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Gifts & Hospitality Review Prep

Organize a gifts & hospitality item against the policy thresholds for the approver. Not approval.

The prompt
For this gift/hospitality entry, organize it for review: [paste details].
- Giver/recipient, value, occasion, frequency
- Relationship to any live tender/decision
- The policy thresholds it should be checked against [reference policy]
- Flags to consider (timing near a decision, public official involved)

Present for the approver. Do NOT approve, decline, or rule it acceptable — that is the approver's decision under the policy.

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

Ethics & Compliance Officer, Compliance Manager