Microsoft Copilot Training and Setup for Business

What your team will be able to do

Catch up on long email threads

Before: Reading twenty replies to find the one decision that matters.
After: A summary at the top of the thread: what was agreed and who owes what.

Draft documents from your own notes and files

Before: A blank page in Word and a folder of old proposals.
After: A first draft built from your notes and past files, ready to edit.

Turn meeting recordings into actions

Before: Someone types notes and half the actions get lost.
After: A recap with the decisions and who is doing what.

Get answers from spreadsheets without formulas

Before: Waiting for the one person who knows the formulas.
After: Ask a question in plain English and get the answer, or a chart.

Prepare for meetings from past emails and files

Before: Digging through your inbox just before the call.
After: A short brief on what was said last time and what is still open.

Write in your company’s tone

Before: Every email from the team sounds a little different.
After: Shared prompts and examples that keep everyone on one voice.

Microsoft Copilot in action

Outlook thread summary

A long thread, summarised: what was agreed, what changed and who is on the hook.

Teams meeting recap

The decisions and action items from a meeting, with names against them.

A question in Excel

Ask about your data in plain English. Get a summary or a chart back.

A sample session

A half day of Microsoft Copilot training, in four blocks. Yours is built around your team’s roles and tasks.

Block 1

What Copilot can see and do in your setup

Where Copilot shows up in the apps your team uses
What it can reach in your files and email, and what it can’t
The habits that make every prompt work better

Block 2

Email and meetings

Summarising threads and drafting replies in Outlook
Recaps and action items from Teams meetings
Preparing for a meeting from past emails and files

Block 3

Documents and spreadsheets

Drafting in Word from your notes and files
Asking Excel questions about your own data
Rewriting and tightening what you already have

Block 4

Building your team’s go-to prompts

Your team’s most common tasks, turned into prompts
Saving them where everyone can find them
What to try in the first week

Set up right

Check what Copilot can access

Copilot works with the files and email each person can already open. Tidy up old sharing before you roll it out to everyone.

Agree what not to paste in

Write down what stays out of prompts, like customer details or anything confidential, so nobody has to guess.

Save your best prompts

Keep the prompts that work in one shared place, so the whole team starts from the best version.

Two ways to train

Tool training

Learn the tool properly.

Hands-on training in Copilot, ChatGPT, Claude or Gemini, built around everyday tasks.

Best for: Individuals and teams new to AI, or teams that have just rolled out Copilot, Claude or ChatGPT.

Workflow workshops

Build AI into the work you already do.

We start with a discovery call to find your team’s main use cases, then run a hands-on workshop where everyone sets AI up in their real work.

Best for: Teams already trying AI who want real results.

Both run on Microsoft Copilot or any of the tools we train on. See how each one works

Common questions

Do we need Copilot set up before training?

No. We’ll check what your team has and help you get it ready.

Can you help us roll Copilot out to the whole team?

Yes. Training plus a workflow workshop is the usual route: the team learns the tool, then sets it up in their real work.

Is our data safe?

We’ll walk through the settings that control what Copilot can access, and help you decide what stays out of prompts.

Is it in person or online?

Either. In person in Sydney, online anywhere.

How many people can attend?

1:1, a small team, or a group of up to 20 per session. Bigger groups on request.

Get real work out of Microsoft Copilot.