Domain 2 β€” Module 3 of 8 38%
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Domain 2: Manage Prompts and Conversations by Using AI Free ⏱ ~10 min read

Saving and Sharing Prompts

Found a prompt that works brilliantly? Save it, reuse it, and share it with your team. Learn how the Prompt Gallery turns your best prompts into reusable tools.

Why save and share prompts?

Simple explanation

Think of prompts like recipes.

When you find a recipe that works perfectly β€” your grandmother’s pasta sauce, that one smoothie you nailed β€” you write it down. You don’t want to reinvent it every time.

Copilot prompts work the same way. When you craft a prompt that gives you great results, you can save it to your Prompt Gallery and share it with colleagues so they get the same great results.

This is especially powerful for teams. Instead of everyone figuring out the best way to ask Copilot for a weekly report, one person writes the perfect prompt and shares it with the whole team.

How to save a prompt

After you submit a prompt and get a good response:

  1. Hover over your prompt in the conversation
  2. Click Save prompt (bookmark icon)
  3. Give it a descriptive name β€” β€œWeekly Marketing Summary” is better than β€œSummary”
  4. The prompt appears in your Prompt Gallery for future use

To reuse: open Copilot Chat β†’ click the Prompt Gallery icon β†’ select your saved prompt β†’ run it.

How to share a prompt

Sharing lets your colleagues use the same prompt without writing it themselves:

  1. Open your Prompt Gallery
  2. Find the prompt you want to share
  3. Click Share β†’ choose a Microsoft Teams team
  4. Team members will see it in their Prompt Gallery under the Teams tab

Key concept: When you share a prompt, the recipient gets the prompt TEMPLATE β€” not your results. They run it against their own data with their own permissions.

Real-world: Ava's weekly report prompt

Every Monday, Ava at BrightLoop summarises the team’s social media performance. She crafted this prompt:

β€œSummarise BrightLoop’s social media analytics for the past 7 days based on /Weekly-Analytics-Dashboard.xlsx. Include: top 3 posts by engagement, follower growth per platform, and one recommendation for this week. Format as bullet points for the Monday team email. Keep it under 150 words.”

She saved it as β€œMonday Social Summary” and shared it with Leah (social media manager). Now both Ava and Leah can run the same prompt each Monday β€” Leah gets her own results based on her permissions, but the format and structure are consistent.

PracticeWhy It Matters
Use descriptive names”Client Proposal Intro” is findable; β€œPrompt 1” is not
Include context in the promptSaved prompts should work without remembering the original conversation
Test before sharingMake sure the prompt produces consistent, quality results
Update outdated promptsIf processes change, update the saved prompt
Use file references carefullyReferenced files should be accessible to anyone you share the prompt with
Saved vs shared prompts
FeatureSaved PromptShared Prompt
Who can use it?Only youYou and the people you share with
Results based onYour data and permissionsEach person's own data and permissions
Can be edited?Yes, by youRecipients get a copy β€” they can edit their version
Appears inYour Prompt GalleryBoth your and recipients' Prompt Galleries

🎬 Video walkthrough

Flashcards

Question

How do you save a prompt in Microsoft 365 Copilot?

Click or press Enter to reveal answer

Answer

After submitting a prompt with good results, hover over the prompt and click the Save/bookmark icon. Give it a descriptive name. It appears in your Prompt Gallery for future reuse.

Click to flip back

Question

When you share a prompt, does the recipient see your results?

Click or press Enter to reveal answer

Answer

No. Sharing a prompt shares the TEMPLATE, not your results. The recipient runs it against their own data with their own permissions. They get their own results.

Click to flip back

Question

Where do you find your saved and shared prompts?

Click or press Enter to reveal answer

Answer

In the Prompt Gallery, accessible from the Copilot Chat interface. Saved prompts and prompts shared by others appear here for easy reuse.

Click to flip back

Knowledge Check

Knowledge Check

Jordan at Peak Solutions writes a great prompt for generating weekly pipeline summaries. He wants his whole sales team to use the same prompt format. What should Jordan do?

Knowledge Check

Dana shared a prompt with Sam at Oakfield Healthcare. The prompt references '/HR-Policies-2026.docx' on SharePoint. Sam runs the prompt but gets an error saying the file can't be found. What is the MOST likely cause?


Next up: What if you could have Copilot run your favourite prompts automatically? Learn how to schedule prompts that deliver results without you lifting a finger.