AI Co-Work Workshop
Copilot for Business & Operations Teams
Maximize Microsoft Copilot & AI assistants for daily business operations, document workflows, and cross-team execution.
Duration8 Hours / 2 Sessions
TargetOperations Leads, Program Managers, Business Analysts
Context & Strategy
Why This Workshop Matters
Business teams spend 60% of their week on administrative overhead. Copilot empowers operational leaders to automate routine tasks and focus on strategic execution.
Capability Outcomes
What You Will Learn
Mastering Microsoft 365 Copilot & AI Assistants
Automating Meeting Summaries & Action Item Tracking
Document Generation & Report Formatting
Process Mapping & Workflow Optimization
Data Visualization & Slide Deck Creation
Cross-Functional Communications
Program Flow
Workshop Agenda
01 Session 1: Core Operational Automation
- Copilot in Teams & Outlook for communication velocity
- Automating meeting notes and follow-up emails
- Document synthesis in Word and Docs
- Standard Operating Procedure (SOP) generation
02 Session 2: Reporting & Execution
- Data analysis and charting with AI
- Building executive PowerPoint decks from raw notes
- Managing project roadmaps and task lists
- Establishing team prompt guidelines
Execution Matrix
Live Use Cases
1
Summarizing 2-hour cross-functional sync meetings instantly
2
Drafting quarterly operational reviews from raw logs
3
Creating standardized onboarding SOPs for new hires
4
Automating weekly status report generation
Frequently Asked Questions
Enrollment Clarity
Is coding experience required?
No, this workshop focuses on business reasoning and analysis workflows.
Are recordings available?
Yes, all registrants get lifetime access to the session recordings and the prompt packs.
Can we request a private edition?
Absolutely. Most of our workshops are delivered as private team cohorts for enterprise clients.