Question

A project manager wants Microsoft 365 Copilot to summarize the risks contained in a specific project charter document stored in SharePoint, rather than pulling from all files in the tenant. When writing the prompt in Copilot Chat, what is the most effective way to ensure Copilot bases its response on that exact document?

Accepted Answer

Use the file reference feature (for example, typing '/' or the attach/reference control) to point the prompt at the specific project charter document

Answer

Type the prompt and rely on Copilot to automatically locate the most relevant file across the tenant

Answer

Paste the full text of the document into the prompt each time to guarantee accuracy

Answer

Create a new agent and upload the charter as a knowledge source before asking the question