The quick read
- For an illustrative status update, identify the project, reporting period and approved source documents.
- Confirm that the assistant is using the intended files and that recipients may see the resulting information.
Name the product context
Microsoft uses Copilot across several experiences. Check which application and organisational plan you have before following a feature demonstration. A capability shown in one product is not automatically available in another.
Prepare the working material
For an illustrative status update, identify the project, reporting period and approved source documents. Ask for completed work, blockers and next decisions as separate sections. Give the assistant a way to mark missing evidence rather than fill the gap with a plausible sentence.
Check permissions and output
Confirm that the assistant is using the intended files and that recipients may see the resulting information. Review names, dates and commitments before sharing. Keep the draft close to the source material so corrections are easy to make. Assess whether the workflow reduces the total preparation and review effort, rather than just the time needed to produce a first paragraph. A well-scoped workplace task provides a much clearer test than asking the assistant to improve productivity in general.
Sources & notes
Source-based guide, not a hands-on product test. Features and availability can change.
microsoft.com — official reference
Sources reviewed for the September 2026 launch edition.