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Executive Pre-Read

Before meeting with a senior stakeholder or exec, get a concise picture of the relationship, recent context, and what they care about.

The prompt
I am meeting with [Name], [Title], at [Organisation] on [date]. Search my emails, Teams messages, and calendar entries involving them or their organisation from the last 6 months. Produce an executive pre-read:
- Last 3 topics or decisions involving them — what was the outcome of each
- Any open asks, commitments, or concerns on either side
- What they have said they care about or are focused on — use their exact words where possible, not paraphrases
- Any signals about priorities, pressures, or agenda items for this meeting

Keep this under 200 words. Do not send or post anything.

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

Account Manager, Business Developer, Project Manager, Consultant

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