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Copilot (licence) - Summarize budget data with Copilot and GPT-5 Tutorial

Unlock the power of budgeting with our video 'Summarize Budget Data with Copilot and GPT-5.' Discover how to create concise financial overviews and identify key trends while using cutting-edge AI tools. Learn to communicate effectively with your steering bodies and enhance your reports with visuals. Perfect for accountants and financial managers looking to streamline their processes!

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Available in AI - Artificial Intelligence

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it's time to extract the key insights.

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As an administrative and financial manager,

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I must be able to formulate the main trends in the budget,

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identify sensitive items,

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and transmit a clear vision to our steering bodies.

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To do this,

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I'm going back to the

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conversation started with co-pilot chat in the previous tutorial

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to ask at this time for a complete budget summary

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built from the files previously worked on.

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Let's start with the first query

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specifying my wish to generate a synthetic analysis of budget variances.

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I'm deliberately precise in my request

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to guarantee a result in accordance with my needs.

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I would also like to specify the expected elements.

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Microsoft Co-Pilott combined with GPT-5

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gets me a complete summary of the sources of overage

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and underconsumption

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with a summary table and suggestions for additional steps.

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I have chosen to guide the conversation myself by making a 2nd request.

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A structured analysis for the board of directors,

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including the probable causes of these discrepancies.

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I take the opportunity to define the tone

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in the expected format.

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The same goes for the 2nd request.

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Even though it feels like I'm talking to a colleague,

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my expertise is still necessary.

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I remain the guarantor of the deliverable,

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and I am responsible for what I produce

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with AI.

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To conclude,

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I would like to summarize the whole thing in a word summary

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which will integrate the previous analyses,

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letting co-pilot define what is relevant or not.

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I would also like to integrate visuals to enrich the document

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always in a professional tone

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and usable later.

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The analysis here is longer.

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Microsoft Co-Pilott takes a step by step approach

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explaining what has been done,

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what the document contains,

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and opportunities for improvement to the summary.

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The document is available for download.

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It's up to me to check,

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neither too short nor too long.

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Quite complete

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That said,

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some elements generated by co-pilot in previous queries

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have not been integrated,

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such as tables,

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for example.

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Of course I have the upper hand.

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I can choose to add them by reformulating my request

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or simply manually modify the generated file.

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Nevertheless,

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the bulk of the work is done.

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The idea here is to demonstrate that whatever the need,

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co-pilot saves 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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