Copilot (licence) - Copilot at the service of project reports Tutorial

Unlock the power of AI for project management with "Copilot at the Service of Project Reports." Discover how efficient organization and clear communication can streamline your report creation process. Watch as a project manager leverages generative AI to transform meeting transcriptions into polished reports. Dive in to learn practical tips for time-saving and enhanced productivity using Copilot.

02:36
279 views
Parteger

Available in AI - Artificial Intelligence

00:00:06

I assist my client in organizing a digital fair

00:00:09

taking place at the end of March.

00:00:12

During our first planning meeting,

00:00:13

I was able to discuss the project for 45 minutes with 3 stakeholders.

00:00:18

We covered various issues,

00:00:19

elements to be implemented and constraints and detail.

00:00:23

A lot of elements emerged that need to be considered,

00:00:25

such as resources to be mobilized,

00:00:28

partners and exhibitors,

00:00:30

actions to be implemented starting today,

00:00:33

the development of a mobile app,

00:00:35

and of course the budget.

00:00:38

All these exchanges

00:00:39

were recorded in a raw transcription during our team's meeting.

00:00:44

I will need to invest significant time to produce a complete and structured report.

00:00:49

Fortunately,

00:00:50

co-pilot is here for me.

00:00:52

However,

00:00:52

I want the final document to be organized as I usually do,

00:00:56

respecting an imposed formalism.

00:00:59

In this Word document,

00:01:00

I have a structural summary of what I expect,

00:01:03

with 13 points corresponding to the sections of my future report.

00:01:08

Each point is detailed and expresses what it

00:01:10

should contain in terms of content and form.

00:01:13

In some sections I want to list,

00:01:15

in others a paragraph or even a table.

00:01:18

This document can be considered a structured prompt.

00:01:21

In short,

00:01:22

the goal is to ask co-pilot to create my report based on this structured document.

00:01:27

From a blank word document,

00:01:29

I use the copilot icon

00:01:31

and write a prompt indicating my need to relate the model

00:01:34

in the meeting transcription

00:01:36

while respecting the instructions of this document.

00:01:39

I specify that the document should not exceed 2 or 3 pages.

00:01:43

I attach the transcription document

00:01:46

and the file containing the desired structure to my prompt.

00:01:50

Co-pilot executes it quite correctly.

00:01:53

Each theme is generated based on my model document.

00:01:56

As per my wish,

00:01:58

I have texts,

00:01:59

lists,

00:02:00

tables,

00:02:01

everything is there,

00:02:03

even if I will have to review,

00:02:05

complete,

00:02:06

or correct as needed.

00:02:08

Now,

00:02:09

before finalizing,

00:02:09

I asked co-pilot to generate a header that must include the author's name

00:02:14

and pagination.

00:02:15

Perfect,

00:02:16

even if here I finalize by shortening and inserting the final numbering.

00:02:20

I can also manually add my company logo before saving and sending the summary.

00:02:25

Once again,

00:02:26

co-pilot proves its efficiency in the added value and time

00:02:29

savings that AI provides in a usually time consuming task.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

E-learning Intermédiaire

Vu 107 fois

IA Academy : Everyday Heroes with Copilot

Manage your budgets with Copilot: from structuring to projection, discover how to transform your financial data into decisions.

E-learning Advanced

Vu 374 fois

IA Academy: Project Leaders: The Guardians of Success with Microsoft Copilot 365

Master the art of leading your projects with Copilot, a guided journey to build effective action plans, deliver precise progress tracking, and drive powerful team collaboration.

ALL COURSES