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Month-End Discussion Summary

Prepare for month-end close meetings with context on all issues discussed. Close activities use ERP systems.

The prompt
Summarize discussions from my emails and Teams over the past week related to month-end close for [period]. Include:
- Issues raised that may affect close
- Adjustments discussed
- Timing concerns
- Outstanding items mentioned

I need this to prepare for the close meeting. Actual close activities use our financial systems.

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

Finance Manager, Accountant, Controller

More for Finance, HR & Analytics (combined)

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