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Day 1 · Request → Check

From Inbox to Insight

Read a messy client thread with Copilot in Outlook, find the real ask, then clean and analyse the Al-Murjan custody export in Excel — and check it against the mandate.

Sun 11 Oct 2026 09:00 – 16:00 CODED Campus, Kuwait

Workshop brief

Every KAMCO request follows the same path: an email arrives, the data gets checked, an output gets produced, and a reply goes out. Today covers the first half. You will learn what Copilot can and cannot do, write prompts that work for investment tasks, find the deadline and the deliverable in a long thread, and turn a messy custody export into a clean analysis you can explain line by line.

Run of show

50-minute sessions, 10-minute breaks, lunch 12:00 – 13:00.

  1. 1
    MAP test — your starting point09:00
    30 minutes, alone. Open the MAP test ↗
  2. 2
    Block 1 — What is AI? What is an LLM? Meet Copilot09:30
    Ice breaker, setup check, AI → LLM → how it answers, Copilot, Work vs Web, safe use. Lab 1.
  3. Break10:20
  4. 3
    Block 2 — Prompting with CTFT10:30
    Describe the drawing, the four ingredients, zero to hero in four rounds. Lab 2.
  5. Break11:20
  6. 4
    Block 3 — Read the request in Outlook11:30
    Summarise the thread, extract the ask, draft a holding reply. Labs 3–4.
  7. Lunch12:00
  8. 5
    Block 4 — Excel: clean the data13:00
    Duplicates, text numbers, missing prices, messy labels. Lab 5.
  9. Break13:50
  10. 6
    Block 5 — Excel: find the story14:00
    Allocation vs mandate, the issuer limit, contributors. Labs 6–7.
  11. Break14:50
  12. 7
    Hands-on — the Al-Murjan request, alone15:00
    From the email to a clean, checked analysis. Instructors observe.
  13. 8
    Recap & close15:50
    Back to the ice-breaker wall. Save your file in OneDrive — you need it tomorrow.