Capstone project: a typical week powered by Copilot — Microsoft Copilot 365

Capstone project — Make Copilot a habit: the week challenge

Goal: turn every level of the guide into a concrete habit, powering a real work week with Copilot.
Material: the prompt library below (to personalize and keep at hand).
Method: one mission per level, in your real working day — and never send raw AI output without checking it.

⬇️ Download the Copilot prompt library (TXT)

Step 0 · Level 0 — Frame and prompt (L0)

Pick a recurring task and write it in RTCF format (Role, Task, Context, Format). Check your licence tier and remember: no company data in a consumer Copilot.

Step 1 · Level 1 — Write in Word (L1)

Turn rough notes into a structured document with "Draft with Copilot", summarize a long document, then reference a file with "/". Apply the 70/30 rule: you own the decisive 30%.

Step 2 · Level 2 — Analyze in Excel (L2)

Convert a range into a table (Ctrl+T), query your data in natural language, generate a formula (and "explain this formula"), then a chart describing the message. Test every formula on a known case.

Step 3 · Level 3 — Present and write (L3)

Create a presentation from a Word document (validate the outline before the form), then write an Outlook email in the right tone — and re-read before sending.

Step 4 · Level 4 — Collaborate in Teams (L4)

On a transcribed meeting (announced to participants), get the summary and actions; test the live catch-up; capture a good answer in Copilot Pages.

Step 5 · Level 5 — Build an agent (L5)

In Copilot Studio, create a simple agent (instructions + clean knowledge), test it before sharing, and note the safeguards: permissions, confirmation, supervision.

Success criteria

A reusable RTCF prompt written and safe data use mastered.
A Word document produced (draft/summary/"/" reference) with the 30% review.
An Excel table analyzed + a formula tested + an honest chart.
A presentation whose outline is validated + an email re-read before sending.
A meeting summary with actions + a first agent tested before sharing.