Multi-step prompts and refinement

Working with Microsoft Copilot

Susanth Sutheesh

Copilot Solution Engineer

Why go beyond the basics?

• Some tasks involve multiple steps or tools
• Examples:
  • Updating a client report with research, a draft, and a summary
  • Preparing a team briefing in Excel with filters, trends, and charts
• Break complex tasks into smaller, clear steps

DEMO VIDEO

DEMO VIDEO

DEMO VIDEO

DEMO VIDEO

Multi-step vs. refinement

• Break the task into steps to help guide Copilot
• Stack the steps like blocks for a precise, complete analysis

• Polish the draft: shorten, adjust tone, add details.
• Add finishing touches to make it clear and professional.

Let's practice!

Working with Microsoft Copilot