Scenario. We have a template requirements document in word which we want to use as a template. This document has many sections with titles, and we want to be able to use another document with a captureTable in it (ideally this would be excel but word can't use excel as a reference) and use it to essentially complete the new document using the information in the capturedocument
Goal: Have word complete a new document, using the ReferenceDocument as the template using the CaptureDocument as the source for information. The Column 1 in the table refers to main sections i the Reference Document.
Has anyone got any tips or sample prompts they have had success with for this scenario...
Here is an example of the Prompt we tried:
Scenario: You are a technical presales consultant and have been speaking to a customer about the requirements for an upcoming project based on a set of deliverables, objectives and goals.
Context: You need to create a document using the TemplateDocument as a template that can will be used by the Technical Consultancy team to create a statement of works and commercial pricing.
Document: Create a new document using ReferenceDocument as a template and reference the relevant document sections using the information within the table in the CaptureDocument. The data in Column 1 relate to the sections in the reference document.
CaptureDocument: CaptureSource
ReferenceDocument: RefDocument
Additional Information: For each of the key products listed in the CaptureDocument such as Microsoft Defender and Sentinel, provide a table in an appendices section which summarizes the product, key competitor products they compete with and include a link to the relevant Microsoft Learn documentation for reference.
