Automated Report Generator — Free M365 Copilot AI Prompt

Free intermediate AI prompt for analysts: design an automated recurring report workflow. Works in M365 Copilot. Tag: automation.

Tested by a human Intermediate 👤 Analyst 👤 Operations 👤 Manager
Design an automated workflow that generates a [FREQUENCY — daily / weekly / monthly] [REPORT TYPE] report. Include: (1) Data sources to pull from, (2) Calculations and transformations needed, (3) Report format and layout, (4) Distribution list and delivery method, (5) Schedule and timing, (6) Error notification if report fails, (7) Archive and retention policy.

Works on

⭐ M365 Copilot (Best) 🟢 ChatGPT

Copy & Open in

ChatGPT

Prompt is copied to your clipboard when you click

Tips for Best Results

  • Start with a manual version to validate the content before automating
  • Include a human review step for critical reports
  • Version the report so recipients can see what changed

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