Reporting & analysis path · Up next · ~15 min

Brief sheet + verify before you act

Reload context every session; treat headlines as hypotheses.

Run in Copilot

Run in Copilot (Excel)

On a copy of your working sheet, ask Copilot to help write a Copilot Brief tab: columns, grain, rules, and what must never be edited. Reload that brief in your next chat before asking for insights.

If you need the lesson first

Show your work

Optional notes for you: prompt used → what you changed in the output → what you verified (not submitted to a server).

Accuracy · Privacy · Tone · Next action — check each before you mark practice done.

Accuracy — facts match source material you providedNo invented numbers, names, or promises
Privacy — nothing restricted in the promptGreen / yellow / red for your role; see governance drill if unsure
Tone — fits audience and channelWould you send this after your edits?
Next action — you know what happens with this outputSend, park, escalate, or iterate

Notes (optional)

When you're stuck

AI JudgmentNumbers drive a decision