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All five desks in one PDF: The Reactive Desk, The Startup Desk, The Corporate Desk, The Project Desk and The Strategic Desk. Custom instructions hold one setup at a time, so start with the desk that sounds most like yours, or take a line from one and add it to another.
You already know how your desk runs: what counts as urgent, how your executive wants things, who needs to see what first. Copilot can't guess any of that. Each setup is where you tell it once, in your Microsoft 365 Copilot custom instructions, so you're not re-explaining it in every chat.
These are your instructions, written up for you to make your own. Change and amend them to suit you, not just the red parts.
What's included
One PDF with all five desk setups, each ready to fill in and paste into Copilot custom instructions
Where it goes in Copilot Chat, step by step
A prompt for each desk that gets Copilot to interview you and fill it in
Five first chats for each desk, each with what to watch for
What's not included
It's a document, not software. There's nothing to install.
It isn't legal, HR, IT, security or governance advice. What goes into an AI tool at work is your organisation's call.
Custom instructions are a preview feature in Copilot Chat, and some organisations switch personalisation off.
I'm not affiliated with Microsoft.
The five desks share the same base setup. What changes from desk to desk is the opening line, the My desk section and the first chats.
All five desks in one PDF: The Reactive Desk, The Startup Desk, The Corporate Desk, The Project Desk and The Strategic Desk. Custom instructions hold one setup at a time, so start with the desk that sounds most like yours, or take a line from one and add it to another.
You already know how your desk runs: what counts as urgent, how your executive wants things, who needs to see what first. Copilot can't guess any of that. Each setup is where you tell it once, in your Microsoft 365 Copilot custom instructions, so you're not re-explaining it in every chat.
These are your instructions, written up for you to make your own. Change and amend them to suit you, not just the red parts.
What's included
One PDF with all five desk setups, each ready to fill in and paste into Copilot custom instructions
Where it goes in Copilot Chat, step by step
A prompt for each desk that gets Copilot to interview you and fill it in
Five first chats for each desk, each with what to watch for
What's not included
It's a document, not software. There's nothing to install.
It isn't legal, HR, IT, security or governance advice. What goes into an AI tool at work is your organisation's call.
Custom instructions are a preview feature in Copilot Chat, and some organisations switch personalisation off.
I'm not affiliated with Microsoft.
The five desks share the same base setup. What changes from desk to desk is the opening line, the My desk section and the first chats.