Microsoft Copilot
AI inside Word, Excel and Outlook
What it does
If you use Microsoft Office, this adds an AI that can analyse spreadsheets, draft documents and summarise email.
Good to know
Current free-plan limits and paid prices have not been verified. Check the tool's website before choosing a plan.
Check official plans- Difficulty: Beginner
Accomplish
Let's do it together
AI inside Word, Excel and Outlook. It is listed for “Keep track of my business money”.
Have these ready
- Your intended result and who it is for
- Relevant material you own or have permission to use
- Your preferred format, budget and any constraints
- 1
Open Microsoft Copilot
Sign in if required and start a new conversation. Check the current plan limits before uploading large files.
- 2
Provide your information
Replace the square-bracket placeholders below. Paste the completed prompt into the message box, attach material only if supported by your plan, and send it.
- 3
Refine the first draft
Answer any follow-up questions. Ask for one specific improvement at a time, such as a shorter version or a different tone.
Your starter prompt
My goal is to keep track of my business money. Context: [describe your situation] Material: [provide relevant information] Audience: [who it is for] Required output: [format and length] Constraints: [budget, tone, requirements] Help me work through this in clear steps. Ask for missing information, state assumptions and do not invent facts.
Example inputs appear in square brackets; replace them with your own information.
What to do with the result
Check the result against your original goal. Verify factual claims, replace placeholders and save a copy before sharing. If the output misses the mark, change one requirement and try again.
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