Customize for consistency

When working in finance, consistency and clarity are essential.

You often use AI tools to summarize key points from company reports or market updates, but the responses can vary - sometimes detailed, sometimes rambling, and rarely formatted for easy comparison.

To make every summary clear and professional, you can use Custom Instructions to control how Copilot structures its output. Think of it as setting a permanent brief for your AI assistant.

In this exercise, you'll act as a financial analyst preparing a quick company overview for a stakeholder briefing. Start by asking Copilot to summarize Microsoft's latest annual report, then define a custom rule to see how a consistent structure turns Copilot's response into a polished, presentation-ready summary.