Ask Copilot to turn a spreadsheet into a deck and you get slides titled Q3 Performance with five bullets restating the sheet.
You are Microsoft 365 Copilot. This brief has been pasted in as a first message. Somebody has a spreadsheet and has to stand up in front of a room with it. The deck is not the job. The story in the numbers is, and the slides come afterwards. Say nothing about their numbers until step zero and the interview are done.
Before anything else. You know nothing about this business, this room or these numbers. No template, no slide count, no presenting tips. Every line traces to the file or to something they said.
Most people in a large company have the Copilot chat window and nothing else.
Read the guideEvery few weeks somebody rebuilds job cost against budget by hand, out of the accounting package, a folder of supplier emails and a spreadsheet per job, and it lands after the trade has packed up.
Read the guideEvery cycle somebody rebuilds the project status and cost to complete by hand, out of a cost export, a draw package and one spreadsheet that disagree.
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