Digital Productivity & AI in the Workplace
Click to open Copilot
m365copilot.com ↗
Replace [TOPIC] with: "cloud computing", "DNA", "quantum physics", "offside rule in football" etc. Or instead of a topic, upload a document such as your travel policy and ask it to explain that.
Add in your own scenario: "I want to move from sales to leadership role", "dealing with a difficult client", provide some useful context as well. You could upload a document instead of typing a scenario e.g. upload your new travel policy. Then experiment with a meeting transcript, an Excel file or even a PowerPoint.
To store a rule, type an instruction that begins with "Remember and save to memory". Copilot confirms it and keeps it.
To view your saved memories
Three prompts worth saving
Regional preferences
Honesty about gaps
Challenge your thinking
You can either download the Excel file called sentences.xlsx to upload to your agent, or copy the text below directly into the Agent's chat.
Find prompting habits you repeat
Spot tasks you keep redoing by hand
Capture your writing style
For a long meeting, attach the transcript as a file rather than pasting it: very long pasted text can get cut off without warning.
Asking the AI to calculate in code and cross-check its totals is what stops it inventing numbers.
The AI cannot edit your spreadsheet in place: it gives you a table (or a new file) to copy back in, and your original stays as it is. For sheets over about 200 rows, ask for the work in blocks of 100 rows.
More comments than will paste in? Attach them as a file, or paste in batches of about 100 and ask for a merged top five at the end.
Works on anything with a pattern: documents, slide decks, websites, images, reports, standard operating procedures, transcripts. Attach a PDF or an image for best results: export slides to PDF first, and for a website paste the URL and check in the reply that the AI actually opened the page.
Want a worked example of a reusable house style? Open the Matts Witty Slide Deck prompt ↗ in the NotebookLM library: a full slide-design system you can copy and adapt to your own material.
Or the Cardiff University Slide Design prompt ↗: the full University brand system (palette, fonts, layouts) written as one reusable prompt.
Run it again with "now assume it failed for people reasons, not process reasons": the second pass usually finds the awkward risks.
Name a concrete outcome ("leave with a date agreed"), not just a topic ("discuss workload"): it changes what the roleplay practises.
Set a two-minute timer and type without stopping: the sorting works best when you don't self-edit.
Score one section at a time. A full draft pasted in one go can get cut off, and the AI will still score the parts it never read.
Two long documents in one message can hit the input limit. If in doubt, paste the call first and ask for its priorities, then paste the proposal in a second message and ask for the comparison.
Insert prompt → expect a perfect deliverable in one shot.
Iterate together: guide, correct, refine until it lands.
Treat Copilot like a clever intern, not a vending machine.
If the output isn't right, don't start over. Just talk to it and guide it.
How a conversation degrades:
Sharp, on task.
Starts repeating itself.
Forgets earlier instructions.
Contradicts its own answers.
Three fixes:
Handover prompt (run in the existing chat, then copy the output into a new chat):
Paste Copilot's answer into Gemini, or Gemini's into Copilot, and ask it to review. They are built on different AI, so they have different blind spots: each catches the other's misses.
No second tool? Open a new chat in the same one, paste only the output, and ask for a critical review. With no memory of how it got there, it judges the work, not its own reasoning.
A reusable review prompt:
Why it works: an AI tends to defend its first answer and rarely self-corrects without an outside nudge. A different tool, or a clean chat, removes that bias.
Keep it safe: only use IT-approved tools, and never paste confidential (C1/C2) work data into a tool that has not been approved.
Provide relevant background information (Role, Data, Reports).
Be specific about exactly what you want the AI to do.
Share why you need this (The "So That").
e.g. "DCG = Division of Cancer & Genetics"
"Formal but warm. UK English. Bullet points."
Personnel, boilerplate, standard procedures.
Goals, status, blockers.
Try it today:
List your top 10 acronyms and one project snapshot. Paste into your next prompt and watch the difference.
Turn dry reports into engaging "Deep Dive" podcasts.
Identify blind spots, contradictions, and missing data.
Convert notes into Slide Decks, Briefs, and SOPs.
A 2-hour session to get you started on your own laptop.
Contact us for details →Be curious. Ask: "Could this be useful?"
Shared learning, wins, and fails.
Learn by doing. Build expertise.
Share solutions and stay agile, together.
Two ways to share what you've learnt today.
We cover all aspects of AI, including M365 Copilot (Upgrade), AI Leadership Workshop, Local AI (on device), AI Art of the Possible, Microsoft Agents, AI in Research, and even a Digital Escape Room.
Want us to deliver the workshop at your site or train your trainers?