Build a sponsor renewal scorecard from [this year’s sponsorship activation history] and [event attendance data], ranking sponsors by renewal likelihood

Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Uses Copilot in Excel to combine sponsorship activation records and event attendance data into a single scorecard ranked by renewal likelihood. Use Case: Prioritizing which sponsors […]

Research how [number] comparable associations structure their [membership tiers/dues model/sponsorship program], and summarize the most common patterns with sources

Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Uses Copilot’s web search to benchmark a specific program or policy against peer associations and synthesize common patterns with citations. Use Case: Benchmarking a program or […]

Turn this year’s annual report into a 10-slide board presentation, highlighting membership growth, program outcomes, and financial health

Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Converts a written annual report into a structured, board-ready PowerPoint presentation. Use Case: Saving hours of manual deck-building when the annual report is already written. CAE […]

Turn these committee status updates into a consent agenda for the board meeting, and flag any item that sounds like it needs full board discussion instead

Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Converts routine committee reports into a consent agenda while surfacing items that need active board deliberation. Use Case: Keeping board meetings focused on real decisions instead […]

Review the linked agenda and prior minutes for our meeting with [committee/board name], then draft three discussion questions I should raise

Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Uses Copilot in Teams to synthesize linked meeting documents into discussion-ready questions ahead of a meeting. Use Case: Walking into a board or committee meeting with […]

Give me a one-paragraph summary with decisions, next steps, and owners

Unlock this promptGet the exact, ready-to-use prompt text (plus a worked example) by unlocking AI Assist — it takes a minute and is completely free.Unlock with AI Assist Description: Summarizes meeting notes or transcripts into actionable output. Use Case: Turning a meeting transcript into a shareable recap. CAE Domains: Business Development