Unlocking
AI-Powered Productivity
with Microsoft Copilot
The 7 AI Habits of Highly Effective People
Version 3.0 January 2026
Welcome to the companion guide for Unlocking AI-Powered Productivity with Microsoft Copilot. This resource is designed to familiarize you with Copilot's core capabilities. Here, you will find practical steps to turn those insights into daily habits—moving beyond simple queries to mastering research, analysis, and content creation. Use this guide to streamline your tasks and drive innovation in your everyday work.

Confidentiality and Usage Notice: This guide is for your personal use during and after the workshop to support your own learning and practice. Please do not share, forward, publish, reuse, or adapt any part of it for other trainings, presentations, or publications without written permission from AI Democratix. For questions on permitted use, please contact Email: yamseng.or@aidemocratix.com | LinkedIn: linkedin.com/in/yamseng.

POLL

Your experience with Generative AI https://forms.cloud.microsoft/r/AzHzMzMSPY

Agenda

What is Microsoft Copilot? What do I need to be aware of? What can Copilot do for me? Tips for crafting effective prompts

Part 1: Demystifying Copilot

What is Microsoft Copilot?

💬 Conversation Chatbot 🎨 Image Creation 🖼️ Image Analysis 🌐 Web Search 🌍 Language Translation 📁 Document Synthesis 📊 Data Analysis 🧠 Save and Share Prompts

How to access Microsoft Copilot?

https://m365.microsoft.cloud/

Copilot vs Other Generative AI Tools

Your data is private to you and not being used for training. Enterprise data protection in Microsoft Copilot

Copilot 'Free' vs 'Paid'

General-purpose AI Assistant Available to all employees with M365 subscription No direct access to your work data Data is protected AI Assistant integrated within Microsoft 365 Requires additional license Direct access to your work data Data is protected Continuously updated with new features

Mindset and Golden Rules

Establish the right mindset and ground rules so your collaboration with Copilot is effective, responsible, and consistently high-quality. Adopting the Copilot Mindset Treat Copilot like a teammate, not a search box. Provide context and feedback as you would with a colleague. State your goal, share context, and tell it how to respond. Clarity up front reduces rework. Ask follow-ups and refine for your audience and purpose. The first output is a starting point; iterate to polish. The Golden Rules: Your 3-Step Verification Checklist Rule #1 Fact-check Verify data, names, dates, and claims. Treat output as first draft. Rule #2 Check tone & context Ensure suitability for your audience and intent. Rule #3 Final human review Check for accuracy, clarity, and usefulness. Non-negotiable. Apply all three before sharing work.

Part 2: What can Copilot do for me?

The 7 AI Habits in Practice

In this section, we will share with you 7 habits which can help you turn common work friction into repeatable workflows. Each habit includes a "hero prompt" you can use immediately, plus follow-ups, tips, and other use cases to help you adapt Copilot to daily work. Note: Copilot Chat is web-grounded and does not have access to your organizational data. You need to paste or upload content for analysis. Habit 1: Use Copilot as your Ask-Me-Anything Machine The Challenge. You need quick answers on unfamiliar topics but don't want to spend hours reading. Hero Prompt Explain [topic] to me as if I'm a [beginner / intermediate / expert]. Include a simple analogy, 3 key points, and one common misconception to avoid. Follow-ups Give me a real-world example of how [topic] is applied in [industry/context]. What questions should I ask to deepen my understanding of this topic? Give me a 3-bullet summary I can share with [audience]. Tips Specify your expertise level for appropriately pitched explanations. Ask for analogies to connect new concepts to familiar ones. Request sources when accuracy matters. Habit 2: Use Copilot as your Research Assistant The Challenge. Guessing keywords, opening tabs, and piecing together sources is slow and error prone. Hero Prompt What's the latest on [topic/company/industry]? List the key updates, why each matter, and include 3-5 reputable sources with dates. Suggest follow-up questions. Follow-ups Explain the implications of the two most important updates for our business. How could these updates affect our strategy or key competitors? What related trends or cross-industry comparisons should I watch? Tips Define scope up front: audience, region, timeframe, and angle. Ask for source title, publisher, and date to check credibility. Open citations and verify before sharing. Habit 3: Use Copilot as your Email Assistant The Challenge. Long threads, careful tone, and editing consume time; decisions get lost. Hero Prompt I need to write an email to [recipient/role] about [topic]. The tone should be [professional/friendly/formal]. Key points to include: [list]. Draft the email in ~150 words with a clear call-to-action. Follow-ups Make this shorter and more direct. Keep it under 100 words. Suggest 3 subject line options that would get this email opened. Remember: Copilot Chat cannot see your actual emails. Paste the email thread or draft you want to work with. Habit 4: Use Copilot as your Meeting Assistant The Challenge. Manual note-taking breaks focus; key details slip through the cracks. Hero Prompt I'm pasting a meeting transcript below. Please create meeting minutes with: 3-sentence summary, key decisions made, action items with owners and due dates, and open questions. Format for easy copy-paste into email. [Paste transcript here] Follow-ups What were the unresolved points? Suggest how to address each in a follow-up. Turn the action items into a numbered checklist I can paste into a task manager. Tips Download or copy your meeting transcript and paste it into Copilot Chat. Review and edit AI-generated minutes before sharing. Habit 5: Use Copilot for Content Creation The Challenge. The blank page slows delivery; finding the right words and structure takes time. Hero Prompt I need to write a [document type: report/proposal/article] about [topic] for [audience]. Create a detailed outline with 5-7 sections, each with 2-3 key points. Suggest a compelling opening hook. Follow-ups Write the first draft for section [X] in approximately [word count] words. Make this section more engaging by adding a relevant example or analogy. Tips Say who the audience is, the goal, and the target length. Build section by section rather than asking for everything at once. Habit 6: Use Copilot as your Document Synthesizer The Challenge. Long, dense documents take time to digest; key details are easy to miss. Hero Prompt I'm uploading/pasting a document. Please summarize it in 150-200 words for [audience]. Include: main purpose, 5 key takeaways, any deadlines or decisions mentioned, and questions I should ask after reading. [Paste or upload document] Follow-ups Create a 10-item FAQ based on this document. Keep answers concise. What are the most important numbers or data points in this document? Pro tip: Upload PDF or Word documents directly, or paste the text content for analysis. Habit 7: Use Copilot as your Data Analyst The Challenge. Working with data is slow without analyst skills; errors creep in. Hero Prompt I'm pasting data below. Please analyze it and tell me: 3 key insights, any patterns or trends, anomalies or outliers worth investigating, and 2 recommended actions based on the data. [Paste data or table] Follow-ups What chart type would best visualize the main trend? Describe what it would look like. What additional data would help me understand this better? Tips Keep datasets small and clean for best results. Paste data as a table or upload a CSV/Excel file. Double-check numbers against your source before acting.

Part 3: How to get the most out of Copilot?

Tips for Crafting Effective Prompts

AI cannot read your mind! It can only respond to you based on what you tell it and provide. If your prompt is vague, the output will be vague. Use this simple structure/template to help you craft more effective prompts and to get more accurate, useful results on the first try. Tip #1: Use a Prompt Template Goal What you want the AI to produce Context Background, audience, and any source text or key facts Expectations Tone, format, length, must include, must avoid, and any checks Example 1: Drafting an email Bad prompt: Help me draft an email to my project sponsor to request approval to proceed. Good prompt: Goal: Draft an email to my project sponsor to request approval to proceed. Context: We finished the pilot. Audience is a busy senior leader. We need approval to start Phase 2 on 15 Jan. Key benefits: time saved, fewer manual updates. Expectations: Professional and concise. Include a clear ask, 2–3 key points, and a proposed time for a quick call. Keep under 150 words. (Attached additional artifacts to help Copilot better understand the context) Example 2: Summarizing a document Bad prompt: Help me summarize this document. Good prompt: Goal: Summarize the attached document. Context: Audience is stakeholders who did not attend the meeting. They need the key outcomes quickly. Expectations: Provide (1) a 3-sentence summary, then (2) bullets for Key Decisions, Risks, and Next Steps. Do not add new facts.

Tip #2: Just Ask Copilot

Prompt Refinement Assistant Act as a Prompt Coach. 1. Critically review the prompt below. Note any crucial details that are missing. 2. Rewrite it for clarity and completeness, adding reasonable defaults for gaps in []. 3. Ask 2–3 follow-up questions to refine it further. Prompt: <Insert your initial prompt here, include as much context as possible>

DOs & DON'Ts

✓ DO Use conversational language. Ask as you would a colleague Be specific and provide context so the output fits your needs Use follow-up prompts to refine and deepen the output Verify facts and edit for tone and intent before you share Provide manual input for emails, documents, and data by pasting or uploading ✗ DON'T Ask vague, unfocused questions Paste sensitive or confidential content you are not comfortable sharing Use first drafts without human review Rely on AI for final decisions. Use it to accelerate thinking, not replace judgment Assume Copilot Chat can see your organizational data. It cannot access your emails, chats, or files unless you provide them

Part 4: Making It Stick

Build Your AI Habits

Simply knowing about these habits is not enough; the real value comes from integrating them into your daily routines until they become second nature. The 4 Steps to Building an AI Habit 1. Make it Obvious Link to a clear trigger you already have. "When I need to draft an important email, I will use Copilot to create the first draft." 2. Make it Easy Pin Copilot to your browser's favorites bar. "I will pin Copilot to my browser's favorites bar." 3. Habit Stacking Tie it to a routine you already perform. "After a meeting ends, I will immediately download the transcript and ask Copilot to draft the minutes." 4. Remove Friction Save Hero Prompts in your prompt library. "I will save the Hero Prompts from this guide to my prompt library." Your Turn: Commit to a Micro-Habit Action required. Now is the time to build your first habit. Choose just one of the seven habits that addresses a frequent pain point in your work. My Commitment My chosen habit:  e.g. Habit 3: Email Assistant My specific trigger: When I...  e.g. need to reply to an important email… I will use Copilot to:  e.g. help me come up with the first draft.

Part 5: Knowledge Check

Knowledge Check

Test your understanding. 1. What is Microsoft Copilot? a. A search engine that returns only verified facts b. An AI assistant that helps you draft, summarize, and structure work c. A tool that makes decisions and approvals for you d. A system that automatically executes tasks without review 2. What are the key differences between Microsoft Copilot and other Generative AI tools (Select 2) a. Your prompts and outputs stay private within your organization's environment b. Your prompts and outputs are used to train the AI model to improve its responses c. Your prompts and outputs are not used to train the underlying foundation models d. Your prompts and outputs are automatically published for others to view 3. What is the correct mindset to adopt when working with Copilot? a. Treat Copilot as final and use outputs as-is b. Treat Copilot as a thinking partner; you review and verify c. Avoid giving context so it stays unbiased d. Use one prompt only; do not iterate 4. True/False: Copilot's answers are always correct because it was trained on a lot of data. a. True b. False 5. Copilot is most appropriate for: a. Drafting a first-pass email and refining tone and structure b. Approving legal terms and signing contracts c. Guaranteeing compliance without review d. Replacing stakeholder alignment meetings 6. Which is the best way to validate factual accuracy before you act? a. Trust it if it sounds clear and confident b. Cross-check key claims against your source material and confirm numbers c. Regenerate once and use the second answer d. Proofread grammar and tone 7. Which are key elements to include in your prompt to improve the output quality? (Select 3) a. Goal/Task b. Context c. Output Format d. Font size

"The magic doesn't start with AI; it starts with YOU!"
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