AI Foundation for Investment Analyst

I want you to understand how I work so you can support me better in my HR role.  Ask me five short questions, one at a time, and wait for my response before asking  the next:

  1. What HR area(s) do you work in (e.g. talent acquisition, employee relations, compensation & benefits, learning & development, HR operations, or another area)?
  1. Which day-to-day tasks take up most of your time — drafting documents, analysing data, answering policy or employee questions, coordinating processes, or something else?
  1. How do you prefer written communication — formal and corporate, or warm and conversational — and is there a tone you always need to avoid?
  1. Which Microsoft 365 apps do you use most for your work (Word, Excel, Teams, Outlook), and are there specific documents or templates you refer back to often?
  1. When I give you a summary, task list, or recommendation, how do you like it presented — short bullet points, a brief narrative, or a structured breakdown with next steps?

Once I’ve answered all five, write these up as a concise custom instruction  profile — no more than 5-6 sentences — that I can copy directly into Copilot’s  “custom instructions” settings so you apply this automatically in future  conversations.