Build a weekly meeting prep briefing across your calendar

Step 1: Gather the week's meeting listOutlook

Switch your calendar to week view and go through each meeting noting three things: whether it has an agenda or attached documents, whether it's a recurring series with prior context, or whether it's ad hoc with nothing to go on — that distinction is what step 2's prompt needs to prioritize correctly.

Step 2: Run the weekly prep promptCopilot

Ask Copilot to sweep Outlook, Teams, OneDrive and SharePoint for anything tied to each meeting — related emails, past meeting notes, and linked files.

Prompt idea:

Build a prep briefing for my meetings this week. For each one, rank it by priority based on attendees and stakes, summarize the relevant emails and files from the last two weeks, and list open action items I owe someone before I walk in.

Step 3: Review the priority rankingCopilot

Check that the ranking matches your own read of what actually matters this week — a recurring status call shouldn't outrank a meeting with a client who's escalated an issue.

Step 4: Spot-check the per-meeting summariesOneDriveSharePoint

Open the source documents for your two or three highest-priority meetings and confirm the summary reflects what's actually in them before you rely on it in the room.

Step 5: Save the briefing where you'll actually see itOneDrive

Save the finished timeline to OneDrive and pin it, or drop it into Monday's daily note, so it's in front of you before each meeting rather than buried in a chat thread.

Check the work

• Confirm the priority ranking reflects real stakes, not just meeting length or attendee count.
• Verify at least your top few briefs against their source emails and files.
• Check that action items you already completed aren't showing up as still outstanding.

Source: CFO Connect, "Summit 2025 Recap: Microsoft Copilot for CFOs — Real Workflows That Save" (2025)