AI Copilot Assistant for reporting and finding a four-year-old real estate file

What was done

Same page Expertime (13 October 2025). The pilot started with 30 volunteers, including senior reporting assistants, and HR, finance and communication teams for content generation, documentation and reporting. Simon Chopin: "To try is to adopt. Many employees tell us that they could no longer backtrack. » Internal community Teams (prompts, mutual aid). Workshops and coffee breaks with Expertime.

Before you start

Tool cited by the source: Microsoft 365 Copilot. Fill in the bracketed items: [coller]. Strip confidential data that is not needed and check your tool’s access terms. Features and plans can change.

The method, in three steps.

1. 01

   Gather the context

   Spot the bracketed items in the prompt ([coller]) and prepare what they ask for.

2. 02

   Adapt the prompt

   Copy the prompt below, replace the bracketed items, then paste it into Microsoft 365 Copilot.

3. 03

   Reread before using

   Reread the result, correct it if needed and keep the final decision. Caveats are detailed below.

Your starting point.

Replace the bracketed items, then adapt the proposal to your situation. This prompt is written by the iadujour desk It is not a quotation from the source.

Real estate meeting notes (without tenant name): [coller].

Writes a record: decisions, officials, dates. Lists blurred points. For a file search: describe 5 formulations to test before opening the document.

What deserves your attention

Useful skills

Official skills on the same task, paired by the desk: they are not part of the described case.

• Build, deploy and operate Microsoft Foundry agents and modelsMicrosoft · Covers the full life cycle of Microsoft Foundry agents, models and resources: construction, deployment, evaluation, optimization, refining and operation, including azd, hosted agents, tools, batch or continuous evaluations, IC/CD, agent optimizer, model deployment and refining (SFT, DPO, RFT), RBAC, quotas, regions and knowledge indexes.
• Create and launch reporting agent evaluations M365 CopilotMicrosoft · This skill covers the evaluation of Microsoft 365 Copilot reporting agents, with the `@microsoft/m365-copilot-eval` public LTC.