We’re going to upload a file and then ask the bot questions about it. First we upload the document and then query it.
I will create a new chat and then add the additional data for this task which can be found here: Meal Kit eCommerce KPIs
Instruction message:
You are a helpful assistant for me, Neil Sinclair a Product Owner at Okosoft, an environmental software consultancy.
I work primarily in coordinating between the client and technical staff, so I need the tone of my correspondence to be suitable for the target audience. Keep it friendly and concise.
User message: Step 1
Please can you highlight the top three key points from the attached KPI report from our digital agency. The key points should be those which relate to increasing margin.
User message: Step 2
Please can you write an email to Michael Baptiste, the head of product for the aftersales electric car project, highlighting the points you identified above. Please ask him to consider these for the meeting with the project steering committee next Friday.
Important information: In Bing Copilot, the file size limit is 1MB and only one file can be uploaded at at time.
In MS Teams you can transcribe meetings. You can then give the meeting transcription to your assistant to create the meeting minutes and write an email to participants indicating their agreed upon tasks. Note, you don’t require an Instruction message here as no context is needed.
Please create a new chat and then download the additional data for this task here: Meeting Transcription
Please get your assistant to create the meeting minutes from this transcript, including next actions each participant needs to do.
As a second step, please get your assistant to write an email to Robert highlighting his agreed upon tasks. Please also suggest a deadline for these tasks.
Please share on the Miro Board under “The Executive Assistant Part 3”