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.

4. Comprehend with Copilot

We can expand it,

5. Comprehend with Copilot

and the suggested prompts are a great starting point.

6. Comprehend with Copilot

Now we're ready to dig deeper. We open our Chat, and start with the broadest question: "Which regions exceeded their targets and which fell short?"

7. Comprehend with Copilot

There is our answer. Seattle exceeded, while Austin missed targets. Now we know where to focus.

8. Comprehend with Copilot

So we drill down:

9. Comprehend with Copilot

"What were the main factors behind Austin's underperformance?" Higher churn, onboarding delays, and a few more. That's concrete.

10. Comprehend with Copilot

Now the forward-looking question: "What are the key risks mentioned for Q4?"

11. Comprehend with Copilot

Margin pressure, Austin recovery risk, and more. That's exactly what leadership will want to discuss.

12. Comprehend with Copilot

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."

13. Comprehend with Copilot

Perfect. Now we have a clean reference table we can look at during the meeting. All our key insights are organized in one place.

14. The Understand toolkit

Here’s the workflow we just followed: first, we start with the automatic summary. Then we open Copilot and ask for the specific facts and numbers we need. We use the chat pane 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.

15. Let's practice!

Now we're ready to practice this same approach!

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