a strong first draft. Review the content, verify facts and formulas, then use Open in PowerPoint or Open in Excel to continue editing in the app.

Copilot Search

🔎

Universal Search

Search across all your Microsoft 365 data and connected sources

Try this prompt:

Find the latest presentation about our Q3 vendor-managed inventory rollout for the convenience-store channelClick to copy

Copilot Search showing search results across M365 apps with document previews and suggested actions

Search experience

🔗

Search → Chat

Start with a search query, then continue into a deeper chat exploration

Begin with a search to find what you need, then continue the conversation in chat to analyze, summarize, or build on the results.

Chat search showing conversation history organized by Today and Previous 30 Days with search and filter options

Chat history search

The Framework

The prompting framework

The quality of Copilot's output depends on how you ask. Use the GCSE framework — four ingredients that turn a vague request into a powerful prompt.

Goal

What you want Copilot to do

Context

Background, audience, or situation

Source

Files, data, or references to use

Expectations

Format, tone, length, and structure

💡 Tip

You don't need all four elements in every prompt — but the more you include, the better your results will be. Start with Goal, then add Context and Expectations as needed.

Watch a prompt evolve

The same task — three levels of detail. Notice how each version layers in more GCSE elements.

GOOD

Goal

Help me prepare talking points for a customer account review.Click to copy

This prompt has a clear Goal, but Copilot doesn't know who you are, what you're selling, or how to format the response — so results will be generic.

BETTER

Goal Context Expectations

I'm a Bunzl account manager meeting with the procurement lead at a regional grocery chain to discuss consolidating more of their packaging, can liner, and janitorial supply spend with us for Q3. Create 5 talking points covering true case-cost savings, our 60,000+ item single-source assortment, our fill-rate and on-time delivery performance, and the working-capital benefits of our vendor-managed inventory program. Use a consultative, partnership-focused tone that positions Bunzl as a supply-chain partner, not just a vendor.Click to copy

+Context tells Copilot your role and situation. +Expectations sets the tone. Results will be more relevant and tailored to your meeting.

BEST

Goal Context Source Expectations

I'm a Bunzl account manager preparing for a quarterly business review with the procurement director at FreshMart Grocery, a 200-store regional chain. Bunzl is their primary distributor for foodservice disposables, can liners, and janitorial supplies, and we've been consolidating more of their nonfood spend over the past year. Review /FreshMart-Q2-Account-Review.xlsx for the latest case volume, fill-rate, and cost-savings data and create 5 talking points covering: documented true case-cost savings we've delivered this quarter, our fill rate and on-time delivery vs. SLA, two SKU-consolidation or sustainable-swap opportunities for Q3, and one supply-risk area we can help them de-risk. Format as a numbered list with a one-sentence executive summary at the top. Keep the tone confident but collaborative — this customer values data and brevity.Click to copy

+Source points Copilot at real data via the '/' file reference. All four GCSE elements combine for a response that's specific, data-driven, and ready to present.

Goal Context Source Expectations

💡 Tip

You can type '/' in the prompt box to pull in any document from your Microsoft 365 files as context.

Power techniques

Six strategies that turn good prompts into great ones. Click any card to expand.

🔄

Keep the Conversation Going

Don't start over — build on what Copilot gave you with follow-up prompts.

First prompt:

Summarize the key trends driving demand for sustainable and compostable foodservice packaging in 2026.Click to copy

Follow-up:

Now frame those trends as talking points I can use in an account review with a grocery customer who's evaluating a switch to more sustainable packaging.Click to copy

💡 Tip

Copilot remembers your full conversation. Each follow-up refines the output — think of it as collaborating with a colleague.

📝

Give Specific Instructions

Tell Copilot what to include AND what to leave out.

Try this prompt:

Using the account figures I've pasted below, write an executive summary of the service results we delivered to this grocery customer last quarter. Focus on measurable outcomes like fill rate, on-time delivery, and documented cost savings. Do NOT include our internal margin or supplier-cost details. Keep it under 200 words and suitable for sharing directly with the customer. [paste your account metrics here]Click to copy

No figures handy? Copy these sample metrics:

Q2 service results for this account:
• Fill rate: 97.8% (target 98%)
• On-time delivery: 95.4% (target 97%)
• Documented cost savings: $312K YTD from SKU consolidation
• Backorders reduced 28% vs. Q1
• Vendor-managed inventory live in 25 of 200 storesClick to copy

💡 Tip

Negative instructions ('do not include...') are surprisingly powerful — they prevent Copilot from going off-track.

📊

Break It Into Steps

Don't cram everything into one prompt — break complex tasks into stages.

Step 1:

Create an outline for a quarterly business review presentation for one of our top grocery customers, covering service performance, cost savings delivered, and growth recommendations.Click to copy

Step 2:

Expand the 'cost savings delivered' section with 3 example ways a value-added distributor lowers a customer's true case cost (e.g., SKU consolidation, vendor-managed inventory, and reduced freight from single-source ordering).Click to copy

Step 3:

Now write speaker notes for each section in a conversational tone I can use while presenting to the customer.Click to copy

💡 Tip

Multi-step prompting gives you a chance to review and course-correct at each stage — just like reviewing drafts with a teammate.

🎭

Assign a Persona

Tell Copilot who to 'be' for more specialized, targeted answers.

Try this prompt:

Act as a supply-chain consultant advising a grocery chain's VP of Operations. Explain in business terms why consolidating packaging, can liner, and janitorial spend with a single value-added distributor lowers true case cost and frees up working capital over the next 12 months. Keep the language practical — use terms like true case cost, fill rate, and working capital.Click to copy

💡 Tip

Personas help set the expertise level and tone. Try 'Act as a financial analyst,' 'Act as a communications specialist,' or 'Act as an onboarding manager.'

📄

Use Templates of Good

Give Copilot an example document to follow for structure and tone.

Try this prompt:

Create a quarterly business review presentation for FreshMart Grocery's procurement director. Use /Sample-QBR-Q1.pptx as a template for structure, formatting, and data-visualization style. Replace all references from the sample with FreshMart details and update with the Q2 figures I've attached.Click to copy

💡 Tip

Uploading or referencing an existing document as a 'template of good' dramatically improves consistency — especially for proposals, reports, and customer communications.

❓

Ask Copilot What It Needs

When you're stuck, let Copilot help you write the prompt.

Try this prompt:

I need to build a new-business pitch for a 50-store regional grocery chain that currently buys packaging and janitorial supplies from several different distributors. What specific details, data points, or context do you need from me to create the most compelling single-source consolidation pitch?Click to copy

💡 Tip

This is a power move — Copilot will ask clarifying questions that help you think through what you actually need. Great when starting from a blank page.

Try it yourself

Read each scenario, write your own prompt, then click to see our suggestion.

✉️

Scenario 1

Customer Meeting Follow-Up

Challenge: Write a prompt that gets Copilot to draft a professional follow-up email to the customer.

You're a Bunzl account manager who just finished a 45-minute meeting with a regional grocery chain's procurement lead about consolidating more of their packaging and janitorial supply spend with Bunzl. You discussed pricing on a consolidated assortment, adding two new compostable product lines, and a vendor-managed inventory pilot for Q3.

🔬

Scenario 2

Competitive Landscape Brief

Challenge: Write a prompt that helps you quickly build a competitive brief for your team.

Your regional sales director asked you to brief the team on how three competing distributors are positioning their value propositions in the foodservice packaging and janitorial supply market. You have 30 minutes before the sales huddle and no existing research.

📊

Scenario 3

Quarterly Business Review Deck

Challenge: Write a prompt that produces a polished executive summary for your customer.

You need to create a one-page executive summary for a grocery customer showing the value Bunzl delivered this quarter — including documented cost savings, fill-rate performance, and SKU consolidation. It needs to be polished enough to share with their VP of Supply Chain. You'll paste in the actual figures.

Quick-reference cheat sheet

Let it interview you — For complex or context-heavy prompts, ask Copilot to pose 5 clarifying questions before it answers. Answering them sharpens the goal and produces a far better result.
Break it down — Multi-step prompts beat single complex ones. Review and refine between steps.
Assign a persona — "Act as a..." instantly sets expertise level and tone.
Ask what it needs — When stuck, ask Copilot what context would help most.
Think end-to-end — Don't just create a table of action items; write the whole follow-up email that includes the table.
Experiment — Try different structures, tones, and follow-ups. Curiosity reveals new capability.
Iterate always — Your first result is a draft, not a final answer. Refine, adjust, repeat.

The Scenarios

Day-in-the-life scenarios

Explore how different roles use Copilot Chat throughout their day.

☀️

Morning Briefing

Paste overnight news articles into Copilot and get an instant briefing.

Summarize the top 5 news stories from today related to the foodservice packaging and distribution industry, grocery and convenience-store retail trends, and supply-chain or commodity cost shifts (resin, paper, freight). Focus on anything involving major North American distributors or our customers, single-use plastics regulation, or sustainability mandates. Format as a numbered list with one sentence per story and a brief 'why it matters for Bunzl' note for each.Click to copy
📊

Meeting Prep

Upload a board deck and prepare for tough questions.

I'm the VP/GM of a Bunzl distribution division preparing for our quarterly executive leadership meeting. Our key metrics this quarter: [e.g., $320M revenue, 9% YoY growth, 97.5% fill rate, 22 new accounts won]. Create 5 talking points that address: year-over-year revenue growth by customer segment (grocery, food processor, c-store, retail), gross-margin and true case-cost trends, fill rate and on-time delivery vs. SLA, new-account wins and at-risk renewals, and our warehouse capacity and automation plan for H2. Keep the tone confident and data-driven. Format as a bulleted list with bold headers.Click to copy
✉️

Communication

Draft company-wide communications quickly.

Draft an email to our field sales organization announcing the launch of a new vendor-managed inventory (VMI) program for convenience-store accounts in the Southeast region. The audience is account managers, regional sales managers, and our customer service team. Strike a tone that's energizing but clear — explain why we're rolling out VMI, what it means for their accounts, and what support and training they'll receive. Keep it under 300 words with a clear call-to-action to attend a kickoff webinar.Click to copy
🧠

Strategic Thinking

Use Think Deeper for complex competitive analysis.

Think deeper: Sustainability mandates and single-use plastics regulations are accelerating across the states our customers operate in, and more customers are asking for compostable and recycled-content alternatives. Analyze what this trend means for Bunzl's distribution business over the next 12 months. Consider product assortment and sourcing implications, true case-cost and margin trade-offs, our advantage as a material-agnostic distributor, customer-retention leverage, and where we should invest to lead on sustainable alternatives. Format as a structured analysis with headers for each area.Click to copy

☀️

Team Standup Prep

Generate a structured agenda in seconds.

Create an agenda for a 15-minute Monday morning huddle with my team of 8 account managers covering grocery and convenience-store customers. Include sections for: last week's wins (new accounts won or cost-savings delivered), this week's priorities (customer business reviews, site visits, or VMI rollouts), and any blockers needing escalation (backorders, pricing issues, service complaints). Format as a reusable template. Keep each section to 2-3 bullet points max.Click to copy
📝

Documentation

Turn meeting transcripts into structured action items.

I just finished a 45-minute joint business planning session with the [e.g., Kroger] procurement lead about their packaging and janitorial supply program. Here are my notes from the meeting: [paste your meeting notes here]. Transform these into a professional meeting summary with three sections: Key Decisions Made (table format), Action Items (table with Owner, Task, Due Date columns), and Open Questions for the Next Review (bulleted list).Click to copy

📥 Download sample file (Meeting-Notes-Category-Review.txt)
👥

People Management

Build feedback templates and development plans.

I'm a regional sales manager preparing for quarterly performance reviews with my team of [e.g., 8] account managers covering [e.g., grocery and convenience-store] customers. Create a structured feedback template tailored to distribution sales that includes: Sales Performance & Impact (3 bullets covering revenue/quota attainment, new accounts won, and cost savings delivered to customers), Growth Opportunities (2 bullets with specific development actions like customer business-review skills or category/VMI knowledge), Goals for Next Quarter (3 measurable goals tied to revenue, account retention, and customer satisfaction), and a Coaching Notes section. Use a supportive and growth-oriented tone.Click to copy
📊

Reporting

Synthesize raw data into executive summaries.

Create a Q2 territory performance summary for my VP of Sales. Our team of [e.g., 8] account managers covers [e.g., 1,200] grocery and convenience-store customers across the [e.g., Midwest] region. Here are our key numbers: [paste your quarterly metrics or upload your performance spreadsheet]. Include sections for: Key Metrics (format as a table with Metric, Target, Actual, % to Goal columns — include metrics for revenue, fill rate, new accounts won, and cost savings delivered), Top Achievements (3-4 bullets highlighting specific account wins), Challenges & Mitigations (2-3 bullets about competitive threats or service gaps), and Priorities for Q3 (numbered list). Keep the tone professional and results-focused.Click to copy

📥 Download sample file (Q2-Territory-Metrics.csv)

☀️

Email Triage

Quickly categorize a large inbox by priority.

I have [e.g., 40+] unread emails from the past 3 days related to my customer accounts, supplier communications, and internal updates. Here are the subject lines and senders: [paste your email subject lines and senders here]. Categorize them into three priority tiers: 🔴 Respond Today (customer order issues, backorder alerts, pricing requests), 🟡 Respond This Week (business-review scheduling, new item setup requests, supplier check-ins), and 🟢 FYI Only (corporate newsletters, HR updates, training announcements). Format as a table with columns for Priority, Subject, Sender, and Suggested Action.Click to copy

No inbox handy? Copy this sample list:
• “Backorder on can liners — need ETA” — Dana Ruiz, FreshMart Grocery
• “Q3 business review scheduling” — Tom Albright, Regional Account Mgr
• “Pricing request: compostable clamshells” — Priya Shah, Coastal Foods
• “New item setup — nitrile gloves” — Product Onboarding (internal)
• “Invoice discrepancy #44821” — Marcus Lee, Accounts Payable
• “Lunch & Learn: sustainable packaging” — Corporate Comms
• “Delivery missed at DC 12 dock” — Sam Carter, Warehouse Lead
• “Open enrollment reminder” — HR BenefitsClick to copy
🔬

Research

Run fast competitive analysis across tools and vendors.

I'm preparing for an account review with the procurement lead at [e.g., FreshMart Grocery]. Using publicly available information, compare how Bunzl and our top 2 distribution competitors — [e.g., Veritiv and Imperial Dade] — position our offerings in foodservice packaging and janitorial supply. Create a comparison framework with columns for Company, Market Focus, Service Model, Sustainability Positioning, and Potential Weakness. End with 3 talking points on why consolidating more spend with Bunzl would lower their true case cost.Click to copy
✍️

Content Creation

Draft long-form content with specific audience targeting.

Write a compelling one-page sales story for my top prospect — [e.g., a 50-store regional grocery chain] that currently uses several different suppliers. Target audience: the VP of Procurement who values cost savings and supply reliability. Include sections for: Why Bunzl (3 bullets on single-source consolidation, our 60,000+ item assortment, and our nationwide distribution footprint), Customer Impact (2 bullets on lowering true case cost and freeing up working capital), and Service & Support (3 bullets on vendor-managed inventory, fill-rate performance, and sustainable product alternatives). Use a professional, consultative tone. Keep it under 400 words.Click to copy
📄

Document Review

Get AI-powered analysis of proposals and reports.

Review the attached supply proposal for our Q3 [e.g., Kroger] program and provide structured feedback. Identify: 3 strengths of the proposal, any gaps in the cost-savings projections (missing line items, unrealistic assumptions, or incomplete service-level detail), suggestions to strengthen the executive summary for the customer, and any risks around implementation timing or inventory readiness that aren't addressed. Format your feedback as a table with columns for Section, Finding, and Recommendation.Click to copy

📥 Download sample file (Q3-Supply-Proposal.txt)

☀️

Shift Prep

Generate opening checklists customized to your location.

Create a comprehensive shift-opening checklist for a warehouse supervisor at a distribution center. Include sections for: Safety & Compliance (4 items — check forklift inspections, verify clear aisles and dock areas, confirm PPE availability, review any open incident reports), Inbound & Putaway (4 items — verify overnight receipts, check for damaged pallets, confirm putaway locations, flag temperature-sensitive items), Outbound & Pick N Pack (3 items — review today's order volume, confirm staffing by zone, check for backorders or substitutions), and Communication (3 items — brief the team on priorities, note any equipment issues, log the shift handoff). Format each item as a checkbox-style line. Keep the language simple and action-oriented.Click to copy
📋

Quick Reference

Get instant, customer-friendly explanations of policies.

Draft a simple, customer-friendly explanation of a standard product return and credit policy for distribution customers. Cover these scenarios: damaged product found on delivery, product past its expiration date, product recalled by the manufacturer, and overstock or discontinued items. Format as a quick-reference card with each scenario as a separate section including What to Do and Who to Contact. Use a helpful, professional tone I can reference while talking to a customer — and if I paste our actual policy, tailor it to match.Click to copy
📝

Incident Reporting

Draft structured incident reports quickly on the floor.

Help me write a warehouse incident report. Details: At [e.g., Distribution Center #12] today, [describe what happened, e.g., a loaded pallet shifted off a forklift in the outbound staging area]. [describe any injury or damage, e.g., no injuries, but two cases were damaged and an aisle was blocked for about 20 minutes]. I spoke with [who was involved, e.g., the forklift operator and the shift lead] about what happened. Format the report with sections for: Incident Summary, Location/Date/Time, What Happened, People Involved, Injuries or Damage, Immediate Actions Taken, Photos Needed (leave blank), and Recommended Follow-Up to prevent recurrence.Click to copy
📚

Training

Create on-the-go training guides for new processes.

I'm writing a training guide for our warehouse team on a new handheld scanning and pick-verification process. Create a clear step-by-step guide a team member can follow on the floor. Include: equipment and login requirements, how to start a pick assignment, how to scan and verify items against the order, how to flag a short-pick or substitution, how to report a damaged item with a photo, and how to close out and confirm an order for shipping. Use numbered steps with brief descriptions. Keep each step to 1-2 sentences max.Click to copy

Getting Started

Getting started checklist

Complete these milestones to build your Copilot Chat confidence. Your progress is saved automatically.

0/10 complete

Open Copilot Chat
Visit m365copilot.com and sign in with your work account
Verify the green shield
Look for the green EDP shield in the top right — it means your data is protected
Ask your first question
Try a web-grounded prompt like "What are the latest trends in my industry?"
Upload a document
Click the '+' button and upload a PDF or Word doc, then ask a question about it
Use the '/' shortcut
Type '/' in the prompt box to reference a file from your Microsoft 365 content
Try different models
Switch between Auto, Quick Response, and Think Deeper to see how answers change
Generate an image
Ask Copilot to create an image for a presentation or team communication
Create a Copilot Page
Click 'Edit in Pages' on a response you like to turn it into a shareable document
Try Copilot in Teams or Outlook
Open Copilot Chat from the left nav in Teams or the side pane in Outlook
Explore an agent
Browse the agent catalog from the sidebar and try a prebuilt agent

🎉 Congratulations! You've completed all 10 milestones. You're now a Copilot Chat power user!

You're ready to go

You've explored the features, learned the framework, and practiced your prompts. Time to put it all to work — and take a pocket reference with you.

Open Copilot Chat →

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Your secure AI workspace

Where to access Copilot Chat

Capabilities at a glance

Personalization & Customization

Custom Instructions

Saved Memories

Core Chat

Web-grounded Q&A

Multi-turn Conversations

Model Selection

Summarize Content

Rewrite & Improve

Translate

Files & Content

Upload Files

Reference Files (ContextIQ)

Image Generation

Image Analysis

Copilot Pages

Create Pages

Collaborate on Pages

Copilot in your everyday apps

Chat in Teams

Chat in Outlook

1. Summarize an email thread

2. Get thread insights & coaching

3. Draft a reply with Copilot

Agents

Browse Agents

App Agents

Copilot Search

Universal Search

Search → Chat

The prompting framework

Watch a prompt evolve

Power techniques

Keep the Conversation Going

Give Specific Instructions

Break It Into Steps

Assign a Persona

Use Templates of Good

Ask Copilot What It Needs

Try it yourself

Customer Meeting Follow-Up

Competitive Landscape Brief

Quarterly Business Review Deck

Quick-reference cheat sheet

Day-in-the-life scenarios

Morning Briefing

Meeting Prep

Communication

Strategic Thinking

Team Standup Prep

Documentation

People Management

Reporting

Email Triage

Research

Content Creation

Document Review

Shift Prep

Quick Reference

Incident Reporting

Training

Getting started checklist

You're ready to go