📁 Sample Data Files - Click to Download
📚 Important: Access Your Group Briefing
Each group has a comprehensive briefing page with detailed instructions, multiple prompting approaches, and all data files.
Your group briefing includes: step-by-step instructions, multiple prompting approaches, analysis types, insights to explore, and direct links to all your data files.
Group 1
Ryan H, Derek V, Jalyn F, Mitch P, Adrian H
Group 2
Leighton S, Dustin F, Kyle G, Cole J, Jason K
Group 3
Kyle H, Dylan B, Justin W, John P, Curtis V
Group 4
Patrick H, Conrad V, Heather H, Jason S, Mike R
Group 5
Paulina T, Jose S, Taylor H, Bill V, Adrian W
Group 6
Twan V, Jasen M, Jordan M, Tad H, Nathan A
Group 7
Dallas S, Dale L, Clayton W, Chris B, Dennis H
All sample data files needed for the activities are available below. Each group (1-7) has their own specific data files. You can also access them from your group folder or the sample-data/ folder.
Activity 1 - Customer Communication (7 Groups):
Activity 2 - Data Analysis:
Activity 3 - Meeting Efficiency (7 Groups):
Activity 4 - Reference Data:
Note: Each group should access their data files from their group folder (e.g., Group1/, Group2/, etc.) or from the sample-data/ folder. For comprehensive instructions and multiple prompting approaches, visit your group briefing page using the links above.
📋 Scenario
Each group has been assigned a different customer who recently purchased equipment. Your task is to create personalized communications that strengthen customer relationships and provide valuable information.
📁 Your Group's Sample Data:
Each group has a unique customer file. Make sure to use the file that matches your group number:
Your customer needs:
- A thank-you email with service reminders
- A quick reference guide for basic maintenance
- Information about upcoming parts promotions
👥 Team Assignment
Your Group Number: _________________________
Your Team: _________________________
Team Roles:
- Facilitator: _________________________
- Recorder: _________________________
- Presenter: _________________________
📝 Your Task
Choose ONE of the following tasks based on your group assignment:
- Groups 1, 4, 7: Use Outlook Copilot to draft a personalized thank-you email
- Groups 2, 5: Use Word Copilot to create a one-page maintenance guide
- Groups 3, 6: Use Word Copilot to draft a parts promotion announcement
🚀 Step-by-Step Instructions
- Open your group's customer data file (see links above - use the file matching your group number) or download from links at the top of this page
- Review the customer information and equipment details carefully
- Open the appropriate Microsoft 365 app (Outlook or Word)
- Access Copilot (click the Copilot icon or use Alt+I)
- Use the prompt formula: Context + Task + Format + Quality
- Enter your prompt in Copilot
- Review and refine the output
- Make any necessary edits to personalize the content
- Save your work
- Prepare to share with the group
✅ Success Criteria
Your output should:
- Be professional and appropriate for Western Tractor
- Include relevant customer and equipment information
- Be clear and easy to understand
- Be ready to send/share (with minor edits if needed)
- Demonstrate effective use of the prompt formula
🔧 Troubleshooting
If Copilot doesn't respond:
- Check that you're signed in to Microsoft 365
- Verify Copilot is enabled for your account
- Try refreshing the page or restarting the app
If the output isn't what you want:
- Refine your prompt with more specific details
- Try breaking the task into smaller parts
- Ask Copilot to revise or adjust the tone
📝 Your Prompt (Write it here):
💭 Notes & Observations:
📋 Scenario
The sales manager needs insights from Q4 sales data to prepare for a management meeting. You need to analyze the data and identify key trends that will inform strategic decisions.
📁 Sample Data (All groups use same data):
👥 Team Assignment
Your Team: _________________________
📝 Your Task
Use Excel Copilot to:
- Analyze the provided Q4 sales data
- Identify top-selling equipment categories
- Calculate average sale price by location
- Generate insights for the management presentation
🚀 Step-by-Step Instructions
- Open the Q4 Sales Data file in Excel (use either Q4_Sales_Data.csv or Q4_Sales_Data_Expanded.csv - see links above or download from links at the top of this page)
- Review the data structure and columns to understand what information is available
- Open Excel Copilot (click Copilot icon or use Alt+I)
- Ask Copilot to analyze the sales data
- Request specific insights (top categories, location averages, etc.)
- Review Copilot's analysis and suggestions
- Create any recommended charts or summaries
- Document key findings
- Prepare a brief summary for presentation
💡 Sample Prompts to Try
- "Analyze the Q4 sales data and identify the top 3 equipment categories by total sales"
- "Calculate the average sale price for each location"
- "Create a summary of sales trends by customer type"
- "What insights can you provide about payment methods used?"
✅ Success Criteria
Your analysis should include:
- Top-selling equipment categories identified
- Average sale prices calculated by location
- At least 3 key insights for management
- Clear, actionable findings
🔧 Troubleshooting
If Copilot can't analyze the data:
- Make sure the data is properly formatted in Excel
- Check that column headers are clear
- Try asking more specific questions
📊 Key Findings:
💭 Notes & Observations:
📋 Scenario
The service department just finished a team meeting. The manager needs actionable information extracted from the discussion to ensure follow-through and prepare for future meetings.
📁 Your Group's Sample Data:
Each group has a unique meeting transcript. Use the file that matches your group number:
The manager needs:
- A meeting summary
- Action items extracted and organized
- A pre-read document for next week's meeting
👥 Team Assignment
Your Group Number: _________________________
Your Team: _________________________
Choose ONE task:
- Groups 1, 4, 7: Create meeting recap
- Groups 2, 5: Extract and organize action items
- Groups 3, 6: Create pre-read outline for next meeting
📝 Your Task
Use Teams Copilot or Word Copilot to process the meeting transcript and create the requested deliverable. Your goal is to transform a lengthy discussion into clear, actionable information.
🚀 Step-by-Step Instructions
- Open your group's meeting transcript (see links above - use the file matching your group number) or download from links at the top of this page
- Review the meeting content to understand the context
- Open Word or Teams (depending on your task)
- Paste the transcript or open it in the app
- Access Copilot
- Use an appropriate prompt for your task
- Review and refine the output
- Format the document appropriately
- Save your work
- Prepare to share
💡 Sample Prompts
- For Meeting Recap: "Summarize this service department meeting, highlighting key discussion points and decisions made."
- For Action Items: "Extract all action items from this meeting transcript. List them with owners and deadlines if mentioned."
- For Pre-Read: "Create a pre-read outline for next week's service department meeting based on the action items and topics discussed in this transcript."
✅ Success Criteria
Your deliverable should:
- Be clear and well-organized
- Include all relevant information
- Be ready to share with the team
- Demonstrate effective use of Copilot
📝 Your Prompt:
💭 Notes & Observations:
📋 Challenge
Your team will receive a unique Western Tractor scenario. Use Copilot creatively to solve it! This is your chance to think outside the box and demonstrate innovative use of AI tools.
👥 Team Assignment
Your Group Number: _________________________
Your Team: _________________________
Your Scenario: _________________________
📝 Your Task
Use Copilot in any Microsoft 365 app to creatively solve your assigned scenario. Think about which app would work best for your specific challenge, and don't be afraid to experiment with different approaches.
🚀 Step-by-Step Instructions
- Read your assigned scenario carefully (see scenarios below by group)
- Choose which Microsoft 365 app would work best for your scenario
- Open the app and access Copilot
- Create a creative prompt to solve the scenario
- Refine and improve the output
- Prepare a quick demonstration (2 minutes)
- Share your solution and the prompt you used
💡 Scenarios by Group
- Group 1: Create a parts ordering template that auto-calculates totals
- Group 2: Draft a customer service policy document
- Group 3: Generate a social media post about new equipment arrivals
- Group 4: Create a training checklist for new service technicians
- Group 5: Draft a proposal for a bulk equipment purchase
- Group 6: Create a preventive maintenance schedule template
- Group 7: Design a customer satisfaction survey and analysis template
✅ Success Criteria
Your solution should:
- Address the scenario creatively
- Be practical and usable
- Demonstrate innovative use of Copilot
- Be ready to demonstrate in 2 minutes
💡 Your Creative Solution:
📝 Prompt Used:
💭 How You'd Use This: