← Resources Free checklist

Get your first Copilot win today.

You bought the licences. Now get one real win before lunch. Five moves, under an hour, and most of it happens inside work you were going to do anyway.

  • 1-page PDF
  • 5 moves
  • Under an hour
  • No sign-up needed
Download the checklist See the five moves
The checklist

Five moves. Tick as you go.

Pick the one task on your list today that you most dread doing. That’s your test.

  1. Before you start2 minutes
    • Open Microsoft 365 Copilot or Copilot Chat and pin it somewhere you will see it.
    • Pick the one task on your list today that you most dread doing. That’s your test.
  2. Move1

    Win in a meeting

    • Turn on transcription in your next Teams meeting.
    • At the end, run this:
    Copy-paste prompt

    Summarise the decisions, then list every action item as a table with action, owner, and due date.

    • Paste the result into your follow-up. Edit. Send before you close your laptop.
  3. Move2

    Win in your inbox

    • Open the longest unread thread in Outlook.
    • Run this from inside that email:
    Copy-paste prompt

    Summarise this thread in five bullets, then tell me what decision is being asked of me and by when.

    • Reply in minutes instead of postponing it again.
  4. Move3

    Win on a document

    • Open Word or Excel for something you need to produce this week.
    • Start it with a prompt, not a blank page:
    Copy-paste prompt

    Draft a one-page brief from these notes. Headings: Goal, Scope, Owner, Timeline, Risks. Plain language.

    • Review it, fix what is off, and notice you skipped the hardest part: starting.
  5. Move4

    Make it visible

    • Post one line in your team channel: what you used Copilot for and how long it saved you.
    • Keep it short and honest. If it got something wrong, say that too.
  6. Move5

    Lock in the habit

    • Save your three favourite prompts in a phone note or pinned Teams message.
    • Put a recurring 20-minute weekly “Copilot 20” in your calendar for your team.
You just proved it works

One win is the start, not the finish.

The hard part is turning this into a team habit, and keeping it safe as more of your data flows through it. That full system lives in The Copilot Playbook.

Get the free playbook
Free, no-obligation AI readiness call

Want a hand building adoption properly?

Talk to the Solid Systems team. We will start from where you actually are.

Book an AI readiness call Take the free Copilot Reality Check
Bevin from the Solid Systems team, smiling in a Solid polo shirt