Exercise 2, Task 1: Use Copilot in Word to consolidate multiple market reports

Contoso’s Latin America (LATAM) product manager provided you with three market reports involving the company’s Mystic Spice Premium Chai Tea beverage. However, you’re finding it difficult to analyze the information, since you’re constantly jumping back and forth between documents.

You decide to use Copilot in Word to combine the reports into a single LATAM Market Analysis report for Mystic Spice Premium Chai Tea. Once Copilot creates this report, you want to review it and possibly update it with other information that Copilot can find on the Chai Tea market in Latin America.

Using Copilot in Word

Copilot in Word can work in either Allow editing mode or Chat only mode. Understanding this distinction is important, because it affects whether Copilot can automatically apply changes to your document or just provide suggestions for you to use.

When Allow editing is selected, Copilot acts as an in-document author and editor. You can ask Copilot to create a document from scratch, rewrite sections, add summaries, or refine language—and it can apply those changes directly to the document, typically with your confirmation. In this experience, Copilot behaves like a collaborative writing partner that can both generate and revise content without requiring manual copy and paste. This is commonly the experience when prompting Copilot from within a Word document, such as using the drafting prompt above a blank document or the prompt field in the Copilot pane.

When Chat only is selected, Copilot responds in the Copilot pane without changing the document. It can still research topics, summarize information, and draft text, but it does not modify the document directly. Instead, responses remain in the Copilot pane, where you can review them and decide what, if anything, should be added to the document. This approach is useful when you want Copilot to act as a research assistant or idea generator while maintaining full control over the content that gets inserted into your document.

This task uses the Allow editing functionality.

Perform the following steps to complete this task:

  1. Select the following links to download the Mystic Spice Premium Chai Tea market reports provided by Contoso’s LATAM Product Manager:

  2. Once the downloads are complete, store the files in your OneDrive folder.

  3. In your web browser, sign in to the Microsoft Copilot home page Microsoft Copilot at https://copilot.cloud.microsoft/, select the App Launcher (grid icon), and then select More Apps. From the list of apps, select Word.

  4. In Word for the web, create a blank document.

  5. In the bottom-right corner of the document, select the Copilot icon to open the Copilot pane. Verify the pane is in edit mode and the mode selector is set to Allow editing so Copilot can edit your document directly. If the pane is set to Chat only, select the mode drop-down, and then select Allow editing.

  6. In the Copilot prompt field, select the plus (+) sign, and then select Attach cloud files in the drop-down menu. Attach the three market report documents that you downloaded in Step 1.

  7. Ask Copilot to combine the attached files to create a single report that describes the product, analyzes the market trend for it, and includes a promotion plan for Latin America. To do so, submit the following prompt:

    [!NOTE] For this first prompt, we’ve provided the text so you can see what an effective prompt looks like when it incorporates the four key elements discussed in the Introduction unit. You must write all remaining prompts in this exercise, but in doing so, you can use this prompt as a model to emulate.

    I'm the Latin America Marketing Director for Contoso Beverage, working on a new promotional campaign for our company's Mystic Spice Premium Chai Tea beverage. I've received three separate market reports for this product, but I need a single, cohesive analysis to guide our marketing strategy. Please combine the attached reports into one unified LATAM Market Analysis report for Mystic Spice Premium Chai Tea. Use the content from the three attached market reports as your main sources. You may also supplement with relevant, credible insights you can find about the Chai Tea market in Latin America, including consumer preferences and emerging trends. Create a professional, well-organized report that includes the following sections: 
1. Product Overview – Describe Mystic Spice Premium Chai Tea and its unique qualities. 
2. Market Analysis – Summarize key insights and trends for the Chai Tea market in Latin America. 
3. Promotion Plan – Recommend strategies or promotional ideas tailored to the region. Format the report with clear headings, concise paragraphs, and a brief executive summary at the beginning.

  8. Review the LATAM Market Analysis report that Copilot created. After scanning through it, you recognize that it is missing some critical information. You want it to include a section that analyzes competitor products. Before you ask Copilot to add the section, place your cursor in the report where you want the section to appear. For this report, place your cursor at the end of the report.

  9. Ask Copilot to add a section to the report titled Competitive Analysis, which should analyze the current competition in the Latin American Chai Tea market. This section should compare key players in the industry, such as established brands and emerging startups.

  10. Review the new Competitive Analysis section. After doing so, you realize that this new section is missing some key information about your competitors. Ask Copilot to update the Competitive Analysis section to ensure that it includes each competitor’s market share, product offerings, pricing strategies, distribution channels, and key differentiators. Ask it to include any other relevant information about these competitors, such as trends or shifts in consumer preferences that could affect the competitive landscape.

  11. Review the results of your request. You then realize that the report is missing a key piece of information—Distribution Channels. Before you ask Copilot to add the section, place your cursor in the report where you want the section to appear.

  12. Ask Copilot to add a section titled Distribution Channels. This section should analyze the retailers, wholesalers, and distributors used to sell Chai Tea in Latin America.

  13. Review the new Distribution Channels section. If you want to make any manual changes, you can do so now. Also, if suggested, review Copilot’s suggested prompts at the end of the Copilot pane. Feel free to implement any of Copilot’s suggestions if you want.

  14. Once you’re satisfied with the document, select Done at the bottom of the Word document and save it to your OneDrive folder as LATAM Market Analysis report and then close the report.