Copilot Readiness Builder
SharePoint AI Preparation Tool
M365 Copilot
Scope Configuration
Organisation size
Small — under 250 users
Medium — 250 to 2,500 users
Large — 2,500 to 10,000 users
Enterprise — 10,000+ users
Number of SharePoint sites
1–10 sites
11–50 sites
51–200 sites
200+ sites
Primary document types
Mixed — Word, Excel, PDF, PowerPoint
Mostly Office documents
Mostly PDFs
Technical / engineering files
Output format
RAG scorecard (Red / Amber / Green)
Prioritised action checklist
Phased remediation roadmap
Executive summary
Assessment Focus Areas
Metadata & taxonomy
Naming conventions
Permissions & sensitivity
Duplication & versions
Library structure
Content lifecycle
Search & discovery
Governance & compliance
Assessment weighting
Generated Copilot Prompt
Ready to paste into M365 Copilot Chat
Save .txt
Copy prompt
Prompt summary
Focus areas
6
dimensions assessed
Copilot-specific checks
28
diagnostic questions
Output format
RAG
scorecard
Red — high risk, urgent action
Amber — needs attention
Green — ready for AI
How to use this prompt
1
Configure above
— select your org size, site count, doc types and the assessment areas that apply.
2
Copy the prompt
— click "Copy prompt" and paste it directly into
Microsoft 365 Copilot Chat
, Copilot Studio, or share with your customer.
3
Run the assessment
— Copilot will analyse the connected SharePoint environment and return a structured readiness report.
4
Act on the results
— use the RAG ratings and recommendations to build a remediation plan before go-live.
✓ Prompt copied to clipboard