Building and customizing solutions using Microsoft 365 Copilot APIs and tools
Use prompts that specify four things clearly: audience, content/structure, mood/style, and layout needs. For infographics, also describe the infographic type, color approach, and size before creating, then refine instead of starting over.
Good prompt pattern:
- Goal: what the infographic should explain
- Audience: who it is for
- Content and structure: number of sections, metrics, labels, timeline, comparison, or list
- Mood and style: clean, modern, professional, bold, minimal, architectural, blue/green palette, etc.
- Layout needs: one-page, open space for headline, short labels, icon-heavy, simple timeline
- Source material: attach or reference existing content if available
Examples:
- Create a clean one-page infographic for leadership showing our 2026 priorities. Include three sections, short labels, three key metrics, and a simple timeline. Use a professional modern style with a blue and green palette and clear visual hierarchy.
- Turn these project notes into an infographic for new employees. Highlight goals, milestones, risks, and next steps. Use concise text, strong section headings, and a polished corporate look with space for a headline.
- Create a comparison infographic for stakeholders showing current state vs future state. Use two balanced columns, short callouts, simple icons, and a clean executive-ready design.
- Create a goals-and-lists infographic for a team update. Use five key points, minimal text, bold headings, and a modern visual style that looks polished rather than playful.
If the graphics look too elementary, improve the prompt by adding:
- a more specific visual style: clean architectural photography, professional narrative, polished corporate look, minimal modern design
- stronger structure: three metrics, short labels, simple timeline
- explicit layout guidance: open space for a headline, one-page infographic, clear sections
- source content from OneDrive or SharePoint, or add content directly with + Add content
In Copilot Create, this workflow is supported:
- Open Create.
- Describe the infographic in detail.
- Optionally add existing content with + Add content.
- Choose Color or Brand and color.
- Choose Infographic type: Goals and lists, Timelines, or Comparisons.
- Choose Size: Portrait (720 x 1280) or Wide (1280 x 720).
- Select Create.
- Refine with Transform with AI, Edit, and Text.
Best-practice refinements:
- Start detailed, then iterate with follow-up prompts like: Use a warmer tone, Shorten this by half, or Visualize this table as an infographic.
- Review generated text, numbers, and dates for accuracy before sharing.
- If the result is close, refine it instead of recreating from scratch.