<aside> 💡 Copilot on One Page. The four-step loop for using Microsoft 365 Copilot on work you have to stand behind. This is the Notion version. The printable PDF is the companion, and it is the one to pin to a wall.
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Page one of the printable PDF.
Duplicate this page into your own workspace and edit it. That is what it is for.
Three working pages sit below, and Duplicate copies them with it: a prompt library you can edit, the three things to keep Copilot away from, and eight boxes for whoever is rolling this out to other people. The method itself is further down this page.
Run it when the answer matters. Collapsed, the whole method is four lines.
The loop as it prints.
Printed on the sheet.
Name four things. Goal is the only one you always need.
The four fields, as they print.
| Field | What it answers | Example |
|---|---|---|
| Goal | What do I want to be true when this is finished? | I want to know what needs a reply from me today. |
| Context | What does it need to know that is not in the source? | I have been out two days. My manager is waiting on one of these. |
| Source | Exactly what should it look at? | My inbox, last 48 hours. Nothing older. |
| Format | What shape do I want back? | A list grouped by who is waiting, the ask in each, longest-waiting first. |
Edit the example column in place. That is the fastest way to make this yours.