> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Copilot recipes

> A prompt cookbook for Ravenna Copilot, grouped by job: triage tickets, draft replies, build workflows, configure a workspace, and chart analytics.

Copilot is the fastest way to do almost anything in the Admin, and most people underuse it because they do not know what to ask. This page is a list of prompts that work, grouped by the job you are doing.

Open Copilot with the button in the top-right of any Admin page, or press `]`.

## Two things that make every prompt better

**Open Copilot from the page you are talking about.** From a ticket, Copilot reads the whole conversation, so you can say "this ticket" instead of an ID. From a workflow page, it sees the configuration and run history.

**Describe the end state, not the first step.** "Create a workflow that sends a Slack message to #it-ops when a high priority ticket is created in the IT Support channel" works. "Make an automation for tickets" does not.

<Callout icon="link" color="#6B7280">Learn more about [page context](/documentation/automate/copilot/using-copilot#page-context)</Callout>

## Triage the morning backlog

<Prompt description="Show me unassigned tickets in the IT Support channel created in the last 24 hours">
  Show me unassigned tickets in the IT Support channel created in the last 24 hours
</Prompt>

<Prompt description="Find high priority tickets with no response yet">
  Find high priority tickets with no response yet
</Prompt>

<Prompt description="Which tickets are breaching SLA in the next two hours?">
  Which tickets are breaching SLA in the next two hours?
</Prompt>

<Prompt description="Does this ticket's requester have any other similar open tickets?">
  Does this ticket's requester have any other similar open tickets?
</Prompt>

Duplicate detection is scoped to the same requester and ranked by similarity, so it is a triage tool rather than a general search. Ask it to be stricter or looser if the results are off.

<Tip>
  If you find yourself running the same search every morning, end with "save that as a view called Morning triage" and stop retyping it.
</Tip>

## Work a single ticket

<Prompt description="Summarize this ticket conversation">
  Summarize this ticket conversation
</Prompt>

<Prompt description="What are the open action items on this ticket?">
  What are the open action items on this ticket?
</Prompt>

<Prompt description="Draft a response using what the knowledge base says about our VPN setup process">
  Draft a response using what the knowledge base says about our VPN setup process
</Prompt>

<Prompt description="Add a private note flagging that the requester is a VIP, and mention Jamie Lee">
  Add a private note flagging that the requester is a VIP, and mention Jamie Lee
</Prompt>

<Prompt description="Mark the hardware tasks on this ticket complete and assign the rest to me">
  Mark the hardware tasks on this ticket complete and assign the rest to me
</Prompt>

Drafts appear as a suggestion you review, edit, and insert. Copilot does not send anything to a requester without you.

<Callout icon="link" color="#6B7280">Learn more about [everyday tasks](/documentation/automate/copilot/everyday-tasks)</Callout>

## Build an automation

Every build request goes through a plan first. Copilot describes the trigger, the steps, and any branching, then waits for you to approve.

<Prompt description="Create a workflow that sends a Slack message to #it-ops when a high priority ticket is created in the IT Support channel">
  Create a workflow that sends a Slack message to #it-ops when a high priority ticket is created in the IT Support channel
</Prompt>

<Prompt description="Build a workflow that closes tickets automatically when they have been in Resolved status for 7 days">
  Build a workflow that closes tickets automatically when they have been in Resolved status for 7 days
</Prompt>

<Prompt description="Build a workflow for software access requests: manager approval, then provision, then notify the requester. Branch to IT if the approval times out after two days.">
  Build a workflow for software access requests: manager approval, then provision, then notify the requester. Branch to IT if the approval times out after two days.
</Prompt>

If you do not want the approval round-trip, say so explicitly in the same message:

<Prompt description="Go ahead and build it end-to-end without asking me to confirm">
  Go ahead and build it end-to-end without asking me to confirm
</Prompt>

Phrasing it as "Build a workflow that..." does not count as standing approval. You have to say you do not want to confirm. Copilot still discloses anything in your request it cannot build.

<Prompt description="What workflow actions are available?">
  What workflow actions are available?
</Prompt>

<Prompt description="This workflow run failed. What went wrong and how do I fix it?">
  This workflow run failed. What went wrong and how do I fix it?
</Prompt>

<Callout icon="link" color="#6B7280">Learn more about [building automations with Copilot](/documentation/automate/copilot/build-automations)</Callout>

## Configure the workspace

Copilot can do most of the setup work in the [Day one](/guides/day-one/overview) track, which is often faster than clicking through it.

<Prompt description="Create a channel called Facilities and connect it to the #facilities-help Slack channel">
  Create a channel called Facilities and connect it to the #facilities-help Slack channel
</Prompt>

<Prompt description="Create an MFA reset form with a user field for the affected employee, a select for the device type, and a checkbox for whether they are locked out">
  Create an MFA reset form with a user field for the affected employee, a select for the device type, and a checkbox for whether they are locked out
</Prompt>

<Prompt description="Add a rule to the IT agent: if someone asks about payroll, do not answer, hand it to the People team and say why">
  Add a rule to the IT agent: if someone asks about payroll, do not answer, hand it to the People team and say why
</Prompt>

<Prompt description="Create an SLA for high priority tickets with a 1 hour first response target and a 30 minute alert, and put it above the catch-all">
  Create an SLA for high priority tickets with a 1 hour first response target and a 30 minute alert, and put it above the catch-all
</Prompt>

<Callout icon="link" color="#6B7280">Learn more about [configuring your workspace with Copilot](/documentation/automate/copilot/configure-workspace)</Callout>

## Chart and report

<Prompt description="Chart ticket volume by channel over the last 90 days">
  Chart ticket volume by channel over the last 90 days
</Prompt>

<Prompt description="What percentage of tickets did AI resolve last month, excluding spam and unclassified?">
  What percentage of tickets did AI resolve last month, excluding spam and unclassified?
</Prompt>

<Prompt description="Save that chart to my Leadership dashboard">
  Save that chart to my Leadership dashboard
</Prompt>

<Prompt description="Every weekday at 9am, DM me my top five open tickets by priority">
  Every weekday at 9am, DM me my top five open tickets by priority
</Prompt>

That last one builds a scheduled workflow that posts raw ticket data. If you want a narrative summary of a dashboard instead, use an AI Brief.

<Callout icon="link" color="#6B7280">Learn more about [reporting and briefs](/guides/playbooks/reporting-and-briefs)</Callout>

## When Copilot gets it wrong

* **Rephrase with more detail.** "Show me recent tickets" returning the wrong channel is a specificity problem, not a Copilot problem.
* **Revert manually.** Copilot does not make changes you cannot undo through the Admin.
* **Start a fresh session** if a conversation has gone off track. Old conversations stay in session history.

## Next

<CardGroup cols={2}>
  <Card title="Connect an MCP client" icon="plug" href="/guides/how-to/connect-an-mcp-client" horizontal>
    The same capabilities from Claude, Cursor, or your editor.
  </Card>

  <Card title="Set up your first workflow" icon="workflow" href="/guides/day-one/set-up-first-workflow" horizontal>
    Build one by hand so you can read what Copilot produces.
  </Card>
</CardGroup>


## Related topics

- [Reporting and briefs](/guides/playbooks/reporting-and-briefs.md)
- [Connect an MCP client](/guides/how-to/connect-an-mcp-client.md)
- [Guides](/guides/overview.md)
- [Copilot](/documentation/automate/copilot/overview.md)
- [Get started with Copilot](/documentation/automate/copilot/using-copilot.md)