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Finance Systems · April 2026

Copilot
Power
Guide

17 techniques from real research. The ones most finance teams will never discover. Every slide includes the actual prompt to copy.

Research-sourced Real prompts included sector-specific
Copilot Power Guide · April 202601 / 21
Before We Start
9 Quick Wins
Right Now
Things you can do in the next 60 seconds that most Copilot users never discover. Do any one of these during this session and you are already ahead of 90% of users.
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Quick Wins — Before We Start02 / 21

17 Power Tips

Sourced from your own research. Each one a technique most Copilot users will never find on their own.

Overview — all 1703 / 21

What to do
with this now

1
Set Custom Instructions today
Tip 01 takes 3 minutes and permanently improves every Copilot session you ever have. Do it before you leave the room.
2
Start a shared Prompt Library
Create a Loop component or OneNote called "Finance Prompt Library." After every good Copilot output run the Prompt Distiller (Tip 05) and save the result. Within 6 weeks your team has a complete set of battle-tested prompts.
3
Generate your briefing pack now
Before your next period of leave, run Tip 17. It takes 2 minutes and produces the handover document you never had time to write manually.
4
Build one automation this month
Pick one manual, repetitive task. Use Tip 02 (VBA Bridge) to ask Copilot to write the script. Test it. You now own a permanent automation asset.
5
Find your Shadow Expert
Before the next time you spend an afternoon searching for an answer — run Tip 11 first. The person who has been most active on your exact topic is probably three desks away.
6
The 50% → 80%+ gap
50% users ask Copilot to produce. 80%+ users ask it to critique, interrogate, distil, and stitch context. The entire gap is one extra question after the first output arrives.
Finance Systems Team · April 202621 / 21