Day 2
Day 2 · Monday 12 October 2026 · 09:00 – 16:00

Put it to work
in Word, PowerPoint and your own agent.

Three blocks, then your capstone. Same desk: Al-Murjan, the house view, Faisal's inbox.

Word
PowerPoint
🤖Agents
🎯Capstone
Press → to begin
Recap · Yesterday

Day 1 in four lines.

The Problem

The pack is due Tuesday at 3. The numbers are in Excel, the ask is in a thread, the house view is in Word. You are the glue.

EXCEL THREAD HOUSE VIEW YOU THE PACK

Today, Copilot writes, presents and remembers — and you stay the checker.

The Road Today

Five stops. Tap one to jump.

01
Word
09:00
02
PowerPoint
10:00
03
Scheduled prompts, libraries + agents
11:00
04
The reply, then your capstone
13:00
05
MAP test · survey · certificates
15:00
Block 1 · First, Pick The Format

Memo or deck? The reader decides.

Word · report or memo
The reader reads it alone, at a desk, and needs detail, reasons and numbers to check. An Investment Committee pack. A memo to your MD.
One page, bottom line first.
PowerPoint · deck
You present it to a room — a client, trustees, a board. People see one idea at a time, and you do the talking.
One slide, one message.

Not sure? Read the request again — who is the reader, and will you be in the room?

Block 1 · Word

8:40. Faisal wants a one-page memo by 10 — from your meeting notes. You open Word. The cursor blinks.

The blank page is the slowest part.

Think Of It Like…

A sous-chef. It chops — you plate.

rough notes, bullets, an old document
→
a first draft in your house style — in a minute

The draft is Copilot's. The judgement is yours.

Word — Four Moves

Watch the page — tap a move.

⎘ house-view-q4-2026.docx

Move 4: type / and point at a file.

Live Demo · Word

One house view → a summary → a client-ready note.

Run in Word · source: house-view-q4-2026.docx · tap to copy
Summarise the attached house view for our relationship managers in five bullet points: our view on each asset class, the issuer limit, and what we must never say to clients.
Turn the five points into a short note for a family-office client. Make it 20% shorter and a bit warmer. No jargon.
Check the note against the rules in section 4 of /house-view-q4-2026 and add the standard disclaimer from section 5.
Quick Check

Copilot's summary says the house view is Positive on equities. Ship it?

Ask the room

No — equities are Neutral: trim back to the mandate range. Fixed income is the Positive one. Summaries swap rows in a table.

Hands-On · E2.1 · 20 min

Notes in — a memo you'd send out.

1DraftYour notes from the Al-Murjan prep meeting → a one-page memo to Faisal6 min
2RewriteShorter. Decisions first. Steer it — don't retype4 min
3GroundType / and add the house view. Match its rules and wording5 min
4CheckEvery number and name against your notes. Fix by hand5 min

Done: draft → rewrite → ground → check every fact.

Open E2.1 →
Pause
?

Questions on Word?

🅿️ Quick ones now — then the break
Break · 10 min

Break.

10:00
Scheduled: back at 10:00 AM

Next: Copilot in PowerPoint

Block 2 · PowerPoint

The trustees meet at 11. The house view on one screen, a blank slide on the other. Copy, paste, shrink the font. Repeat.

Nobody is thinking about the story.

Think Of It Like…

A designer who already read the report — and starts you at draft three.

a document, a topic, or a messy deck
→
a structured draft you edit — not one you start from zero
PowerPoint — Three Moves

Create → Generate → Restructure.

Createa deck from a Word or PDF file
→
Generatenew slides from a prompt
→
Restructurereorder, merge, cut

Stop making slides. Start editing them.

Live Demo · PowerPoint

House view in, client deck out.

Create from file · source: house-view-q4-2026.docx · tap to copy
Create a 6-slide client presentation from /house-view-q4-2026: our view in one line, the view on each asset class, the concentration rule, what it means for a balanced portfolio, next steps, and the standard disclaimer on the last slide. Keep every statement traceable to the source. Add speaker notes.
Rewrite every slide title as the message, not the topic. For example: “Equities: back inside the range after a strong Q3” — not “Equities”.

Save the file to your OneDrive first. Word or PDF both work.

Quick Check

The deck looks polished — and shows a figure that isn't in the report. Ship it?

Ask the room

Open the source. Polish is not proof.

Hands-On · E2.2 + E2.3 · 25 min

A document becomes your deck.

E2.2House view → a 6-slide client deckCreate from file · add one slide · check two slides against the source18 min
E2.3Titles that say the messageStretch: rewrite every title as the “so what” — then cut the deck to three slides7 min

Done: a deck, one new slide, two slides checked line by line. Fast? E2.3.

Open E2.2 →
Pause
?

Questions on PowerPoint?

🅿️ Quick ones now — then the break
Break · 10 min

Break.

10:00
Scheduled: back at 11:00 AM

Next: Prompt Library + Agents

Block 3 · Prompts That Work For You

You've written about ten prompts in two days. Some you need every week. Some Microsoft already wrote. Some only you know. Stop retyping them.

Scheduleit runs before you arrive
→
GalleryMicrosoft's ready-made prompts
→
Your librarythe ones that work for you, in Word
1 · Scheduled Prompts

Copilot does the Sunday reading before you arrive.

Every Sunday, by hand
Open Outlook. Scroll 60 emails. Find the client asks, the deadlines, what Compliance wants.
30 minutes before your first coffee.
Scheduled · Sunday 7:30
I look after family-office clients. Summarise the emails I received since Thursday from clients and from Compliance. A table: who, the ask, the deadline — urgent first. Short and plain.
Waiting in Copilot — and in your inbox — at 7:30.
Scheduled Prompts · How

Four steps. Up to ten schedules.

  1. Run the prompt once in Copilot Chat — microsoft365.com/chat, Teams or Outlook.Make sure the answer is what you want first.
  2. Hover over your prompt → Schedule this prompt.
  3. Choose when it runs, how many times, and turn on the email notification. Save.
  4. Results appear in your chat list on the left.Manage them: … → Scheduled prompts → Run now · Turn off · Delete.

Good to schedule: a repeat question about new information. Not a one-off.

2 · The Prompt Gallery · Microsoft's Library

Ready-made prompts — find, save, share.

Where

In Copilot

The … menu under the chat box. Also in Word, Excel, PowerPoint.

Where

On the web

Filter by role, app and task.

Three tabs

Suggested · Yours · Team

Save, share with a team, or schedule.

Don't Copy — Adapt

A library prompt is a starting point. Add your CTFT.

Library prompt
Summarise my recent emails and list the actions I need to take.
Useful — but generic.
Adapted with CTFT
I'm back after three days off and I look after twelve family-office clients. Summarise my emails since Sunday and list the actions I must take. A table: action, client, who asked, deadline — urgent first. Short and plain.
Now it fits your job.
3 · Your Own Library · In Word

The prompts that work for you — in one Word file.

📄
One file in your OneDrive
My Prompt Library.docx — a table, one row per tested prompt.
🧩
Name · app · when · the CTFT prompt
[Brackets] where details change. No client names or numbers.
↩️
Reuse it from Copilot
Type / and pick the file: “From /My Prompt Library, run my mandate check.”

The Gallery is Microsoft's library. This one is yours.

Hands-On · 20 min

Schedule one. Borrow one. Keep your own.

E2.4Schedule a promptA weekly prompt that runs on Sunday morning — run it once, schedule it, test with Run now5 min
E2.5Library huntPrompt Gallery: find three for your role, adapt one with CTFT, run it, save it8 min
E2.6Your prompt library in WordDownload the template, add your three best prompts, reuse one with /7 min

Done: one scheduled prompt · one Gallery prompt adapted and saved · a Word library with three of your own.

Open E2.4 →
Block 3 · Agents

Every Sunday, Faisal's team reads forty client requests: the client, the ask, the deadline, the risks. Same steps every week. An agent remembers it for you.

What Is An Agent?

Copilot with a job description.

Instructions

How it behaves

A CTFT prompt that never goes away.

Knowledge

What it reads

Your files, SharePoint, up to four websites.

Suggested prompts

How people start

Two or three ready buttons.

Same context three times a week? Build an agent.

Agents Built By Microsoft

Some agents are ready to use.

Analyst

Data → insight

Turns raw data into findings and charts — and shows its working.

Researcher

Deep research

Gathers and summarises from your work files and the web, with sources.

Prompt Coach

Better prompts

Shows you how to structure a prompt. Find it under All agents.

Copilot app → Agents in the left panel. Not there? Your IT team may not have switched it on.

Hands-On · E2.7 · 10 min

Use a built-in agent — and check its numbers.

1AnalystGive it the Al-Murjan export. Ask for allocation against the mandate and the issuer check. Compare with your Day 1 answers.6 min
2Prompt CoachPaste one prompt from your Word library. Take one suggestion — then save the better version.4 min

Done: one agent answer checked against numbers you trust · one prompt improved.

Open E2.7 →
Agent Builder · In The Copilot App

Now build your own. Five steps.

  1. New agent. Agent Builder opens.Chat on the left · Configure on the right.
  2. Describe it in the chat.It fills in the name, description and Instructions.
  3. Add knowledge — drop in your files.Turn Web search off.
  4. Preview — ask a question you know the answer to.Configure ▾ menu → Preview.
  5. Create — top right.Private to you — until you share it.
Instructions = CTFT

Instructions are a prompt that never goes away.

Weak
Read client requests.
It guesses everything.
Strong — CTFT
You help KAMCO wealth management staff read client requests. For any email or thread: the client, each requested output and its format, the final deadline — always the newest message — and who to copy. Flag anything that breaks section 4 of the house view. Answer in a table. Plain and short. Unclear? Say so — do not guess.
Now it knows its job.
Knowledge

Give it files — and know who else sees them.

📎
Upload, or point to SharePoint
It can only use files you can open.
🎯
Turn Web search off
It answers from your files — not the internet.
👥
Share the agent = share the files
Anyone who chats with it gets answers from your uploads.
Hands-On · E2.8 · 20 min

Build an agent for your field. Then try to break it.

WMRequest Triage AssistantWealth Management · reads client requests against the house view
AM · RSFund Rules · Research RulesAsset Management · Investment Research
OPS · FINOperations Procedures · Expense PolicyOperations · Finance
HR · LCHR Policy Helper · Compliance CheckerHuman Resources · Legal & Compliance

Build 6 min · test six ways 10 min · fix 4 min. Pick your field in the lab — each has its own knowledge file and tests.

Open E2.8 →
Quick Check

Your agent answers a question that isn't in its files — confidently. What do you fix?

Ask the room

The instructions: “If it isn't in the files, say so.” Turn Web search off. Then test again.

Pause
?

Questions on agents?

🅿️ Quick ones now — then lunch
Lunch · 60 min

Lunch.

60:00
Scheduled: back at 1:00 PM

Next: The reply in Outlook — then your capstone

After Lunch · The Reply · Outlook

The reply matches the request.

Live demo · Copilot in Outlook · reply to Faisal's thread · tap to copy
Draft my reply to Faisal. Confirm the 5-slide deck and the one-page memo are attached, give the bottom line in one sentence, and say I copied Noura in Compliance. Match the tone of his email — short and direct. Under 100 words.
Add one polite line declining Khalid's request for the Al-Rumaithiya report, because it is another client's data. Offer a blank sample of our format instead.

Steer, don't retype: “shorter” → “a little warmer”. Then run Coaching before you send.

Coaching By Copilot

A second pair of eyes — before you hit Send.

🎯
Tone
Too blunt, too soft, too long for an MD?
👤
Reader sentiment
How will Faisal — or the client — feel reading it?
🔎
Clarity
Is the ask, the answer and the next step obvious?

In Outlook: write the draft → select Copilot → Coaching by Copilot. You decide which suggestions to keep.

Checking The Work · Before You Hit Send

Four checks, every time.

Accuracy
Every number traced back to Excel. Every claim to its source.
Confidentiality
No other client's data. Compliance copied if it goes to a client.
Tone
Right for the reader. No promises of returns. Coaching by Copilot.
Completeness
Every ask in the newest email answered. Both files attached.

You sign it. You own it.

Capstone · Graded · 13:10 – 14:50

Your field. One request. Start to finish — alone.

01
Summarise the request · Outlook
Final deadline, two files, who they're for — and the ask you must decline. 10 min
02
Clean the data · Excel
Duplicates, text numbers, messy labels. Row count before and after. 15 min
03
Analyse · Excel
Answer every question in the email — show the formula. 18 min
04
Chart it · Excel
Titles that say the message. 8 min
05
Executive brief · Word
One page, bottom line first, grounded in the house view. 18 min
06
The deck · PowerPoint
Six slides created from your brief. 18 min
07
Check and reply · Outlook
Four checks. Email your reply with both files to aya@joincoded.com by 2:50 pm. End with “What I corrected: …” 13 min
Capstone · Pick Your Field

Seven desks. Pick the one closest to your job.

WMWealth ManagementAl-Bayan Holding Q3 review · brief for the Investment Committee, client deck
AMAsset ManagementGulf Opportunities Fund Q3 · fund vs benchmark, fund rules, flows
RSInvestment ResearchWafra Logistics initiation · peer valuation and a view
OPSOperationsQ3 settlement review · on-time rate, fails, escalations
FINFinanceQ3 budget vs actual · variances and who must explain
HRHuman ResourcesQ3 people review · attrition, exit reasons, training, engagement
LCLegal & ComplianceQ3 complaints review · on-time standards, overdue cases

Everything is in the lab: the email thread, the workbook, the house view. Lab → E2.9 → pick your field.

How It's Scored · /100 · Pass / Does not pass

Five criteria. Help from Copilot is the point.

30 · Workflow completeness
Read the email, analysed the data, produced the brief and the deck, sent the reply — all seven steps, by 2:50 pm.
25 · Data analysis accuracy
Copilot's output reviewed and corrected. No major data errors in the final files.
20 · Deliverable quality
Brief, deck and charts are clear, professional and answer the request.
15 · AI review & judgement
Accuracy, confidentiality, tone, completeness — your “What I corrected” line.
10 · Prompt quality
Paste your three best prompts at the end of your reply — specific, with context, task, format and tone.

Work alone. Submit by 2:50 pm: email your final reply with both files attached to aya@joincoded.com.

Capstone · 100 minutes

Build it.

100:00

Submit to aya@joincoded.com. Pace: by 13:55 your numbers are done · by 14:35 the brief and the deck · by 14:50 the reply is sent. Finished early? Do the Stretch and Boss in your field.

Open the capstone →
14:50 · Present Your Workflow · 2 Minutes Each

Show your partner the whole journey.

2:00
  1. The request — your field, the reader, the real deadline.
  2. One number and one chart — the finding that matters most.
  3. What I corrected — the one thing Copilot got wrong.

Swap at 2:00. Then the MAP test.

Post-Workshop · 15:00

The MAP test — again.

Same test as Sunday morning. 30 minutes. See how far you travelled.

30:00
Open the MAP test ↗
Scan to open
Survey + Certificates · 15:30

Tell us how it landed.

Five minutes. Then certificates, by name.

Satisfaction survey · 5 minutes
Link coming soon
It shapes Program 3 — and the next group.
Scan to open
Two Days

From a request in your inbox — to a reply you can stand behind.

SUN
You found the real ask and checked the numbers
Outlook and Excel on the Al-Murjan request.
MON
You wrote, presented and automated — safely
Word, PowerPoint, prompt libraries, agents — and your capstone.
NEXT
AI in Investments · Program 3
Evaluation results follow from KAMCO and CODED.

Before you go: save your best prompts in Your prompts in Copilot.

Close

Copilot works for you now.

Keep the cheat sheet open. Keep the checker's eye. Thank you.

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Pick a length — the room sees a countdown.

Break
05:00
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