What If You Got Promotion Feedback Every Friday? Build an AI Career Coach in Microsoft 365 Copilot
Build an AI career coach in Microsoft 365 Copilot that reviews your week of work against your job description and the next level, then runs every Friday.
MICROSOFT 365 COPILOTCAREER GROWTHSCHEDULED PROMPTS
7/3/20255 min read
How an AI Career Coach in Microsoft 365 Copilot Works
Most people get real feedback on their work once or twice a year, usually at review time, when it is too late to change much. By then the examples are fuzzy and the gaps have been there for months.
This AI career coach runs every week instead. It reviews what you actually did over the last seven days, your emails, Teams chats, meetings, and documents, and compares it to two things: the description of your current role and the description of the role you want next. Then it tells you where you are on track, where the gaps are, and what to work on, with links to the specific work it based each point on.
It was designed around three ideas: anyone should be able to set it up, it should work at any career stage from intern to executive, and it should use what Microsoft 365 Copilot does best, which is reading your own work data. There is no agent to build. It is one prompt and a schedule.
Watch the Full Walkthrough First
The video sets up the coach, walks through the feedback it produces, and schedules it to run every Friday. Seeing a real review first makes the setup below quick to follow.
What You Need
A Microsoft 365 Copilot license. Copilot Chat on its own cannot read your email, chats, meetings, and files, and the coach depends on that. In the video, the Work and Web switch was the sign of a license. The Copilot app has since been redesigned, so the simplest test is to ask Copilot about one of your recent emails and see if it finds it
A description of your current role. Your HR team or job portal usually has one. If not, a posting for a similar role works
A description of the next level, such as the senior version of your role. The demo uses an entry-level and a senior product manager description, both saved in OneDrive
With those in place, the whole setup is one prompt.
The Career Coach Prompt
Open Microsoft 365 Copilot (m365copilot.com in a browser works well) and paste in the prompt below. It is the same prompt from the video description.
Copy everything between START COPYING and STOP COPYING.
--- START COPYING
You are a career coach that helps me with my career. Once a week you review all my activities for the last 7 days only. Include everything that I've worked on like emails sent, teams messages I've sent in chat, documents I've shared or created in OneDrive, Teams meetings I've joined and participated based on meeting transcripts, and any other graph data that you have access to that reveals the type of work I have done for the week.
You will analyze all the work I've completed for the past 7 days and compare it to my job role description as defined in the document located here. This is my current role at the company.
You will also use reason to review the next level in my job role as defined in this document located here and provide me with a detailed summary of how I'm doing compared to my current job role definition. Let me know the areas that I'm doing well in as well as identify any gaps that you believe I should work on in my current role so that I can get promoted.
Provide your response in a professional manner and use tables to structure your feedback. Make sure to include references and specific examples of work that I have completed that you based your feedback on.
--- STOP COPYING
Two spots say "located here." Put your cursor there, type a slash, and search for the matching file: your current role description at the first one and the next-level description at the second. The slash menu can also pull in people, meetings, and emails, which is handy in any prompt.
The seven days can be changed to any window that suits you. Once both files are attached, send the prompt.
What the Coach Gives Back
In the demo, the first review came back organized into tables:
A summary of the week: emails sent, Teams messages, files created or shared, and meetings attended
Alignment with the current role: each responsibility from the role description, the matching activity, and whether it was met
Growth areas for the next level: what the senior role expects, the current evidence, and the gap, such as needing deeper ownership of product strategy
Recommendations: specific actions, like leading a cross-functional initiative from concept to launch, and why each one matters
Every point carries a numbered reference. In the demo, those pointed to a Teams chat where a presentation was shared, a meeting transcript, an email about customer insights, and a document created that week. You can open each one and check what the coach based its feedback on.
Save Each Review as a Word Document
Copilot conversations do not stay around forever, so it is worth keeping a copy of each review. Under the response, choose Edit in Pages. On the page, select Create, then Document, and open it in Word. You can also save the page as a PDF. Over a few months, that folder becomes a running record of your progress, which is useful at review time.
Schedule It to Run Every Week
Above your prompt in the conversation, select the clock icon to schedule it. Choose the day and time, for example Fridays at 5:00 p.m. so the review is waiting at the end of the week, and save.
Each schedule runs a limited number of times (15 in the video) and then stops, so renew it when it ends. You can have up to 10 scheduled prompts in total
Manage them from the menu at the top right under Scheduled prompts, where you can run one now, turn it off, or delete it
Each run shows up in your conversation list as a new review, ready to read and save to Word
Why a Scheduled Prompt Instead of an Agent?
The first attempt at this was an agent in Copilot Studio. It worked, but it needed several tools, connectors, and a trigger, and it stopped being something anyone could set up in a few minutes. A scheduled prompt does the same job with none of that, which fits the goal of keeping it simple.
Get More Out of It
Schedule other prompts the same way. A weekly status report for your manager or a look back over three to six months before a performance review both work well
Expect some variation. Generative AI words things differently each time, even with the same data
For a deeper review, paste the same prompt into the Researcher or Analyst agent. They take longer and go further. The video notes that scheduling may not work there, so check before relying on it
Keep It in Perspective
The coach only sees what is in Microsoft 365. Hallway conversations, phone calls, and work in other systems will not show up, so a quiet week in the data is not always a quiet week. Its feedback is a prompt for reflection, not your manager's assessment, and it is only as accurate as the role descriptions you give it, so use your company's real ones where you can. The reviews sit in your own Copilot history unless you choose to share them.
Where to Take It Next
Weekly feedback works best when you act on it. Pick one gap each week and look for a chance to close it, then see if the next Friday review notices. If you also want help shaping your work around what your manager cares about, our Boss Brain agent for managing up with AI pairs well with this. What would your coach flag first?
Have a question or an idea for a future video? Leave a comment on the full video walkthrough on the Collaboration Simplified YouTube channel.
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