Private training · Monday 9 November 2026 · Bangkok
Microsoft Copilot for Hotel Leaders
Real hotel tasks. One prompt at a time. You leave with a toolkit you can use tomorrow.
With Jonny West · The AI CEOs
Follow along on your laptop: copilot-hotel-training.pages.dev
How today works
1Open the slideon your own laptop
2Download the fileone click, practice data
3Copy the promptthe orange button
4Paste in Copilotattach the file first
5Check the answer"What to look for" box
Arrow keys or the arrows at the bottom move the slides. The ☰ menu jumps to any exercise.
Today's plan
Setup Which Copilot do you have? 10-minute checkWhere to click, how to attach a file, the prompt recipe.
Part 1 Warm-upGet the rhythm: ask, read, improve.
Part 2 Email & meetingsOwner emails, minutes, follow-ups.
Part 3 NumbersBudget, owner slides, marketing spend.
Part 4 Guests & teamReviews, replies, social posts, SOPs in Thai.
Part 5 Research & your own assistantWeb research, images, agents.
Part 6 Your real workUse it on something from this week.
Bonus Your personal AIClaude or personal Copilot. Your own life, not hotel data.
Take-home Prompt pack, Copilot inside your apps, ask-IT emailEverything stays on this page after today.
There are two kinds of Copilot at work
Most staff have this
Copilot Chat
A smart assistant in your browser, signed in with your work account
Reads what you give it: files you attach and text you paste
Can search the web (if your company allows it)
Can make simple agents (if allowed)
Everything today works here.
Paid licence
Microsoft 365 Copilot
Everything in Copilot Chat, plus...
Lives inside Outlook, Teams, Word, Excel, PowerPoint
Can search your own email, chats and files on its own (the Work tab)
Meeting recaps, Researcher, Analyst
Marked Full licence today.
Your company's IT team decides which one you have and which features are switched on. That is why two people can see different screens.
One rule for work data
🛡
Work data goes only into your work Copilot.
Look for the green shield (or "Protected") near the chat box. It means you are signed in with your work account and your data stays inside the company.
Never paste guest, owner or financial data into personal ChatGPT, Claude, Gemini or a personal Copilot account.
Today's practice files are all fictional: a made-up hotel called The Lumen Hotel Bangkok.
Setup check: which Copilot do you have?
Copilot opens at m365.cloud.microsoft/chat in Edge and you are signed in with your work email
You see a green shield or the word Protected near the chat box
When you click + next to the chat box you can choose Upload images and files
There is a Work / Web switch at the top of the chat
In Excel or Word, the Copilot button works (it does not ask you to buy, and is not greyed out)
On the left you can see Agents or Create agent
Answer the 6 questions to see what you can use today.
Your Copilot screen: where to click
✎ New chat 1
☷ Agents 6
Chats
WorkWeb5
Hi, how can I help?
+3Message Copilot 2🛡4➤
CopyRegenerate7
New chat Start fresh for each exercise.
Chat box Paste the prompt here, press Enter.
+ Attach a file: choose Upload images and files.
Green shield You are in your protected work account.
Work / Web Only with the full licence. Web = internet, Work = your email and files.
Agents Your own saved assistants (Exercise 11).
Under each answer Copy it into Word or Outlook, or try again.
Microsoft changes this screen often, so yours may look a little different. The buttons are usually in the same places.
How to attach a file
Click the file button below. It saves to your Downloads folder.
In Copilot, start a New chat.
Click + next to the chat box, choose Upload images and files, and pick the file.
Wait until the file shows in the chat box, then paste the prompt.
If you cannot upload
Your company may have turned uploads off. For today's practice files only (they are fictional), open the file, select all (Ctrl + A), copy, and paste it into the chat under the prompt.
For real work files, ask IT. The email is ready on the last slides.
The prompt recipe Microsoft recommends
GoalWhat do you want?"Draft a reply to the owner..."
ContextWhy, and who is it for?"...she is worried about October costs..."
SourceWhich file or facts to use?"...use only the attached thread..."
ExpectationsFormat, length, tone"...calm and respectful, under 150 words."
Then keep talking in the same chat: "shorter", "more formal", "make it a table", "check June again". The second answer is usually the good one.
All practice files
Fictional hotel, fictional numbers. Download now or on each exercise.
Learn the rhythm: ask, read, then improve. No file needed.
You will get
A ready-to-send welcome letter
A shorter, warmer version
Japanese and Thai versions
Click by click
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
For prompts 2 and 3, stay in the same chat. Paste each one under the last answer.
Exercise 1Warm-up: a VIP welcome letterPrompt 1 of 3
First draft
New chat
Copy prompt
Click the message box, Ctrl + V
Enter
You are the General Manager of a 5-star hotel in Bangkok. Write a short welcome letter for a VIP guest couple, Mr. and Mrs. Tanaka from Osaka, who are celebrating their 25th wedding anniversary. They arrive on Friday and stay 4 nights in a river-view suite. Keep it warm, elegant and under 120 words. Sign it from me, the General Manager.
What to look for
Read it like a guest would. Did Copilot invent anything you did not approve, like a free upgrade or a spa voucher? Delete it. You are the one sending it.
Exercise 1Warm-up: a VIP welcome letterPrompt 2 of 3
Improve it
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Make it more personal and a little less formal. Add one line inviting them for a sunset table at our rooftop bar. Keep it under 100 words.
What to look for
You did not start again. You kept talking in the same chat. That is how you get great results: draft, then steer.
Exercise 1Warm-up: a VIP welcome letterPrompt 3 of 3
Translate
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Now translate the letter into Japanese and Thai. Show each version under its own heading.
What to look for
For anything a guest will read, ask a native speaker on your team to check it once.
Part 2
Email & meetings
Owner emails, minutes, follow-ups.
Exercise 23 prompts
Owner email thread: find every ask, then reply
Long threads hide deadlines in the replies. Copilot finds them in seconds.
Click the orange file button on this slide. It saves to your Downloads folder.
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
Click + at the left of the message box, then Upload images and files (it may say Upload or Browse my computer).
Click Downloads, click 01-Owner-email-thread.docx, then Open.
Wait until the file card shows above the message box.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
Exercise 2Owner email thread: find every ask, then replyPrompt 1 of 3
Find every ask
New chat
+ → Upload images and files → 01-Owner-email-thread.docx
Copy prompt
Click the message box, Ctrl + V
Enter
I attached an email thread with our hotel owner's representative and my team. Summarise it in a table with these columns: What is being asked | Who asked | Deadline | What we already know. Include asks hidden in the replies, not only in the first email. Then list anything I must NOT promise yet, and why.
What to look for
There are about 9 asks. The key deadline (plan to the owner by Wed 11 Nov) is only in Daniel's reply. Did Copilot find it?
Exercise 2Owner email thread: find every ask, then replyPrompt 2 of 3
Draft my reply
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Draft my reply to Khun Pornthip as the General Manager. Use only facts from the thread. Confirm the Q4 recovery plan will reach her by Wednesday 11 November, propose a 30-minute call on Thursday afternoon, and do not commit to moving the renovation yet. Tone: calm, confident and respectful. Under 180 words.
What to look for
It must not promise the June-July renovation move. Natcha asked to discuss first.
Click the orange file button on this slide. It saves to your Downloads folder.
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
Click + at the left of the message box, then Upload images and files (it may say Upload or Browse my computer).
Click Downloads, click 05-ExCom-meeting-transcript.docx, then Open.
Wait until the file card shows above the message box.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
Exercise 3Meeting transcript: minutes and actionsPrompt 1 of 3
Minutes + actions
New chat
+ → Upload images and files → 05-ExCom-meeting-transcript.docx
Copy prompt
Click the message box, Ctrl + V
Enter
Attached is the transcript of our executive committee meeting. Write clear minutes with: 1) decisions made, 2) an action table with Owner | Action | Due date, 3) topics discussed but NOT decided. Use only what is in the transcript. If an action has no owner or no date, write MISSING instead of guessing.
What to look for
Lost and found should show MISSING: nobody owns it. Pool music and the renovation timing are NOT decided.
Click the orange file button on this slide. It saves to your Downloads folder.
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
Click + at the left of the message box, then Upload images and files (it may say Upload or Browse my computer).
Click Downloads, click 03-Budget-2027-draft.xlsx, then Open.
Wait until the file card shows above the message box.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
Exercise 4Budget 2027: explain it, then check itPrompt 1 of 3
Explain it
New chat
+ → Upload images and files → 03-Budget-2027-draft.xlsx
Copy prompt
Click the message box, Ctrl + V
Enter
Attached is our draft 2027 budget. Explain it to me in 8 short bullets, as if I had 2 minutes before a meeting: occupancy, ADR, RevPAR, total revenue and GOP for 2027 compared with the 2026 forecast, and the single biggest change.
What to look for
Spot-check one number yourself in the file. Never present a number you did not check.
Exercise 4Budget 2027: explain it, then check itPrompt 2 of 3
Check it
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Now act as a careful hotel financial controller. Check this budget for mistakes and risky assumptions. 1) For each 2027 month, recalculate rooms revenue as rooms sold x ADR, and check every full-year total. Show any line where the numbers do not add up. 2) Read the 'Assumptions & notes' sheet and list anything in the numbers that contradicts the notes. Put the results in a table: Issue | Where | Why it matters | Suggested fix.
What to look for
We hid 2 math mistakes and several weak assumptions in this file. How many did Copilot find? If it missed one, ask: 'Check June again' or 'Check the full-year total revenue again'.
Exercise 4Budget 2027: explain it, then check itPrompt 3 of 3
Note for the owners
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Write a one-page note for the owners: what the 2027 budget says, the 3 biggest risks, and what we will change before the final version. Plain English, no jargon, under 250 words.
ThenLike the answer? Under it, click the Copy icon, then paste with Ctrl + V into a new Word document.
What to look for
Does it repeat the wrong totals? If you fixed the mistakes in the chat, it should use the corrected numbers.
Same chat as Exercise 4. Turn the note into slides.
You will get
A 6-slide outline with speaker notes
A PowerPoint file (if your Copilot can make one)
Click by click
Do not click New chat. Stay in your Exercise 4 chat.
Left it? On the left under Chats, click the budget chat to open it again.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
Exercise 5From numbers to an owner presentationPrompt 1 of 2
Slide outline
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Turn the owner note into a 6-slide presentation outline. For each slide give: a title of 8 words or fewer, 3 bullet points, and one line of speaker notes. Slide 1 is the key message. The last slide lists the decisions we need from the owners.
What to look for
Every number on a slide must match the budget file.
Exercise 5From numbers to an owner presentationPrompt 2 of 2
Make the file
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Create this as a PowerPoint presentation I can download. Use a clean, simple, professional design.
ThenClick the PowerPoint link in Copilot's answer. It downloads. Open it from Downloads. No link? Copy the outline, open PowerPoint, paste, then Home, Designer.
What to look for
If Copilot gives you a file, open it and check every slide. If it can't make files on your account, open PowerPoint, paste one slide at a time and click Designer for layouts.
Full licence Full licence? Open PowerPoint, click Copilot, and choose Create a presentation from a file. Pick a Word file saved in your OneDrive.
Exercise 63 prompts
Marketing spend: what is really working?
Rank every channel by return, then plan a 15% cut.
Click the orange file button on this slide. It saves to your Downloads folder.
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
Click + at the left of the message box, then Upload images and files (it may say Upload or Browse my computer).
Click Downloads, click 04-Marketing-spend-2026.xlsx, then Open.
Wait until the file card shows above the message box.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
Exercise 6Marketing spend: what is really working?Prompt 1 of 3
Rank the channels
New chat
+ → Upload images and files → 04-Marketing-spend-2026.xlsx
Copy prompt
Click the message box, Ctrl + V
Enter
Attached is our marketing spend for January to October 2026. Make a table for every channel showing: spend, bookings, cost per booking, and revenue for every 1 baht spent. Sort it from best to worst return. If a channel has 0 bookings, write N/A instead of dividing by zero.
What to look for
Best: email newsletter (about 32 baht back for every baht). Worst: print ads (nothing tracked) and the influencer campaign (0.4).
Exercise 6Marketing spend: what is really working?Prompt 2 of 3
Plan a 15% cut
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
I need to cut total marketing spend by 15%. Suggest where to cut and where to move money, with a one-line reason for each. Protect the channels with the best return. Show the new plan in a table: Channel | Current | New | Change. Note that OTA spend is commission, not a budget we can simply cut.
ThenLike the answer? Under it, click the Copy icon, then paste with Ctrl + V into Excel: click cell A1.
What to look for
15% of THB 15,620,000 is about THB 2,343,000. Do the new numbers add up?
Click the orange file button on this slide. It saves to your Downloads folder.
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
Click + at the left of the message box, then Upload images and files (it may say Upload or Browse my computer).
Click Downloads, click 02-Guest-reviews-October.xlsx, then Open.
Wait until the file card shows above the message box.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
Exercise 7Guest reviews: themes, replies, actions, socialPrompt 1 of 5
Find the themes
New chat
+ → Upload images and files → 02-Guest-reviews-October.xlsx
Copy prompt
Click the message box, Ctrl + V
Enter
Attached are 60 guest reviews from October. Some are in Thai and Chinese. Include those too. Find the top 5 complaints and the top 5 compliments. For each, show how many reviews mention it and one short quote, translated into English if needed. Put it in a table.
What to look for
Top complaint: slow check-in (about 14 reviews). Top compliment: breakfast (about 16). Khun Nok at the concierge desk is praised by name about 9 times. Did it read the Thai and Chinese ones?
Exercise 7Guest reviews: themes, replies, actions, socialPrompt 2 of 5
Reply to the worst
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Write replies to the 3 lowest-rated reviews. Warm and personal, take ownership, no excuses, no copy-paste feeling. Mention one specific fix in each. Under 80 words each. Sign as the General Manager.
ThenLike the answer? Under it, click the Copy icon, then paste with Ctrl + V into the review site's reply box.
What to look for
No refunds or free nights promised. That is your decision, not Copilot's.
Exercise 7Guest reviews: themes, replies, actions, socialPrompt 3 of 5
Action plan
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Turn the complaints into an action plan for my heads of department: Department | Problem | Action | Owner | Check-in date. Then write it as a short message I can send to them.
What to look for
Compare with Exercise 3: the team already agreed some of these fixes in the meeting.
Exercise 7Guest reviews: themes, replies, actions, socialPrompt 4 of 5
Praise into posts
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Using only the compliments in these reviews, write 3 short Instagram posts for our hotel. Each post: a hook line, 2 to 3 short sentences, a call to action, and up to 3 hashtags. Do not use guest names and do not quote a guest word for word. Then give a Thai version of the first post.
What to look for
Everything should come from real compliments: breakfast, the rooftop, the location, the concierge. No invented awards or offers. Posts still go through your marketing team.
Exercise 7Guest reviews: themes, replies, actions, socialPrompt 5 of 5
2-week content plan
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Make a 2-week Instagram and Facebook plan in a table: Day | Platform | Post idea | Photo or video to shoot | First line of the caption. Base every idea on the top compliments you found in these reviews. Mix photos, short videos and stories.
What to look for
Ask a follow-up: "Which reviews is each idea based on?" A good plan points back to real guest words.
Click the orange file button on this slide. It saves to your Downloads folder.
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
Click + at the left of the message box, then Upload images and files (it may say Upload or Browse my computer).
Click Downloads, click 06-Lost-and-found-notes.docx, then Open.
Wait until the file card shows above the message box.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
Exercise 8Messy notes into an SOP, in Thai, with a quizPrompt 1 of 3
Write the SOP
New chat
+ → Upload images and files → 06-Lost-and-found-notes.docx
Copy prompt
Click the message box, Ctrl + V
Enter
Attached are messy notes about how we handle lost and found. Turn them into a clear Standard Operating Procedure with: Purpose, Who is responsible, Step-by-step process (numbered), How long we keep items, Rules for valuables, and Targets. Use simple language every staff member understands. Mark anything in the notes that is unclear with [CHECK].
What to look for
The notes are unsure about valuables and the police after 1 year. That should be marked [CHECK], not made up.
Copilot can search the web and show its sources. Always click them.
You will get
A competitor table with source links
3 ideas for our own package
Click by click
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
If you see Work | Web at the top of the chat, click Web.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
In the answer, click the small numbers or links to open each source.
Every fact needs a link. Click the links.
Exercise 9Research on the web: festive packagesPrompt 1 of 2
Search and compare
New chat
Copy prompt
Click the message box, Ctrl + V
Enter
Search the web for Christmas and New Year's Eve 2026 packages at 5-star hotels in Bangkok. Make a table with: hotel, package name, what is included, price in THB, and the source link. Only include packages you can find a source for. If a price is not published, write 'not published'.
What to look for
Click 2 of the links and check the price yourself. Old 2025 offers often show up. Check the year.
Exercise 9Research on the web: festive packagesPrompt 2 of 2
Stand out
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Based on this, suggest 3 ideas that would make our New Year's Eve package stand out, for a riverside 5-star hotel with a rooftop bar. For each idea give a name, what is included, and who it is for.
What to look for
If Copilot says it can't search the web, your company may have turned web search off. Add it to your ask-IT list.
Exercise 10Optional1 prompt
Create an image (if your Copilot allows it)
Quick visuals for internal ideas, mood boards and drafts.
You will get
A festive concept image
Click by click
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
Wait about 1 minute for the image.
Click the image, then Download. (Or right-click it, Save image as.)
Exercise 10Create an image (if your Copilot allows it)Prompt 1 of 1
Make an image
New chat
Copy prompt
Click the message box, Ctrl + V
Enter
Create an image of a festive New Year's Eve rooftop party at a luxury hotel in Bangkok: city skyline at night, fireworks over the river, elegant guests with champagne, warm gold lights. No text and no logos in the image. Wide format.
What to look for
Use it for internal ideas and mood boards. Anything public still goes through your brand and marketing team.
Exercise 112 prompts
Build your own assistant (agent)
Save your best instructions once. Use them every day with one click.
You will get
A Guest Review Reply Assistant you can reuse
Click by click
On the left, click Agents (or All agents), then Create agent (it may say New agent).
At the top, click Configure (or Skip to configure).
Name: type Review Reply Assistant. Description: type Writes replies to guest reviews.
Next slide: click Copy instructions, click in the Instructions box, press Ctrl + V.
Top right, click Create, then Go to agent.
Last slide: Copy review, paste into the agent's message box, Enter.
Next time: on the left, Agents, then Review Reply Assistant.
No Create agent button? Your company turned it off. Save the instructions in Word and paste them at the start of any new chat. It works almost the same.
Exercise 11Build your own assistant (agent)Prompt 1 of 2
Paste as the instructions
Copy instructions (orange button)
Click the Instructions box
Ctrl + V
Click Create
You are the Guest Review Reply Assistant for a 5-star hotel in Bangkok. When I paste a guest review: 1) Say in one line what the guest liked or disliked. 2) Write a reply under 80 words: warm, personal, takes ownership, no excuses, mentions one specific fix for any complaint, and thanks the guest by name if a name is given. 3) If the review is in Thai, also give a Thai reply. Never offer refunds, discounts or free nights. Never mention staff surnames or other guests. Sign as 'The General Manager'.
What to look for
Name it 'Review Reply Assistant', paste this into Instructions, then click Create.
Exercise 11Build your own assistant (agent)Prompt 2 of 2
Test it
Open Review Reply Assistant
Copy review
Click the message box, Ctrl + V
Enter
Guest: Sarah M., 2 stars. "Beautiful hotel and great breakfast, but we waited 35 minutes to check in after a 12-hour flight, and the air conditioning rattled all night. Not what we expected for the price."
What to look for
Did it follow every rule? No discount offered, under 80 words, one specific fix?
Part 6
Your real work
Use it on something from this week.
Exercise 121 prompt
Now your own work
Pick a real task from this week. Fill in the brackets.
You will get
One real task done with Copilot today
Click by click
Go to your Copilot tab (m365.cloud.microsoft/chat). Top left, click New chat.
Check the green shield. Real work data only goes in here.
Next slide: Copy prompt, click the message box, Ctrl + V. Do not press Enter yet.
Replace every [bracket]: double-click the word in brackets and type yours.
Have a file? Click +, Upload images and files, pick it.
Press Enter and answer Copilot's questions.
Use a task you would normally spend 30+ minutes on.
Exercise 12Now your own workPrompt 1 of 1
Fill in the brackets
New chat
Copy prompt
Click the message box, Ctrl + V
Replace each [bracket]
Enter
I am the General Manager of [hotel]. I need to [task] for [who will read it] by [date]. Here is the information: [attach the file or paste the text]. Please give me [a table / an email / a one-page summary / a slide outline], [length], in a [tone] tone. Before you start, ask me up to 3 questions if anything important is missing.
What to look for
Real work data only goes into your work Copilot (green shield). Follow your company's AI policy.
Bonus
Your personal AI
Claude or personal Copilot. Your own life, not hotel data.
Exercise 13Optional2 prompts
Bonus: your personal AI (Claude or personal Copilot)
For your own life, not hotel data. Use a personal account.
You will get
A retirement budget planner you can download
A beginner's guide to reading company results
Click by click
Use a personal account: claude.ai or your personal Copilot. Not the work one, and no hotel data.
Click New chat.
Next slide: click Copy prompt, click in the Message Copilot box, press Ctrl + V, then Enter.
The Excel file shows as a card or a link in the answer: click it, then Download.
Exercise 13Bonus: your personal AI (Claude or personal Copilot)Prompt 1 of 2
Retirement budget planner
New chat in claude.ai or personal Copilot
Copy prompt
Click the message box, Ctrl + V
Enter
Build me a simple retirement budget planner as an Excel file I can download. Include: monthly income, monthly costs by category, monthly savings and expected yearly return. Use these example numbers for now: income 200,000 baht a month, costs 120,000 baht a month, savings 80,000 baht a month, retiring in 15 years, expected return 5% a year. Show how much I could have at retirement, plus a second scenario at 3%. Explain the formulas in plain English. Do not give me investment advice.
What to look for
Swap in your real numbers only in your personal account. This is a planning tool, not advice. Check big money decisions with a licensed adviser.
Exercise 13Bonus: your personal AI (Claude or personal Copilot)Prompt 2 of 2
Read company results
Same chat, no New chat
Copy prompt
Click the message box under the last answer, Ctrl + V
Enter
Explain, like I am a smart beginner, how to read a listed company's annual results. Give me the 6 numbers to look at first, what each one means, and one warning sign for each. Use a made-up hotel company as the example. Do not recommend any stocks.
What to look for
Use it to learn and to ask better questions. Claude and Copilot are not licensed financial advisers.
Take-home
Keep using it
Copilot in your apps, the ask-IT email, the prompt pack.
Full licenceFor when you have Microsoft 365 Copilot
Copilot inside your apps
Outlook
Open a long thread, click Copilot, then Summarise. Or start a new email and click Draft with Copilot.
Summarise this thread. List what each person is asking me to do and any deadlines.
Teams
After a recorded meeting, open Recap. Or ask Copilot in the meeting chat.
List the decisions, the action items with owners, and the open questions from this meeting.
Excel
Click Copilot on the Home tab. Your file must be saved in OneDrive or SharePoint.
Add a column for cost per booking, highlight the 3 worst channels, and make a chart of revenue by channel.
Word
Click Copilot in a new document, or select text and ask it to rewrite.
Draft a one-page memo to all staff about the new lost and found procedure, using the file /Lost-and-found-notes.
PowerPoint
Click Copilot, then Create a presentation from a file.
Create a 6-slide presentation for the owners from /Budget-2027-summary. Keep it simple, one message per slide.
Work tab in Copilot Chat
Switch the toggle at the top from Web to Work. Copilot can then search your own email, Teams and files.
What did the owner's representative ask me for in the last 2 weeks, and what is still open?
Ask IT: one email, five answers
Copy, paste into Outlook, add your name, send to your IT team.
Subject: Copilot settings check for me
Hi IT team,
I am using Microsoft 365 Copilot Chat for my work. Could you please check these settings for my account and tell me what I have?
1. Do I have a Microsoft 365 Copilot licence, or only Copilot Chat?
2. Can I upload files (Word, Excel, PDF) into Copilot Chat?
3. Is web search turned on in Copilot Chat?
4. Can I create agents in Copilot Chat?
5. Can I create images in Copilot Chat?
6. If I do not have the licence: what is the process and the cost to get Copilot in Outlook, Teams, Word, Excel and PowerPoint for me?
Thank you,
3 habits that make Copilot useful
1Give it the sourceAttach the file or paste the facts. No source, no trust.
2Ask for a formatTable, email, one page, 6 slides. Say the length and the tone.
3Check before you sendNumbers, dates, names and promises. You sign it, not Copilot.