帶著準備赴會，帶著明確行動離開。

開始之前

在 Cowork 中執行 — 逐步指引

1. 1

   開啟 Cowork 並建立新工作

   在 Microsoft 365 Copilot 左側導覽列頂端選取 Cowork 切換鈕。找不到？請參閱「入門」中的「你有 Cowork 嗎？」，或詢問 IT 管理員。

2. 2

   填入方括號內容

   提示詞中有 [方括號] 佔位符，請逐一換成你的實際資料：

   [Customer Name][Date][Time][Customer]

3. 3

   複製提示詞並送出

   複製提示詞並貼到 Cowork，替換醒目標示的方括號後送出。這是訓練簡報中的原始措辭。

   提示詞 · 英文原文複製提示詞

   I have a customer meeting with [Customer Name] on [Date] at [Time]. I need help with both meeting prep and post-meeting follow-up.
   Meeting prep:
   Help me prep for the meeting with [Customer]. Pull the account history, open opportunities, and recent activity from Dynamics 365 Sales, and cross-reference my recent emails and meetings so I know what’s changed.
   Give me a tight brief in, including: Where the relationship stands, what’s open, and the two or three things I should walk in ready to address. Share the brief with all internal coworkers on the meeting invite.
   Meeting follow up:
   Create a scheduled task at [Time] after the meeting. Use the meeting transcript to do the following:
   Summarize my meeting with [Customer] that just ended. Pull out: (1) key decisions made, (2) action items with owners and due dates, and (3) any risks, blockers, or open questions mentioned.
   Draft a follow-up email to all attendees with the summary, decisions, action items, and next steps.
   Draft an internal account-team update with the customer status, findings, open items, proposal updates, and any asks for the account team.
   Write any customer-facing draft in my voice - use my writing-style skill or profile if I have one, otherwise match my recent sent email to that customer. Keep it to the shortest version that does the job. Show me the prep brief, the meeting summary, and both draft emails before anything is sent, shared, or scheduled - including the brief to internal coworkers. Cite the sources you used and flag any missing inputs or assumptions.

   複製完整原文。

4. 4

   跟著 Cowork 走完流程

   Cowork 會依照簡報中的以下階段工作。你可藉此追蹤進度，並留意它要求補充資訊的地方。

   1. 1

      擷取 → CRM 客戶與商機背景

      📷 截圖即將補上

   2. 2

      建立 → 會前準備摘要

      📷 截圖即將補上

   3. 3

      匯入 → 會議逐字稿

      📷 截圖即將補上

   4. 4

      擷取 → 決策、行動與負責人

      📷 截圖即將補上

   5. 5

      草擬 → 客戶團隊跟進內容

      📷 截圖即將補上

5. 5

   核准前先審核

   提示詞要求 Cowork 在傳送、分享或排程任何內容前（包括給內部同事的摘要），先讓你查看準備摘要、會議摘要與兩份郵件草稿。

   對照「預期產出」檢查結果、確認引用來源，並查看被標示為缺少的資訊，然後才核准下一步。

你會得到什麼

會前提供團隊可用的準備摘要，以及排程的會後跟進套件，包含決策、行動、風險／障礙、客戶跟進郵件與內部團隊更新。