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Set Up the Template File

Before a full deck build, orient Copilot to what is actually in the file. A new Copilot conversation should start with a layout inventory — names only — and confirmation that Copilot will stay inside the template.

Lesson 3

Make Copilot see your layouts.

If your brief lives in Word, Teams, or a prior deck, reference it with @ in the Copilot pane. Useful: one-page client brief, meeting notes, approved corporate overview, redacted example deck for structure only.

Core principles

  1. Never edit the master template — always Save As for each client.
  2. PowerPoint desktop has more Copilot layout options than the web version.
  3. Compare Copilot's layout list to Home → New Slide — re-run if names do not match.
  4. @-reference files for facts; still use layouts from this PowerPoint file only.
  5. Do not attach confidential client decks you are not allowed to use with Copilot.

Check yourself

What should you do if Copilot's layout list does not match what you see under New Slide?

Do this in Copilot

Run the layout inventory prompt on a client copy. Note one layout name you will use for content slides.

Paste this into Copilot Chat and work through it before moving on.

Layout inventory

This file uses the official MillerKnoll corporate PowerPoint template. Before adding or changing slides, list every slide layout available in this file (layout names only). Confirm you will use only those layouts, fonts, and theme colors — not generic designs or new visual styles. Do not add slides yet.
Open Copilot →
  • Source material
  • After layouts are confirmed, if you have a brief file: I will reference @[your brief file] for facts about this client and meeting. Use it for content only — still use slide layouts from this PowerPoint file.

Did you run this in Copilot? Mark complete when you have tried it.

Next lesson: Build the Deck Section by Section →