Start with a fast win before a full deck workflow. Open the MK template, Save As for your client, launch Copilot on the ribbon, send the setup prompt, then paste your brief as the next message.
Simple prompt, then your brief.
Copilot proposes a slide list with layout names first. Approve it, then let it build three slides only — enough to prove the pattern works on your template.
Core principles
- Step 1: Open MillerKnoll template in PowerPoint desktop — Save As with client name (e.g. NWG — QBR Jul 2026.pptx).
- Step 2: Home → Copilot on the ribbon.
- Step 3: Send the setup prompt; wait for Ready — it should not draft slides yet.
- Step 4: Paste your brief as the next message (sample below if you need one).
- Step 5: Approve the proposed slide list, then build three slides.
- Stop and check: every slide uses an MK layout; anything not in the brief is [Needs input] or removed.
Check yourself
What should Copilot do before creating slides in the simple three-slide prompt?
The setup prompt forces a proposal-first workflow so you catch wrong layouts and invented content before Copilot builds. Approval is the gate.
Do this in Copilot
Run the two-message flow on the sample brief or your own rough notes. Save the deck under a client file name.
In PowerPoint desktop with your client copy open: send this first, wait for Ready, then paste your brief.
Simple prompt (send first)
I'm building a client presentation in this PowerPoint file using the official MillerKnoll template. Use only slide layouts that already exist in this file. When I paste my client brief in the next message, turn it into three slides only: 1. Title / meeting purpose 2. Client context and objectives (from the brief only — write [Needs input] where facts are missing) 3. Proposed next steps Rules: - Do not invent pricing, metrics, case studies, or competitor claims - Use 3–4 bullets per slide - Propose the slide list with layout names first, then wait for my approval before creating slides Do not create slides yet. I will paste my rough client brief in my next message. Reply "Ready — waiting for your brief." when you understand these rules.
- Sample brief (paste as message 2 if you need one):
- CLIENT BRIEF — rough notes (Nordic Workspace Group / fictional) meeting = QBR? workplace refresh? both?? client: Nordic Workspace Group (NWG) — facilities + real estate, ~2,400 employees, HQ Copenhagen audience in room: CFO (new?), Head of Workplace, maybe procurement — dealer principal NOT in room purpose: follow up March visit — they liked the pilot floor but budget got frozen in April key message (draft): MillerKnoll can phase rollout without stopping day-to-day ops what changed since last time: - pilot on 3rd floor went well per their facilities lead (need exact quote?) - CFO joined late March — cares about payback, hates vague "employee experience" language - competitor mentioned in passing at dealer lunch — not sure which brand - timeline: want something before autumn planning cycle proof points we MIGHT have: - 3rd floor utilization up (dealer said ~18%?? need real number) - Herman Miller case study — financial services, similar size — find approved version - sustainability story for EU reporting — Maharam? not sure what's approved MISSING / TODO: - exact pilot metrics - approved pricing band - who owns decision now that old workplace lead left - dealer vs MK lead on this account — combination? old bullets from last deck (may be stale): - "Transform the workplace into a talent magnet" - "Full portfolio refresh across 4 sites by Q4" ← probably too aggressive now - pricing slide from Feb — DO NOT reuse numbers
- After slides build: scan for invented pricing, metrics, or case studies — replace with [Needs input] or delete.
Did you run this in Copilot? Mark complete when you have tried it.
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