Instructor Guide

Welcome to a hands-on hour with Copilot in Word.

You'll use it three ways: to get to know a client, to turn messy notes into evidence, and to write a short summary.

The picture shows the whole plan. Copilot proposes while you check.

Let me introduce today’s client. Meridian is a made-up regional retailer. It sells consumer electronics and home accessories, in 18 shops across Singapore, Malaysia and Thailand, plus an online store and three distribution centres.

Last year was strange. Sales went up 20.1 percent, to SGD 151.8 million. But profit before tax fell 28.6 percent, to SGD 5.5 million. More sales, less profit. And the stock in the warehouses and the money customers owe grew even faster than sales.

A lot changed along the way. A new online-store system went live in July, the way stock is valued changed in September, and the supervisor who handled supplier payments left in October.

Meridian’s board meets on 20 February 2027. It wants its FY2026 numbers checked first. So an audit team looks at the records, asks questions, collects evidence, and reports what needs fixing.

You have just joined that team, and Copilot is your assistant. Copilot proposes. You check. In the next hour you will use Copilot in Word, and learn how to spot when it gets something wrong.

This is Meridian on one page.

Sales are up 20.1 percent, but profit before tax is down 28.6 percent.

Stock and the money customers owe are growing even faster than sales, and that mismatch is why we're here.

You've just joined the engagement team, so this is your first day on the job.

Meridian's board wants answers by 20 February, and you have three jobs in Word.

First, a client summary; second, an evidence table and one finding; third, an executive summary.

We have three Word files, and they're not equally reliable.

File 01 is the client background and controls the facts; file 02 is only what people said; file 03 is a rough draft.

When two files disagree, we say so. We never pick one quietly.

Now we get the files.

Click a card to download one file, or take all three in the ZIP.

It's all made-up data, so it's safe to download.

For this lesson, the files need to live in OneDrive or SharePoint, so we make a folder first.

Open OneDrive in your browser, create a folder called Meridian Word, and upload the three files.

Your company's setup may look different, so check in your own environment.

A prompt is just what you type to Copilot.

A good one is a single sentence with seven parts: role, task, source, focus, format, limit and a check.

Then keep three habits: say who it's for and the format, point at the source file, and always check the answer.

Spot each part in the Meridian example.

Before you ask Copilot anything, know the file yourself.

Open file 01 and scan sections 4, 5 and 6: the numbers, the events and last year's findings.

Notice which figures you'll need to quote exactly.

This is the demo, so just watch the flow.

You open a file, open Copilot, and type a forward slash to point Copilot at another file.

Buttons can differ, so check in your own environment before you copy me.

Try 1: get to know the client.

Open file 01, open Copilot, paste prompt 1 and press Send. Then paste the follow-up that asks what looks inconsistent.

Use the Copy buttons, so nobody mistypes.

Now check the answer. That's the real skill.

Compare every figure with the file, for example revenue of SGD 151.8 million and profit before tax down 28.6 percent.

Mark what the file says, and what Copilot only worked out.

Quick stop. You know the client now, and you've checked one answer.

The picture shows what's done, and the gold ring shows what's next.

Next is Try 2: from messy interview notes to a finding.

Try 2: turn interview notes into evidence.

Open file 02 and ask Copilot for a table with four columns: statement, who said it, possible risk, and evidence to request.

Then ask for one finding with three headings: condition, risk and recommendation.

Check the table first.

Match every row to the person who said it. What they said is not proof until evidence backs it up.

Then check that the finding uses only facts from file 02.

This one is optional, for people who finish early.

Open file 03, pick finding F-02, and ask Copilot to rewrite it in neutral, professional language with a risk rating.

A rating is a judgement. Copilot can propose one, and you decide.

Second stop. Both Try Outs are done.

Next is Refine, and it's mandatory: we write the executive summary.

It's the part busy leaders actually read.

Refine: write the executive summary.

Open file 03 and paste the Refine prompt. It asks for the three biggest matters, how much money is at risk and what evidence is still missing, in under 150 words.

Then paste the follow-up that asks Copilot to list anything it can't support.

Now check the summary against file 03, line by line.

Only one finding has an amount, SGD 1.25 million, so any bigger total is made up.

Remove anything you can't support.

Last check: the six questions. Source, evidence, status, audience, action and professional boundary.

Ask them of every result you plan to use.

Finishing the checks doesn't approve the result, because a person decides.

This is your prompt pack. Copy any prompt, or download everything.

It has three prompts, three follow-ups and the stretch task, so you can reuse them at work.

Today you did three things with Copilot in Word.

You briefed yourself on a client, turned interview notes into evidence, and wrote a summary you checked.

Keep three habits: check against the source, keep the gaps visible, and let a person decide.

Welcome to a hands-on hour with Copilot in Excel.

Meridian posted 1,800 journal entries last year, and some of them are not what they seem.

You'll find them in three moves: two simple flags, a shortlist, and a top five.

Let me introduce today’s client. Meridian is a made-up regional retailer. It sells consumer electronics and home accessories, in 18 shops across Singapore, Malaysia and Thailand, plus an online store and three distribution centres.

Last year was strange. Sales went up 20.1 percent, to SGD 151.8 million. But profit before tax fell 28.6 percent, to SGD 5.5 million. More sales, less profit. And the stock in the warehouses and the money customers owe grew even faster than sales.

A lot changed along the way. A new online-store system went live in July, the way stock is valued changed in September, and the supervisor who handled supplier payments left in October.

Meridian’s board meets on 20 February 2027. It wants its FY2026 numbers checked first. So an audit team looks at the records, asks questions, collects evidence, and reports what needs fixing.

You have just joined that team, and Copilot is your assistant. Copilot proposes. You check. In the next hour you will use Copilot in Excel, and learn how to spot when it gets something wrong.

This is Meridian on one page.

Sales are up 20.1 percent, but profit before tax is down 28.6 percent.

More sales and less profit is the kind of mismatch that makes an audit team look closely at the entries.

You've just joined the engagement team.

Meridian posted 1,800 journal entries in FY2026, which means 1,800 lines in its accounting records.

You have three jobs: build flags you can check, make a shortlist of odd entries, then pick a top five.

There are two Excel workbooks, and only workbook 04 is on the main path.

Workbook 05 is a tax stretch for anyone who finishes early.

Read the warning at the bottom: interview notes say about 430 manual journals in December, but this workbook shows 51, so we say so and ask for the full list.

Download workbook 04, or take both in the ZIP.

It's all made-up data, so it's safe to download.

Workbook 05 is only for the optional tax stretch.

This lesson says Copilot in Excel needs the workbook saved in OneDrive or SharePoint with AutoSave on, so we make a folder first.

Open OneDrive in your browser, create a folder called Meridian Excel and upload the files.

Your company's setup may look different, so check in your own environment.

A prompt is just what you type to Copilot.

A good one is a single sentence with seven parts: role, task, source, focus, format, limit and a check.

Keep three habits: say who it's for and the format, point at the source, and always check the answer.

Before you ask Copilot anything, know the workbook yourself.

Skim the General_Ledger, Vendors, Employees and Expenses sheets. General_Ledger is the list of 1,800 journal entries.

Note three things you could build a flag from, such as who prepared and approved an entry, and when it was posted.

This is the demo, so just watch the flow.

You open the workbook, click Copilot, and type a forward slash to point at a file.

Buttons can differ, so check in your own environment before you copy me.

Try Out 3: flag risky journals.

Open the General_Ledger sheet, click Copilot and paste prompt 1. It adds two Yes or No columns, Self_Approved and Late_Posting.

Then paste the follow-up that asks how many Manual journals are both self-approved and late.

Now check the flags, row by row.

Filter Self_Approved for Yes and you should get 2 rows, then filter Manual and late and you should get 41.

Only one journal is both, JRN-000002 for 99,900, and remember that a flag is a pointer, not a conclusion.

Quick stop. You've built two flags and checked one count.

The picture shows what's done, and the gold ring shows what's next.

Next is Try Out 4: hunting for unusual entries.

Try Out 4: hunt for exceptions.

Paste prompt 1 to find the same amount paid to the same vendor on the same day, amounts just under SGD 25,000, and round-number manual entries in December.

Then paste the follow-up that looks up each vendor and flags dormant or related-party ones.

Check the shortlist. It's a place to start looking, not a list of problems.

For example, add the three 24,950 amounts and you should get 74,850, and confirm the two 100,000 payments to V0007 on 15 December really are in the sheet.

The vendor lookup also matches 101 journals for V0005 and 112 for V0006, mostly small, so filter by amount first.

This one is optional, for people who finish early.

Open the Expenses sheet and ask Copilot for duplicate claims, and claims approved by the person who submitted them.

The same rule applies: they are warning signs to check, not proof.

Second stop. Both Try Outs are done.

Next is Refine, and it's mandatory: you pick a top five.

That's the step where a long list becomes something you can defend.

Refine: prioritise your top five.

Open the Audit_Findings sheet, click Copilot and paste the Refine prompt. It asks for five exceptions, each with Journal ID, amount, why it's unusual and the evidence to request.

Then paste the follow-up and copy your top five into the sheet.

Check your top five first: every row needs a reason and an evidence request.

Only then click Reveal answers, which is a comparison, not a verdict.

Explain every difference, whether you missed an item or added an extra one.

Last check: the six questions. Source, evidence, status, audience, action and professional boundary.

Ask them of every result you plan to use.

Finishing the checks doesn't approve the result, because a person decides.

This is an optional tax stretch, for anyone with time left.

It uses fictional, simplified assumptions. They are not tax law and not filing advice.

Click each adjustment, say whether you'd add it back, deduct it or leave it alone, then compare with the workbook.

Optional again: follow the numbers from accounting profit to the tax figure.

Net adjustments of minus 145,000 give 5,355,000, times 17 percent gives 910,350, and a 75,000 training tax credit leaves 835,350.

These are training numbers from the workbook, not tax advice.

Optional last part: write a conclusion and a next action for the four areas with incomplete evidence.

Each next action names the evidence still needed, such as an agreement, receipts or staff-time records.

Don't write a tax opinion.

This is your prompt pack. Copy any prompt, or download everything.

It has three prompts, three follow-ups and the stretch task, so you can reuse them at work.

Today you used Copilot in Excel three ways.

You flagged risky journals with formulas you could check, hunted for exceptions, and picked a top five with evidence to request.

Keep three habits: verify every row, treat flags as pointers, and let a person decide.

Welcome to a hands-on hour with Copilot in PowerPoint.

Senior management wants a short briefing, and you'll turn the findings into a clear executive deck.

Copilot proposes the slides, and you check them.

Let me introduce today’s client. Meridian is a made-up regional retailer. It sells consumer electronics and home accessories, in 18 shops across Singapore, Malaysia and Thailand, plus an online store and three distribution centres.

Last year was strange. Sales went up 20.1 percent, to SGD 151.8 million. But profit before tax fell 28.6 percent, to SGD 5.5 million. More sales, less profit. And the stock in the warehouses and the money customers owe grew even faster than sales.

A lot changed along the way. A new online-store system went live in July, the way stock is valued changed in September, and the supervisor who handled supplier payments left in October.

Meridian’s board meets on 20 February 2027. It wants its FY2026 numbers checked first. So an audit team looks at the records, asks questions, collects evidence, and reports what needs fixing.

You have just joined that team, and Copilot is your assistant. Copilot proposes. You check. In the next hour you will use Copilot in PowerPoint, and learn how to spot when it gets something wrong.

This is Meridian on one page.

Sales are up 20.1 percent, but profit before tax is down 28.6 percent.

Stock and the money customers owe grew faster than sales, and that mismatch is why the board wants a briefing.

You've just joined the engagement team, and senior management wants a short briefing.

Your job is to turn the draft findings into a clear executive deck.

There are three jobs: build five slides, make them boardroom-ready, then challenge the deck.

We have three files, and they're not equally reliable.

File 03 is the draft findings and file 01 is the client background; file 06 is the supporting PDF.

When two files disagree, we say so. We never pick one quietly.

Now we get the files.

Click a card to download one file, or take all three in the ZIP.

It's all made-up data, so it's safe to download.

For this lesson, the files need to live in OneDrive or SharePoint, so we make a folder first.

Open OneDrive in your browser, create a folder called Meridian PowerPoint, and upload the three files.

Your company's setup may look different, so check in your own environment.

A prompt is just what you type to Copilot.

A good one is a single sentence with seven parts: role, task, source, focus, format, limit and a check.

For slides, the limit matters most. Say how many slides and how many bullets.

Before you build slides, know the sources yourself.

Open files 03 and 06 and notice what is given, what is doubtful and what is missing.

A slide must never fill a gap with a guess.

This is the demo, so just watch the flow.

You start a presentation, click Copilot, and type a forward slash to point Copilot at a file.

Buttons can differ, so check in your own environment before you copy me.

Try Out 5: build the executive briefing.

Open Copilot, paste prompt 5 and press Send. It asks for five slides, four bullets at most on each.

Then paste the follow-up for a table of all six findings.

Now check the slides. That's the real skill.

Match every amount and date to file 03, for example the SGD 1.25 million journal posted on 31 December.

Count the bullets too: four at most on a slide.

Now check the table of six findings.

File 03 leaves some ratings, owners and dates blank, and the table must show them as missing.

A neat table is not a complete table.

Quick stop. You have a first deck, and you've checked it against the source.

The picture shows what's done, and the gold ring shows what's next.

Next is Try Out 6: make the deck boardroom-ready.

Try Out 6: make it boardroom-ready.

Paste prompt 6 to rewrite the summary slide for a busy CFO: one headline sentence and three bullets, each with an amount.

Then paste the follow-up that adds a slide on the related-party logistics arrangement from the PDF.

Check the CFO slide first.

Every amount must be in files 01, 03 or 06.

On the related-party slide, say what is missing, not what you suspect.

This one is optional, for people who finish early.

Ask Copilot for speaker notes under 60 words on every slide.

Notes should say what the slide says, in the speaker's own voice. They must not add facts.

Second stop. Both Try Outs are done.

Next is Refine, and it's mandatory.

That's where a first deck becomes a checked deck.

Refine: challenge your own deck.

Paste the Refine prompt. It asks Copilot to review the deck as a sceptical board member and suggest three improvements.

Then paste the follow-up to apply the one improvement that matters most.

Now choose one improvement and say why it matters.

A sceptic finds the gaps, and you decide which one helps the board most.

Then check the whole deck again, not only the slide you changed.

Last check: the six questions. Source, evidence, status, audience, action and professional boundary.

Ask them of your final deck.

Finishing the checks doesn't approve the deck, because a person decides.

This is your prompt pack. Copy any prompt, or download everything.

It has three prompts, three follow-ups and the speaker-notes task, so you can reuse them at work.

Today you did three things with Copilot in PowerPoint.

You built an executive briefing, made it boardroom-ready, and challenged it like a sceptical board member.

Keep three habits: check against the source, keep the gaps visible, and let a person decide.

Today's lesson is about one long, urgent email.

The Finance Director wants evidence by 12 February so the audit can finish before the 20 February board meeting.

You'll use Copilot to work out what's asked and to draft a reply, and you'll never send it.

Let me introduce today’s client. Meridian is a made-up regional retailer. It sells consumer electronics and home accessories, in 18 shops across Singapore, Malaysia and Thailand, plus an online store and three distribution centres.

Last year was strange. Sales went up 20.1 percent, to SGD 151.8 million. But profit before tax fell 28.6 percent, to SGD 5.5 million. More sales, less profit. And the stock in the warehouses and the money customers owe grew even faster than sales.

A lot changed along the way. A new online-store system went live in July, the way stock is valued changed in September, and the supervisor who handled supplier payments left in October.

Meridian’s board meets on 20 February 2027. It wants its FY2026 numbers checked first. So an audit team looks at the records, asks questions, collects evidence, and reports what needs fixing.

You have just joined that team, and Copilot is your assistant. Copilot proposes. You check. In the next hour you will use Copilot in Outlook, and learn how to spot when it gets something wrong.

This is Meridian on one page.

Sales are up 20.1 percent, but profit before tax is down 28.6 percent.

That gap is the background to the email you're about to read.

You've just joined the engagement team, the group that checks Meridian's accounts.

Today you do three jobs: summarise the email, build an action table, and draft a reply.

The reply is saved as a draft and never sent.

We have one email and three attachments, and each is the right source for something different.

File 01 is the client background and controls the facts. File 03 is a rough draft of findings, and file 06 holds the evidence request list.

Now download the files.

Click a card for one file, or take all four in the ZIP.

It's all made-up data, and nothing is sent anywhere.

Your instructor sends you the Meridian email. If it hasn't arrived, open the .eml file from the ZIP.

An .eml file is just a saved copy of an email. Check in your own environment how your Outlook opens it.

A prompt is what you type to Copilot.

A good one is a single sentence with seven parts: role, task, source, focus, format, limit and a check.

Keep three habits: say who it's for and the format, point at the source, and always check the answer.

Before you ask Copilot, know the email yourself.

Read it, then scan file 03 and the evidence request list in file 06.

Notice what's missing. For example, the email gives no reply-by date.

This is the demo, so just watch the flow.

You open the email, click Copilot, and ask a question about it.

The lesson's sources say Copilot can summarise Word and PDF attachments in Outlook on the web and the new Outlook for Windows. Check in your own environment.

Try Out 7: ask Copilot what this email needs from you.

Open the email, click Copilot, paste prompt 1 and press Send.

Then paste the follow-up, which asks for a table with action, owner, due date and evidence needed.

Use the Copy buttons so nobody mistypes.

Now check the summary. That's the real skill.

Find where each point comes from: the email or file 06.

Mark anything Copilot only worked out, like which items are blocked.

Now the action table. The email names no owners and no due dates for the six items.

Those come from file 06, the evidence request list.

If no source gives one, leave it marked unsupported, and never fill it in.

Quick stop. You know what the email asks, and you've checked the action table.

The picture shows what's done, and the gold ring shows what's next.

Next is Try Out 8: the reply.

Try Out 8: reply to the Finance Director.

Click Reply, then Copilot and Draft with Copilot, and paste prompt 1. It asks for a firm reply under 150 words that lists the three most urgent items.

Then paste the follow-up, which asks for a more diplomatic tone and a 30-minute call this Thursday.

Read the firm draft the way the Finance Director would.

Look for one ask, the 12 February date, and three items.

Copilot picked three of the six and the email doesn't rank them, so that choice is yours to confirm.

Now the diplomatic version: softer, but still clear.

The ask and the 12 February date must still be there.

It proposes a Thursday call. The sources give no date for that Thursday, so none gets added.

This one is optional, for people who finish early.

Open Coaching by Copilot on your draft and apply one suggestion, not all three.

Coaching suggests, and you decide. Check the exact steps in your own environment.

Second stop. Both Try Outs are done.

Next is Refine, and it's mandatory.

We compare the reply with the email, close the gaps, and save a draft.

Refine means checking Copilot's first answer and fixing it.

Open your draft, click Copilot and paste the Refine prompt. It asks whether your reply answers every question and request.

Then paste the follow-up, which asks to fix the gaps and save the reply as a draft, not send it.

Read what Copilot says the reply missed.

The email asked you to confirm what can be completed, what is blocked, and whether a call is needed. The reply missed the first two.

Then run the seven checks.

Last step of Refine: save the reply as a draft.

Do not click Send.

A draft is a reply nobody sees until a person decides to send it.

Last check: the six questions. Source, evidence, status, audience, action and professional boundary.

Ask them of every result you plan to use.

Finishing the checks doesn't approve the result, because a person decides.

This is your prompt pack. Copy any prompt, or download everything.

It has three prompts, three follow-ups and one stretch task, so you can reuse them at work.

Today you did three things with Copilot in Outlook.

You summarised a long email, built an action table with the gaps showing, and drafted a reply that you saved but never sent.

Keep three habits: check against the source, mark what's unsupported, and let a person decide.

Welcome to a hands-on hour with Copilot in Teams.

Picture this: you were away for three days, and the engagement chat kept moving without you.

You'll catch up with a cited summary, plan tomorrow's status meeting, and finish an action list. Copilot proposes while you check.

Let me introduce today’s client. Meridian is a made-up regional retailer. It sells consumer electronics and home accessories, in 18 shops across Singapore, Malaysia and Thailand, plus an online store and three distribution centres.

Last year was strange. Sales went up 20.1 percent, to SGD 151.8 million. But profit before tax fell 28.6 percent, to SGD 5.5 million. More sales, less profit. And the stock in the warehouses and the money customers owe grew even faster than sales.

A lot changed along the way. A new online-store system went live in July, the way stock is valued changed in September, and the supervisor who handled supplier payments left in October.

Meridian’s board meets on 20 February 2027. It wants its FY2026 numbers checked first. So an audit team looks at the records, asks questions, collects evidence, and reports what needs fixing.

You have just joined that team, and Copilot is your assistant. Copilot proposes. You check. In the next hour you will use Copilot in Teams, and learn how to spot when it gets something wrong.

This is Meridian on one page, the same page every session opens with.

Sales are up 20.1 percent, but profit before tax is down 28.6 percent.

That mismatch is why an audit team is working with the client, and why the channel is so busy.

You were away for three days, and the engagement channel kept moving.

Revenue evidence, duplicate payments, inventory, a related-party logistics invoice, system access, tax questions and deadlines were all discussed.

Your three jobs: catch up with cited summaries, prepare tomorrow's 30-minute meeting, and complete the action list.

There's no file in this session: your source is the channel itself, with three days, seven topics and 25 messages.

Not every message is proof, because people report what they believe.

A summary is only as good as the messages it cites, so when two messages disagree, we say so.

This step is optional, and mostly for the facilitator.

The lesson shows the channel on screen, so learners don't need the file.

If you want to repeat the exercise in your own Teams, download the transcript and post it into a training chat, never a real one.

Only do this step if you're repeating the lesson in your own Teams.

The idea is simple: paste the transcript text into a training chat so Copilot has a conversation to read.

Your company's setup may differ, so check in your own environment, and ask your admin if you're unsure.

A prompt is just what you type to Copilot.

A good one is a single sentence with seven parts: role, task, source, focus, format, limit and a check.

Today the source is a conversation, so ask for citations and keep the three habits: be specific, name the source, check the answer.

Before you ask Copilot, read the channel yourself.

Scan the three days and mark three kinds of message: one with a clear owner and date, one that's only a claim, and one that shows a gap.

Then you'll know what a good summary should say.

This is the demo, so just watch the flow.

You open the channel, then click Copilot, then click the box where you type.

There's no file to attach here, because the conversation is the source, and buttons can differ, so check in your own environment.

Try Out 9: catch up in two minutes.

Open the channel, click Copilot, paste prompt 1 and press Send.

Then paste the follow-up that asks who said what about the logistics invoice and the duplicate payments.

Now check the summary, because that's the real skill.

Follow each citation back to its message, because the number links the point to its source.

Flag any owner or date the chat doesn't give, since the summary is only as good as the messages it cites.

Quick stop. You've caught up on the channel and checked a cited summary.

The picture shows what's done, and the gold ring shows what's next.

Next is Try Out 10: plan tomorrow's status meeting.

Try Out 10: prepare tomorrow's status meeting.

Stay in the channel, click Copilot, paste prompt 2 and press Send. It asks for a 30-minute agenda, five questions and the evidence we still need.

Then paste the follow-up that drafts a short message to the team, and do not post it.

Check the agenda against the channel.

Every agenda item, every question and every evidence line should link to a message, and questions should name an amount or an ID.

Then read the draft message and leave it unposted, because you decide when to send, in your own Teams.

Second stop. Both Try Outs are done.

Next is Refine, and it's mandatory: the action summary.

That's where gaps get named, because every action needs an owner and a date.

Refine: the action summary. This step is mandatory.

Click Copilot in the channel, paste the Refine prompt, and ask for every action with an owner and a due date, flagging anything with no owner or no date.

Then paste the follow-up to post it, in the training chat only.

Check every owner and date against the chat.

Where the chat gives none, the row should say no owner or no date, so flag it and don't fill it in.

Then try the simulated post, which only adds a line to the lesson and sends nothing to Teams.

Last check: the six questions. Source, evidence, status, audience, action and professional boundary.

Ask them of every result you plan to use.

Finishing the checks doesn't approve the result, because a person decides.

This is your prompt pack. Copy any prompt, or download everything.

It has three prompts, three follow-ups, the channel transcript and the ZIP, so you can reuse them at work.

Today you did three things with Copilot in Teams.

You caught up on a busy channel with citations, planned a status meeting from the real open items, and built an action list that flags every gap.

Keep three habits: check against the messages, keep the gaps visible, and let a person decide.

Welcome to a hands-on hour with Copilot Chat on the web.

The engagement leader needs a briefing today, and six suspicious matters are spread across three files.

You'll brief the leader, investigate one matter as a group, and then check every number, because Copilot proposes and you verify.

Let me introduce today’s client. Meridian is a made-up regional retailer. It sells consumer electronics and home accessories, in 18 shops across Singapore, Malaysia and Thailand, plus an online store and three distribution centres.

Last year was strange. Sales went up 20.1 percent, to SGD 151.8 million. But profit before tax fell 28.6 percent, to SGD 5.5 million. More sales, less profit. And the stock in the warehouses and the money customers owe grew even faster than sales.

A lot changed along the way. A new online-store system went live in July, the way stock is valued changed in September, and the supervisor who handled supplier payments left in October.

Meridian’s board meets on 20 February 2027. It wants its FY2026 numbers checked first. So an audit team looks at the records, asks questions, collects evidence, and reports what needs fixing.

You have just joined that team, and Copilot is your assistant. Copilot proposes. You check. In the next hour you will use Copilot in Copilot Chat, and learn how to spot when it gets something wrong.

This is Meridian on one page.

Sales are up 20.1 percent, but profit before tax is down 28.6 percent.

Keep that mismatch in mind, because it's the background to the six matters we'll look at.

You've just joined the engagement team, and the engagement leader needs a briefing today.

Six matters look suspicious, and the evidence is spread across three files.

You'll produce three things: a one-page briefing, a group investigation, and a set of numbers you've verified.

Three files go into one chat: the client background, the transaction data and the supporting documents.

Each card has a warning, so read it before you trust the file.

When two files disagree, we say so. We never pick one quietly.

Now we get the three files.

Click a card to download one, or take all three in the ZIP.

It's all made-up training data, so it's safe to download.

For this lesson, the three files need to live in OneDrive or SharePoint.

Open OneDrive in your browser, make a folder called Meridian Chat, and upload all three files.

Your company's setup may look different, so check in your own environment.

A prompt is just what you type to Copilot.

A good one is a single sentence with seven parts: role, task, source, focus, format, limit and a check.

Spot each part in the Meridian example, then keep the three habits on screen.

Before you ask across three files, know what's in each one.

Open each file and note one amount that could show up in more than one file.

That amount is where today's evidence trail starts.

This is the demo, so just watch the flow.

You open Copilot Chat on the web, add all three files with + Add files or a forward slash, and then you're ready to ask.

Buttons can differ, so check in your own environment before you copy me.

Try Out 11: brief the engagement leader.

Add all three files, paste prompt 1 and press Send, then paste the follow-up.

The follow-up asks which points a document confirms and which are Copilot's assumptions.

Use the Copy buttons, so nobody mistypes.

Now check the briefing, because that's the real skill.

Every point should name a file, and every amount should match the file exactly.

Then sort the points: what a document confirms, and what Copilot assumed.

Quick stop. You have a briefing, and you've checked it.

The picture shows what's done, and the gold ring shows what's next.

Next is the group investigation.

Now we work in groups: each group takes one of the six topics, assigned by you or chosen by them.

Click a topic and watch one amount appear in more than one file, which is the evidence trail.

Try the inventory topic: SGD 2.3m in transit appears only in the interview notes.

Those notes aren't uploaded here, so it's an assumption.

Try Out 12: investigate your group topic.

Stay in the same conversation and put your topic into the gap in prompt 2. Then send it.

Then paste the follow-up, which asks for three sentences you could say in one minute.

Check the evidence trail.

Find the same amount in more than one file, and note the file and place for each point.

Then mark each point as confirmed, inferred, assumed, conflicting or unresolved.

Second stop. Both Try Outs are done.

Next is Refine, and it's mandatory.

That's where we verify every number.

Refine: make Copilot show its sources.

In the same conversation, paste the Refine prompt. It asks for the exact file and place of every number Copilot quoted, and to remove what it can't support.

Then paste the follow-up and compare with another group.

Now you check the numbers.

Each one needs an exact file and place. Click a number to keep it or remove it.

Remove anything you can't support, even if it sounds right.

Last check: the six questions. Source, evidence, status, audience, action and professional boundary.

Ask them of every result you plan to use.

Finishing the checks doesn't approve the result, because a person decides.

This is your prompt pack. Copy any prompt, or download everything.

It has three prompts, three follow-ups and the six group topics, so you can reuse them at work.

Today you did three things with Copilot Chat.

You briefed a leader from three files, followed one amount across them, and verified every number.

Keep three habits: name the file, keep the gaps visible, and let a person decide.