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By 2pm you'll have made Copilot draft, summarise, and dig through documents for you — and you'll know exactly where NOT to trust it.
Word
Excel
PowerPoint
OutlookWeird prompts are welcome. The strange ones teach the room the most.
No real or confidential data today — we use sample data for everything.
Off-topic or deep questions go on the Mentimeter board — we'll clear them.

First: a quick 30-minute check. No grades, no catch.
Part 1: rate yourself — no right answers, be honest. Parts 2–3: pick the best answer — think it through, don't guess, leave blanks if unsure.

It's a map, not an exam. The only person you can mislead is future you.
Software that learns patterns from examples instead of following rules someone wrote by hand. Nobody coded "how to write a polite reply" — it read millions of them.
Drafts an email, a memo, a summary, a first version of anything written.
Word · OutlookTurns 40 pages or a 60-message thread into the five lines that matter.
ResearchPulls the relevant bits out of documents you'd otherwise scroll through.
ResearchRewrites tone, translates, restructures, turns notes into a table.
Prompting · WordLarge Language Model. Large — trained on an enormous amount of text. Language — words are all it deals in. Model — a pattern machine, not a filing cabinet.
Books, articles, code, manuals — and kept the patterns, not the pages.
Every answer is built one chunk at a time, each one the most likely next.
It doesn't learn from you as you chat. Copilot adds your files on top.
AI is the field. An LLM is the specific kind that reads and writes language — and that's what sits inside Copilot.
The blank page, the third draft, the thread you have to reread — minutes, not hours.
Cleaner structure, consistent tone, and a second pair of eyes before it goes out.
Something to argue with. Ask for the counter-case, the risks, the angle you missed.
Spend your hours on judgement and clients — not on formatting and retyping.
It doesn't replace the expertise. It removes the drag around it — so the expert part gets your day.
That reflex — guessing the next likely word — is the whole engine. Let's see how a machine learns to do it.
Like an intern who read almost everything ever written — fluent about the world, yet it doesn't "know" your customer or your policy. Training = learning patterns from examples. Not a search engine. Not a database.
Each step picks the most likely next piece given everything so far. Which means a well-set-up prompt literally steers what comes next. That's why prompting works — more on that shortly.
It predicts plausible text — so when it has a gap, it fills it with a confident-sounding guess. And it sounds exactly as sure when it's wrong.
Questions on how the engine works — training, predicting, and hallucination?

That's Copilot.
Word
Excel
PowerPoint
OutlookConnected to your permitted work content through Microsoft Graph — your files, emails and chats, only what you can already access.
It still needs briefing, and it still needs sign-off. You own the output.
Watch the gold dot: it keeps trying to leave — and it can't. That boundary is the whole reason a bank can use it.
Word
Excel
PowerPoint
OutlookTwo ways you'll meet it: in-app Copilot — inside the document you're working on — and Copilot Chat, the standalone chat that can pull across your files.
Open E1.1 in your lab — a menu of ready starters is waiting there. Pick whichever appeals, copy it, and run it in Copilot Chat.
Done looks like: a result you'd actually consider using. Finished early? Steer it — shorter, warmer, or for a customer who's already complained twice.
Questions on Copilot, its boundaries, or where it lives in your apps?

That's the next 45 minutes.
Tap the ☕ in the nav bar to run the timer.
Vague instructions, vague results — and you couldn't even ask follow-ups. Copilot is the same, except you CAN keep talking to it.
The background it needs: who's involved (incl. any role for Copilot), the situation, reference material.
What you actually want it to do.
Length, structure, layout.
The voice: warm, formal, concise, firm.
You rarely need all four spelled out. But when a result comes back wrong, CTFT is how you find the missing ingredient and fix it.
Treat the AI like someone very smart who started at Burgan today. Broad general knowledge — but it knows nothing about your situation. You fill it in.
Exactly what do you want it to do? Don't say "help me" — that's vague. Name the action: write, create, summarise, analyse.
Keep it to one main task per prompt. "Write a memo AND build a deck AND analyse the budget" is three prompts — do them separately for better results.
Bullets or paragraphs? Short summary or long write-up? Formal report or quick email? Say nothing and the AI picks for you — and it may not match what you need.
Same facts, very different feel: "Employees must comply with the new policy immediately" versus "We're excited to introduce a policy that gives you more flexibility." Tone sets the relationship.
Think about your audience: who's reading this, and what's your relationship with them? That's what picks the tone. C·T·F·T — four elements, every time.
Scenario: a customer's replacement debit card has been delayed. One CTFT ingredient per round — run it each time, record every round on your Prompt Recipe Card. Rounds 0–1 together; 2–4 on your own device.
That's not failure. You steer with follow-ups. The first answer is a first draft.
Open E1.3 in your lab — the Prompt Builder is there. Fill the fields (Role · Context · Task · Format · Tone · Example), assemble, and test it in Copilot. Best one goes on the wall as Prompt of the Day.
Role lives inside Context; Example is optional — this is CTFT made explicit, not a new framework.
Sample data — never paste a real client's figures today.
Questions on CTFT, iterating, or the builder?

Move 4 is the callback to Copilot’s boundary: refer to a file, so the draft is grounded in real content — the house voice, not a guess.
Done looks like: a letter you'd be comfortable sending, grounded in the branch-letter tone — plus a five-point summary of the longer notice. All three assets: /day-1-assets on this site (and the shared folder). Close: one volunteer reads before-bullets → after-letter.
Questions on drafting, rewriting, or grounding in Word?

Tap the ☕ in the nav bar to run the timer.
Issue: replacement card delayed twice. Promised: delivery by Thursday (Ops), fee review (Branch). Outstanding: nobody confirmed the fee reversal — that's your reply.
Same facts, three voices — you choose per audience. That's the same steering skill from earlier, pointed at email. Fourth move to show live: catch up after time away — the inbox mountain, pre-sorted before you've finished your coffee.
Then iterate the tone twice: more concise → slightly warmer, less corporate. Done looks like: a summary that correctly separates promised from outstanding, and a reply you'd send.
Questions on threads, replies, or tone control?

Tap the ☕ in the nav bar to run the timer.
Two or three voices — then straight in.
The verify step is not optional — open the release and check it yourself. Full report + prompts are in E1.5 in your lab.
The one-minute check is the difference between a tool and a liability — especially here. Tomorrow we make this a full compliance habit.
Questions on summarising, extracting, or verifying?

Tomorrow you make it think with your data and build your decks — and we get serious about doing all of it safely in a bank. Same room, same start time. Bring your Recipe Card.
your data
your decksPick a duration — the room sees a countdown.