Exercise (optional) - Draft, improve, and share your document

  • 15 minutes

Exercise

Important

To complete this exercise, you need a Microsoft 365 Copilot (Premium) license and access to Microsoft Word. The sample file must be saved to your OneDrive account before you begin.

In this exercise, you take the role of a project manager and use Copilot in Word to draft, edit, and refine a project report for your company's new product: Mystic Spice Premium Chai Tea. You reference an existing market analysis document as a source, apply Copilot's editing tools to improve the content, and use the Writing Coach agent to review the document before sharing.

Download sample file

Download and save the following file to your OneDrive folder before you continue. You'll reference it when drafting your report.

Market Analysis Report for Mystic Spice Premium Chai Tea.docx

Draft your content

Let's create a project report using the Market Analysis you've already gathered. Then, we can edit this file to get the content we need for our report.

  1. Open a new Word document from your browser by navigating to the Online Word app.

  2. Select the on-canvas Copilot prompt box at the top of the blank document.

  3. Enter the following prompt:

    Create a project report that includes an executive summary, introduction, product description, project objectives, and discussion. Use the linked document as a content resource.

  4. Add the document reference by typing a forward slash followed by the document name: /Market Analysis Report for Mystic Spice Premium Chai Tea.docx. Select it from the dropdown list, or select Add content to browse for the file.

  5. Select Generate to submit your prompt.

  6. Review the drafted content and select Done.

Rewrite a section

After reviewing your draft, you may find sections that need adjustment. The Product Description is a good candidate—it tends to be short and technical in a first draft.

  1. Select the Product Description paragraph(s).

  2. Select Edit with Copilot from the menu that appears.

  3. Enter the following prompt in the compose box:

    Rewrite this section to be more detailed and engaging for a senior business audience. Keep the tone professional.

  4. Review the rewritten text. Select Done to replace the original paragraph in your document with the revised version.

Convert text to a table

While the Project Objectives are listed, converting them into a table allows leaders to quickly see each objective, why it matters, how success will be measured, and where the team should focus.

  1. Navigate to the Project Objectives section so you can see the current format. You don't need to highlight the text.

  2. Enter the following prompt in the Copilot pane:

    Turn the Project Objectives section into a table with objectives, rationale, success metrics, target channels, and priority.

  3. Review the generated table and select Done to add it to your document.

  4. Do not close your document. You'll copy text from it for the next part of this exercise.

Polish with Writing Coach

Before sharing your report, use the Writing Coach agent to review the quality of your writing.

  1. Open the Microsoft 365 Copilot app.

  2. In the Agents panel, select Writing Coach. If it doesn't appear, select All agents to search and add it.

  3. Select a section of your Word document to review. The Executive Summary could be a good starting point.

  4. Copy the text in this section.

  5. Enter a focused question in Writing Coach, then paste the text from your Word document. For example:

    Review this text for clarity and tone. Suggest specific improvements: [paste text]

  6. Review the feedback and copy/paste the changes you want to apply into your Word document.

    Note

    Writing Coach addresses one question at a time. Ask one focused question per prompt for the most useful feedback.

  7. Save your document. It's ready to share for review, or use it as source material for a PowerPoint presentation.