Question

A sales manager has a 30-page technical product specification saved in Word. She needs to quickly produce a shorter, customer-facing sales proposal that reuses the key details from that specification, keeping the content grounded in the existing file rather than starting from a blank prompt. What is the most efficient way to use Microsoft 365 Copilot to accomplish this?

Accepted Answer

In Copilot in Word, use the option to generate a new document by referencing the existing specification file, then instruct Copilot to draft it as a customer-facing sales proposal

Answer

Open a blank Copilot chat and type the proposal requirements from memory without attaching or referencing the specification file

Answer

Copy the entire 30-page specification into an email and ask Copilot in Outlook to shorten the thread

Answer

Ask Copilot in PowerPoint to build a slide deck, then paste the slides back into Word as the proposal