The starter pack

Five steps. Copy, paste, go.

1 Open the right Copilot

Make sure you are in the work Microsoft 365 Copilot, signed in with your company account. That is the one grounded in your email, meetings, and files, so it can actually learn you. The personal Copilot cannot. No prompt for this step, just check you are in the right place.

2 Onboard Copilot to you

This makes Copilot interview you in a few short rounds, then write a reusable profile of who you are and how you work. All you do is answer.

Paste into Copilot

I want you to onboard yourself to me by interviewing me. Act as my onboarding co-pilot: ask me a few questions at a time to learn who I am and how I work, then build my profile so you tailor everything to me.

Run it in 5 short rounds, conversational, and wait for my answers before moving on:
Round 1 - My work: my name, what I do, who I serve, and how long I have done it.
Round 2 - What I own: what I am measured on, my main responsibilities, and what a great month looks like.
Round 3 - My week and tools: my recurring meetings and tasks, the people I deal with most, and the tools I live in (email, calendar, CRM, docs).
Round 4 - My time sinks: the repetitive tasks that eat my week, the parts I would happily never do again, and anything that must stay private.
Round 5 - My style: how I like to communicate, how I want you to talk to me, and the top 3 things I want you to take off my plate.

When we are done, write two things:
1. "My Profile" - a clean, reusable summary I can paste at the start of any chat to instantly bring you up to speed.
2. "How you will help me" - the top 5 ways you will save me time, each with a ready-to-use prompt.

Start with Round 1 now.

3 Map your profile from your data

Now let Copilot read what it can already see about your work and tell you exactly where it can save you time.

Paste into Copilot

Act as my personal work co-pilot. Using everything you can see across my email, calendar, meetings, and files, build a clear, specific profile of me and my work:
1. Profile me: my role, my top responsibilities, and the people I deal with most.
2. Find the repeat work: the recurring, time-consuming tasks you can see me doing over and over.
3. Show me where you help: for each repeat task, exactly how you would take it off my plate and which app you would do it in.
4. Give me 3 quick wins I can start today, each with the exact prompt I would paste to get it done.

Be concrete and specific to me, not generic. If anything is unclear, ask me up to 3 short questions first.

4 Run your first quick wins

Four prompts that pay off the first time you use them. Copy any one and go.

Clear your inbox

Summarize my unread email from the last 24 hours. Flag anything that needs a reply today, and draft a reply to each one in my voice. Keep the drafts short and human.

Recap a meeting

Recap my last meeting. Give me the key decisions, the action items with owners and due dates, and a short follow-up email I can send to the group.

Draft a document fast

Turn these rough notes into a clean, professional [proposal / summary / one-pager]. Match my usual tone. Here are the notes: [paste your notes]

Plan your day

Look at my calendar and inbox for today. Give me a prioritized plan for the day, call out anything urgent I might miss, and tell me what you can take off my plate right now.

5 Make it a habit

Two small moves turn this from a one-time trick into a real assistant:

Prime every new chat

Here is my profile, use it to tailor everything you do for me in this chat: [paste your "My Profile" from Step 2]

Then hand Copilot one real task a day for a week, an email, a recap, a first draft. By Friday it is part of how you work, not a tab you forgot about.

The Microsoft Copilot Starter Pack for Solo Professionals

Five steps. Copy, paste, go.

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