Prepare a Quarterly Business Review

Have Cowork autonomously build a complete QBR across Excel, PowerPoint, Word, and Outlook

🧪 Tested by a human Advanced 👤 Manager 👤 Executive 👤 Analyst
Prepare my Q2 business review for [AUDIENCE — leadership / board / client]. Pull the latest numbers from [EXCEL FILE OR DATA SOURCE], create a 6-slide PowerPoint with key metrics, trends, and recommendations. Draft a one-page executive summary in Word. Then draft an email inviting [STAKEHOLDERS] to the review meeting and attach the deck. Check in with me before sending anything.

Works on

⭐ M365 Copilot (Best)

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Tips for Best Results

  • Cowork will plan the steps and check in at key decision points — review the plan before it executes
  • Reference specific files by name so Cowork finds the right data
  • This is Cowork’s killer use case — a task that normally takes 2-3 hours done autonomously

📎 More Prompts

Build a Client Proposal End-to-End

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Build a proposal for [CLIENT NAME] for [PROJECT/SERVICE]. Steps: (1) Research recent correspondence with this client from emails and Teams, (2) Draft the proposal in Word using our [TEMPLATE] with their specific needs, (3) Create a pricing comparison in Excel with [OPTIONS — 3 tiers], (4) Build a 4-slide summary deck in PowerPoint for the pitch meeting, (5) Draft a cover email to [CLIENT CONTACT] with the proposal attached.
⭐ M365

Compile Weekly Status Report

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Compile my weekly status report for [WEEK/PERIOD]. Gather: (1) Action items completed from my emails and Teams chats, (2) Key decisions made in meetings this week, (3) Blockers or escalations raised, (4) Plans for next week based on my calendar. Write it up in Word as a formatted status report and email it to [MANAGER/TEAM] by end of day Friday.
⭐ M365

Content Repurposing Pipeline

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Repurpose this [CONTENT] into: LinkedIn post, executive summary in Word, 3-slide deck, email to stakeholders, Teams channel post. Consistent messaging.
⭐ M365 🟢 GPT 🟠 Claude
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