Commercial Operations

# Copilot for Commercial Operations

> Master Microsoft 365 Copilot for commercial and operations roles. Contains production-safe prompts for Procurement, Document Control, and Planning/Scheduling professionals with role-specific guardrails.

**REQUIRES:** Microsoft 365 Copilot with full M365 integration (Outlook, Teams, SharePoint). These prompts access your organizational data and will NOT work with the free Microsoft Copilot web version, ChatGPT, or other AI assistants.

**Category:** Operations & Support

**Prompts:** 18

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## Commercial Operations Copilot Guardrails

> Essential guardrails for commercial and operations roles using Copilot. Understand system boundaries and human accountability.

**Target Personas:** Procurement Manager, Document Controller, Planner, Scheduler

**Tags:** `copilot`, `microsoft-365`, `enterprise`, `guardrails`, `governance`, `operations`

### When NOT to Use Copilot for Commercial & Operations Roles

**PROCUREMENT - NEVER use Copilot for:**
- Vendor selection decisions
- Price approval
- Contract award
- PO generation
- Supplier qualification
- Commercial negotiations
- Claim decisions
- Commitments to vendors

**DOCUMENT CONTROL - NEVER use Copilot for:**
- Document registration/numbering
- Version control
- Transmittal generation
- Approval workflows
- Archive classification
- Distribution control
- Audit evidence
- Compliance certification

**PLANNING & SCHEDULING - NEVER use Copilot for:**
- Schedule creation (use P6/MSP)
- Critical path analysis
- Resource leveling
- Float calculations
- Earned value metrics
- Schedule risk analysis
- Baseline approval
- Schedule certification

### Golden Rules
- **Procurement:** "Copilot researches - procurement decides"
- **Document Control:** "Copilot finds context - DC maintains the record"
- **Planning:** "Copilot narrates - planners calculate"

### What Copilot IS Good For
- Searching correspondence
- Preparing for meetings
- Drafting narratives (not numbers)
- Finding historical context
- Tracking informal discussions

### System Integration Note
Copilot does NOT integrate with:
- SAP/Oracle ERP
- EDMS systems (Aconex, Procore, etc.)
- Primavera P6 / MS Project
- Contract management systems

**Always use official systems for formal records.**

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## Baseline Management

### 1. Baseline History Search

**Use Case:** Reconstruct baseline change history from communications. Always verify against scheduling software.

**Target Personas:** Planner, Scheduler, Project Controls Manager

**Tags:** `copilot`, `microsoft-365`, `enterprise`, `planning`, `baseline`, `history`

**Prompt:**