Turn a research document into a working draft deck with referenced content, instead of starting from a blank slate.
Copilot in Action
Making Copilot real across PowerPoint and Outlook. Eight scenarios across two applications — and every file you need to run them yourself, during the lab or long after it.
Start the beginner learning path
13 core guides · 3 optional explorations · fictional practice content. Already comfortable with the basics? Continue with the original eight scenarios below.
Move from generic output to a polished, on-brand asset using a template, a Brand Kit, and Skills.
Tell Copilot what matters in your inbox, and have it flag and explain as mail arrives.
Set standing rules for your calendar and inbox, then build an assistant that briefs you each morning.
Four scenarios: grounded generation, template-based creation, Brand Kits, and Skills. Each one builds on the artifact from the last.
Four scenarios: inbox prioritization, calendar governance, inbox clean-up, and a scheduled executive triage assistant.
Open floor. Bring the workflow you could not make work — that is usually where the useful conversation is.
The lab files
Three files support the eight scenarios. Two are inputs you hand to Copilot. The third is the prompt guide — every prompt on this site, in one document you can take back to your desk.
Project Northstar — Consumer Research Summary
A fictional research summary from Insights & Analytics covering four headline findings: a 25–34 segment that behaves differently than assumed, product-finder friction, a channel mix that has fallen behind consumer behaviour, and a conditional willingness to trade data for relevance. It closes with three Open Questions — which both PowerPoint prompts deliberately fence the final slide to.
Zava Corporate Template
A 33-slide, 36-layout corporate template for the fictional Zava brand, in 16:9. It carries title, section header, agenda, content, photo, comparison, conclusion, large-number, statement, and quote layouts, plus the brand's typography, palette, and imagery treatment. This is the style guide Copilot reads in scenario 2.
Copilot Prompt Guide
Every prompt used in this lab in a single document: the three PowerPoint prompts, the Outlook prioritization and calendar instructions, the inbox clean-up pair, and the full executive triage brief. The prompts on this site match it exactly — the guide is the take-home copy.
Which file goes with which scenario
| Scenario | What you need | Why |
|---|---|---|
| PPT 1 Grounded content generation | Northstar summary | The document is the sole source for the deck's content. |
| PPT 2 Template-based creation | Northstar summary and Zava template | Same content, but the template supplies layout, colour, type, and graphics. |
| PPT 3 Brand Kits | An unpolished deck — use your scenario 1 output | The point is watching a generic deck get restyled to brand in place. |
| PPT 4 PowerPoint Skills | Your deck from scenario 2 | Skills run against a finished artifact, so scenario 2's output is the test subject. |
| OTL 1 Inbox prioritization | No file — your own mailbox | Prioritization is only meaningful against mail you actually receive. |
| OTL 2 Govern your calendar | No file — your own calendar | The rules govern your real meeting load. |
| OTL 3 De-clutter the inbox | No file — your own mailbox | Copilot proposes a structure based on what is actually in your inbox. |
| OTL 4 Executive triage assistant | No file — your own work context | The brief reads across your mail, chats, invitations, and tasks. |
Grounded content generation.
Turn a blank slate into a working draft with referenced content — sourced from a document you supply, not from the model's general knowledge.
- Put the summary in OneDrive or SharePoint. Copilot in PowerPoint references cloud-stored files. A copy on your desktop will not be found.
- Open a new, blank presentation. Then open the Copilot pane.
- Paste the prompt and reference the file. Type / to attach it by name, or name it in the prompt exactly as it is saved.
- Check the references, not just the slides. Open the summary alongside the deck and confirm the four findings and the open questions came from the document — and that nothing was added.
Grounded generation
Create a presentation from the Project Northstar Consumer Research Summary. Use the four headline findings as the slide outline, and format the messaging & the language at a Marketing Director audience. Add a slide at the end covering only the open questions listed in the document. Do not add questions that are not in it.
Reflection: The document lists exactly three open questions. Did your final slide contain three — or did a plausible fourth appear? Grounding is a claim you should verify, not assume.
Template-based creation.
Same source, same audience, same outline — but now Copilot has a template to work from. Move from generic output to a polished, on-brand asset.
- Save both files to OneDrive or SharePoint. Copilot needs to reach the template as well as the source document.
- Start a new presentation and open Copilot. Start a fresh conversation so scenario 1 does not colour the result.
- Paste the prompt, referencing both files. The summary is the content; the template is the style guide.
- Put the two decks side by side. Identical content brief, materially different artifact. That gap is the point of the scenario.
Template-based creation
Create a presentation from the Project Northstar Consumer Research Summary while also using the attached template as a style guide for layouts, style, graphics, color scheme, themes and other relevant design components. Use the four headline findings as the slide outline, and format the messaging & language at a Marketing Director audience. Add a slide at the end covering only the open questions listed in the document. Do not add questions that are not in it.
Reflection: The Zava template carries 36 layouts. Did Copilot reach for the right ones — section headers, large-number, quote — or default to title-and-bullets in brand colours? On-brand and well-designed are not the same achievement.
Brand Kits — what, why, how, who.
A Brand Kit holds your organization's design system so Copilot can restyle an existing deck to brand, rather than you rebuilding it slide by slide.
Your brand's typography, colour palette, logo variants, and imagery treatment, captured once as a reusable definition Copilot can apply.
Styling stops depending on who happened to build the deck. The same brand decisions land on every slide, every time.
Built from assets you already own — an approved template, a brand style guide, an existing on-brand deck — then published for others to use.
Owned by brand or marketing operations, not by each deck author. One owner, one source of truth, one place to update it.
- Open the deck from scenario 1. The generic one, before the template was involved — that contrast is what makes the restyle legible.
- Confirm which Brand Kit you have available. The lab demonstrates the Zava kit; in your own tenant, use the kit your brand team publishes.
- Run the prompt. Watch the restyle land across every slide rather than only the one you are looking at.
- Audit the result. Check the slides that were hardest to style — tables, charts, and anything with an image behind text.
Apply the Brand Kit
Modify and redesign this presentation by applying the Zava brand kit to this presentation. Restyle every slides in this deck to match the style guides, themes, colors, fonts, layout, logos, graphics, etc. from the brand kit.
Reflection: A Brand Kit changes who does brand enforcement. If restyling is one prompt, what is the reviewer for?
PowerPoint Skills.
Skills are reusable instructions you save once and run on demand — the standards you apply to every deck, encoded so they no longer depend on you remembering to apply them.
Reusable, instruction-based capabilities that give Copilot domain expertise, workflows, and task-specific guidance — selected from the Copilot pane in PowerPoint.
The check you do inconsistently becomes the check that runs every time. Consistency stops being a discipline problem.
Custom Skills are authored as SKILL.md files stored in OneDrive, then toggled on or off in the Copilot pane — so the instruction is shareable, not trapped in one person's chat history.
Tips & tricks
- Encode the check you repeat, not the one you did once. If you have never run it twice, it is a prompt, not a Skill.
- Define what “done” looks like. A Skill with vague success criteria produces vague edits, and you will not notice until a customer does.
- Keep the scope to a single job. Narrow Skills compose well; one Skill that tries to do everything fails in ways that are hard to diagnose.
- Test it against a deck you know is wrong. If it does not catch the problem you planted, the instruction is not specific enough yet.
- Name it for the outcome, so a colleague who did not write it knows when to reach for it.
Engagement moment: Name one review step you perform on every deck and never write down. That is your first Skill.
Inbox prioritization.
You define what matters. Copilot flags it as it arrives — and shows you the reasoning behind each flag.
- Open the prioritization settings for Copilot in Outlook. Find where you state your own criteria.
- Enter your instructions. Use the example below as the shape, but replace the specifics with people and topics that are genuinely yours.
- Read the reasoning on a flagged message, not just the flag. The explanation is where you find out whether your criteria said what you meant.
- Correct the criteria, not the individual flags. If something was wrongly prioritized, the instruction is what needs editing.
Prioritization instructions
Treat anything from my manager or from [agency name] as high priority Prioritize messages that include campaign launch dates or media buy approvals
Reflection: Read the reasoning on one flagged message. Would you have accepted that explanation from a chief of staff? If not, the criteria need work — not the feature.
Govern your calendar.
State your working rules once, then ask for time instead of hunting for it.
- Open your Copilot calendar preferences or instructions in Outlook.
- Add the standing rules below. Adjust the subject-line keywords to ones your organization actually uses.
- Then stop searching for time. Ask for it, using the second prompt.
- Check what the rules did after a day or two. Do that before adding more — standing rules act while you are not watching.
Calendar instructions
Automatically delete canceled meetings from my calendar. Automatically accept meetings with "Customer Briefing" in the subject if my calendar is free. Automatically follow meetings with "Office Hours" in the subject. Automatically decline meetings that conflict with an existing event on my calendar.
Ask for time, don't hunt for it
Find me an hour of focus time every day next week, in the morning if possible
Reflection: Which of these four rules describes a decision you were already making by hand every week?
De-clutter the messy inbox.
Copilot-assisted analysis and guidance for organizing your inbox. Let AI automate the outcomes; you steer the goals.
- Ask for a structure before you build one. Run the first prompt and read the proposal against how you actually work.
- Constrain the proposal. Note that the prompt states a preference — shallow, one sub-folder at most. Say what you want, or you will get someone else's filing system.
- Then automate one outcome. The second prompt creates a folder and a rule that routes into it.
Propose a folder structure
Look at my recent emails and suggest a folder structure that would organize it. I don't really like overly nested folder structures and would rather keep it at a folder or 1 sub-folder level max
Create a folder, then a rule that fills it
First, create a folder titled "Scheduled Prompt Runs". After the folder is created, create a rule that moves messages with "Your scheduled prompt is complete" in the Subject line into that newly created folder
Reflection: Copilot proposed the structure; you approved it. Which of those two is the part that actually needed a human?
Build your executive triage assistant.
A collaborative build — making Copilot work on your behalf, so a crisp update arrives on schedule, every morning.
- Run it manually first. Never schedule a prompt you have not read the output of. Run it once, now, and judge the result.
- Tune the priority list. Add the people, customers, and commitments specific to your role; remove the categories that produce noise for you.
- Then schedule it. Have it run each morning, so it is waiting before your first meeting rather than after it.
- Let scenario 3's rule file it. The completed run lands under “Your scheduled prompt is complete” and routes straight into the folder you already created.
Executive triage assistant — morning brief
Act as my executive morning triage assistant. Review my Outlook emails, Teams chats, meeting invitations, and Microsoft To Do/Planner tasks from yesterday afternoon through now. Prioritize: - Items received after business hours yesterday that may require my attention today. - Messages, emails, meeting invites, or tasks that have not received a response from me. - Requests, action items, approvals, customer commitments, blockers, escalations, and follow-ups assigned to me or implied as my responsibility. - Any outstanding communications from my manager, leadership, customers, account teams, or frequent collaborators. - Calendar events occurring today that require preparation, pre-reads, deliverables, or follow-up actions. - Items marked important, urgent, time-sensitive, or with approaching deadlines. End with a Top 5 Priorities for Today ranked by urgency and business impact.
Reflection: Compare the Top 5 to what you actually did that day. Where they differ, the interesting question is which list was right.
Q&A
Open floor — and then the part that decides whether any of this survives contact with next week.
Set your prioritization criteria and your calendar rules. Both take under five minutes and both start working immediately.
Run the triage assistant manually for three days. Tune it. Only then schedule it.
Find out who owns your Brand Kit. If the answer is nobody, that is the most valuable thing you leave this lab with.
The scenario that did not work on your content is more useful to discuss than the one that did. Bring it to office hours.
Every prompt from this lab is in one document. Adapt the brackets to your brands, agencies, and customers — that is where the value is.