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Create and Share a Document with Stakeholders

Generate a Word document from notes or a brief, then share it directly with the right people — without manually uploading and emailing.

The prompt
I am attaching [notes / brief / source document]. [Attach file]

Step 1: Create a Word document from this content structured as [briefing / report / MOM / proposal — specify]. Include: title, date, key sections with headers, and a summary at the top.

Step 2: Show me the document before saving. Wait for my confirmation and any edits.

Step 3: After I approve the document, save it to [OneDrive folder name or SharePoint location].

Step 4: Draft a short email to [recipient names] with the document attached and a one-sentence description of what it is. Show me the email draft before sending.

Step 5: Send the email after I approve it.

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

Project Manager, Analyst, Consultant, Executive Assistant

More for Copilot Cowork: Agentic Workflows

See all 28 prompts

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