Lab 03 - Minutes, contract and report

Lab 03 - Minutes, contract and report

Time: 45 minutes Where: Word (web or desktop), files in OneDrive\Školenie Copilot Goal: quickly turn messy inputs into documents you can pass on. Chapter: Copilot in Word

Task 3.1 – From notes to minutes (12 min)

  1. Open Poznamky_porada_vedenia_2026-10-05.docx – quick notes from a meeting, no structure.
  2. In the Copilot pane enter:
Turn these notes into formal minutes of the division management meeting. Structure: date and attendees (expand initials from context; if unsure, keep the initials), discussed items with a short summary, decisions made, a task table (task – owner – deadline) and the date of the next meeting. Factual style, in Slovak.
  1. Create a new blank document, insert the result and save it as Zapisnica_porada_2026-10-05.docx.
  2. Check: does the table have all 8 tasks (the last line of the notes contains two)? Are the deadlines right?

Task 3.2 – Transcript → tasks (8 min)

  1. Open Prepis_kontrolny_den_D1_WIM_2026-10-01.docx (Teams meeting transcript, partly in English).
  2. Ask Copilot:
Which decisions and tasks came out of this meeting? For each task give the owner and the deadline. Then list all amounts mentioned and what they relate to.

What did Klaus Berger say about the delivery date and about force majeure? Include the timestamps.

Task 3.3 – Contract check against the policy (15 min)

  1. Open Dodatok_ZoD_SENSOTEC_navrh_v0.9.docx (draft from the supplier).
  2. First a summary:
Summarize this amendment in 5 bullets in English. What changes for us as the customer?
  1. Then compare it with the internal policy (type / and choose Smernica_SM-07_Nakup_a_zmluvy.docx):
Compare this amendment with the policy /Smernica_SM-07_Nakup_a_zmluvy. Create a table: article – what the supplier proposes – what SM-07 requires – proposed wording – risk (low/medium/high). Also state who must approve the amendment based on its value.
  1. Paste the result into a new document Pripomienky_dodatok_SENSOTEC.docx.
How many deviations you should find

At least 8: unilateral extension of the deadline, 50 % advance without a guarantee, 14-day payment term, low and capped penalty for the supplier, high uncapped penalty for us, 12-month warranty, liability capped at 10 %, force majeure including subcontractors, Austrian law, acceptance by silence. Approval: CFO + CEO (EUR 312,000 > EUR 250,000).

Task 3.4 – Management report from several sources (10 min)

  1. Create a new blank document in Word.
  2. Use Draft with Copilot and attach e-mails and files with /:
Write a one-page status of the Road Systems and Smart City division for the management meeting. Use Tomáš Baláž's e-mail about D1 WIM, Peter Hudec's e-mail about the budget overrun, Marek Oravec's e-mail about the SLA and /Zakazky_2025_2026.xlsx. Structure: 1) summary in 3 sentences, 2) finance – a table of the 3 projects with budget and estimate at completion, 3) top 3 risks, 4) decisions I need from management.
  1. Select the summary paragraph and use Rewrite → more concise.
  2. If Agent Mode is available, try: “Edit the whole document for the CEO: shorten it to 300 words, format headings as Heading 2 and highlight the risks.”
  3. Save as Stav_divizie_porada.docx – you will use it in PowerPoint.

Check

  • The minutes have a table of 8 tasks with owners and deadlines
  • The amendment review table has at least 8 rows and the correct approval level
  • The figures in the report match Peter Hudec’s e-mail (D1 WIM: budget EUR 1,840,000, estimate approx. EUR 2.22 M)