All courses Microsoft & ProductivityExcel & Power BILeadership & ManagementProject ManagementAgile & AI AboutOur ClientsThe TeamContact

Microsoft & Productivity · The WorkingSm@rt Journey

WorkingSm@rt with Microsoft Copilot (Basic)

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.