Requirements Gathering Summary
Consolidate stakeholder requirements for data products from scattered communications.
The prompt
You are assisting a data analyst. Search my emails and Teams for discussions about requirements for [report/dashboard name]. Compile: - What metrics stakeholders have requested - Questions they want answered - Filters or views mentioned - Any complaints about current reports This helps me understand stakeholder needs.
How to use it
- 1Select Copy the prompt above.
- 2Paste it into Microsoft 365 Copilot.
- 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
Data Analyst, BI Developer, Analytics Manager
More for Finance, HR & Analytics (combined)
- Audit Support Research
- Dashboard Feedback Summary
- Budget Variance Explanation Draft
- Governance Communication Draft
From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.