Duration: 1 Day
Skills Gained
By the end of this course, participants will be able to:
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Turn meeting notes into a working document that keeps the decision, the owners, and what was not decided
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Finalize a deliverable in the document, with claims checked against the source and a clear next step for the reader
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Build a short presentation in the slide file from the same notes, with a point on every title
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Build a one-screen dashboard from the decisions and numbers in the meeting, in the spreadsheet
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Use AI at each stage of a piece of work, from notes to document to deck to dashboard, and keep the result in the file
Who Can Benefit
This course is designed for:
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Analysts, project leads, and specialists who write documents and build decks as part of the job
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Managers who review drafts and want a shared way to finish work before it is sent
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Operations and business teams who leave meetings with notes and rebuild the same status by hand
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Professionals who already use a chat tool and want that help inside the files they send
Prerequisites
Participants should enter this course with:
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Comfort working in a document, a presentation, and a spreadsheet
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Some experience with a generative AI chat tool on everyday work text
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No coding background required
Organizational Objectives
This course assists organizations to:
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Shorten the path from a meeting to the document, the deck, and the status view the team already owes
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Raise the quality of AI-assisted deliverables by checking claims against the source before anything is sent
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Give teams one way to use AI across the stages of a piece of work, rather than as a one-off chat
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Reduce the rework that comes from pasting an unchecked draft into the file at the end
Software
A modern web browser and an internet connection. A document editor, a presentation tool, and a spreadsheet: Microsoft 365, Google Workspace, or the equivalent already in use. A chat tool is provided in the lab. No administrator access and no specific license are required to complete the exercises.
Module 1 — From the Meeting to the Document
By the end of this module, you will be able to turn a set of meeting notes into a short working document a colleague can read without the transcript.
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What to take from the notes: the decision, the owners, the dates, and what was left open
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What to leave out: discussion that did not become a decision, and anything the notes do not support
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Setting the reader and the ask at the top of the document before drafting
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Using the chat to propose a structure, then accepting or changing it in the file
Hands-on Lab: From a set of notes provided in class, draft the working document in the file. Mark any line the notes do not support.
Module 2 — Finalize the Deliverable
By the end of this module, you will be able to take that document from a working draft to something a colleague could forward.
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Reading the draft for the decision, then for claims that are not in the source
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Naming gaps in the document, so a missing fact is visible rather than smoothed over
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Setting tone and length for the reader who will actually receive it
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Closing with the next step, the owner, and what was cut
Hands-on Lab: Revise the same document in place. Fix one unsupported line. Write the close so a partner can say whether they would forward it.
Module 3 — Build the Presentation in the Deck
By the end of this module, you will be able to turn the same notes into a short presentation, built in the slide file rather than pasted in from chat.
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Titles first: the slide list should read as the story on its own
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One point on each slide, with the evidence behind it
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A number on a slide only when it appears in the notes
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A last slide that states what you are asking the room to do
Hands-on Lab: Build a short deck in the presentation file from the same notes. A partner presents one slide from the file alone.
Module 4 — A Dashboard from the Meeting
By the end of this module, you will be able to turn the decisions and numbers from the meeting into a one-screen dashboard in a spreadsheet.
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Rows for what was decided: item, owner, date, status, and where it sits in the notes
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A simple view a manager can open without the transcript: a table, and one chart if the numbers support it
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Keeping off the dashboard anything the meeting did not decide
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Using the same source check on the sheet that you used on the document and the deck
Hands-on Lab: Build the dashboard in the spreadsheet from the class notes. Every number on the view should trace to a line in the notes.
Module 5 — Across the Stages of the Work
By the end of this module, you will be able to run the same path on the next piece of work: notes, document, deck, dashboard, with the chat used at each stage and the result kept in the file.
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Where the chat helps, and where the file has to win: structure, draft, check, send
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A short working pattern for the four jobs that recur: a status note, a decision document, a meeting recap, a slide story
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What good looks like on Monday: open the file you already owe, and move it one stage further
Hands-on Lab: Walk one item from your own work, or from the class packet, across the stages. Note where you accepted, changed, or set aside what the model proposed.
