Exercise - Plan a Client Summit with Microsoft Copilot Chat (Basic)

  • 10 minutes

Scenario overview

You’re a business operations associate at a mid-sized consulting firm. Your manager has asked you to lead planning for an upcoming Client Innovation Summit. You’ll use Microsoft Copilot Chat to gather insights, generate ideas, visualize the schedule, draft a planning document, analyze it, and collaborate with your colleague.

The tasks in this exercise will guide you on how to navigate and prompt in Microsoft Copilot Chat. To fully complete this exercise, you must have your own Microsoft 365 subscription.

Note

These tasks are designed specifically for use with web mode in Microsoft Copilot Chat (Basic). If you have a Microsoft 365 Copilot license, make sure you manually switch to web mode when you open Copilot Chat (Basic), as it may default to work mode. Using web mode ensures the prompts behave as intended and source information from public web content.

Important

Your experience with Microsoft Copilot may differ from what is presented in this training based on your version. See What Copilot License do I have? for reference.

In this task, you’ll explore how Copilot Chat can help you quickly identify key innovation trends from the web that are relevant to your summit. This is the foundation for shaping the event agenda around meaningful topics that resonate with your client audience.

  1. Open Microsoft Copilot Chat (Basic) (via the app, Teams, Outlook, or Edge).

  2. Enter this prompt in the prompt box: What are the top three innovation trends in [your industry] for 2026 and how can they shape the agenda for a client summit?

    Note

    Replace [industry] with the industry of your choosing.

  3. Select Send, review the information provided by Copilot and if needed, refine the prompt.

Task 2: Brainstorm and draft session ideas

Building on the trends you just researched, use Copilot to brainstorm engaging and relevant session titles and descriptions. This helps you transform raw insights into concrete agenda items that can drive value for event attendees.

  1. In the same chat with Copilot, enter this prompt: Based on those trends, suggest 5 engaging session titles and write short descriptions for a client innovation summit.
  2. Select Send, review the information provided by Copilot and if needed, refine the prompt.
  3. Enter this follow-up prompt: Make the descriptions more compelling by using an energizing and professional tone.
  4. Select Send, review the information provided by Copilot and if needed, refine the prompt.

Copilot Chat can help you quickly convert text-based ideas into visual content. In this task, you’ll generate a timeline for the summit and a logo to reflect the theme of the summit, useful for promotional and summit-related materials to make it more engaging and attractive.

  1. In the same chat, enter this prompt: Create an agenda timeline for a 1-day summit focused on [trend] with an introduction, closing, sessions at 9:00 AM, 11:00 AM, 1:30 PM, and 3:00 PM, two mini breaks, and an hour break for lunch in a table format.

    Note

    Replace [trends] with one of the trends listed in Task 1.

  2. Select Send, review the information provided by Copilot and if needed, refine the prompt.

  3. Enter this follow-up prompt: Create a simple and modern logo for this client innovation summit.

  4. Select Send, review the image provided by Copilot and if needed, refine the prompt.

Task 4: Draft a planning document for the summit

Now that you’ve outlined the structure and ideas for your event, use Copilot Chat to create a planning brief to put into a word document. This document will serve as your anchor for the project, capturing goals, session details, and success metrics in one place.

  1. In the same chat, enter this prompt: Create a 1-page planning brief for this client innovation summit that includes: goals, audience, session themes, and key planning milestones.
  2. Review the information provided by Copilot and if needed, refine the prompt.
  3. Enter this follow-up prompt: Add a section summarizing anticipated outcomes and success metrics for the event.
  4. Select Send, review the information provided by Copilot and if needed, refine the prompt.
  5. Ask Copilot to create a Word document from this information, enter this prompt: Create a Word document of this planning brief.
  6. Open the generated Word document.
  7. Save the document (somewhere you can access easily to use in Task 5).

Task 5: Analyze and generate content from a file

In this task, you’ll upload the planning brief from Task 4 and have Copilot summarize it and generate an internal communication. This shows how Copilot can save time by turning documents into digestible, action-ready content.

  1. Navigate back to Copilot Chat (Basic)
  2. Continue in the same chat, enter this prompt: Summarize the key points from this planning brief into only 5 condensed bullet points:
  3. Upload the file you created in Task 4 by selecting the file upload option in the prompt box.
  4. Select the Word document you saved in Task 4.
  5. Once you see the file has been uploaded to the prompt box, select Send.
  6. Review the information provided by Copilot and if needed, refine the prompt.
  7. Enter this follow-up prompt: Write a follow-up email to the planning team with these highlights and the next step.
  8. Select Send, review the information provided by Copilot and if needed, refine the prompt.

Task 6: Collaborate using Copilot Pages

Turn the email draft from Task 5 into a collaborative workspace using Copilot Pages. This will let you simulate how multiple team members can refine content in real time.

  1. Select Edit in Pages underneath Copilot’s last response in Task 5 (or any response you prefer) to copy over that information to Copilot Pages.
  2. A new Copilot Page will open alongside Copilot Chat with the information. Explore the following actions:
    • Add a title and any additional content throughout the page
    • Use "/" to insert content blocks, such as bullet points
    • @mention a colleague (or simulate this)
    • Optionally, share your page using the share option on the page
  3. Return to your Copilot Chat session and find the planning brief response from Task 4. Select the option to add it to your existing page rather than creating a new one. Notice how your page now contains content from two different parts of your conversation.

Task 7: Explore agents in the Agent Store

In this task, you'll explore prebuilt agents available in the Agent Store and use one to refine the email you drafted in Task 5. This reinforces what you learned about agents in this module.

  1. In Copilot Chat (Basic), open the Agent Store from the navigation.
  2. Browse the available Microsoft-built agents and look for agents like Writing Coach or Prompt Coach.
  3. Start a conversation with Writing Coach (or a similar writing-focused agent if it's not available in your organization).
  4. Enter this prompt: Review this follow-up email and suggest improvements for clarity, tone, and impact: Then paste the email text you generated in Task 5.
  5. Review the agent's suggestions, then enter this follow-up prompt: Rewrite the email incorporating your suggestions, keeping it under 150 words.
  6. Compare the agent's output with your original draft from Task 5. Notice how the agent's focused expertise produces different results than general Copilot Chat.

Note

Agent availability depends on your organization's settings. If Writing Coach or Prompt Coach aren't available, browse the Agent Store for any Microsoft-built writing or productivity agent and adapt the prompts accordingly.

Optional wrap-up: Review and reflect

Prompt: Create a checklist of what I learned today using Copilot Chat — including Pages and agents — and how I can apply each capability to my [role].

Note

Replace [role] with your role.

This encourages learners to reflect on their experience across all the capabilities covered in this module: web-grounded chat, file analysis, Copilot Pages, and agents.