Course Details
AI-Powered Workflows with Microsoft Co-Pilot
This hands-on workshop equips participants with the skills to supercharge productivity using Microsoft Co-Pilot across Microsoft 365 applications. Participants will explore how Co-Pilot can automate workflows, summarize information, generate content, and analyze data within Word, Excel, PowerPoint, Outlook, and Teams. Through interactive, real-world exercises, they will learn to implement AI-assisted workflows that can be immediately applied in daily work tasks such as drafting reports, summarizing meeting notes, creating presentations, and automating repetitive processes. No coding or technical background is required. By the end of the training, participants will have mastered practical AI techniques, allowing them to integrate Microsoft Co-Pilot into their workplace for enhanced efficiency, collaboration, and decision-making.
Learning Outcomes:
Course Outline:
Overview of AI in Microsoft 365
Capabilities, benefits, and responsible AI usage
Co-Pilot setup and workspace navigation
Hands-On: Explore Co-Pilot interface and test basic AI commands
Drafting, summarizing, and responding to emails
Automating calendar invites and follow-ups
Smart replies and AI-assisted scheduling
Hands-On: Build an automated email workflow for business communication
Drafting reports, letters, and proposals
Summarizing documents and enhancing readability
Automating repetitive formatting tasks
Hands-On: Create a full report with AI-assisted summaries and formatting
Using Co-Pilot for data summarization and visualization
Automating calculations and generating insights
Creating predictive reports and dashboards
Hands-On: Analyze a dataset and generate automated reports and charts
Generating slides and visual content from text prompts
Enhancing storytelling and formatting with AI
Updating decks efficiently for recurring presentations
Hands-On: Convert a report into a ready-to-present deck using Co-Pilot
Summarizing meetings and generating action items
Integrating Co-Pilot with chat, tasks, and project notes
Automating follow-ups and team communication
Hands-On: Simulate a team meeting and create an AI-powered summary workflow
Combining Excel, Word, PowerPoint, and Outlook in a single workflow
Automating recurring tasks and reporting pipelines
Using Co-Pilot to link data insights with presentations and emails
Hands-On: Build an end-to-end automated workflow (data ? report ? presentation ? email)
Managing files and collaborative documents with AI
Automating document approvals and version control
Enhancing team knowledge management
Hands-On: Automate document approval and summarization workflows in SharePoint
Identify a daily workflow challenge
Build a comprehensive Co-Pilot solution integrating multiple apps
Demonstrate, optimize, and present the workflow
Review and discussion of tools and concepts covered.
Q&A session to address any questions.
Let’s Upskill Teams Together.
