BUILD THE HABIT.
THEN LEVEL UP.
AI is not a destination — it is a daily practice. Use Copilot Debrief every morning for 2 weeks. Build the habit before adding tools. The executives who win with AI are the ones who start small and stay consistent.
⚡ ROI: Why This Matters
5 hrs
Saved per week
3 days
To proficiency
Based on average executive usage across PepsiCo pilot programs
What We'll Cover
- ✓Finding Copilot on desktop, web, and mobile
- ✓Morning email summaries and meeting prep
- ✓Excel Copilot and Word summaries
- ✓Meeting recaps and capturing action items
- ✓Copy-ready prompts and ROI calculator
PepsiCo • Executive AI Workshop
TRACK 01 — BEGINNER
Open Copilot Debrief every morning for 7 days. Note one useful insight per day. Share the best one with your team on Friday.
TRACK 02 — INTERMEDIATE
Move to this intermediate track. Try Excel Analyst agent on your real data. Share your best prompt with your team.
Module 1 • 5 minutes
Finding Copilot
It’s already on your device. Check each one off as you find it — raise your hand when you get a response.
🎯 Your Goal: Open Copilot every morning for 7 days. Build the habit before adding complexity.
Windows 11Press Windows key → search for "Microsoft 365 Copilot" → open the app
Word / Excel / PowerPointOpen any Office app → Copilot button in the Home ribbon (top right)
OutlookOpen an email → “Summarize” button or “Draft with Copilot” in compose
TeamsLook for the Copilot icon in the left sidebar or inside any meeting chat
WebGo to copilot.microsoft.com — sign in with your PepsiCo work account
MobileDownload the Microsoft 365 Copilot app on your phone — View mobile app guide
⭐ Live Exercise — 60 seconds
Open Copilot Now
Pick ONE entry point. Open it. Type this and raise your hand when you see a response:
“Hello. I’m a senior executive at PepsiCo. What are the top 3 things a CPG leader should know about AI right now?”
Share your answer with the person next to you. Whose was most surprising?
Module 2 • Morning • 15 minutes
Start of Day
Use Copilot in Outlook to triage your inbox, prep for meetings, and brief your team — before your first call starts.
1
Open Outlook Copilot?
Desktop or web → click the Copilot icon (top-right toolbar). Ask Copilot to summarize your emails and flag urgent items. Click to watch the demo video.
2
Reclaim your calendar?
Ask Copilot to review your calendar → identify meetings to decline, delegate, or shorten → reclaim hours every week.
3
Draft a reply?
Open an email → click Reply → click Copilot icon in compose toolbar → edit so it sounds like you → send.
4
Search across platforms, files, and all?
Open Copilot (web, desktop, or in any Microsoft 365 app) → Ask a question about information in your files → Copilot searches across OneDrive, SharePoint, emails, Teams chats, and all accessible files → Get instant answers with source citations.
⭐ Exercise — 5 minutes
Morning Triage Challenge
“Summarize my unread emails from the last 12 hours. Flag anything needing a decision or reply before my first meeting. Group by: Urgent, Review Today, FYI Only.”
Deliverable: Your top 3 priorities before 9am.
Module 2 • 10 minutes
During the Day
Use Copilot in Excel to answer data questions in plain English — no formulas required.
📊 Practice File: Don't have data handy? Download our sample dataset to follow along.
⬇ Download Sample Sales Data (XLSX)Tip: Save the file to OneDrive or SharePoint to use Excel Copilot features.
1
Open Excel Copilot pane?
File must be saved to OneDrive or SharePoint. Click to watch the demo video.
2
Chat with Copilot about your Word document
Open any Word document → click the Copilot icon in the ribbon → ask questions about your document ("Summarize this in 3 bullets" or "What are the key action items?") → get instant insights without reading the full doc. Click to view the tutorial.
3
Keep meetings focused with Facilitator
Before your next Teams meeting → open the meeting invite → click "Copilot" tab → enable "Facilitator" → during the meeting, Facilitator tracks time, manages agenda items, and keeps discussions on track. Click to watch the demo video.
⭐ Exercise — 5 minutes
Practice Challenge
Open Excel Copilot and ask: “Summarize the key trends in this data.” Then open a Word document and ask Copilot to summarize the main points.
Deliverable: 1 Excel insight + 1 Word document summary.
Module 4 • 10 minutes • Demo Videos Below
Close the Day
Copilot Recap + Audio Summaries. Never miss the substance of a meeting again.
1
Open Copilot Recap?
In Teams, go to any completed meeting → click the Recap tab. Click to view the tutorial.
2
Capture your action items?
Ask Copilot: “What were my open action items from today?” Review the list and manually add key items to your task manager.
Prompt Library
Copy-Ready Prompts
Paste directly into Copilot. Real PepsiCo scenarios.
Track Your Progress
Your 30-60-90 Day Plan
Build the daily habit first. Then expand your toolkit week by week.
ROI Calculator
Your Time Savings
Adjust to match your week.
📊 Calculation Assumptions
Time savings are estimated based on:
- Email triage: 15 min/day saved (vs manual inbox review)
- Data tasks: 10 min/task saved (vs manual Excel analysis)
- Meeting catch-up: 20 min/meeting saved (vs reading full transcript or attending)
- Assumptions: 50 working weeks/year, 5 working days/week
Note: Actual time savings vary by role, workflow, and Copilot adoption level. These are conservative industry estimates.
SAVE YOUR BEST PROMPTS.
TEACH ONE PERSON.
The intermediate level multiplies when you share it. Save your 3 best prompts from today. Share them with your team this week. Teach one person how to use Analyst agent on real data — their output becomes yours.
⚡ ROI: Why This Matters
10 hrs
Saved per week
2 weeks
To mastery
3x
Team multiplier
Power users who share prompts multiply impact across their teams
What We'll Cover
- ✓Comprehensive morning debrief (emails, meetings, Teams, news)
- ✓Cross-app searches and building simple agents
- ✓Scheduling with Copilot and PowerPoint presentations
- ✓EOD executive overview and Researcher agent
- ✓Audio recaps and strategic insights
PepsiCo • Executive AI Workshop
YOUR NEXT STEP — THIS WEEK
Save 3 prompts from today. Share in your team channel. Ask one person to run them on their real data and report back.
MONTH 1
Move to the Advanced track. Build one Power Automate flow. Commission one Copilot Studio agent with your IT team.
Module 1 • Morning • 12 minutes
Customize Your Brief
Set priority topics, cross-search Outlook and Teams, post to your team — all in under 10 minutes.
🎯 Your Goal: Save your 3 best prompts this week. Share them with your team. Teach one person.
1
Get your comprehensive morning debrief?
Use this comprehensive prompt to get emails, meetings, Teams chats, meeting summaries, and news highlights all in one go. Click to watch the demo video.
Provide
1) Emails I need to reply to (Thu + Fri):
- Identify emails received on Thursday and Friday that I have not replied to.
- For each: provide a 2–3 line summary + what it's asking for + suggested next step.
- Then draft a reply for each email (professional, concise).
- Put everything in a table: Sender | Topic | What they need | Priority | Draft reply.
2) Meetings for the coming week:
- List my meetings for next week.
- For each meeting: who it's with, where/location (or Teams), and a 2–3 line purpose/summary.
- Add: 1 talking point + 1 question I should ask.
3) Teams chats summary (previous week):
- Summarize my Teams chats from last week (DMs + channels).
- Group by theme and list any action items, owners, and due dates if stated.
4) Previous Teams meeting summaries (previous week):
- Summarize recorded/transcribed meetings from last week.
- For each: key decisions, action items (owner/date if stated), and risks/blockers.
5) USA news highlights:
- Give me the top 5 US news highlights from the last 7 days.
- 1–2 lines each, and include the source link.
2
Ask a cross-app follow-up?
Ask: “What emails or Teams messages from [key contact] are relevant to our Q3 planning?” — searches across Outlook AND Teams simultaneously.
3
Build a simple agent in M365 Copilot
Create a custom agent in M365 Copilot Chat. Describe what you want it to do, add instructions, and test it immediately. Click to watch the demo video.
⭐ Exercise — 8 minutes
Personalized Morning Brief
“Give me a morning briefing focused on FLNA North America. Surface emails or signals from [key contact]. Flag anything needing a decision before noon. Format: 3 sections, 3 bullets each.”
Post the output to your team channel. Note how much editing it needs.
Module 2 • Midday • 15 minutes • Demo Videos Below
Scheduling + Presentations
Use Copilot to schedule meetings efficiently and create PowerPoint presentations with ease.
1
Schedule meetings with Copilot
Use Copilot to find available meeting times, check attendee availability, and draft meeting invitations. Click to watch the demo video.
2
Use Analyst agent for data analysis?
Go to your Copilot 365, then choose Analyst agent. Reference files using forward slash (\). Ask complex data questions. Click to view the tutorial.
3
Create PowerPoint presentations with Copilot
Generate presentation slides using Copilot, apply PepsiCo branding, and refine content. Click to watch the demo video.
⭐ Exercise — 10 minutes
Practice Challenge
Schedule a meeting with 3 colleagues for next week, then create a 5-slide presentation about your team's Q2 goals using Copilot.
Deliverable: Meeting scheduled and presentation draft created.
Module 3 • End of Day • 10 minutes
Close the Loop
Draft your team update from Recap. Cross-reference missed meetings. Send before you leave.
1
Get your EOD/Catch-up executive overview?
Use this comprehensive prompt to get a complete end-of-day summary or catch up after being away. Click to watch the demo video.
Executive Overview
- Emails requiring response
- All emails summarized by theme
- Meetings (with transcripts + insights)
- Teams chats
- Files referenced/updated
- Approvals, deadlines, escalations
- Organizational announcements
- Explicit "No items found" sections
2
Generate audio recap for missed meetings?
Find a meeting you missed → click “Audio recap”. Choose Executive style. Listen on your commute. Click to watch the demo video.
3
Use Researcher agent for strategic insights
Launch Researcher agent to access your work data AND the web. Get board-ready competitive briefs in minutes. Click to view the tutorial.
Prompt Library
Intermediate Prompts
Chain queries and customize your workflow.
Track Your Progress
Your 30-60-90 Day Plan
Chain tools together. Build reusable workflows. Multiply your impact.
BUILD SYSTEMS.
NOT TASKS.
You do not just use Copilot — you architect it. Today you build reusable prompt templates, chain automated workflows in Power Automate, deploy Researcher for strategic deep dives, and design your first Copilot Studio agent.
⚡ ROI: Why This Matters
20+ hrs
Saved per week
10x
Team multiplier
24/7
Automation runs
Automated workflows run while you sleep, agents scale across your org
What We'll Cover
- ✓Power Automate flows that run automatically
- ✓Researcher agent for competitive intelligence
- ✓Analyst scenario modeling with Python
- ✓Designing Copilot Studio agents
- ✓Building team-wide AI operating systems
PepsiCo • Executive AI Workshop
YOUR NEXT STEP — THIS WEEK
Build one Power Automate flow that runs while you sleep. Commission one Copilot Studio agent with IT. Document both so your team can clone them.
MONTH 1
Scale your automation. Train 3 people to build their own flows. Every agent you build multiplies across your org.
Module 1 • Morning • 10 minutes
Automate Before 8am
Your morning brief runs automatically. You wake up, it is already done. Here is how to build it.
🎯 Your Goal: Build one Power Automate flow this week. If it's still manual, it's a bug.
1
Deploy your master morning prompt?
Saved prompt template + Power Automate Scheduled Flow at 7:45am. Posts to your Teams channel before you wake up. Zero manual steps.
“Full morning brief — FLNA North America. Email triage: urgent/delegate/FYI. Calendar prep. Competitor signals: Coca-Cola, Kellanova, private label. 3 sections, 3 bullets each.”
2
Launch Researcher for strategic intel?
Open Researcher agent in M365 Copilot. It accesses your work data AND the web. Board-ready competitive brief in 8 minutes.
“Build a competitive brief on PepsiCo vs Coca-Cola for our Q3 North America volume review. Use my emails, Teams, SharePoint, and web data. Include market share, innovation launches, pricing signals. Format as a board-ready 1-pager with sources.”
3
Automate your delegation chain?
Ask Copilot to review your brief and draft delegation messages. Copilot suggests owners and drafts text — you review and send manually. Creating Planner tasks requires the Planner connector to be set up.
⭐ Group Activity — 10 minutes
Automation Showcase: Present Your Flow
In pairs, present your Power Automate flow design. Explain: What triggers it? What does it do? What manual work does it eliminate? Partner provides feedback on one improvement.
Deliverable: 2-minute presentation per person. Note one improvement idea from your partner.
💭 Reflection Moment
What surprised you about automation? What's one manual task you do every day that could run automatically while you sleep?
Module 2 • Midday • 12 minutes
Analyst + Agents
Scenario models that run Python in the background. Notebooks that generate PowerPoint. Prompt templates your whole team inherits.
1
Run Analyst for a scenario model?
Analyst uses chain-of-thought reasoning and runs Python. You see every reasoning step in real time.
“Using the attached volume and margin data, model 3 scenarios for H2: flat, +10%, +20% growth. For each: calculate revenue impact, COGS change, gross margin, and EBITDA delta vs plan. Flag top 2 risk variables. Show your reasoning.”
2
Chain Notebook to PowerPoint?
Add all project sources to Copilot Notebooks. Ask Copilot to generate a PowerPoint from the Notebook. Click to view the tutorial.
3
Build a reusable prompt template?
Save your best analysis prompt. Share it with your team channel. This is now the team standard — everyone runs the same quality analysis.
Module 3 • Build Your First Agent • 10 minutes
Design Your Agent
An agent is Copilot with a job description. It works 24/7. No code required. Two ways to build: simple in M365 Chat, advanced in Copilot Studio.
Option 1: M365 Copilot Chat
Quick agents built in conversation. Best for personal use or simple tasks.
- Describe your agent in plain English
- Add instructions and knowledge sources
- Test immediately in chat
- Share with your team
Option 2: Copilot Studio (Advanced)
Full-featured agents with custom logic, integrations, and enterprise deployment.
- Connect to SAP, Salesforce, SharePoint
- Build custom topics and workflows
- Add tools and actions
- Deploy across your organization
⚠️ Important: Select Sandbox as the environment when creating your agent in Copilot Studio.
Step 1 — Job
Category Briefing Bot
Supplier Risk Monitor
Innovation Brief Writer
Trade Terms Advisor
Morning Exec Brief
Step 2 — Data Access
SharePoint / Decks
Web & News
Email & Teams
Step 3 — Output
Daily Email
PowerPoint Draft
M365 Agent Builder Preview
Build in Copilot Studio
Go to copilotstudio.microsoft.com → Create → configure Overview, Knowledge, Tools, Agents, Topics → Test → Publish.
📚 Learn more:
• Agent Builder Documentation• Copilot Studio Overview
• Copilot Studio Fundamentals
🔌 Popular Tools/Connectors:
SharePoint • OneDrive • Excel • Dataverse • Azure Data Explorer • Dynamics 365 ERP • Azure DevOps • GitHub • Planner • Word • Microsoft Learn • User Profile
⭐ Group Activity — 15 minutes
Build Together: Design Your Team Agent
In groups of 3, design one agent that solves a shared problem across your functions. Use the Agent Builder above to select job, data sources, and output format. Each group presents their agent design in 2 minutes.
Deliverable: Agent name, purpose, data sources, and one example output. Be ready to present.
💭 Reflection Moment
What surprised you most about designing an agent? What manual process in your role could an agent handle 24/7?
Module 4 • End of Day • 8 minutes
Automate the Close
1
Automated Recap pipeline?
Power Automate: 5:15pm daily → Copilot Recap → Executive Summary format → post to EA and direct reports → create Planner tasks → pre-populate tomorrow’s brief. Zero manual steps.
2
Researcher post-meeting deep dive?
After a strategic meeting, ask Researcher: “Based on today’s decisions and our pipeline data, what are the 3 biggest risks in the next 90 days? Cross-reference competitive signals.”
3
Document and standardize?
Write a 1-page “How our team uses Copilot” brief. Share with your direct reports. Make your best workflows the team standard. This is AI leadership.
Prompt Library
Advanced Prompts
Templates, pipelines, and automation. Build once, runs forever.
PepsiCo Teams: Browse and contribute to the company-wide prompt library
Open PepsiCo Copilot Prompt Gallery →
Track Your Progress
Your 30-60-90 Day Plan
Automate everything. Build agents. Make AI your team's operating system.
AI at PepsiCo • Services Overview
AI
Services
at PepsiCo
Services
at PepsiCo
Explore the AI services and solutions available at PepsiCo. Each video showcases a specific service and how it can help you work smarter.
AI
AI Tools at PepsiCo
PepGPT vs Microsoft Copilot vs AskPep vs AI for BI vs ASK ADA
Five AI tools, five different purposes. Here's when to use each one.
PepGPT
Purpose
- Enterprise AI assistant built for PepsiCo's internal ecosystem
- Build AI agents and workflows across multiple enterprise systems
Access
- Web link
- Mobile app
Use Cases
- Build PepsiCo-wide assistants and team-specific assistants
Cost
- Free
- Cost for Premium features (Coming soon)
⚠️ Current Limitations
- Learning curve - team is optimizing user experience to make it more intuitive
- Unsupported file types (Visio, .ics)
- Presentation creation not intuitive
- Files >100MB must be split
- Max ~20 Excel/CSV files per assistant
- Excel reading requires validation
- All outputs must be validated
Microsoft Copilot
Purpose
- Personal productivity AI assistant inside Microsoft 365 apps (Word, Excel, Outlook, etc.)
Access
- Embedded in all your Microsoft 365 apps
- Web link
- Mobile app
Use Cases
- Draft and improve communication
- Summarize info, generate ideas or quick answers
- Analyze data
Cost
- Copilot Search/Chat (free)
- M365 Copilot (~$20 monthly)
✅ Strengths
- Very easy to connect to Microsoft apps (Word, PPT, Outlook, etc.)
- Can create slides using PepsiCo templates
- Copilot Studio enables custom agents for specific tasks
⚠️ Current Limitations
- Excel analysis has limitations - validation still needed despite improved accuracy
- Slide creation with PepsiCo templates is currently very slow
- All outputs should be reviewed before use
AskPep
Purpose
- Service delivery support for IT, HR and Procurement
- Live agent support
Access
- myPepsiCo portal
- myPep app
- Desktop shortcut
- MS Teams
Use Cases
- Solve common tech issues
- Open/close IT service tickets
- Track myBuy-related inquiries
Cost
- Free
⚠️ Current Limitations
- Focused on IT/HR/Procurement support only
- Not designed for general business queries
Access helpful guides, video tutorials, and best practices
AI for BI
Purpose
- AI-powered business intelligence and analytics
- Natural language queries for data insights
Access
- Power BI integration
- Web portal
Use Cases
- Query business data using natural language
- Generate insights from BI reports
- Automated data analysis
Cost
- Depends on use case complexity
⚠️ Current Limitations
- Requires proper data model setup
- Results depend on data quality
- All insights should be validated
ASK ADA
Purpose
- Fast answers, insights, or context for decision-making
- Search PepsiCo knowledge base for business information
Who Should Use It
- Consumer & Commercial teams
- Insights, Marketing, and Strategy roles
- Anyone needing quick, trusted business knowledge
Best Use Cases
- "What did PepsiCo do for Super Bowl this year?"
- "Find insights or research on a consumer trend"
- "Locate the latest playbook or deck"
- "Understand a business topic quickly"
Cost
- TBD
⚠️ Current Limitations
- Depends on available content connected to the platform
- Responses based on existing documents and knowledge sources
- Not everything in PepsiCo may be indexed
AI Services
Watch & Learn
Discover PepsiCo's AI-powered services through these demonstration videos.
⭐ Hands-On Exercise — 5 minutes
Try It Now: AskPep Live Test
Log into AskPep right now. Ask about a PepsiCo policy you've wondered about (e.g., "What is PepsiCo's travel policy?" or "How do I submit an expense report?"). Share your result with the person next to you.
Deliverable: One question asked, one answer received. Compare results with your neighbor.
⭐ Group Activity — 10 minutes
Tool Selection Game: Which AI Tool Would You Use?
In pairs, discuss which tool you'd use for each scenario below. There may be more than one right answer!
Scenario 1: You need to draft an email reply to a customer complaint.
Scenario 2: You need to analyze sales data across 5 regions and create a PowerPoint.
Scenario 3: You want to build a custom assistant that answers questions about your team's Q3 goals.
Scenario 4: You need competitive intelligence on Coca-Cola's latest product launch.
Deliverable: Discuss with your partner. Be ready to share your reasoning for 1-2 scenarios.
💭 Reflection Moment
Which PepsiCo AI tool surprised you the most? Which one will you use first in your daily work?