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Copilot Chat (Basic) · Handout — Individual Contributor

Prepared for Bunzl Distribution

CC

Copilot Chat basic

Your pocket companion — a quick-reference and practice guide for the secure AI workspace included with Microsoft 365. No extra license required.

Enterprise Data Protection. When you see the green shield, your prompts and responses stay inside the Microsoft 365 service boundary and are never used to train foundation models.

Where to access Copilot Chat

🌐 m365copilot.com primary web
🔲 Microsoft Edge sidebar
📧 Outlook side pane
💬 Teams left nav
📱 Mobile app iOS & Android
🖥️ M365 Copilot desktop app
Full interactive guide: intelligenceamplified.work/guides/customer/bunzl

The interface

Know your way around

Fourteen things worth finding the first time you open Copilot Chat.

Annotated Copilot Chat interface with 14 numbered features
  1. New chatStart a fresh conversation with no prior context.
  2. SearchFind past chats, prompts, and content across Copilot.
  3. LibraryYour saved prompts and reusable pages in one place.
  4. AgentsSpecialized assistants for specific apps and tasks.
  5. Chat historyRevisit and continue earlier conversations.
  6. Prompt boxWhere you type your request to Copilot.
  7. File uploadAttach a document or image for Copilot to use.
  8. VoiceSpeak your prompt instead of typing it.
  9. Prompt startersSuggested prompts to spark ideas fast.
  10. Saved promptsReusable prompts you've pinned for quick access.
  11. Enterprise protection shieldConfirms your data stays in the secure M365 boundary.
  12. New chat buttonClear the screen and begin again in one click.
  13. Model selectorSwitch between fast answers and deeper reasoning.
  14. App launcherJump to your other Microsoft 365 apps.

Make it yours

Personalize Copilot once, benefit every time

Custom Instructions

Set persistent preferences that apply to every conversation — like training Copilot on your working style. Set it once; every response reflects it.

How to set it up

  1. Open the ⋯ menu (top right) → Settings
  2. Go to Personalization
  3. Toggle on Custom instructions → Edit instructions
  4. Type your preferences (or click a suggested chip)
  5. Click Save instructions
Bunzl example 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 learns context about you over time — your accounts, role, and goals — so it gives more relevant answers without you repeating yourself.

How to manage

In any chat, say "Add the following to memory: …". Review or remove entries under ⋯ → Settings → Personalization → Manage saved memories.

Great things to save: 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.

The framework

GCSE — the anatomy of a great prompt

G
GoalWhat you want Copilot to do.
C
ContextBackground, audience, or situation.
S
SourceFiles, data, or references to use.
E
ExpectationsFormat, tone, length, and structure.

Watch a prompt get better

Good

Help me prepare talking points for a customer account review.

Better

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.

Best

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.

Notice how each step adds Goal → Context → Source → Expectations. You rarely nail it on the first try — that's normal. Iterate.

Quick reference

The cheat sheet

7 rules for better prompts

  • 1
    Let it interview youFor complex or context-heavy prompts, ask Copilot to pose 5 clarifying questions before it answers — then it builds on your goal instead of guessing.
  • 2
    Break it downMulti-step prompts beat one complex prompt. Review and refine between steps.
  • 3
    Assign a personaTell Copilot who to 'be' for more specialized, targeted answers.
  • 4
    Ask what it needsWhen stuck, ask Copilot what context would help most.
  • 5
    Think end-to-endDon't just ask for a table of action items — ask for the whole follow-up email that includes it.
  • 6
    ExperimentTry different structures, tones, and follow-ups. Curiosity reveals new capability.
  • 7
    Iterate alwaysYour first result is a draft, not a final answer. Refine, adjust, repeat.

6 power techniques

  • ▸
    Keep the conversation goingBuild on what Copilot gave you with follow-ups — don't start over.
  • ▸
    Give specific instructionsTell Copilot what to include AND what to leave out.
  • ▸
    Break it into stepsStage complex tasks instead of cramming everything into one prompt.
  • ▸
    Assign a personaTell Copilot who to 'be' for specialized, targeted answers.
  • ▸
    Use templates of goodGive Copilot an example document to follow for structure and tone.
  • ▸
    Ask Copilot what it needsWhen you're stuck, let Copilot help you write the prompt.
Open Copilot Chat m365copilot.com
Full guide · intelligenceamplified.work/guides/customer/bunzl
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Role add-on

Individual Contributor · a day in the life

Email triage, research, content creation, and document review.

8:00 AM

☀️Email Triage

Sort a heavy inbox into priority tiers fast.

PromptI 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.
10:00 AM

🔬Research

Run fast, public-info competitive analysis.

PromptI'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.
1:30 PM

✍️Content Creation

Draft long-form content with a precise audience.

PromptWrite 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.
3:30 PM

📄Document Review

Get structured feedback on a proposal or report.

PromptReview 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.