Steampunk robot writing with gears and cogs, representing AI-driven productivity in M365 Copilot prompts.
I’d like to share my favorite M365 Copilot prompts. These prompts help streamline tasks, prioritize work, and stay on top of leads and emails. They’re designed to be versatile for various roles, not just sales.
Task Management and Reporting Prompts
Daily Checklist and Time Management
Create a daily checklist: Generate a daily checklist based on my upcoming meetings and emails, prioritize by impact, and allocate time blocks for focused work.
Identify top tasks: From the daily checklist, identify the top three tasks requiring immediate attention. Suggest the most efficient sequence to tackle them and draft a brief update email summarizing the progress on these tasks.
Task alignment and scheduling: Identify tasks aligned with my role as a [insert title or role description] and schedule them according to my energy levels throughout the day, ensuring high-impact tasks are placed in my peak productivity windows.
Lead Management Copilot Prompts
Open Leads and Actions
Check for open leads: Review my emails and Teams for any open leads.
Pending actions on leads: Examine my emails and Teams for any actions pending, specifically looking for open leads and opportunities with customers.
Create a report on leads: Investigate my SharePoint, emails, and Teams to create a succinct report for the leadership team on my work, achievements, and progress in closing leads, including relevant impact numbers.
Email Management Copilot Prompt
Customer Email Summary
Summarize customer emails: Provide a table with any emails received from [time period] from [customer domain] and a summary of each email with any required action items.
These prompts can significantly improve productivity and ensure that you stay organized and proactive in managing your tasks and communications.
How to Use Copilot in Excel: Screenshot of the Excel Copilot video on Youtube analyzing donor data with graphs and insights.
Welcome to our deep dive into donor data with Excel Copilot! We will explore insights from our donor dataset to understand donor behavior, campaign effectiveness, and seasonal trends. Let’s learn how to use Copilot in Excel and dive into the data to see what stories it tells us.
How to Use Copilot in Excel with Copilot Prompts
To begin, look for the Copilot icon in the upper right corner. Copilot suggests actions such as „show data insights“, which we’ll select. Then select „+ Add to new sheet.“
Visual Enhancement
To make our data more engaging, let’s add a colorful icon next to donors whose donation amount exceeds $100. This visual cue will help us quickly identify high-value donors.
Excel Copilot Prompt: Add a colorful icon if Donation_Amount is more than 100.
Days Since Last Donation
Next, we’ll calculate the number of days since each donor’s last donation. This will help us identify recent donors versus those who haven’t donated in a while.
Excel Copilot Prompt: Calculate the number of days since each donor’s last donation and add this as a new column. Action Step: Insert Column
Campaign Effectiveness
Let’s analyze how different communication methods, such as email and phone, impact donation amounts. We will identify which method is most effective for different donor segments.
Excel Copilot Prompt: Analyze the effectiveness of different communication methods (email, phone) on donation amounts. Identify which method is most effective for different donor segments.
Occupation Impact
Let’s examine the impact of donor occupations on their donation behavior. We’ll look at donation amounts and frequencies across various occupations to see which ones are associated with the highest donations.
Excel Copilot Prompt: Examine how a donor’s occupation affects their donation behavior, including donation amount and frequency. Identify which occupations are associated with the highest donations.
Lifetime Value (LTV)
Next, we will compute the lifetime value of each donor, which is the total amount donated over time. This will give us a sense of each donor’s value to our organization.
Excel Copilot Prompt: Compute the lifetime value (total donations over time) for each donor and add it as a new column. Action Step: Insert Column
Seasonal Donation Trends
We’ll identify seasonal trends in donations by calculating the total donations for each donor during different seasons: spring, summer, fall, and winter. These insights will help us tailor our campaigns to seasonal patterns.
Excel Copilot Prompt: Identify seasonal trends by calculating the total donations for each donor during different seasons (spring, summer, fall, winter) and add these as new columns. Action Step: Insert Columns
Conclusion
By analyzing these aspects of our donor data, we gain valuable insights into donor behavior, campaign effectiveness, and seasonal trends. This information will empower us to make informed decisions and enhance our fundraising strategies. Thank you for joining me in this data exploration. Let’s open the floor for any questions or further discussion!
Don’t forget to like, share, and subscribe for more insightful demos and data-driven strategies! If you’re interested in learning more about the impact of AI, check out my book Decisively Digital (Amazon).
Microsoft Copilot Lab – neue Anlaufstelle zu einer effizienteren und kreativeren Arbeitsweise mit KI-unterstützten Tools.
Microsoft hat vor wenigen Tagen eine neue Plattform für Generative KI vorgestellt: das Copilot Lab. Als Autor des Buches KI für Content Creation sehe ich hier einen wichtigen Schritt, um Anwendern den Umgang mit KI näherzubringen. Das Copilot Lab bietet eine Fülle von Ressourcen, die darauf ausgerichtet sind, die Benutzererfahrung mit Microsofts KI-Assistenten, Copilot, zu verbessern.
Microsoft Copilot Lab steigert KI-Kompetenz
Das Copilot Lab ist das Ergebnis des Bestrebens, eine Schnittstelle zwischen fortschrittlicher Technologie und deren Anwendern zu schaffen. Es ist ein Platz, der darauf ausgerichtet ist, KI-Kompetenz, also das Wissen und die Skills, die für den effizienten Einsatz von KI notwendig sind, zu vermitteln.
Microsoft hat im Copilot Lab umfangreichen Ressourcen zusammengetragen, um Anwendern das umfassende Potential der KI näherzubringen. Training-Videos, vorgefertigte Prompts und diverse Tipps und Tricks – das Copilot Lab bietet ein breites Spektrum an Materialien, die zum Entdecken einladen.
Angefangen bei instruktiven Videos auf der Landingpage des Copilot Labs, die Einblicke in die Grundlagen des Microsoft KI-Assistenten geben, bis hin zu spezifischen Anleitungen, wie Benutzer ihre Aufgaben in Microsoft 365 effektiv erledigen können:
Entdeckt Microsoft Copilot Lab! 🧠🔍
Euer One-Stop-Shop für: 🚀 Smarte Prompts 🚀 Wissenswertes 🚀 Schulungsvideos Bereit, eure Copilot-Reise zu vertiefen? Von Datenanalyse bis Content Creation – Copilot ist euer Sidekick in: 🚀 Word 🚀 PowerPoint 🚀 Excel 🚀 OneNote Direkt zu… pic.twitter.com/hekHtLJ725
Das Copilot Lab bietet eine Auswahl an Beispiel-Prompts für die unterschiedlichsten Anwendungen – von OneNote über Outlook bis hin zu PowerPoint. Die Nutzer können durch diese navigieren, um Anregungen zu erhalten, wie sie den Copiloten am besten in ihre tägliche Arbeit integrieren können.
Für Einsteiger in die Welt der KI-Chatbots ist der Abschnitt Eingabeaufforderung – eine Kunst besonders wertvoll. Hier werden Nutzern Tools und Artikel an die Hand gegeben, die aufzeigen, wie man effektive Prompts formuliert und somit die besten Ergebnisse aus KI-Chatbots erzielt.
Das Copilot Lab verdeutlicht die Unterschiede zwischen den zahlreichen Copilot-Produkten, wie dem eigenständigen Chatbot Copilot und der Integration in Microsoft 365, Windows 11 sowie Microsoft Edge. Dadurch können Nutzer das für sie passende KI-Tool auswählen.
Screenshot des Microsoft Copilot Labs, der eine Auswahl an Prompts zeigt, wie man alltägliche Aufgaben wie die Erstellung einer Einkaufsliste oder das Hinzufügen eines Bildes zu einem Dokument mit Hilfe von künstlicher Intelligenz vereinfachen kann.
Weiterführend: KI für Content Creation
Wer noch tiefer in die Thematik der KI-gestützten Content-Erstellung eintauchen möchte, dem lege ich mein neues Buch KI für Content Creation (aktuell Platz 1 der Neuerscheinungen im Bereich KI) ans Herz. Es bietet praxisnahe Einblicke in die Integration von KI in kreative Prozesse und berücksichtigt dabei wichtige ethische Aspekte.
Das Copilot Lab öffnet Ihnen die Tür zu einer Welt, in der KI nicht nur unterstützt, sondern auch inspiriert. Entdecken Sie mehr auf Copilot Lab und nutzen Sie das volle Potenzial Ihres KI-Assistenten.
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