WorkingSm@rt with Microsoft Copilot (Basic) Overview
Leveraging Copilot for a better way to work. This workshop is designed to empower professionals with the knowledge and tools to integrate the free version of Microsoft Copilot into their daily workflows. Participants explore its capabilities and learn how to automate routine tasks, enhance communication and streamline their processes.
By the end of the workshop participants are equipped with practical knowledge and skills to leverage Copilot, improving their processes and staying ahead in a rapidly evolving workplace. Skills are practised live in Word, Outlook, Excel, OneNote, Teams and PowerPoint.
What we cover
Unit 1: Laying the Foundation The evolution of work with AI. What Copilot is. Data privacy and AI best practices. Best practices for prompt engineering, including multi-step prompts.
Unit 2: A Day in the Life Creating email summaries. Composing emails using AI. Prioritizing your task list and organizing your day. Meeting preparation, and using AI for meeting notes and next steps.
Unit 3: Practice & Applications Writing and reviewing. Planning and preparation. Researching and analyzing. Creating and designing.
What you will leave able to do
Prioritizing: use Copilot to brainstorm priorities and turn them into a clear daily plan
Writing: draft, rewrite and polish content, with Copilot as a learning and translation resource
Data analysis: think through analysis approaches, interpret patterns and generate formulas, steps or narrative insights
Document creation: create outlines, first drafts and structured content; brainstorm and ideate
Summarizing: generate concise summaries of text, articles, documents and notes
Every private session is adjusted to your tools, your files and the outcomes you are trying to hit. The final agenda is confirmed with your facilitator before delivery.
For organizations that want a practical productivity lift from Copilot: less time on email, faster documents and analysis, and meetings that end with clear actions.
Teams using the free version of Microsoft Copilot (see the Premium edition for Copilot Pro and Microsoft 365 Copilot)
No prior AI experience required
Comprehensive Learning Guide
Ongoing support through a responsive AI chat resource to reinforce learning
A refresher seat in any public WorkingSm@rt workshop, any time, for life, free
Live online — instructor-led, fully interactive, no travel
In-person — at your offices or a venue of your choice
Half-day session, normally delivered virtually
Pricing depends on delivery mode, group size and how much customisation you want. Tell us the shape and we will quote it.