How to Create a Project Plan Summarizer in Copilot on Fabric

You will learn how to create a Project Plan Summarizer in Copilot on Fabric that transforms long texts (plans, minutes, requirements) into executive summaries. A Summarizer speeds up communication, helps prepare reports, and reduces document reading time.

Prerequisites

• Account with access to Microsoft Fabric and permissions to use Copilot.
• Sample files with project plans (files .docx, .txt or .pdf) stored in a OneLake or a Workspace.
• Basic knowledge of prompts and the Copilot environment in Fabric.

Step 1: Prepare the input files

Organize some real or sample project plans in a single directory in your Workspace or OneLake. Copilot processes cleaner files better: remove repeated headers and insert clear separators between sections (for example, Objectives, Scope, Risks).

# Exemplo de estrutura simples de texto (ficheiro .txt)
# Projeto: Implantação ERP
Objectivos:
- Integrar módulos financeiros e inventário.
Âmbito:
- Configuração base, migração de dados, formação.
Riscos:
- Falta de recursos, dados incompletos.

Step 2: Create a new Copilot Prompt Template

In Fabric's Copilot, create a new Prompt Template for the Summarizer. The idea is to have a prompt that instructs the model to produce a concise executive summary, with bullets of actions and risks. Include instructions about tone (formal, concise) and length (e.g.: 5-7 lines).

Prompt Template: Summarizer Plano de Projeto
Input: {{document_text}}
Instruction:
"Leia o texto do plano de projeto e gere:
1) Um resumo executivo (3-5 frases).
2) 3 acções prioritárias com responsáveis sugeridos.
3) 3 riscos principais com nível de prioridade (Alto/Médio/Baixo).
Resposta em português, formato simples com bullets."

Step 3: Test the prompt in Copilot with a file

Open the sample file in Fabric and invoke Copilot. Paste the content or reference the file with the template placeholder. Run the prompt and review the output. If it is too long or vague, adjust the template to ask for more specific examples or a different tone.

# Exemplo de invocação manual (pseudocódigo no editor Copilot)
document_text = load_file('OneLake/Projetos/ERP/plano1.txt')
run_copilot_prompt('Summarizer Plano de Projeto', {document_text: document_text})

Step 4: Refine with style instructions and rules

To obtain consistent outputs, add rules to the Prompt Template: word limits, bullet formatting and required fields (Summary, Actions, Risks). You can also create input->output examples (few-shot) inside the template to guide the model.

Adicione ao Prompt Template:
"Formato obrigatório:
Resumo Executivo:
- 
Ações Prioritárias:
1.  — Responsável:  — Prazo: 
Riscos:
-  — Prioridade: 

Exemplo:
Resumo Executivo: Projeto para integrar ERP em 6 meses...
..."

Step 5: Automate with a simple Workflow in Fabric

Create a lightweight Workflow/Notebook to automate applying the template to multiple files. The workflow should read each file, call the Copilot Prompt Template and save the summary as a .md or .txt file in the same folder.

# Pseudocódigo para um Notebook Python no Fabric
from fabric_sdk import CopilotClient, OneLakeClient
one = OneLakeClient()
cop = CopilotClient()
files = one.list_files('OneLake/Projetos/ERP')
for f in files:
    text = one.read_text(f)
    out = cop.run_prompt('Summarizer Plano de Projeto', {'document_text': text})
    one.write_text(f.replace('.txt','_summary.md'), out)

Verify the result

Open the generated _summary.md files. Check that each summary contains: an Executive Summary of 3-5 sentences, 3 priority actions with owners and 3 risks with priority. Common errors: summaries that are too generic (fix by adding examples) or missing formatting (enforce format in the template).

Conclusion

With a Prompt Template and a small workflow you can transform long project plans into useful summaries for meetings and reports. Next steps: integrate with Power BI for executive dashboards or connect notifications to the owners. Tip: try few-shot examples in the template to improve quality — which is the first file you will summarize?