Use case · Microsoft Word
Draft a proposal from your notes
Have meeting notes, an email thread and a rough outline, but no proposal yet? Copilot in Word can turn what you already have into a solid first draft, so you spend your time improving it instead of staring at a blank page.
App Microsoft Word
Time 15 to 30 minutes
Level Beginner
Before you start
A Copilot license
You need a Microsoft 365 Copilot license for your work account to draft from your own files.
Notes saved in the cloud
Save your notes in OneDrive or SharePoint so Copilot can find them. You need permission to open any file you reference.
A clear goal
Know who the proposal is for, what you are asking for and how long it should be. Copilot does its best work with specifics.
How to do it in Word
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Tip: use a past proposal as a model
Reference a proposal that was already approved so Copilot follows its structure and tone. Then reference your new notes for the content. You get your organization's format with fresh details.
Prompts to try
Copy a prompt into Copilot. Replace anything in brackets with your own details.
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{{pr.text}}
Responsible use
Check before you act
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Troubleshooting
Do not see Copilot or a recap?
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Go further
Based on Microsoft support guidance for Copilot in Word, current as of October 2026. Features depend on your license and your organization's settings. centerofAIExcellence.com