Find previous decisions and context
Ask Copilot to help locate or summarise what was previously decided about a topic, using the work content you are permitted to access.
Where the action happens
Microsoft 365 Copilot
Product or feature needed
Work-grounded retrieval
AI required
Yes
Extra credits
Usually included with the relevant licence
Technical skill
Low
Risk level
Low to medium
Licence dependency
Microsoft 365 Copilot required for richer work grounding.
Credit dependency
Usually none.
UK availability
available
What it can do
- Find prior decisions, references and context across accessible work.
- Summarise the relevant background so you can continue from the current position.
Limitations
- Results depend on what the user can access and what sources Copilot can ground on.
Prerequisites
- Work-grounded Copilot access.
Notes
Generic retrieval capability.
Watch-outs for Meetings, research & planning
- Work-grounded features only use information the user can access, but organisations should still manage permissions well.
- Treat AI output as a working aid rather than the final authority.
- More detailed privacy, licensing and governance guidance is available in the advanced sections.
Last checked: 2026-10-09
Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.
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