Copilot and effective prompts in practice. AI assistant in Microsoft 365

Training process

Training needs analysis

If you have specific requirements regarding the training programme, we will carry out a training needs analysis for you. This will guide us on which aspects of the programme should receive greater emphasis, so that the training programme meets your specific needs.

What will you gain?

Confident Copilot use - You will understand how Microsoft Copilot works in real tasks and learn how to match its features to everyday work instead of relying on trial and error.

Smarter AI tool choice - You will learn when to use Copilot, ChatGPT, or Copilot Web, so you can reach your goal faster and avoid working in a tool that does not fit the task.

Effective work prompts - You will learn to write precise prompts with a clear goal, context, and output style, so you get useful results for emails, analysis, presentations, and documents.

Faster content creation - You will create emails, summaries, offers, meeting plans, and presentation drafts with Copilot, helping you reduce editing time and polish final materials more easily.

Practical data analysis - You will see how to use AI in Excel to build tables, adjust formulas, describe data, and draw conclusions that you can apply directly in your day-to-day work.

More done in the browser - You will learn how to search, summarize, simplify, translate, and expand content in Copilot Web and other free AI tools without needing extra software.

Safe AI use - You will learn how to work with AI responsibly, including what not to enter, how to spot hallucinations, and how to verify answers before using them professionally.

Ready for team rollout - You will gain a practical approach to introducing AI in your organization, along with reusable prompt sets and guidance for encouraging responsible team adoption.

Training programme

1. What is Microsoft Copilot and how does it work?

main functions and the way Copilot works,
differences between the free version and the business version (Microsoft 365),
integration with the Microsoft ecosystem (Word, Excel, Outlook, etc.).

2. Comparison of Copilot with other AI tools

Copilot vs. ChatGPT: differences in interface, integration and capabilities,
Copilot Web (Edge) vs. classic chatbot,
which tasks are better carried out in Copilot, and which in ChatGPT?

3. Principles of operation of generative AI models

how AI „understands” user commands,
what data the responses are based on,
what does it mean that AI generates, rather than searches for, information?

4. Introduction to prompting – a new language of working with AI

what is a prompt and what is its significance,
elements of an effective prompt: goal, context, style,
how to think in a task-oriented way to obtain relevant answers?

5. Typical mistakes in working with AI and how to avoid them

overly general or imprecise prompts,
lack of context and instructions regarding the form of the response,
ignoring the tool's limitations.

6. Creating content with Copilot: Word, Outlook, PowerPoint

writing emails, summaries, meeting plans and offers,
generating presentations and slide proposals,
editing, simplifying and formatting text.

7. Data analysis and automation in Excel using AI

creating and modifying tables and formulas,
describing data and drawing conclusions,
examples of using free AI tools for analysis.

8. Copilot Web and other free AI tools

searching and summarizing content in the browser,
transforming texts: simplifying, expanding, translating,
writing marketing and creative content.

9. Safety and responsibility in working with AI

what not to enter into Copilot (personal data, company secrets),
examples of so-called „AI hallucinations” and how to recognize them,
who is responsible for content generated by AI?

10. Legal and ethical aspects of using AI

copyright issues – who is the author of the content?
threats: discrimination, bias, disinformation,
clauses and terms and conditions – how to legally protect the company?

11. Implementation of AI in the organization – what next?

ready sets of prompts to use at work,
how to inspire the team to use AI responsibly.

What are the prerequisites for participating in the training?

Microsoft 365 basics - You should be comfortable using Word, Excel, and Outlook in everyday work so you can focus on applying AI rather than learning the basics of the apps.

Confident computer use - You should be able to move easily through your system, browser, and files, because the training includes practical tasks across several tools.

Content work experience - You should have experience writing emails, documents, or presentations so you can better assess how AI can speed up and organize your daily work.

Basic data skills - A basic understanding of tables, simple formulas, and data interpretation in Excel will help you work comfortably with the AI-based analysis part.