010:59Copilot ChatAdvanced
A decision note from three sources
You get a note ready for the committee: the question to decide, two options, a recommendation, every figure linked to its document.
Capsules
Advanced Copilot
Eight moves to go from summaries to real work: decide, check, automate
- Executive assistants, project managers and managers who already use Copilot every day
- Executive assistants, project managers and managers who already use Copilot every day
- 8 capsules of about a minute
- 8 capsules of about a minute
- Video capsules, FR and EN, with the exact prompt to copy
- Video capsules, FR and EN, with the exact prompt to copy
- Advanced
- Advanced
What you will be able to do
- Write a decision note from several documents and check it citation by citation.
- Steer Copilot over several turns to get the right version without rewriting everything.
- Spot an outdated figure and find the dated source that counts.
- Check a table in Excel with a control column and a chart.
- Build an agent limited to a single source and test it before sharing it.
- Save your best prompts and reuse them.
- Chain Outlook, Word and PowerPoint to prepare a meeting end to end.
- Check who has access to a document before quoting it outside the company.
The method
One request = one objective, one context, one source, clear expectations: the O·C·S·A method. At advanced level, we add checking: every figure has a dated source, every cited document has an authorised audience.
Module outline
Sequence by sequence, timed.
- 01A01 — A decision note from three sources.
- 02A02 — Steer Copilot turn by turn.
- 03A03 — Catch Copilot out on a figure.
- 04A04 — Excel: check expense reports.
- 05A05 — Build your agent in a few clicks.
- 06A06 — Keep your best prompts.
- 07A07 — A committee prepared in four apps.
- 08A08 — Seeing is not sharing.
Capsules
8 capsules
Eight moves to go from summaries to real work: decide, check, automate
010:59
020:51Copilot ChatAdvanced
Steer Copilot turn by turn
You get the right note in four short instructions, without ever rewriting everything.
030:53Copilot ChatAdvanced
Catch Copilot out on a figure
You find where an amount comes from, spot the outdated version and know which one is current.
041:02ExcelAdvanced
Excel: check expense reports
In three questions you spot the out-of-policy expenses and get the chart by category.
050:49Copilot ChatAdvanced
Build your agent in a few clicks
You build an assistant that answers the team’s questions about a project, from a single source, with the documents cited.
060:49Copilot ChatAdvanced
Keep your best prompts
A prompt that works is saved in one click and reopened the next week, ready to go.
071:05WordAdvanced
A committee prepared in four apps
From the email thread to the invitation, you prepare the whole committee with Copilot in Outlook, Word and PowerPoint.
080:42SharePointAdvanced
Seeing is not sharing
Before quoting a document outside the company, you check who has access and have a version written without internal information.
The habits
- 1
A decision note gets checked, citation by citation.
- 2
One turn, one instruction.
- 3
One figure = one dated source.
- 4
One agent = one job, one source, written limits.
- 5
Seeing is not sharing.
The prompt library
- Write a decision note for the committee based on /document and my emails about the project: the question to decide, two options with their pros and risks, and your recommendation. Cite your sources.
- Keep this outline and write only the risks section.
- Quote the exact sentence and the document this figure comes from.
- Add an “Out of policy” column that flags expenses above the limits in the expense policy.
- Write a version of this summary for an external partner, without the amounts or people's names.
The resources
The resources
Sheets and materials to download or print.
Advanced Copilot
Executive assistants, project managers and managers who already use Copilot every day
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