Draft documents in Word with Copilot
Learning Pathway:
AI 201: Copilot in Everyday Tasks
30 July 2026
Use Copilot in Word to create first drafts using relevant content from Microsoft 365.
Why this matters
Creating documents from scratch often takes more time than expected.
Copilot in Word helps bring together relevant Microsoft 365 content to create a structured first draft, saving time and reducing manual effort.
Here's what you need for this exercise
Tools and inputs required:
🛠️ Tool | Word |
🔗 Feature | Copilot Chat in Word |
📂 Your input | Your M365 content |
Today’s exercise: Drafting a meeting discussion plan
Imagine you have exchanged several emails with another agency and arranged a meeting to discuss the next steps.
Use Microsoft Copilot in Word to analyse the email correspondence and generate a structured discussion plan for the meeting.
Step 1: Draft the Document
☑️ Open a new Word document, and start Copilot in the bottom right.
☑️ Ask Copilot to find the relevant email and draft a discussion plan.
E.g. "Read the email thread on the Digital Services Pilot with GovTech, and draft a discussion plan"
☑️ Copilot will generate the draft discussion plan based on the email.
Step 2: Refine & Edit
☑️ You can highlight a particular section, and ask Copilot to make refinements.
E.g. "For the agenda, allocate a suggested duration for each item and indicate whether it is for discussion or decision."
☑️ Review the refinements, and continue to edit manually if required.
Now it's your turn to try!
Open a document in Microsoft Word and ask Copilot to create a first draft using the information available in your Microsoft 365 content.
For example:
Draft a project status report for [project x] using the latest meeting notes and emails.
Create meeting notes based on the Microsoft Teams transcription from [meeting y]
The best way to learn is to try, test different prompts, and see what works best for your Word tasks.
⏭️Next Guide (6 of 7): Save time in Excel with Copilot
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