← All Trainings

Marketing AI Workshop — Trainer Guide

Presenter Guide — 90-minute session covering prompting best practices, data analysis, PowerPoint Agent, Work IQ, Copilot in Excel & PowerPoint, and product feed enrichment with agents.

⚠️ Disclaimer
All prompts, scenarios, examples, and referenced entities are fictional and provided only for training and demonstration purposes. Do not use this material for decision-making, reporting, or external distribution.
📝 Session Details
Date: Wednesday, March 18, 2026
Duration: 90 minutes
Presenter: Copilot CSA
Format: Part 1 — Copilot Chat (Free) | Part 2 — M365 Copilot Licensed + Work IQ
✅
Before You Start

Pre-Session Preparation

Checklist Pre-Session Checklist ▼
  1. 1 Copilot Chat open at m365copilot.com — logged in as demo tenant.
  2. 2 Spring_Campaign_Performance.xlsx ready to upload (in demo folder).
  3. 3 PowerPoint Agent confirmed accessible in Copilot Chat.
  4. 4 M365 Copilot licensed tenant ready in a separate browser profile.
  5. 5 Work IQ pre-loaded — avoid setup lag on stage.
⚠️ Demo Tenant Note
All Part 1 (free) demos run from m365copilot.com or Teams. Do NOT demo free Copilot inside Word/Excel/PowerPoint for this customer (large enterprise, free in-app availability uncertain). Licensed in-app demos are Part 2 only.
📋
Agenda

Session Overview — 90-Minute Agenda

90 min
Agenda Full Session Timeline ▼
Time Segment
0:00 – 0:02 Welcome & Orientation
0:02 – 0:12 DEMO 1 — Prompting Best Practices
0:12 – 0:27 DEMO 2 — Upload & Analyze Excel Data
0:27 – 0:42 DEMO 3 — PowerPoint Agent: Build Exec Deck
0:42 – 0:45 Part 1 Wrap & Best Practices Card
0:45 – 0:47 Transition: Licensed Framing
0:47 – 0:57 DEMO 4 — Work IQ & Day in the Life
0:57 – 1:07 DEMO 5 — Copilot in Excel (Licensed)
1:07 – 1:15 DEMO 6 — Copilot in PowerPoint (Licensed)
1:15 – 1:25 DEMO 7 — Agents: Product Feed Enrichment
1:25 – 1:30 Wrap, Next Steps & Q&A
💬
Part 1 · Free

Microsoft Copilot Chat (Free) — 45 Minutes

~45 min

What the customer has access to today — no additional license required.

📝 Opening Framing (Copilot CSA)
“Before we dig in, a quick orientation. What you have today — right now, no additional license needed — is Microsoft Copilot Chat.”

“It lives at m365copilot.com, in Teams, and in Outlook. It can reason, draft, analyze files you hand it, and even build presentations.”

“The first half of today is 100% what’s available to your team right now. No asterisks.”
Demo 1 Prompting Best Practices ▼
📝 Presenter Note
Copilot CSA leads | Setup: m365copilot.com
Goal: Show the difference between vague and great prompts before demos get complex. Establish the pattern that runs through every subsequent demo.
  1. 1 Weak Prompt — Type the following as-is to demonstrate the generic response:
Weak Prompt (show first)
Tell me about marketing
💬 Talking Point
“You’ll get something generic. That’s the AI being polite but unhelpful. Now watch what happens when we give it context.”
  1. 2 Strong Prompt — Now use a well-structured prompt:
Strong Prompt
You are a senior marketing strategist at a large home improvement retailer. We're heading into the spring season — our biggest sales period. I need 5 data-driven talking points I could use in an executive briefing to justify increasing our media spend in the Outdoor & Garden category. Be specific and concise.
📝 Key Framework
Walk through each element:
ROLE: Tell it who it is — “You are a...”
CONTEXT: Give it the situation (spring season, home improvement, exec audience)
ASK: Be specific about format and length
ITERATE: Follow up to refine — you don’t have to start over
  1. 3 Iteration — Follow up in the same thread:
Iteration Prompt
Now rewrite these as one-sentence bullets suitable for a slide title
💬 Talking Point
“That’s the unlock. Copilot is only as smart as the brief you give it. Every demo today follows this pattern.”
Demo 2 Upload & Analyze Marketing Data ▼
📝 Presenter Note
Copilot CSA leads | Setup: Upload Spring_Campaign_Performance.xlsx to Copilot Chat.
Goal: Show they can hand Copilot a data file and have a conversation with it. Directly addresses their stated need: “team spends SO much time looking at data.”
Prompt 1 — Initial Analysis
Here is our Spring campaign performance data. Summarize the key trends you see. What categories are outperforming and which are underperforming?
💬 Talking Point
“It read the file. No formulas, no pivot tables — just a question.”
Prompt 2 — ROAS Query
Which product category has the highest ROAS, and is it trending better or worse than last week?
Prompt 3 — Budget Reallocation
If I had to cut two underperforming categories to reallocate budget toward our top performers, what would you recommend and why?
Prompt 4 — Executive Summary
Draft a 3-bullet executive summary I could send to my VP — focus on what's working, what needs attention, and a recommended action.
💬 Talking Point
“What you just saw is the equivalent of having an analyst who reads the whole file and answers your question in 10 seconds. And we haven’t touched a formula.”
Demo 3 PowerPoint Agent: Build the Exec Deck ▼
📝 Presenter Note
Copilot CSA leads | Setup: Stay in same Copilot Chat session — open the PowerPoint Agent.
Goal: “Blow their minds” moment. Takes the data just analyzed and builds a presentation. This is the PowerPoint Agent available in FREE Copilot Chat.
Build Deck Prompt
Using the marketing performance data we just reviewed, create a 5-slide executive presentation. Include:
- Slide 1: Campaign overview and key metrics
- Slide 2: Top performing categories with rationale
- Slide 3: Underperforming categories with budget reallocation recommendations
- Slide 4: Spring season outlook and opportunity
- Slide 5: Recommended next steps
Audience is our VP of Marketing. Tone should be confident and action-oriented.
💬 Talking Point
“This is what used to take a junior analyst a half day. We’re going to get a first draft in under a minute.”
Follow-up — Add Confidence Levels
Add a confidence level (High / Medium / Low) to each recommendation on slide 3
Follow-up — Sharpen Tone
Make the tone more confident and action-oriented throughout. Replace any passive language with direct recommendations.
💬 Talking Point
“It’s not perfect out of the box — but it’s a 10-minute revision, not a 4-hour build.”
“This is available to your team TODAY.”
📝 Best Practices Card (Copilot CSA closes Part 1)
Tip Example
Give it a role “You are a retail marketing analyst...”
Give it context “We’re heading into spring, our biggest season...”
Specify the format “Write this as 3 bullets for a VP audience”
Iterate — don’t restart Follow up in the same conversation thread
Upload your files Drop in any Excel, PDF, or image and ask questions
💬 Bridge Script
“What we just showed you is the baseline. The licensed experience takes everything you saw and bakes it directly into your apps — in Excel, in PowerPoint, in Teams, in Outlook. Let me show you what that looks like.”
🔒
Part 2 · Licensed

M365 Copilot Licensed + Work IQ — 45 Minutes

~45 min

What’s available with the M365 Copilot add-on license.

📝 Licensed Framing (Copilot CSA)
“Everything we showed you lives at one URL. When you add the M365 Copilot license, that same intelligence moves into every app your team uses every day — your inbox, your calendar, your meetings, Excel, PowerPoint, Teams.”

“The friction disappears. You’re not switching windows; Copilot is just… there.”
Demo 4 Work IQ & Day in the Life ▼
📝 Presenter Note
Copilot CSA leads | Setup: Licensed Copilot tenant — Copilot Chat.
Goal: Show the ROI vision — what does “time saved” look like for a marketing team?
Async Catch-Up
Catch me up on everything that happened in my last 3 days of emails and Teams messages related to our spring campaign. What decisions were made and what needs my attention?
Meeting Recap
Summarize my last marketing sync meeting — what was decided, who owns what, and what's outstanding?
Leadership Status Update
Based on the campaign performance from our last meeting recap, draft a quick status update I can send to leadership
💬 Work IQ Talking Point
“Work IQ gives managers a view into how their teams’ time is being spent — meeting load, focus time, collaboration patterns. For a marketing org that’s constantly in review cycles and cross-functional syncs, this is how you find the hours being lost to low-value meetings.”
💬 Note for Remote Attendees
“This is particularly powerful for distributed teams. Your India colleagues dialing in today can use this to stay perfectly in sync without being in every meeting.”
Demo 5 Copilot in Excel (Licensed) ▼
📝 Presenter Note
Copilot CSA leads | Setup: Open Spring_Campaign_Performance.xlsx in Excel (licensed tenant).
Goal: Address “highlight cells in Excel and tell a story.” Now the full licensed experience — lives inside Excel itself.
  1. 1 Explain a Column — Highlight the ROAS column, then open the Copilot sidebar:
Action 1 — Explain Column
Explain what this column tells us and flag any outliers I should be aware of
  1. 2 Create a Chart — Select all data:
Action 2 — Create Chart
Create a bar chart showing ROAS by product category, sorted highest to lowest
  1. 3 Add a Calculated Column:
Action 3 — Calculated Column
Add a column that calculates the week-over-week ROAS change as a percentage and apply conditional formatting — green for positive, red for negative
  1. 4 Write a Formula:
Action 4 — Write Formula
Write a formula that identifies the top 3 categories by conversion rate and highlights them
💬 Talking Point
“A licensed analyst that lives in the spreadsheet.”
Demo 6 Copilot in PowerPoint (Licensed) ▼
📝 Presenter Note
Copilot CSA leads | Setup: Open the deck built in Demo 3 in PowerPoint (licensed tenant).
Goal: Show the Edit capability that goes beyond the free PowerPoint Agent.
Add Competitive Slide
Add a competitive positioning slide comparing the customer's spring promotions strategy to Home Depot's — use publicly available market context
Redesign Slide 2
Redesign slide 2 to be more visually impactful — reduce the text to key stats only and add a prominent metric callout box
One-Page Executive Brief
Summarize this entire presentation into a one-page executive brief I can use as a leave-behind
💬 Talking Point
“The free version builds you a draft. The licensed version is a creative partner through every revision cycle.”
Demo 7 Agents: Product Feed Enrichment ▼
📝 Presenter Note
Copilot CSA leads | Setup: Copilot Chat (licensed tenant).
Goal: Connect directly to the customer’s stated interest — automate feed, enrich product titles and descriptions at scale.

“Let me show you what’s possible when you think beyond the individual task and start thinking about workflows.”
Set Agent Context
You are a product content specialist for a large home improvement retailer. I'm going to give you a product entry with a weak title and description. Your job is to enrich it — make the title specific, include key product attributes (brand, size, material, use case), and write a 2-sentence description optimized for search and conversions.
Sample Product Entry
Product entry:
- Item #: 4821
- Category: Paint
- Current title: "White Paint 1 gal"
- Current description: "Paint for walls."
- Known attributes: Interior, flat finish, low VOC, 400 sq ft coverage
Scale Prompt — Reusable Template
Now imagine I have 500 products in this category with similarly weak titles. Write me a reusable prompt template I could use to batch-enrich all of them consistently
💬 Image Scanning Talking Point
“On your question about scanning product images — Copilot can analyze product images today. You can drop an image into Copilot Chat and ask ‘What attributes can you identify from this product image?’ That output becomes an input layer for your feed enrichment agent — closing the loop between your visual assets and your catalog data.”
📝 Copilot Studio Bridge
“The next conversation is Copilot Studio — where you define these rules once, connect them to your product feed, and run them at scale. That’s a half-day workshop on its own. We should set that up.”
🏁
Closing

Session Wrap & Next Steps

~5 min
Wrap Closing Remarks & Resources ▼
💬 Copilot CSA Closing Script
“What you’ve seen today isn’t a roadmap — it’s available now.”
“The free version is live for your team today at m365copilot.com.”
“The licensed experience is what your IT and procurement teams would unlock with an M365 Copilot add-on.”
📚 Resources to Share
  • Microsoft Copilot Adoption Hub: adoption.microsoft.com/copilot
  • Free team training available now (no license required)
  • Next proposed session: Copilot Studio — feed enrichment agent build
💬 Copilot CSA Closing
“We see teams like yours — marketing, creative, data-heavy — get the most out of Copilot fastest. The PPT and Excel use cases alone typically recover 3–5 hours per person per week in the first 30 days. Happy to get your team a trial environment to prove it out.”
🚧
Backup Plans

Contingency Notes

Contingency Scenario-Based Fallbacks ▼
If VP of Marketing Attends
Lean heavily on Work IQ / executive productivity story in Demo 4. Soften hands-on demos — give them “what does this mean for my org” over “here’s how to type a prompt.” Lead with time savings and ROI framing.
For India Team Dialed In
The async catch-up and meeting recap demos in Demo 4 land strongest for remote attendees. Call it out explicitly: “This is built for distributed teams.”
If PowerPoint Agent Has Issues
Fall back to showing the output in Copilot Chat as formatted text. Say: “This is what you’d paste into your deck as a starting point — the agent output typically goes directly into the file, but the intelligence is the same.” Still lands the core message.
On Free vs. Licensed Boundary
Stick to m365copilot.com and Teams for all Part 1 demos. Do NOT demo free Copilot inside Word/Excel/PowerPoint for this customer (large enterprise, free in-app availability not confirmed for their seat count).
📚
Appendix

Full Prompt Library

Quick-reference guide: all session prompts in order. Copy directly during the session.

1–3 Demo 1 — Prompting Best Practices ▼
1. Weak Prompt
Tell me about marketing
2. Strong Prompt
You are a senior marketing strategist at a large home improvement retailer. We're heading into the spring season — our biggest sales period. I need 5 data-driven talking points I could use in an executive briefing to justify increasing our media spend in the Outdoor & Garden category. Be specific and concise.
3. Iteration
Now rewrite these as one-sentence bullets suitable for a slide title
4–7 Demo 2 — Upload & Analyze Data ▼
4. Initial Analysis
Here is our Spring campaign performance data. Summarize the key trends you see. What categories are outperforming and which are underperforming?
5. ROAS Query
Which product category has the highest ROAS, and is it trending better or worse than last week?
6. Budget Reallocation
If I had to cut two underperforming categories to reallocate budget toward our top performers, what would you recommend and why?
7. Executive Summary
Draft a 3-bullet executive summary I could send to my VP — focus on what's working, what needs attention, and a recommended action.
8–10 Demo 3 — PowerPoint Agent ▼
8. Build Deck
Using the marketing performance data we just reviewed, create a 5-slide executive presentation. Include:
- Slide 1: Campaign overview and key metrics
- Slide 2: Top performing categories with rationale
- Slide 3: Underperforming categories with budget reallocation recommendations
- Slide 4: Spring season outlook and opportunity
- Slide 5: Recommended next steps
Audience is our VP of Marketing. Tone should be confident and action-oriented.
9. Add Confidence Levels
Add a confidence level (High / Medium / Low) to each recommendation on slide 3
10. Sharpen Tone
Make the tone more confident and action-oriented throughout. Replace any passive language with direct recommendations.
11–13 Demo 4 — Work IQ ▼
11. Async Catch-Up
Catch me up on everything that happened in my last 3 days of emails and Teams messages related to our spring campaign. What decisions were made and what needs my attention?
12. Meeting Recap
Summarize my last marketing sync meeting — what was decided, who owns what, and what's outstanding?
13. Leadership Update
Based on the campaign performance from our last meeting recap, draft a quick status update I can send to leadership
14–17 Demo 5 — Copilot in Excel ▼
14. Explain Column
Explain what this column tells us and flag any outliers I should be aware of
15. Create Chart
Create a bar chart showing ROAS by product category, sorted highest to lowest
16. Calculated Column
Add a column that calculates the week-over-week ROAS change as a percentage and apply conditional formatting — green for positive, red for negative
17. Write Formula
Write a formula that identifies the top 3 categories by conversion rate and highlights them
18–20 Demo 6 — Copilot in PowerPoint ▼
18. Competitive Slide
Add a competitive positioning slide comparing the customer's spring promotions strategy to Home Depot's — use publicly available market context
19. Redesign Slide 2
Redesign slide 2 to be more visually impactful — reduce the text to key stats only and add a prominent metric callout box
20. Executive Brief
Summarize this entire presentation into a one-page executive brief I can use as a leave-behind
21–23 Demo 7 — Product Feed Enrichment ▼
21. Set Agent Context
You are a product content specialist for a large home improvement retailer. I'm going to give you a product entry with a weak title and description. Your job is to enrich it — make the title specific, include key product attributes (brand, size, material, use case), and write a 2-sentence description optimized for search and conversions.
22. Sample Product
Product entry:
- Item #: 4821
- Category: Paint
- Current title: "White Paint 1 gal"
- Current description: "Paint for walls."
- Known attributes: Interior, flat finish, low VOC, 400 sq ft coverage
23. Scale Template
Now imagine I have 500 products in this category with similarly weak titles. Write me a reusable prompt template I could use to batch-enrich all of them consistently