Grounding It in the Right Documents

Grounding It in the Right Documents

Pointing it at specific files instead of the whole tenant, which is what makes the answer wrong.

ms365-copilot office grounding citations

What it is for

Pointed at a whole tenant it answers from whatever it found; pointed at named files it answers from those. Most wrong answers here are a grounding problem, not a model problem.

The skill

Its answers are only as good as what it decided to read. Decide for it.

- **Reference files explicitly** with `/` and the file name. An unreferenced
  prompt searches everything you have access to, which on a real tenant means
  it will find the 2023 draft as readily as the final.
- **Say which version.** "the latest" is not a thing it can evaluate reliably
  across a SharePoint library with three copies.
- **Ask for the source per claim**: "cite the file and slide/paragraph for each
  point." Then open one. The citation is the product.

The failure worth knowing about: it will happily summarise a document you have
access to but should not be quoting — an old salary review, an unreleased
plan — because access is not the same as appropriateness. Before pasting a
summary into a shared channel, check what it drew from.

For meetings, ask for "decisions and owners, with the timestamp each was
agreed" rather than a summary. A summary blends a suggestion and a decision
into one sentence, and that is the sentence that causes the argument.

How to install it

1. Open the tool and start a new conversation, project or template.
2. Paste the text below wherever the tool keeps standing instructions
   — usually called system prompt, instructions, or persona.
3. Save it so it applies to every run rather than a single message.

Did it work for you?

Where it came from

Skills app Original