WEBVTT

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Picture a Hamilton accountancy office.

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It's made up,

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but the job is real.

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A client needs a reminder to send in a document.

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The quickest prompt is,

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write an email.

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But that leaves Copilot guessing.

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No date.

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No source.

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No clear next step.

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So it fills the gaps for you…

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politely, and not always correctly.

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Microsoft's own guidance breaks a good prompt

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into four parts.

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Goal.

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Context.

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Source.

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And expectations.

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The goal: a reminder email.

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The context: a busy client who already uses

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the secure portal.

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The source: the notes you paste in.

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And the expectations:

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a subject line,

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a calm tone,

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and under a hundred words.

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Here are our invented notes.

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Last month's bank statement.

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Due by the end of next week.

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Uploaded through the existing secure portal.

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A tip: write the notes first,

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then the instruction,

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and keep them apart.

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That way you can always see which parts are

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facts, and which parts describe what you want

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back.

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Now add two guard rails.

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Use square-bracket placeholders for anything

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that's missing.

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And don't invent a link,

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a fee, or a legal deadline.

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Read the first draft against your notes.

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Then ask for one change.

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Make it warmer,

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but keep the facts exactly the same.

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Here's what to look for.

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Our illustrative draft reads nicely,

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but it added a line:

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late documents may incur a fee.

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That wasn't in the notes.

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So out it goes.

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Compare the two versions.

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Does the date still match?

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Is the portal wording unchanged?

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Has a new promise crept in?

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Underline every claim you could check.

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If a claim has no source,

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cut it, or mark it as a question for the person

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responsible.

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The same habit works everywhere.

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A Christchurch builder's quote cover note?

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The price and the terms stay in the approved

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quote.

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Meeting notes for a Wellington team?

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Keep what was proposed separate from what

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was decided.

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Don't fill the gaps just to make a table look

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tidy.

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And remember, a change in style can change

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the meaning.

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So check against the source again after every

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revision.

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Try the examples in the lessons,

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in an approved Chat account,

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or on paper.

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Then save one prompt you'd reuse,

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with spaces for the task,

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the audience, the source,

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and the limits.

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A good prompt makes the job clear.

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A person still checks the result before it

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goes out.
