Boost Productivity with Advanced AI Workflows

Microsoft Copilot can significantly transform the way professionals work by assisting with content creation, data analysis, communication and decision-making.

This advanced training focuses on optimising workflows with Copilot, writing more effective prompts, and using Copilot strategically across multiple Microsoft 365 applications.

Participants will explore advanced use cases in Teams, Outlook, Word, Excel and PowerPoint, learn how to combine Copilot with their daily work processes and discover best practices for improving productivity while maintaining control over AI-generated output.

Through practical exercises and real-life business scenarios, participants will gain deeper insights into how AI can support complex tasks and collaboration within modern organisations.

Duration

1 day.

Course Outline

Advanced Prompting Techniques

• Structuring complex prompts
• Refining and iterating prompts
• Using context effectively
• Prompt chaining for complex tasks
• Avoiding vague or ineffective prompts

Copilot for Meeting Productivity (Teams)

• Preparing meetings with Copilot
• Generating meeting summaries and insights
• Extracting action points and decisions
• Analysing meeting discussions
• Creating follow-up messages automatically

Advanced Email and Communication Workflows (Outlook)

• Managing large email threads
• Drafting structured responses
• Creating summaries of complex conversations
• Prioritising emails with AI assistance
• Automating communication workflows

Advanced Document Creation (Word)

• Creating structured reports from prompts
• Summarising large documents
• Rewriting content for different audiences
• Creating outlines and document structures
• Improving writing quality and clarity

Data Analysis and Insights (Excel)

• Analysing datasets using natural language
• Generating advanced formulas
• Identifying trends and anomalies
• Creating summaries and insights from data
• Building data-driven reports

Presentation Creation and Storytelling (PowerPoint)

• Transforming documents into presentations
• Structuring presentations with Copilot
• Creating visual storytelling
• Improving slide design with AI assistance
• Preparing presentations quickly

Advanced Productivity Workflows

• Combining Copilot across multiple applications
• Building AI-supported work processes
• Using Copilot Chat effectively
• Integrating Copilot into daily workflows
• Saving time on repetitive tasks

Responsible and Effective Use of AI

• Evaluating AI-generated results
• Detecting errors or hallucinations
• Data privacy and information security
• Human oversight and validation
• Best practices for professional AI usage

Practical Exercises

Participants will work on real business scenarios such as:

• Generating a project report using Copilot
• Analysing a dataset in Excel
• Creating a presentation from a document
• Managing a meeting workflow in Teams
• Writing and refining advanced prompts

Learning Objectives

After completing this course, participants will be able to:

• Use advanced prompting techniques with Copilot
• Automate and optimise daily workflows with AI
• Analyse data and generate insights more efficiently
• Improve communication and document creation
• Apply best practices for responsible AI usage

Audience

This course is designed for professionals who already have basic experience with Microsoft Copilot and want to deepen their knowledge.

Typical participants include:

• Knowledge workers
• Managers and team leaders
• Consultants
• Analysts
• Professionals using Microsoft 365 daily

Prerequisites

Participants should have:

• Basic knowledge of Microsoft Copilot
• Experience with Microsoft 365 applications (Word, Excel, Outlook, Teams)
• An active Microsoft 365 Copilot licence