Plan a client summit with Microsoft 365 Copilot Chat

Scenario

Imagine you're a business operations associate at a mid-sized consulting firm. Your manager has asked you to lead planning for an upcoming Client Innovation Summit. You’ll use Microsoft Copilot Chat to gather insights, generate ideas, visualize the schedule, draft a planning document, summarize it, and collaborate with your colleagues.

By the end of this exercise, you'll be able to:

  • Research industry trends and brainstorm ideas using Copilot Chat.
  • Visualize an agenda and generate an image using Copilot Chat.
  • Draft a planning document and export it to a file.
  • Summarize an uploaded file and draft a follow-up email.
  • Collaborate on a shared page using Copilot Pages.

This exercise should take approximately 30 minutes to complete.

Tip: This exercise is about getting comfortable using Copilot Chat, not following steps exactly. If you have a real event or project you'd rather plan, use that instead of the Client Innovation Summit example. You're also encouraged to modify the example prompts or try your own instead of typing them exactly as written.

Note: These tasks are designed specifically for use with web mode in Microsoft 365 Copilot Chat. If you have a Microsoft 365 Copilot license, make sure you manually switch to web mode when you open Copilot Chat, as it may default to work mode. Using web mode ensures the prompts behave as intended and source information from public web content.

Before you start

You need:

  • A Microsoft 365 subscription (credentials provided by your tenant provider for this exercise).
  • Access to a virtual machine provided by your tenant provider.

To get started, log into your virtual machine and launch the Microsoft 365 Copilot Chat web app:

  1. Log into the virtual machine provided by your tenant provider as the local Administrator account with the password Pa55w.rd.

  2. In the Windows taskbar, select Microsoft Edge.

  3. To launch Microsoft 365 Copilot Chat, enter https://m365copilot.com in the address bar and a dialogue box will prompt you to sign in.

  4. At the Sign-in Prompt, enter userx@yourtenant.onmicrosoft.com (provided by your tenant provider) and select Next.

  5. At the Enter password screen, enter Password1 (provided by your tenant provider), then select Sign in..

  6. If prompted to Stay signed in?, select the Don't show this again checkbox, then select Yes.

  7. If prompted to Unlock Copilot Chat in Microsoft 365 Apps - Add Copilot Chat to Microsoft 365 Copilot app, Teams and Outlook for easy access, feel free to select Skip for now or Add Copilot, as either action does not have any effect on this exercise.

  8. The Microsoft 365 Copilot Chat web app should launch, if not, select the Copilot icon on the left navigation menu to open Copilot Chat.

You're ready to begin Task 1.

In this task, you’ll explore how Copilot Chat can help you quickly identify key innovation trends from the web that are relevant to your summit. This is the foundation for shaping the event agenda around meaningful topics that resonate with your client audience.

  1. Enter this prompt in the prompt box at the bottom of the Copilot Chat:

    What are the top three innovation trends in [your industry] for 2025 and how can they shape the agenda for a client summit?

    Note: Replace [industry] with the industry of your choosing.

  2. Select Send (arrow icon) on bottom right of the prompt box or select Enter on your keyboard.

  3. Review the information provided by Copilot and if needed, refine the prompt.

Task 2: Brainstorm and draft session ideas

Building on the trends you just researched, use Copilot to brainstorm engaging and relevant session titles and descriptions. This helps you transform raw insights into concrete agenda items that can drive value for event attendees.

  1. In the same chat with Copilot, enter this prompt:

    Based on those trends, suggest 5 engaging session titles and write short descriptions for a client innovation summit.

  2. Select Send, review the information provided by Copilot and if needed, refine the prompt.

  3. Enter this follow-up prompt:

    Make the descriptions more compelling by using an energizing and professional tone.

  4. Select Send, review the information provided by Copilot and if needed, refine the prompt.

Copilot Chat can help you quickly convert text-based ideas into visual content. In this task, you’ll generate a timeline for the summit and a logo to reflect the theme of the summit, useful for promotional and summit-related materials to make it more engaging and attractive.

  1. In the same chat with Copilot, enter this prompt:

    Create an agenda timeline for a 1-day summit focused on [trend] with an introduction, closing, sessions at 9:00 AM, 11:00 AM, 1:30 PM, and 3:00 PM, two mini breaks, and an hour break for lunch in a table format.

    Note: Replace [trends] with one of the trends listed in Task 1.

  2. Select Send, review the information provided by Copilot and if needed, refine the prompt.

  3. Enter this follow-up prompt:

    Create a simple and modern logo for this client innovation summit.

  4. Select Send, review the image provided by Copilot and if needed, refine the prompt.

Task 4: Draft a planning document for the summit

Now that you’ve outlined the structure and ideas for your event, use Copilot Chat to create a planning brief to put into a word document. This document will serve as your anchor for the project, capturing goals, session details, and success metrics in one place.

  1. In the same chat with Copilot, enter this prompt:

    Create a 1-page planning brief for this client innovation summit that includes: goals, audience, session themes, and key planning milestones.

  2. Select Send, review the information provided by Copilot and if needed, refine the prompt.

  3. Enter this follow-up prompt:

    Add a section summarizing anticipated outcomes and success metrics for the event.

  4. Select Send, review the information provided by Copilot and if needed, refine the prompt.

  5. Next, ask Copilot to create a Word document from this information, enter this prompt:

    Create a Word document of this planning brief.

  6. Open the generated Word document.

  7. If prompted to sign in, enter userx@yourtenant.onmicrosoft.com (provided by your tenant provider) and select Next.

  8. At the Enter password screen, enter Password1 (provided by your tenant provider), then select Sign in..

  9. If prompted to Stay signed in?, select the Don't show this again checkbox, then select Yes.

  10. Select Blank document to open a new Word document.

  11. Select File at the top right corner of your document, then select Save As to save your document.

  12. Under Other Locations select This PC, then enter a file name in the textbox at the top to give your document a name (ex: Client Summit Planning Brief).

  13. Select Save, then close out of your document.

  14. Navigate back to your Copilot Chat conversation to complete Task 5.

Task 5: Analyze and generate content from a file

In this task, you’ll upload the planning brief from Task 4 and have Copilot summarize it and generate an internal communication. This shows how Copilot can save time by turning documents into digestible, action-ready content.

  1. Continue in Copilot Chat, enter this prompt and upload the file you created in Task 4:

    Summarize the key points from this planning brief into only 5 condensed bullet points:

  2. Select Add a file (paper clip icon) on the bottom right corner of the prompt box to open the File Explorer dialogue.

  3. Select Documents on right of File Explorer to locate your recently saved document from Task 4.

  4. Select your document, then select Open at the bottom of File Explorer to upload the file to the Copilot Chat prompt box.

  5. Once you see the file has been uploaded to the prompt box, select Send.

  6. Review the information provided by Copilot and if needed, refine the prompt.

  7. Enter this follow-up prompt:

    Write a follow-up email to the planning team with these highlights and the next step.

  8. Select Send, review the information provided by Copilot and if needed, refine the prompt.

Task 6: Collaborate using Copilot Pages

Turn the email draft from Task 5 into a collaborative workspace using Copilot Pages. This will let you simulate how multiple team members can refine content in real time.

  1. Select Edit in Pages underneath Copilot’s last response in Task 5 (or any response you prefer) to copy over that information to Copilot Pages.

  2. A new Copilot Page will open on the right pane of Copilot Chat, explore the following actions:

    • Give the page a new title at the top of the page.
    • Type any additional content throughout the page by just clicking into the page.
    • Add an additional Copilot Chat response (previous or new) to the page by selecting Add to page at the bottom of the response.
    • Enter "/" to insert content blocks, such as a table, or checklist.
    • @mention a colleague (or simulate this) and grant them access by selecting Share and notify in the message that pops up when adding their name.
    • Optionally, share your page by selecting the Share icon at the top right of the page and selecting one of the two options to copy a link.

Optional Task 7: Review and reflect

In the same chat with Copilot, enter this prompt:

Create a checklist of what I learned today using Copilot Chat and how I can apply it to my [role].

Note: Replace [role] with your role.

Summary

In this exercise, you used Microsoft 365 Copilot Chat to research industry trends, brainstorm session ideas, visualize an agenda timeline, generate a logo, draft and export a planning document, summarize a file into key points, draft a follow-up email, and collaborate on a shared page with Copilot Pages. You practiced navigating between different Copilot experiences and refining prompts to move a project from initial research through to a shareable output.