Copilot in Practice: Advanced Workshops

6 x 90-Minute Workshops

For staff who have already covered the Copilot basics: an application-by-application deep dive, with each part standing alone so people can attend only the ones they need.

Summary:

Six advanced workshops taking Copilot one application at a time, built around real worked use cases rather than feature tours. Each session introduces that application’s Agent Mode, runs a set of quick tips, then moves into longer practical use cases participants can rebuild on their own data. The series ends with a participant-led hackathon and a session on agents, connectors and automation.

Course Breakdown:

Word and PowerPoint Workflows

• Word Agent Mode
• PDF documents into Word documents
• Template filling
• Meeting minutes templates
• Q&A based communication
• Document quality review
• Section improvement against a style guide
• PowerPoint Agent Mode
• Decks from source data
• Deck quality review
• Speaker notes
• Q&A preparation
• Handout creation

Excel and Reporting Workflows

• Excel Agent Mode
• Data creation from sources
• Analysis from extracted data
• Visual analysis
• Pivot-based analysis
• Automating text extraction with logic
• Fixing, explaining and writing formulas
• Validating role and permission conflicts
• Ticket reconciliation
• Budget variance checker
• KPI dashboard builder
• Limitations

Outlook, Teams and Meetings

• Personalised automated replies
• Using the AI to check your email
• Personalised email summarisation
• Find a time and book it
• Absence preparation
• Time-blocking
• Multi-event creation
• Time analysis
• Teams quick tips: meeting catch-up
• End of meeting overview
• Follow-up chaser

Copilot Chat and Research

• The decision framework
• Document comparison
• The expert panel
• Scheduled prompts, and building your own
• Notebooks: multi-report analysis
• The meeting-log notebook
• The AI ideas lab
• Research: how to research well
• The research jobs it suits
• Building your own research agent

AI Hackathon and Practical Workshop

• The idea generator
• The five-step build plan: run it and present it

Advanced Agents and Automation

• How Copilot agents work
• The different ways agents can support work
• Tool-based agents
• The Planner agent
• Personalised calendar administrator
• Inside a connector: read and write
• Online database options
• Building databases using AI
• Prompt library agent
• A first look at Copilot Studio with an ongoing project tracker

Outcome:

Participants will move from general Copilot familiarity to building their own solutions, having worked through advanced use cases in every application they use daily. By the end of the series they will be able to identify a task worth automating, choose the right Copilot capability for it, and build, test and share the result.