โ† All recipes
Office admin / OperationsWriting policies & SOPsMicrosoft 365 Copilot

Draft standard operating procedures (SOPs) in Word

Who did it: Staff member at Disparti Law Group (Chicago)

An employee uses Copilot in Word to help draft standard operating procedures.

โฑ Time saved: "Something that used to take me an hour now takes 30 minutes" (per source)

Steps

  1. Write rough bullet notes of how the task is done today.
  2. Ask Copilot in Word to turn them into a numbered SOP.
  3. Have the person who does the job check every step.
  4. Save it where the team can find it.

The prompt

Example prompt written by FirstAIWin to match the documented task โ€” not the original user's words. Replace the [brackets].

Turn these rough notes into a clear standard operating procedure with: purpose, who does it, what you need, numbered steps, and common mistakes. Notes: [paste notes]

Source: Microsoft customer story (Vendor case study)

One AI win in your inbox every week

A single, tested recipe for people who haven't started with AI yet. No hype.

Newsletter sponsor slot available.