Course 3: AI for Investigative Reporting

Central Time (CT) Online May 13, 2026 $895.00 + tax

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Course Overview:

This advanced course teaches anyone involved in investigations how to use Microsoft Copilot in Word to draft clear, neutral, and defensible reports quickly. Learn to manage interview data, identify discrepancies, and create structured summaries that withstand scrutiny.

Duration: 6.5 Hours (Full-Day Workshop Online or In Person for Organizations)

Format: Interactive Training with Hands-On Exercises, Case Studies, and Group Discussions

Participants will have:

  • taken Course 1: AI for Investigations: The Fundamentals or have equivalent knowledge and/or experience.
  • access to Copilot (and know what version they have) and Word

Course Highlights:

  • Handling Interview Statements: Summarise lengthy transcripts into factual bullet points and translate multilingual statements.
  • Executive Summaries and Timelines: Draft concise summaries and build chronological timelines from case materials.
  • Factual Findings and Discrepancy Analysis: Generate findings with source attribution and identify inconsistencies across documents.
  • Formatting and Clarity: Refine readability while maintaining neutrality and factual integrity.
  • Verification and Documentation: Maintain AI output verification logs and build prompt libraries for consistent reporting.

Key Benefits:

  • Accelerate report drafting without sacrificing accuracy.
  • Maintain neutrality and compliance in every report.
  • Focus on verified facts and ignore irrelevant details.

Outcome: Participants will learn how to produce professional, defensible reports faster without sacrificing accuracy or oversight.

Why Choose These Courses?

  • Hands-on Learning: Real-world scenarios and practical exercises.
  • Enterprise Security: All workflows align with privacy and compliance standards.
  • Efficiency & Focus: Reduce time spent on irrelevant data and concentrate on what matters most.

All three Courses are Ideal for: Investigators, compliance professionals, ombuds and regulatory teams seeking to integrate AI responsibly into their workflows.

Course Summary:

Course Objective

Equip those involved in investigations to use Microsoft Copilot in Word to draft clear, neutral, and defensible reports quickly focusing on verified facts, managing interview data effectively, and ignoring irrelevant details.

Modules & Timing

Module 1: Introduction & Context (30 mins)

  • Recap of Copilot’s role in investigative reporting.
  • How Copilot helps investigators maintain focus on essentials and reduce noise.

Module 2: Handling Interview Statements (60 mins)

  • Importing and organising interview transcripts.
  • Using Copilot to summarise interviews into factual bullet points.
  • Translation of statements for multilingual investigations.

Module 3: Advanced Prompt Engineering for Report Writing (60 mins)

  • Designing prompts for structured outputs (executive summaries, factual findings).
  • Examples for creating timelines and summaries.
  • Hands-on: Create prompts for different report sections.

Module 4: Drafting Executive Summaries & Timelines (90 mins)

  • Techniques for concise, fact-based summaries.
  • Building chronological timelines from interviews and evidence.
  • Practical exercise: Draft a summary and timeline from case materials.

Module 5: Factual Findings & Discrepancy Analysis (60 mins)

  • Generating findings with source citations.
  • Using Copilot to identify inconsistencies between statements.
  • Creating tables for discrepancies (Source, Statement, Conflict).

Module 6: Formatting & Clarity (45 mins)

  • Refining readability while preserving factual integrity.
  • Applying tone constraints (neutral, professional).

Module 7: Verification & Documentation (30 mins)

  • Maintaining AI output verification logs.
  • Building prompt libraries for report drafting and analysis.

Wrap-Up & Knowledge Check (15 mins)

Daniel Bertrand

Daniel is a highly skilled investigative professional with over 40 years of experience. He has a comprehensive investigative background that includes teaching, managing and conducting complex investigations.

Daniel is a pioneer using and understanding the value of Artificial Intelligence in investigations, intelligence collection and analysis, He has created AI tools and methodologies designed to identify, collect, analyze, and preserve electronic evidence. He is an expert in technologies and techniques that use AI for information gathering, analysis, and interpretation for investigations. He is proficient in social media, cyber, dark web, cryptocurrency and blockchain analysis,

He has multiple certifications in a variety of fields, including in  Artificial Intelligence Developer and Prompt Engineering, MIT Artificial Intelligence for Business Strategy, Digital Forensic Examination and Blockchain Analysis & Cryptocurrency Investigations.

Daniel is fluent in French and English, and is a member of several organizations, including the Council of International Investigators (CII-Certified Member), the Council of Professional Investigators of Ontario (CPIO), the Association of Workplace Investigators (Canadian Chapter – Ottawa), the High Technology Crime Investigation Association (HTCIA – Ottawa Chapter), the Association for Intelligent Information Management (AIIM – Canada) and the Canadian Artificial Intelligence Association (CAIAC). He is also the recipient of the Webber Seavey Award for Quality in Law Enforcement awarded by the International Association of Chiefs of Police (IACP).