Role path 01
Fundraising
Draft and summarize while keeping donor judgment, consent, and sensitive data with people.
Write a one-page approved-use policy
Give staff clear green, yellow, and red boundaries tied to your actual data and decisions.
Use guide →Explainer · 6 minWrite a grounded prompt people can reuse
Describe the task, source, audience, constraints, output, and review instead of asking Copilot to guess.
Use guide →Checklist · 5 minReview Copilot output before it becomes organizational work
Use a short verification routine for facts, numbers, sources, confidentiality, voice, and downstream impact.
Use guide →Playbook · 7 minUse Copilot in Word for a bounded first draft
Build a draft from approved source material, then check structure, claims, voice, and omissions.
Use guide →Playbook · 6 minUse Copilot in Outlook without automating judgment
Draft or summarize routine email while keeping sensitive, relational, and consequential messages human-led.
Use guide →Playbook · 6 minUse Copilot for a PowerPoint program update
Turn approved material into a first-pass narrative, then rebuild the evidence, accessibility, and audience fit.
Use guide →Playbook · 8 minUse Copilot with Excel as an analysis assistant, not the final analyst
Ask bounded questions about a clean table and verify formulas, filters, definitions, and conclusions.
Use guide →