Skip to main content

Commercial Operations Copilot Guardrails

Essential guardrails for commercial and operations roles using Copilot. Understand system boundaries and human accountability.

The prompt
## When NOT to Use Copilot for Commercial & Operations Roles

**PROCUREMENT - NEVER use Copilot for:**
- Vendor selection decisions
- Price approval
- Contract award
- PO generation
- Supplier qualification
- Commercial negotiations
- Claim decisions
- Commitments to vendors

**DOCUMENT CONTROL - NEVER use Copilot for:**
- Document registration/numbering
- Version control
- Transmittal generation
- Approval workflows
- Archive classification
- Distribution control
- Audit evidence
- Compliance certification

**PLANNING & SCHEDULING - NEVER use Copilot for:**
- Schedule creation (use P6/MSP)
- Critical path analysis
- Resource leveling
- Float calculations
- Earned value metrics
- Schedule risk analysis
- Baseline approval
- Schedule certification

**Golden Rules:**
- Procurement: "Copilot researches - procurement decides"
- Document Control: "Copilot finds context - DC maintains the record"
- Planning: "Copilot narrates - planners calculate"

**What Copilot IS good for:**
- Searching correspondence
- Preparing for meetings
- Drafting narratives (not numbers)
- Finding historical context
- Tracking informal discussions

**System Integration Note:**
Copilot does NOT integrate with:
- SAP/Oracle ERP
- EDMS systems (Aconex, Procore, etc.)
- Primavera P6 / MS Project
- Contract management systems

Always use official systems for formal records.

Copy this exactly as it appears, including the # and * characters. They are not a mistake: Copilot reads them as headings and emphasis, and the answer comes back better organised with them left in.

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

Procurement Manager, Document Controller, Planner, Scheduler