Exercise 1, Task 3: Use Copilot’s Analyst agent to generate strategic recommendations

In the previous phase, you used the Market Research Agent to collect and synthesize comprehensive insights on the smart workspace products market. You saved this information in a report titled Market Insights Report – Smart Workspaces.docx. The data in this report included trends, audience behaviors, cultural shifts, competitive developments, and recommended actions. Now, it’s time to move from insight to strategy.

In this task, you plan to use Copilot’s Analyst agent to interpret the findings in the Market Insights Report – Smart Workspaces.docx file and translate them into strategic marketing recommendations that can guide real-world decision-making. To accomplish this goal, you plan to use the Analyst agent to:

  • Analyze the report’s insights. Create a Word document that identifies the most critical trends, audience behaviors, and competitive signals.

  • Prioritize opportunities. Determine which insights have the highest potential impact on messaging, positioning, and channel strategy. Save this analysis to a PDF file.

  • Develop actionable recommendations. Create a strategic playbook PowerPoint presentation that includes:

    • Messaging pillars aligned with cultural and behavioral shifts.
    • Channel mix and content formats optimized for audience consumption patterns.
    • Influencer and partnership strategies to amplify reach and credibility.
    • Risk considerations and mitigation tactics.

Perform the following steps to complete this task:

  1. Open the Microsoft Copilot app in a new browser tab. In the list of agents in the left navigation pane, select Analyst.

  2. In the Analyst agent’s prompt field, attach the Market Insights Report – Smart Workspaces.docx file that you saved to your OneDrive in the prior task.

  3. For your first deliverable, ask the agent to analyze the attached report and identify the most critical trends, audience behaviors, and competitive signals that should guide Relecloud’s marketing strategy for WorkSmart 360. Ask the agent to also explain in detail why Relecloud should prioritize these items.

  4. Review the response. You want to eventually save this content to a Word document, so select the ellipsis (…), then select the Edit in Pages option from the drop-down menu.

  5. When you select Edit in Pages, Copilot displays two panes—one that displays the Analyst agent and your current chat, and another that displays the Pages form and the content that was copied from your chat.

    Review the content in the Pages form. Delete any extraneous text that was copied and pasted with the results (see the start and end of the content). You can make any changes to the headings or any other content on the form.

  6. In the Analyst chat pane, ask the agent to create a visual summary (infographic) of these priorities.

  7. Once the agent finishes generating the graphic, select the ellipsis (…) next to the agent’s response, then select the + Add to page option from the drop-down menu that appears at the end of the agent’s response. Scroll to the bottom of the Pages form and verify the graphic was inserted. Delete any extraneous text that was copied and pasted with the graphic (see the start and end of the response containing the graphic).

  8. You’re now ready to save this Pages content to a Word document. On the Pages pane, select the ellipsis (…) that appears at the top of the pane, then select Export > Document. This option instructs the agent to generate a draft of the content for Microsoft Word.

  9. Once the agent finishes generating the draft, select the Open Word button that appears. Doing so opens a new browser tab that contains a document in Word for the web. The content from the Pages form should appear in the Word document. Save the document to your OneDrive as Smart Workspace Market Insights.docx.

  10. Select the browser tab containing the Analyst agent. For the second deliverable, you want the agent to prioritize opportunities. Since you want to store this deliverable in a PDF file that doesn’t include the content in the current Pages form, select the close (X) icon in the upper-right corner of the Pages form to close it.

  11. Ask the Analyst agent to determine which insights have the highest potential impact on messaging, positioning, and channel strategy.

  12. Review the results. You want to eventually save this content to a PDF document, so select the ellipsis (…) next to the agent’s response, then select the Edit in Pages option from the drop-down menu.

  13. Review the content on the Pages form. Delete any extraneous text that was copied and pasted with the results (see the start and end of the content). Feel free to make any changes to the headings or any other content on the form.

  14. Since visuals are always helpful when explaining content, ask the agent to turn this ranked analysis into a visual impact matrix (Messaging vs. Positioning vs. Channel).

  15. Once the agent finishes generating the graphic, select the ellipsis (…) next to the agent’s response, then select + Add to page. Scroll to the bottom of the Pages form and verify the graphic was inserted. Delete any extraneous text that was copied and pasted with the graphic (see the start and end of the response containing the graphic).

  16. You’re now ready to save this Pages content to a PDF file. On the Pages pane, select the ellipsis (…) that appears at the top of the pane, then select Export > PDF.

  17. Once the agent finishes generating the PDF, the PDF opens in a new browser tab. Select the Printer drop-down, then select Save as PDF. Select the Save button that appears at the bottom of the Print pane. Save the PDF to your OneDrive as Smart Workspace opportunities.pdf.

  18. For the final deliverable, you want the agent to create a PowerPoint presentation that contains actionable marketing recommendations. Select the Close (X) icon in the upper corner of the Pages form to close it.

  19. Ask the Analyst agent to provide actionable marketing recommendations for the smart workspace market that include:
    • Messaging pillars aligned with cultural and behavioral shifts.
    • Channel mix and content formats optimized for audience consumption patterns.
    • Influencer and partnership strategies to amplify reach and credibility.
    • Risk considerations and mitigation tactics.

  20. Review the results. You want to eventually save this content as a PowerPoint presentation, so select the ellipsis (…) next to the agent’s response, then select the Edit in Pages option from the drop-down menu that appears.

  21. On the Analyst chat pane, ask the Analyst agent to create a PowerPoint presentation.

  22. The agent generates the presentation directly. When it finishes, it displays a confirmation message (for example, “I’ve created a clean, executive-ready presentation for you covering messaging, channels, partnerships, and risks”) and provides a link to download the presentation file.

  23. Optionally, the agent might offer to refine the presentation further—for example, by adding visual frameworks (impact matrix, funnel, personas), tailoring it to a specific audience, or redesigning it with a stronger storytelling flow and speaker notes. If you want, ask the agent to apply any of these refinements.

  24. To review and edit the slides, select the presentation file link (you may need to select the number next to the link) to download the file, then open it in PowerPoint. You can then review the slides and make any necessary updates.

  25. Save the presentation to your OneDrive as Smart Workspace marketing recommendations.pptx.