Customer Health Report — Free M365 Copilot AI Prompt

Free advanced AI prompt for sales teams: compile a customer report across all touchpoints. Works in M365 Copilot. Tag: cowork.

Tested by a human Advanced 👤 Sales 👤 Customer Success
Compile a report on [CUSTOMER] across all touchpoints. Gather emails, meetings, support tickets, contract status. Produce a health summary in Word and 3-slide deck.

Works on

⭐ M365 Copilot (Best) 🟢 ChatGPT 🟠 Claude

Copy & Open in

ChatGPT 🟠 Claude

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Tips for Best Results

  • Try this prompt in M365 Copilot for best results with your work data
  • Customise the variables in square brackets with your specific details
  • Use the Prompt Polisher tool to refine and improve this prompt further

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