MS-4004 · Canada Post Microsoft 365 Copilot labs

Read the commitment

  • Task 01 / 7
  • Teams and Word
  • 20 minutes

By the end of this task, you will be able to turn a meeting transcript into a register of who owes what to whom by when — and to see which of those promises landed on you.

Your situation

You were on leave when the March review happened. You have come back to a forty-seven minute transcript, a depot that has not changed anything, and a date in April that somebody agreed to on your behalf.

Before you can plan a recovery you need to know exactly what was promised. Not the gist of it. The commitments, with the words that were used and the dates that were given.

Some of what is in that room is not yours. Pricing, service bundling and the returns repricing stay with the account team. Sorting your pile from theirs is the whole job of this task.

Important

Deliverable: a commitment register splitting operations from account team, with every missing owner and missing date flagged rather than filled in.

Files you'll use

FileWhat's in it
CanadaPost_Review_Meeting_Transcript.mdThe March review, forty-seven minutes, five people
CanadaPost_Ops_Network_Findings.mdWhat the investigation established, and what it did not

How to read the prompts

Each prompt below is one block you can copy whole. The # lines are labels, not instructions — they mark where the prompt stops setting the goal and starts giving the context, the sources, and the expectations. Copying them along with the prompt does no harm.

Those four moves, in that order, are what makes a prompt work. Use the same shape when you write your own.


Steps

  1. Open the transcript in Teams or Word, then open the Copilot pane.

  2. Pull the commitments out.

    Prompt o1-a
    goal

    Pull out everything Canada Post committed to in this meeting, and when each item is due.

    context

    I coordinate operations for the Prairie region. The account team made these commitments in the room without me, and Calgary is my depot.

    sources

    Use only the attached meeting transcript.

    expectations

    One list. For each commitment, who made it, who it was made to, what was actually promised, and the date. Where no date was given, say so instead of choosing one.

  3. Split them. This is the step that decides what you are actually accountable for.

    Prompt o1-b
    goal

    Separate the commitments my team owns from the ones the account team owns.

    context

    Some of this is service recovery work at the depot. Some of it is pricing and paperwork that stays with sales. I need to know which pile each item lands in before I plan anything.

    sources

    The commitment list you just produced, and the transcript.

    expectations

    Two lists, operations and account team, with a third for anything that needs both. For each item in the third list, name what operations needs from the account team and by when.

  4. Find the holes before they find you.

    Prompt o1-c
    goal

    Show me every commitment that is missing an owner or a date.

    context

    A ninety-day recovery fails on the items nobody was assigned. I would rather find them now than in week six.

    sources

    The transcript and my two lists.

    expectations

    A short table. The commitment, what is missing, and the one question I should ask to close the gap. Do not fill a missing owner or date in yourself.

  5. Tell the depot manager what has been promised in his name.

    Prompt o1-d
    goal

    Draft a short internal note to the Calgary depot manager telling him what has been committed on his behalf.

    context

    Grady Archie runs the Calgary depot. He was not in the meeting and did not agree to any of this. He will read the first two lines and decide whether the rest is worth his time.

    sources

    My operations list, and nothing from the pricing conversation.

    expectations

    Under 200 words. Open with what changes for his depot, then the dates, then what I need from him this week. No apology and no preamble.

  6. Save the register. Task 2 turns it into a tracker.


Check your work

  • Every commitment has the person who made it and the person it was made to.
  • Dates come from the transcript, not from you.
  • Missing owners and missing dates are flagged, not filled.
  • The operations list contains nothing about pricing.
  • The note to Grady opens with what changes for his depot.

Stretch prompts

Starting out — get the list:

List every commitment made in this transcript, with who made it
and the date it is due.

Comfortable — find the exposure:

Which commitments in this transcript would be hardest to defend
if the customer said we had not met them? For each, what
evidence would I need to have kept?

Confident — read it as the customer:

Read this transcript as Nestor Wilke. Which promises will he
remember, which will he have written down, and which will he
believe were firmer than they actually were?

Tip

The habit here is separating the promise from the summary. A summary of a meeting tells you what it was about. A register tells you what you owe. Only one of them survives a customer asking why something did not happen.