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Copilot (licence) - Structure discussions into a meeting report with Copilot Chat Tutorial

Unlock the potential of your meetings with 'structure discussions into a meeting report with copilot chat.' Discover how to transform your meeting exchanges into clear, actionable reports using GPT-5 technology. Dive into effective strategies for synthesizing data and making informed decisions, while saving time and enhancing clarity. Whether you're in accounting or leveraging generative AI, this video is an essential guide to streamline your reporting process.

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Available in AI - Artificial Intelligence

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it's time for the logical next step.

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Transform the meeting exchanges into a clear report.

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Thanks to co-pilot chat associated with GPT 5,

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I will start from the team's transcript

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and the PowerPoint support presented during my meeting

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in order to structure the key points,

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formalize the decisions,

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and prepare the ground for the action plan.

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Once again,

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I chose to use GPT 5 associated with co-pilot.

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In order to illustrate the limitless generative power

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and evolutions of the Microsoft AI Assistant.

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From the chat in a new conversation,

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I enter a prompt to inquire about both the content and

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the form of what an effective budget meeting report should be.

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In response,

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co-pilot capitalizes on the sources collected

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to offer me clear explanations,

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but above all,

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a complete structure.

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In a second,

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more precise request,

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I express my need to adapt the structure to my concrete case,

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which will have to be based on the transcript of the meeting that I provide

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as well as the PowerPoint support projected during this meeting.

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I want,

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among other things,

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figures,

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a focus on sensitive points,

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decisions taken,

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and a projection of the steps to be implemented.

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The strength of GPT-5 is its reasoning ability

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which is put to the test here.

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The generation time is slower,

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but the quality and relevance of what is generated is worth it.

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Co-pilot builds me a comprehensive report for the board of directors

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while remaining in line with the ideal structure defined beforehand

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to complete and for the sake of accessibility,

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I would like a more synthetic version for my possible partners.

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Funders or internal decision making team,

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I have in response a simplified but still structured version of my report.

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Co-pilot understands,

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analyzes,

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writes.

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The results are excellent.

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Let's try to go a little further

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by asking co-pilot to offer me these two reports directly in word format.

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Here they are

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In one of the reports I select some text and ask co-pilot and Word to formalize,

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that is clarify my document by rewriting the content.

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In addition to proofreading and validating the content,

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which remains my role.

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I also need to finalize the formatting before saving my final document.

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In my full report and to save as much time as possible,

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I select another co-pilot option

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structure and refine,

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which optimizes the document by reorganizing it

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while maintaining more balance on the structure,

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alternation of paragraphs and bulleted lists,

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integration of a table according to the content.

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In my opinion

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this is more optimal than in my other report.

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The final formatting remains my responsibility.

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Now it's up to you to experiment,

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to test co-pilot according to your needs,

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to manage and like me,

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save precious time.

Mandarine AI: WHAT YOU SHOULD KNOW

RELATED COURSES This tutorial is part of the following courses

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E-learning Intermédiaire

IA Academy: The Budget Avengers with Copilot

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

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