Lesson 12 · Pro

Practice challenge: client meeting pack

Prepare for, run and follow up a real client or project meeting with Copilot: Notebook, briefing, deck, follow-up email and shared action list.

Last checked 8 Nov 2026

Pro lesson

Tool plan needed: M365 Copilot licence for the full challenge

By the end: By the end: you have a Notebook, a one-page briefing, a five-slide deck, a sent follow-up email and a shared action Page for a real meeting.

60 min

Works on: personal, work_free, m365_copilot

Steps in this lesson

1. Gather everything in a Notebook
2. Get your meeting brief
3. Write the one-page briefing in Word
4. Make the five-slide deck
5. Run the meeting with Copilot
6. Send the follow-up email
7. Share and self-assess

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