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Document Organization Summary

Create document inventory from communications and file searches.

The prompt
Search for documents related to [Project/Topic] in my emails and SharePoint. Create an inventory:
- Documents found and their locations
- Version or date information
- Owner/creator if known
- Related documents that should be grouped
- Gaps or missing documents based on discussions

This is for document organization.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Administrative Assistant, Document Controller, Records Coordinator

More for Administrative & Executive Assistants

See all 17 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.