Mirroring customer language to improve proposals

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This episode tracks how Manbhawan Prasad and the Word team are evolving Copilot from simple prompt-based help to goal-based “agent mode” that can plan and edit documents directly. You will hear practical, enterprise-focused examples: using SharePoint knowledge as authoritative context, reducing blank-page inertia, mirroring customer language from emails and meeting transcripts, and using AI as an always-on reviewer for structure, clarity, and accuracy. 

👉️ Full Show Notes
https://www.microsoftinnovationpodcast.com/800

🎙️ What you’ll learn  

• Shift from instruction prompts to goal-based document creation with “agent mode” in Word. 
• Build a SharePoint “knowledge vault” so Copilot can draft with authoritative business context.  
• Use retrieval (RAG-style grounding) to write specs and proposals from internal files, emails, chats, decks, and meetings.  
• Improve proposals by mirroring a customer’s terminology pulled from email threads and meeting transcripts.  
• Apply Copilot as a reviewer to spot gaps, inconsistencies, and missed requirements across long documents. 

✅ Highlights 

• “Creation and comprehension, that's all.” 
• “We are going beyond that and we are making it unable to solve your goal.”  
• “We are calling agent mode inside Word.”  
• “Most of the customers' data is in either Microsoft files or SharePoint, et cetera.”  
• “Use those as RAG in RAG model to kind of generate or even answer accurately.”  
• “First of all, inertia is gone because it gives you a starting point right away in seconds.”  
• It also sometimes brings information which you and I may not have thought of.”  
• “Do you see any gaps in my communication?”  
• “It can directly edit the document and it can directly, you know, create a document.”  
• “The interface for every app will become natural language.” 

🧰 Mentioned 

• Microsoft Copilot: https://copilot.microsoft.com/ 
• Microsoft Word: https://www.microsoft.com/microsoft-365/word 
• SharePoint: https://www.microsoft.com/microsoft-365/sharepoint/collaboration 
• PowerPoint: https://www.microsoft.com/microsoft-365/powerpoint 
• Visio: https://www.microsoft.com/microsoft-365/visio 

✅Keywords 
copilot, microsoft word, agent mode, generative ai, sharepoint, rag, chatgpt, proposal, rfp, natural language, microsoft editor, visio 

Microsoft 365 Copilot Adoption is a Microsoft Press book for leaders and consultants. It shows how to identify high-value use cases, set guardrails, enable champions, and measure impact, so Copilot sticks. Practical frameworks, checklists, and metrics you can use this month. Get the book: https://bit.ly/CopilotAdoption

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Thanks for listening 🚀 - Mark Smith