# Fundamentals
Know how you actually lead — before it costs you.
Manager Insights Pro is an Copilot Declarative Agent available directly inside Microsoft 365 Copilot. It analyzes emails, calendar events, and Teams interactions to reveal how managers allocate their time and attention across their direct reports. It highlights engagement patterns, identifies imbalances, and provides actionable recommendations to optimize collaboration and strengthen leadership practices.
# Overview
Manager Insights Pro is built around natural-language interactions. Instead of manually tracking meetings or reviewing reports, you simply ask questions — and Manager Insights Pro analyzes your Microsoft 365 data to surface leadership insights, detect team risks, and provide clear weekly actions.
It measures collaboration using emails, meetings, and Teams interactions across your direct reports.
# Who is it for?
| Profile | Value |
|---|---|
| Managers | Lead with clarity and structure. Understand where your attention goes and refocus where it matters most. |
| Directors | Strengthen leadership visibility at scale across your reporting managers. |
| Organizations | Scale high-quality management securely, using data already inside Microsoft 365. |
# Prompt Suggestions (built-in)
Manager Insight Pro includes suggestion prompts designed to guide managers through common tasks.
# Prompt 1 — Overall Interaction Analysis
Prompt text:
Analyze my interactions over the past 30 days. Identify who I spend the most and least
time with, and provide a managerial summary using all my Teams channel conversations,
emails, personal calls, and chats to deliver a thorough and accurate report.
What it does: Provides a comprehensive view of where your attention has gone over the past month. Surfaces which direct reports receive the most vs. least of your time, and generates a structured managerial summary across all communication channels.
Useful when:
- Starting a new management cycle
- Preparing for performance reviews
- Suspecting imbalances in team attention
# Prompt 2 — Communication Tone Trends
Prompt text:
Analyze the tone of my internal communications over the past 60 days. Identify the
dominant tone, its evolution over time, and differences between one-to-one and group
conversations. Highlight risks or positive signals and suggest concrete improvements.
Always indicate a confidence level.
What it does: Detects the emotional register of your communications — whether they trend toward directive, supportive, reactive, or neutral — and flags changes over time. Distinguishes between your tone in 1:1 conversations and group settings.
Useful when:
- Feeling that team energy has shifted
- After a period of high pressure or organizational change
- Wanting to align communication style with leadership intent
# Prompt 3 — Collaboration Dynamics
Prompt text:
Assess collaboration within my team and across teams over the past 30 days, including
frequency, ownership clarity, information quality, response loops, and tone. Identify
collaboration debt such as rework, repeated clarifications, or slow handoffs. Output the
top three friction points, root causes, and a seven-day action plan with low-effort
changes. Include a confidence level.
What it does: Maps how collaboration actually flows in and around your team — not just how frequent it is, but how effective. Surfaces structural friction like repeated clarifications, slow handoffs, and unclear ownership, and delivers a prioritized action plan.
Useful when:
- Projects are consistently slower than expected
- The team seems busy but output feels low
- Onboarding a new team member and mapping existing dynamics
# Prompt 4 — Hidden Team Structure
Prompt text:
Analyze my interactions to uncover the team's real operational structure, including
central individuals, implicit dependencies, bottlenecks, and silent zones. Explain how
this structure differs from the official org chart and what managerial risks or leverage
points it creates.
What it does: Reveals the informal network behind your team's org chart — who actually connects people, where bottlenecks form, and which individuals are quietly under-connected. Flags gaps between official structure and actual working relationships.
Useful when:
- Planning a reorganization
- A key person is leaving and you want to assess impact
- Something in the team dynamic feels off but you can't pinpoint it
# Prompt 5 — Weekly Manager Summary
Prompt text:
Produce a concise weekly manager summary based solely on my internal interactions during
the selected period. Tell me what worked well this week (maximum three bullets), what
requires attention now (maximum three bullets), emerging risks or drifts to monitor
(maximum two bullets), and the people or teams requiring deliberate attention next week.
In conclusion, provide my Monday decisions by listing exactly three concrete actions I
should take next week, such as stop, start, reinforce, delegate, or clarify.
Avoid generic advice.
What it does: Generates a structured end-of-week leadership brief — grounded entirely in real interaction data. Provides a clear, prioritized view of what happened, what needs attention, and exactly what to do Monday morning.
Useful when:
- Ending the week and preparing for the next
- Feeling reactive and wanting to regain structure
- Reporting up on team status to your own manager
# Prompt 6 — Dashboard
Prompt text:
Display my complete management dashboard for the selected period. Show the evolution of
my interactions over time, create a color-coded risk heatmap highlighting attention
levels across my direct reports and teams, provide a visual breakdown of my
communication mix across email, chat, calls, and meetings, include a ranked view of my
top ten most and least engaged internal collaborators, and present a concise visual
synthesis highlighting key insights, attention gaps, risks, and improvement opportunities.
What it does: Produces a complete, visual leadership dashboard within Copilot — interaction trends, attention heatmap by direct report, communication channel breakdown, and a top/bottom engagement ranking. A single-pane view of your management reality.
Useful when:
- Monthly or quarterly leadership reviews
- Presenting your team management to your director
- Getting a full picture before a major team decision
You can also ask freeform questions to get custom insights based on your permissions and data.
# Prompt Ideas for Everyday Use
# Attention & Focus
- Who am I spending the most time with on my team?
- Which direct reports have I not interacted with this week?
- Am I over-indexed on certain people?
# Summaries & Recaps
- Give me a leadership summary of the past two weeks
- What were the key topics in my team interactions this month?
- Summarize my management activity for the selected period
# Risk Detection
- Are there any early signs of disengagement in my team?
- Which team members seem overloaded based on my interactions?
- Do I have any collaboration blind spots?
# Weekly Planning
- What should I focus on as a manager next week?
- Who should I prioritize for a 1:1 this week?
- What patterns are emerging in my management behavior?
# Prompting Tips
- Ask naturally — no special formatting required
- Specify the time period when relevant (last 30 days, this week, Q1, etc.)
- Name your direct reports for more targeted analysis
- Use follow-ups to refine results: "shorter", "more detail on X", "focus only on risks"
- Combine topics for richer outputs: tone + engagement + action plan in one prompt
- Always request a confidence level when analyzing tone or risk — it helps calibrate your interpretation
# Best Practices
- Run the Weekly Manager Summary every Friday to close the week with clarity
- Use the Overall Interaction Analysis at the start of each month to reset your attention intentionally
- Use the Hidden Team Structure before any organizational change or key hire
- Follow up Copilot insights with a direct conversation — data reveals patterns, humans resolve them
- Share your Dashboard output with your director in quarterly business reviews for a data-grounded leadership narrative
# Use Cases
# Meeting Overload
Symptom: Too many meetings, not enough impact.
What Manager Insights Pro does: Shows who you meet most and surfaces whether your time is concentrated on a few people or distributed across your full team.
# Leadership Drift
Symptom: Weeks feel reactive, no sense of direction.
What Manager Insights Pro does: Detects shifts in your management patterns over time and helps you rebalance your focus.
# 1:1 Quality
Symptom: 1:1s feel too operational — never time for feedback or development.
What Manager Insights Pro does: Identifies missing topics like feedback, career development, or vision that should be present in your direct report interactions.
# Team Imbalance
Symptom: Not sure if you're spending time with the right people.
What Manager Insights Pro does: Reveals the distribution of your attention across direct reports and identifies over- or under-supported team members.
# Hidden Team Risk
Symptom: Something feels off — disengagement, overload, or dependency.
What Manager Insights Pro does: Surfaces early signs of disengagement, overload, or dependency patterns before they become visible problems.
# Execution Slowdown
Symptom: Projects slow down, ownership is unclear.