Worked Example: Meeting Notes to Executive Brief
Turn raw meeting notes into an executive brief using a structured Copilot workflow.
Step 1: Bound the source set Select only the approved meeting notes, task tracker, and one follow-up thread. The goal is to reduce noisy grounding before you ask for synthesis. Step 2: Ask for structure, not polish Prompt Copilot to produce a five-bullet executive brief with sections for decisions made, unresolved risks, owners, and next deadlines. Step 3: Review for what leaders actually need Trim operational trivia, check that each bullet has a business implication, and remove any commitment that was not actually agreed. Step 4: Adjust tone after the substance is right Once the content is accurate, ask for…
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