Question

A marketing manager is writing a Copilot prompt in Microsoft 365 to draft a client-ready proposal. She wants Copilot to base the draft on a specific pricing spreadsheet stored in her team's SharePoint site and a previous winning proposal saved in OneDrive, rather than on general knowledge. What is the most effective way to ensure Copilot uses these exact documents?

Accepted Answer

Reference the specific files as resources in the prompt (for example, by using the file-attachment or '/' file-reference option) so Copilot grounds its response on those documents.

Answer

Paste the full text of both documents into the prompt box so Copilot has the content available.

Answer

Enable web grounding so Copilot can search the internet for the pricing and proposal information.

Answer

Save the prompt to the prompt library first, since saved prompts automatically include all recently opened files.