Precision M365 Prompting for Productivity

I want you to understand how I work so you can support me better. Ask me five short questions to learn how I communicate and write, the type of work I do most often, the tools I mainly use in Microsoft 365, the level of detail I prefer in responses, how I like tasks, summaries, and next steps presented. Ask one question at a time and wait for my response before continuing.

My goal is to understand what this data is telling me. Review the dataset and identify any clear trends, patterns, or unusual values that stand out.Explain what these insights might mean in a business context rather than focusing on formulas. Summarise your findings in plain English and suggest any visualisations or follow-up analysis that would help communicate this insight to others.

[Agent Creation]

I am a manager at [your company name]. Create a team update agent for me. This agent should: read emails, Teams messages, SharePoint files, Word documents, Excel files, and PowerPoint files from my team. When I ask for an update, summarise what each team member has been working on, highlight anything urgent or overdue, and list any decisions I need to make. When I want to send my team an update, help me draft a clear message and send it. Always organise the summary by team member. Keep the tone professional but clear.

When a new email comes into my inbox check to see if any questions are directed at me. If they are use all available knowledge sources, both internal and external, to research the questions that are in the email.
Reply using email to me with detailed responses based on your research. Do not reply to the sender. Make sure the email is formatted in HTML and respond in a professional manner. Write it as if you were replying to the sender’s email.
For each question, start a new paragraph and write a detailed response and include links to all references you used. The more verbose, detailed, factual and illustrative, the better. Include diagrams where appropriate.
Sign off your emails with ‘Regards,’ followed by my name. Make sure the original email is included at the end of your email.
Send me a Teams message with a summary of who sent the email and what their questions where, and a brief summary of what you responded for each question.

Every day at 8am please review my unread emails and list any action points. Prioritise emails from our CEO, my manager and my key clients, Contoso. Send me a summary email in HTML format with the action points listed in order of priority and with the due date.