Using Microsoft Copilot in PowerPoint: Simple Ways to Save Time
13 April 2026
Most finance teams are already using PowerPoint for client reporting, investment updates, and internal presentations. What many don’t realise is how much faster this becomes with Microsoft Copilot built into Microsoft PowerPoint.
If you’re short on time or staring at a blank slide, Copilot can do a lot of the heavy lifting.
What You Can Do with Copilot
Turn a document into a presentation
Got a Word report or investment summary? Copilot can generate a full slide deck from it, complete with structure and speaker notes.
Example prompt:
“Create a 10-slide presentation summarising this quarterly investment report with key highlights and risks.”
Summarise complex slides
If you’re working with dense or technical content, Copilot can simplify it into clear, client-friendly language.
Example prompt:
“Summarise this slide into 3 key bullet points for a non-technical audience.”
Create slides from scratch
No more starting from a blank page. Give Copilot a topic and it will build out a structured deck.
Example prompt:
“Create a client presentation explaining our investment strategy, including market outlook and performance.”
Improve design and layout
Copilot can suggest better layouts, visuals, and formatting so your slides look more polished without spending hours tweaking.
Generate speaker notes
It can also add talking points, which is especially useful for client meetings or internal briefings.
How to Use It (Quick Steps)
- Open PowerPoint and start a new or existing presentation
- Click the Copilot icon in the toolbar
- Enter a clear prompt (think: what you want + context)
- Review and refine the output
Tip: The more specific your prompt, the better the result. Think audience, tone, and purpose.
Useful Training Resources
If your team wants to go deeper, these are worth bookmarking:
- Microsoft Support – step-by-step guides on using Copilot in PowerPoint
- Microsoft Learn – free modules and walkthroughs
- LinkedIn Learning – practical, short courses on Copilot and PowerPoint
- Microsoft Copilot blog – updates, new features, and real use cases
Why It Matters for Finance Teams
For most teams, this isn’t about replacing work. It’s about speeding up the repetitive parts. Drafting slides, formatting content, summarising reports. These are all tasks that take time but don’t need to. Used properly, Copilot helps your team focus on what actually matters: the insight, the analysis, and the client conversation.
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