Comprehend with Copilot

1. Comprehend with Copilot

Welcome back! Let’s now jump into a workplace situation.

2. Preparing for the leadership meeting

We're preparing for tomorrow's leadership meeting at Horizon Technologies. Our manager just sent us the Q3 Regional Performance Report - 18 pages covering five offices, dozens of metrics, and strategic recommendations. We need to walk into that meeting ready to discuss performance trends and next quarter priorities. This is where Copilot becomes our partner in Understanding.

3. Comprehend with Copilot

The document opens, and Copilot has already created a summary. But here's something useful: we can control how detailed this summary is. See this dropdown? Standard shows us key points, Brief is useful for a quick scan, and Detailed is when we need substance. Now we have a great starting point. But before we start asking questions, let's check something else. The Insights tab. This is where Copilot automatically surfaces key numbers throughout the document. Total quarterly revenue, year-over-year growth, and Q4 budget. Underneath it, we can see document insights in the form of questions and answers. For example, "What emerging risks could impact Horizon Technologies' growth?". This is instant reference material we can use throughout the meeting. No hunting through 18 pages. Now we're ready to dig deeper. We open Chat through this direct chat button, and start with the broadest question: "Which regions exceeded their targets and which fell short?" There is our answer. Seattle and Chicago exceeded, while Austin and Denver missed targets. Now we know where to focus. So we drill down: "What were the main factors behind Austin's underperformance?" Staffing shortages and delayed product launches. That's concrete. Now the forward-looking question: "What are the key risks mentioned for Q4?" Market competition, potential talent retention issues, and economic uncertainty. That's exactly what leadership will want to discuss. Now we have everything we need, but let's make it easy to reference during the meeting. We ask Copilot: "Create a table summarizing the answers: which regions exceeded targets, Austin's underperformance factors, and Q4 risks." Perfect. Now we have a clean reference table we can look at during the meeting - or even copy into our notes. All our key insights are organized in one place.

4. The Understand toolkit

Here’s the workflow we just followed: first, we check the summary length we need. We use Insights to quickly find key facts and numbers. Then, we use Chat to build a conversation - starting broad, then asking increasingly specific questions based on what we learn. In under five minutes, we went from an 18-page report we'd never seen to being meeting-ready with the numbers, the trends, and the strategic context.

5. Let's practice!

Now we're ready to practice this same approach!

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