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Process Documentation

Creating clear process documentation

The prompt
Document [task/workflow]. Format: 1) When to use, 2) What you need, 3) Step-by-step, 4) Common mistakes/avoid, 5) Know you're done, 6) Troubleshooting. For first-timers.

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

Professional, Manager, Technical Writer, Trainer, Operations Manager