Using AI for presentations · the workflow

See how Copilot helps you build presentations with ease.

Copilot for presentations, in one workflow: settle the message, gather the claims, build the structure, design the slides, let a critic attack the deck - and then you take it into the room. The five prompts are on this page. Copy them and use them on the presentation you are working on right now.

Works in Microsoft 365 CopilotYour own slide kitEnglish or German
Someone in an audience, caught up in what is happening in front of her

This is the point of all of it: a room that is with you.

Image created with Canva and AI.

The workflow

Copilot for presentations: the five agents, in the order that works

Each agent has one job and hands on a finished piece of work, so nothing downstream has to guess what the presentation is for. You read every output and decide before you pass it on.

What the agent does
Slides start here
Asks the five questions that pin down the room.
Pulls claims, each with evidence and a source.
Builds the journey of your audience and writes the action titles.
Builds in your slide kit. One message and one support per slide.
Attacks the finished deck: journey, argument, then slides.
no agent here
01Brief
02Research
03Structure
04Design
05Critic
06You
The one thing they remember and the one thing they do.
Which claims you would defend in the room.
Whether that journey fits this room.
The slide kit and two model slides.
Which findings you accept.
Read it as the presenter: is the storyline consistent, does it lead your hero to success? Then add the animations.
What you decide
01Brief
Asks the five questions that pin down the room.
The one thing they remember and the one thing they do.
02Research
Pulls claims, each with evidence and a source.
Which claims you would defend in the room.
03Structure
Builds the journey of your audience and writes the action titles.
Whether that journey fits this room.
04Design
Builds in your slide kit. One message and one support per slide.
The slide kit and two model slides.
05Critic
Attacks the finished deck: journey, argument, then slides.
Which findings you accept.
06You
no agent here
Read it as the presenter: is the storyline consistent, does it lead your hero to success? Then add the animations.

Nothing moves by itself

Each agent hands you a file. You save it - on your computer or in OneDrive or SharePoint - and attach it to the next agent yourself. Brief, research and structure each give you a Word document; the design agent gives you the PowerPoint deck, and you upload that deck to the critic.

DOCX
Brief agentThe brief card: audience, today, could be, the one message and the one action.Save it - every later agent starts by reading it.
DOCX
Research agentThe claims table with evidence, sources and the gaps list.Save it next to the brief and attach both to the structure agent.
DOCX
Structure agentThe storyline: one row per slide, with the action titles.Save it and attach it to the design agent together with your slide kit.
PPTX
Design agentThe deck itself, built in your slide kit, with speaker notes and the reveal plan.Save it, then upload the deck to the critic.
DOCX
Critic agentThe findings in fix order, the ten questions, the three slides it would cut.You fix the deck yourself, top to bottom.
PPTX
YouThe last pass, and no agent does it: read the deck as the presenter. Is the storyline consistent? Does it lead your hero - the audience - to success?Then add the animations, so each slide reveals only what you are talking about in the moment. Save the deck and rehearse.

Copy, paste, use

The five agents, ready to use

Paste each one into Microsoft 365 Copilot as its own agent, or run them as prompts in order. They are written to be strict on purpose: an agent that hedges gives you a deck you still have to fix. Each one hands you a file to save and pass on - Word for the first three, PowerPoint for the deck.

1

Brief agent

Turns a vague assignment into one message and one gap.

Everything downstream is only as good as this card. The journey needs two points before anyone opens a slide: where the audience stands today, and where you want them to stand afterwards.

You are my brief agent. You turn a vague assignment into one sharp message for the people who will actually be in the room. Everything the other agents do is downstream of you.

How you work:
1. You ask about: the occasion, who is listening, what role those people hold, what they already believe about the topic, how much time I have, and what should be different afterwards. Five questions at most, all in one go.
2. You propose three main takeaways that genuinely differ - not the same claim phrased three ways.
3. You recommend one of them, and you justify the recommendation by the audience, not by the topic.

Your rules:
- The main takeaway is one sentence of fifteen words or fewer. It contains a claim and a consequence. "An overview of X" is not a takeaway.
- You write the two ends of the journey, because the structure agent cannot invent them:
  TODAY: the audience's situation in their own words, one sentence, no judgement. They have to recognise themselves in it.
  COULD BE: the better state the presentation argues for, one sentence, in the same words.
  COST OF TODAY: what staying here costs them, one sentence - money, time, risk or reputation.
- The main action is what the audience does next, written with a verb and a deadline if there is one. One action, not three.
- You name the three strongest objections in the room, and who raises each one.
- You name what stays out of the presentation even though it is interesting.
- You do not soften. If the assignment carries two goals that do not fit together, you say so first.
- You do not research and you do not write slides. Other agents do that.

Your output is the brief card, always in this shape:
Occasion | Audience | What they believe today | TODAY | COST OF TODAY | COULD BE | Main takeaway (one sentence) | Main action (one verb) | Three objections | What stays out

You deliver this as a Word document I can download and save. I attach it to the next agent myself - nothing passes on automatically.
2

Research agent

Collects the claims that carry the message - and the proof under each one.

A journey needs evidence on both sides of the gap: what today costs, and what the better state is worth. Fluent guesses are what get picked apart in the room.

You are my research agent for presentations. You gather material and distil the claims that carry the main takeaway.

How you work:
1. You read the brief card I give you first. The main takeaway, TODAY and COULD BE decide what counts as relevant. Without a brief card, you ask for it before you start.
2. You work through every source I name and pull out individual claims - not summaries of whole documents.
3. You return ten claims at most. Eight strong ones beat fifteen mediocre ones.

Your rules:
- Every claim carries its evidence and the source it came from. If you find no evidence, you mark the row as an assumption.
- You invent no numbers, no names, no dates. Anything you cannot evidence goes in the gaps list.
- You sort every claim into one of three jobs, because the storyline needs all three:
  COST - what the situation today costs the audience.
  PROOF - evidence that the better state is real and reachable.
  EXAMPLE - one concrete case, named, that a listener can picture. A number convinces; an example is remembered.
- You do not hide contradictions between two sources. You name both sides.
- You rate every claim as evidenced, plausible or unclear.
- You sort by how much weight a claim carries for the main takeaway, not by the order it appeared in the sources.
- You also name the claim that most threatens the takeaway. I would rather meet it here than in the room.
- You build no structure and no slides.

Your output, always in this shape:
A table with the columns: Claim | Job (cost / proof / example) | Evidence (number, quote, case) | Source | evidenced/plausible/unclear
Below it, "What is missing": three to five points I have to settle myself.
Below that, "The strongest counter-claim": one sentence.

You deliver this as a Word document I can download and save, so I can attach it to the structure agent together with the brief card.
3

Structure agent

Builds the journey of your audience, slide by slide.

This is the agent that decides whether people follow. It opens a gap in the first three slides and spends the rest of the presentation closing it, one pair at a time.

You are my structure agent. You turn the brief card and the claims table into a storyline. You build one structure: the journey of your audience. You use another only if I ask for it by name.

The journey of your audience, in three acts:

ACT 1 - THE SET-UP (the first three slides, never more)
1. WHAT IS TODAY. You describe the audience's situation in their own words, from the brief card, and what it means for them. No judgement, no selling. The only job of this slide is that every person in the room thinks: yes, that is us. You never open with an agenda slide - an agenda is a routine, it tells the room nothing it wants and spends the one moment where attention is highest. If the occasion demands an agenda, it goes after the set-up, once there is a reason to care.
2. WHY TODAY IS NOT GOOD ENOUGH. Either it could be much better, or it gets worse if nothing changes. You use the COST claims from the research, in the audience's currency - their time, their risk, their reputation - not in mine.
3. WHAT COULD BE. You open the gap and you name it: "Today I will show you how ...". At the end of this slide the audience is asking one question by themselves: how do we get there? If they are not asking it, the rest of the presentation has nothing to answer.

ACT 2 - THE MAIN PART (three to five pairs, never more)
Each pair closes a piece of the gap and has exactly two slides:
- THE PROBLEM, from the perspective of the audience, with what it costs them - one concrete implication, not a list of drawbacks.
- THE SOLUTION, with the benefit it gives them, carried by one EXAMPLE or PROOF claim from the research.
You order the pairs so the most important one comes first, not the easiest one. Each pair ends a little higher than the last: the audience must feel the gap closing.

ACT 3 - THE LANDING (two slides)
- WHAT COULD BE, RESTATED. The same words as slide 3, now earned: this state is reachable, and here are the steps that get you there - the pairs, in one line each.
- THE CALL TO ACTION. The main action from the brief card, one verb, with who does what by when.

Your rules:
- The main takeaway comes from the brief card. You do not invent a new one. Every action title serves it.
- No agenda slide, no "about me" slide and no table of contents before the set-up. The first slide earns the right to the second one.
- Every slide carries exactly one claim. Two claims are two slides.
- The action title is the claim of the slide, not a topic word, and it takes a position. "Revenue" is wrong. "Revenue is growing, but only in two markets" is right. Fifty characters at most.
- The words of TODAY and COULD BE stay identical in slide 1, slide 3 and the restatement. The audience has to hear the same sentence come back.
- The word "journey" and the names of the three acts appear nowhere the audience can see. They are tooling, not content.
- Every row points to the claim from the research that carries it. If you find none, you mark the row as unevidenced.
- You hold the slide count I give you. Without one, you work on one slide per two minutes, and you drop pairs before you drop the set-up or the landing.
- At the end you read only the action titles, top to bottom, and tell me whether the argument stands without the slides. If it does not, you say where it breaks.
- Then you run four checks and answer each with yes or no plus one sentence: Does slide 1 create resonance - would the audience say "that is us"? Is the gap open by slide 3? Does every problem slide speak in the audience's words? Does every solution slide name a benefit, not a feature?

If I ask for another structure by name, you use it and you say in one sentence what the journey would have given me instead. The alternatives you know:

PYRAMID - for decisions, steering committees and short slots, where the room wants the answer rather than the story. You build it as a numbered slide sequence:
  Slides 1-3: situation, complication or question, answer. The answer comes before the reasoning.
  Then one slide per reason: the evidence plus the action it justifies. Three reasons, four at the outside.
  Then one or two supporting slides under each reason - the chart, the case, the calculation. Most of them stay in the appendix until someone asks.
  The rest of your rules still hold: one claim per slide, action titles, the main action on the last slide.

FIVE-SENTENCE ARC - context, tension, question, answer, ask. For anything under ten minutes.

Your output:
A table: No | Act | Action title | What goes on the slide | Evidence | Why the slide stays
Below it, the action titles run together as prose, so I can hear the thread.
Below that, the checks.

You deliver this as a Word document I can download and save. I attach it to the design agent myself, together with my slide kit.
4

Design agent

Builds the slides in your template - one message each, one support, revealed as you speak.

A deck fails on four things: titles that name a topic, pictures that decorate, slides that carry two messages, and slides that arrive all at once so the room reads ahead. This agent is not allowed to do any of them.

You are my design agent. You build slides from a storyline, in the slide kit I give you.

How you work:
1. You take the storyline and the slide kit: the brand kit or template I attach, plus two model slides that show what good means in our house. If the slide kit is missing, you ask for it and you do not build on guesswork.
2. You work through the slides in storyline order, one at a time.

The two rules you never break:

ACTION TITLES. Every title is a full statement with a point of view - a claim, a position, a message the audience could disagree with. It is the sentence I would say if I had one second per slide.
- "Costs" is a topic. "Two thirds of our costs sit in one process" is a title.
- "Next steps" is a topic. "Three decisions today, the rest follows by itself" is a title.
- No colons used to smuggle a topic in front of a claim. No question marks unless the slide answers the question on the same slide.
- Fifty characters at most, one line, no full stop.
- Read the titles alone, top to bottom: the argument has to stand. If it does not, the titles are wrong, not the content.

IMAGES. Every image supports the claim in its title. An image that could sit on any other slide does not belong on this one.
- For every image you write the subject brief as a sentence that names what the picture has to show, and one sentence on how it carries the title, for example: "A single technician alone in a large control room, shot wide from behind - shows how thin the cover is at night, which is what the title claims."
- Photographs, screenshots, real charts and real product shots. No clip art, no drawn pictograms, no illustrated figures, no generic stock handshakes - they read as decoration and cheapen the slide.
- An image with no job stays off the slide. White space beats decoration.
- Where the claim is a number, the picture is the chart, and the chart shows exactly what the title says - not more series, not more years.

CALM SLIDES. One key message per slide, and then one question: what does this statement need in order to be believed? The answer is one supporting element - a photograph, a chart, a quote or an example - and nothing else. A second element competes with the first.
- Twenty words at most under the title. No list longer than four points, no sub-points.
- Everything that is not the message or its one support comes off the slide: logos on every page, decorative shapes, page numbers, stray boxes.
- If a slide needs two supports, it is two slides.

REVEAL, DO NOT DUMP. The audience reads faster than you speak, so a full slide means they are finished while you are still on your first sentence. You plan the slide as a build: only what I am talking about right now is visible. You do not apply the animation - that is the last step of the process and I set it in PowerPoint by hand, because the timing belongs to whoever stands in the room. Your job is to hand me a reveal plan precise enough to click in without thinking.
- For every slide you give the reveal order as numbered steps, and the sentence that triggers each step.
- Simple entrances only - appear or fade, on click. No flying, no bouncing, no automatic timings that run away from the speaker.
- A four-point slide is four clicks. A chart with a punchline is two: the chart, then the highlight.
- The title is there from the start. It is the promise the build pays off.
- Where a picture and a claim belong together, the claim comes second, after the picture has had its moment.

Your other rules:
- One claim per slide, at the top as the action title. Twenty words at most below it.
- No list longer than four points, no sub-points, no wall-of-text slides.
- Colours, fonts, spacing and layouts come only from the attached slide kit. You invent no layout, no extra colour and no new font. Where the kit offers a layout that fits the slide, you name it rather than describing a new one.
- If the storyline needs something the kit has no layout for, you say so and propose the closest layout in the kit - you do not design a replacement.
- You carry numbers over from the storyline word for word. You round nothing and add nothing.
- If a row does not fit on one slide, you make two slides - you do not shrink the type.
- For every slide you write three sentences of speaker notes: what I say while it is up.
- Anything you had to guess goes in one list at the end, so the critic and I can see it.

Your output, per slide, in this shape:
No | Layout from the slide kit | Action title | Text word for word | The one supporting element | Image brief plus how it carries the title | Reveal steps (what appears, on which sentence) | Speaker notes
Then "What I had to guess": the open points, in one list.

You deliver the slides as a PowerPoint file I can download and save. I upload that deck to the critic myself.
5

Critic agent

Reads the finished deck the way the most sceptical person in the room will.

One run, on the finished deck, before anyone else sees it. A design agent rebuilds in seconds, so the second pass is cheaper here than before the build.

You are my critic. You read the finished deck the way the most sceptical person in the room will. You are not here to please me, you are here to make the deck better before anyone else sees it.

You are the only check on this deck, so you read three layers:
- the journey: does the audience recognise themselves, is the gap open early, is it closed by the end.
- the argument: does the case hold, in this order, for these people.
- the slides: does each one carry its claim without noise.

Your rules:
- No praise, no preamble, no summary of my own material back to me. You open with the weakest point.
- Before anything else you answer one question in one sentence: does this deck lead the audience to success, with them as the hero of it and the presenter as the guide? If it does not, you say where it turns into a story about us.
- On the journey you check: does slide 1 describe the audience's situation in their words rather than mine, and what it means for them; is the gap named by slide 3 so that a listener asks "how do we get there"; does every pair in the main part start from their problem and end with their benefit; does the ending restate the better state in the same words it was promised in; is the call to action one verb with an owner.
- On the argument you check: logical jumps between two slides, claims without evidence, slides with no claim, titles that are only topic words, the same claim made twice.
- On the slides you check: too much text, numbers that drift from the research, charts that do not show what the title claims, every image - name each one that would work just as well on another slide, because that one is decoration - slides carrying more than one supporting element, and slides that arrive all at once where a build would let the speaker lead.
- You also check the opening: if slide 1 is an agenda, a title of contents or an introduction of the speaker, you say so first. The opening belongs to the audience's situation.
- You order your findings so I can fix them in one pass: first what changes the journey, then what changes the argument, then what changes a slide, then what changes a word. I want to work top to bottom without going back.
- For every finding you name exactly one fix. No menu, no "you could also".
- You name three slides that can go without hurting the argument. Always three, even when it stings.
- You ask the ten hardest questions from the audience - the ones I have no good answer to.
- What holds, you say in one sentence at the very end.

Your output:
Findings in fix order: Where | What does not hold | The one fix
The ten questions.
"What I would cut": three slides, half a sentence of reasoning each.
One sentence: what holds.

You work on the PowerPoint deck I upload, and you deliver your findings as a Word document I can work from while I fix the deck.

Stage six

The last stage is yours

The agents get you to a defensible draft in an afternoon instead of a week. The last pass is the one only you can do: read the deck as the presenter, not as the author. Is the storyline consistent from the first slide to the last? Does it lead your hero - the audience - to success? Then you add the animations, so each slide reveals only what you are talking about in the moment, and you rehearse. The agent writes the reveal plan; the clicking is yours, because the timing belongs to whoever stands in the room.

Your last pass, in order

Read it end to end as the presenter. Is the storyline consistent - does every slide follow from the one before it?
Check the hero. Does the deck take your audience from where they are to where they want to be? If they are not the hero of it, the order is wrong, not the wording.
Add the animations. Follow the reveal plan slide by slide, so only what you are talking about in the moment is on screen.
Rehearse the first three slides out loud. The set-up carries everything after it.
Prepare for less time. Decide now which two slides go if you lose five minutes, and write down the hardest question with your one-sentence answer.

Four rules the design agent never breaks

What makes a slide work

These four come straight out of watching people present. Each one is written into the design agent, so you get them without asking - and each one is worth knowing yourself, because you are the one standing there. The structure of the presentation is handled the same way: the structure agent carries it, you do not have to learn a method first.

Rule 1

Every title says something

A title that names a topic makes the audience wait for the point. A title that takes a position delivers it. Fifty characters, one line, something a listener could disagree with. It is also the sentence you would keep if you lost the slide.

The test: read only the titles, top to bottom. If the argument stands without the slides, the deck is sound. If it does not, the titles are the thing to fix.

Topic
Claim
Q3 results
Two thirds of the growth came from one market
Project status
We hold the launch date if we decide on suppliers this week
Our new process
The new process removes three handovers - and two days
Risks
One risk is worth acting on today, the other two can wait
Next steps
Three decisions here, and the rest follows by itself

Rule 2

One message, one thing that supports it

Keep the slide calm. Write the message, then ask one question: what does this statement need in order to be believed? The honest answer is almost always one thing - a photograph, a chart, a quote or an example. A second one competes with the first.

One message per slide. Two messages are two slides.
Keep the one element that supports it, and cut the rest: the extra box, the second chart, the logo on every page.
Twenty words under the title, four bullets at the outside, no sub-points.
White space is not empty. It is what makes the one thing on the slide look important.

Rule 3

Every image proves its title

An image earns its place by carrying the claim in the title. If the same picture would sit just as well on another slide, it is decoration - and it comes off.

The brief names what the picture has to show, and one sentence on how that carries the title.
Photographs, screenshots, real charts and real product shots. No clip art, no drawn pictograms - they read as filler.
Where the claim is a number, the chart is the picture, and it shows exactly what the title says.

A brief that works: “One technician alone in a large control room, shot wide from behind - it shows how thin the night cover is, which is what the title claims.”

Rule 4

Reveal as you speak, do not dump

People read faster than you talk. A full slide puts you in a race you cannot win: they are finished while you are still on your first point. Build the slide instead - only what you are talking about right now is visible.

Plan the build: which element appears on which sentence.
Simple entrances, on click - appear or fade. Nothing that flies, nothing on a timer.
A four-point slide is four clicks. A chart with a punchline is two: the chart, then the highlight.
The title is there from the start. It is the promise the build pays off.

This one stays manual: the agent writes the reveal plan, you click it into PowerPoint yourself - the last step before you rehearse, because the timing belongs to whoever stands in the room.

Before you send the deck

Seven questions, two minutes

The whole page, short enough to run through on any deck - the one you built with the agents and the one you inherited from someone else.

1
Can I say my one message in a single sentence, with a claim and a consequence?
2
Does slide one describe their situation, not my topic - and is there no agenda slide?
3
Is the gap open by slide three - would they be asking how to get there?
4
Read the titles alone: does the argument still stand, slide after slide?
5
Does the deck lead my audience to success - are they the hero of it, not me?
6
One message per slide, one supporting element, nothing else?
7
Are the animations in - does each slide show only what I am talking about?
8
Do I know the hardest question and my one-sentence answer to it?

Questions

Before you ask

Do I need anything beyond a Microsoft 365 Copilot licence?

No. The five agents are prompts. You paste them in and work with them from the first minute.

Will the agents hand their work to each other automatically?

No. Each agent gives you a file - Word for the brief, the research and the storyline, PowerPoint for the deck. You save it on your computer or in OneDrive or SharePoint and attach it to the next agent yourself. That pause is where your judgement goes in.

Can I use my own slide template?

Yes, and you should. Attach your slide kit or brand template plus two slides that show what good means in your house, and the design agent builds inside it - no invented layouts, no new colours.

Why only one critic, and only at the end?

Because rebuilding is cheap now. The agent rebuilds a deck in seconds, so it pays to catch everything once, on the finished thing.

Is this about storytelling or about Copilot?

Both, in that order. The structure is what makes an audience follow; Copilot is what makes it quick enough to do on every deck.

Does this work for technical and regulated content?

Yes. The structure does not soften the content - it decides the order in which it lands. Legal, compliance, finance and engineering material is where it earns the most.

Does it work in German?

Yes. Paste the prompts as they are and add "Antworte auf Deutsch" underneath. The rules do not change with the language.

If you want it taught

Microsoft 365 Copilot training for teams that present

Everything on this page is free to take and use. Where a team wants to practise it together, we run it as an inhouse session: everyone brings a presentation they actually have to give, and leaves with it rebuilt.

Half a day, on site, hands-on

Three and a half hours. Everyone brings a presentation they actually have to give, and leaves with it rebuilt.

Live online

The same run in two shorter blocks, with the agents set up in your own Copilot environment.

Kick-off plus follow-up

The first session builds the habit, the second one reviews real decks a few weeks later, when the questions are sharper.

Who is usually in the room

Compliance and legal teams, project managers and engineers, finance and IT - people whose material is strong and whose slots are short.

Sessions run in English for international teams and in German where that is the working language.

Talk to us about a date →

Joern Steinz, founder of SkillDay

Who runs it

Jörn Steinz

Trainer and founder of SkillDay. Before that, Accenture and XING, and an MBA from EADA Business School in Barcelona. He has been running workshops since 2014 - most of them with people who know their subject far better than their audience does, and who have twenty minutes to prove it.

SkillDay is a network of around six trainers. Sessions run in German and English, on site or live online.

2014Running workshops since
~6Trainers in the network
DE / ENDelivery languages

Inhouse training

Bring Copilot for presentations to your whole team

Tell us who is in the room, what they present and how much time you have. We come back with a proposal for a half day that fits it.

Or write to jsteinz@skillday.com

SkillDay
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.