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AI

Prep Doc in Copilot Chat

Start at microsoft365.com/chat — no agent yet. Send the setup prompt, paste source snippets as your next message, answer Copilot's questions before it drafts.

Lesson 1

Sources first, draft second.

In about fifteen minutes: meeting objective, points mapped to people in the room, risks, suggested next step — every client claim tied to a source.

Core principles

  1. Before writing: list what you learned with source labels; flag gaps; ask up to five short questions.
  2. Never invent stakeholder views — attribute or omit.
  3. Sample sources below use fictional NWG content — same client as the PowerPoint deck lesson.
  4. Output is internal prep — points to hit in the room, not a client-facing deck.
  5. Answer Copilot's questions before it drafts — fixing wrong assumptions now costs a sentence; later costs a rewrite.

Check yourself

What must Copilot do before drafting the prep doc in the simple prompt?

Do this in Copilot

Run the two-message flow with sample or real sources. Check that client claims have source labels.

Copilot chat — send first, then paste sources.

Simple prompt (send first)

I am preparing for an in-person client meeting. When I paste my source snippets in the next message:

Before writing a prep doc:
1. List what you learned and label each item with its source
2. Flag gaps and assumptions — do not invent stakeholder views
3. Ask me up to 5 short questions about anything unclear

Then draft a one-page meeting prep with:
- Meeting objective
- Points to hit (mapped to people in the room)
- Risks / landmines
- Suggested next step

Do not draft anything yet. I will paste my sources in my next message. Reply "Ready — waiting for your sources." when you understand these rules.
Open Copilot →
  • Two-message flow
  • Source material
  • Sample sources (message 2):
  • === MEETING BRIEF (rough) === Client: Nordic Workspace Group (NWG) Account: combination — we lead workplace strategy, dealer leads install/logistics Meeting: 2 Jul 2026, in person, Copenhagen In the room (them): CFO Anna Bergström, Head of Workplace Lars Holm In the room (us): [your name], dealer principal TBD? My objective: agree phased rollout plan that fits autumn budget cycle Desired outcome: scheduled follow-up workshop with floor-by-floor scope === EMAIL THREAD (excerpt, Mar 2026) === Lars Holm (NWG): "Floor 3 pilot is working. Finance wants payback under 36 months before capex unlock." Anna Bergström (NWG): "Send phased options. No full-building commitment this quarter." === TEAMS NOTE (internal, May 2026) === Dealer: "NWG comparing us to Steelcase on lead time — unverified, heard at lunch." === PUBLIC NEWS (fictional excerpt) === Source: Nordic Business Daily, 14 Jun 2026 "NWG reports flat headcount but rising hybrid attendance; CFO signals cautious capex through Q3."

Did you run this in Copilot? Mark complete when you have tried it.

Next lesson: Cite or Omit →