Lab 3 - Draft, improve, and share your document with Copilot in Word

Imagine you’re a project manager tasked with creating a comprehensive project report for your company’s new Mystic Spice Premium Chai Tea. In this lab, you use Copilot in Word to draft, edit, and refine the report, then use the Writing Coach agent to review the document before sharing.

Sample file

Throughout this lab, you craft prompts that reference this file. Download it and save it to your OneDrive folder before you continue.

Market Analysis Report for Mystic Spice Premium Chai Tea.docx

Exercise 1 - Draft your content

Let’s create a project report using the Market Analysis you’ve already gathered. Then, we can edit this file to get the content we need for our report.

  1. Open a new Word document from your browser by entering +++https://word.cloud.microsoft/new+++.

  2. Select the on-canvas Describe what you’d like to draft with Copilot prompt box at the top of the blank document.

  3. Enter the following prompt:

    +++Create a project report that includes an executive summary, introduction, product description, project objectives, and discussion. Use the linked document as a content resource.+++

  4. Add the document reference by typing a forward slash followed by the document name: /Market Analysis Report for Mystic Spice Premium Chai Tea.docx. Select it from the drop-down list, or select Files to browse for the file.

  5. Select the Generate button (right arrow) to submit your prompt.

  6. Review the drafted content and select Done to insert it into your document.

Exercise 2 - Rewrite a section

After reviewing your draft, you may find sections that need adjustment. The Product Description is a good candidate—it tends to be short and technical in a first draft.

  1. Select the Product Description paragraph(s). In the floating toolbar that appears, select Edit with Copilot.

  2. Enter the following prompt:

    +++Rewrite the Product Description section to be more detailed and engaging for a senior business audience. Keep the tone professional.+++

  3. Review the rewritten text. Select Done to replace the original text with the revised version.

Exercise 3 - Convert text to a table

While the Project Objectives are listed, converting them into a table allows leaders to quickly see each objective, why it matters, how success will be measured, and where the team should focus.

  1. Navigate to the Project Objectives section so you can see the current format.

  2. Enter the following prompt in the Copilot pane:

    +++Turn the Project Objectives section into a table with columns for objectives, rationale, success metrics, target channels, and priority.+++

  3. Review the generated table and select Done to insert the table.

  4. Do not close your document. You’ll copy text from it for the next exercise.

Exercise 4 - Polish with Writing Coach

Before sharing your report, use the Writing Coach agent to review the quality of your writing.

  1. Open a browser and navigate to +++https://m365.cloud.microsoft+++ to open Microsoft 365 Copilot.

  2. In the Agents panel, select Writing Coach. If it doesn’t appear, select More agents, then in the search bar, type Writing Coach, select the agent, and select Add to add it.

  3. Choose a section of your Word document to review. The Executive Summary is a good starting point.

  4. Enter a focused question in Writing Coach, then paste the text from your Word document:

    +++Review this text for clarity and tone. Suggest specific improvements: [paste text]+++

  5. Review the feedback and apply the changes in your Word document.

    [!NOTE] Writing Coach addresses one question at a time. Ask one focused question per prompt for the most useful feedback.

  6. Verify that your changes are saved. Your document is ready to share for review or use as source material for a PowerPoint presentation.

End of Lab