Microsoft 365 Copilot Cowork – from task to finished result

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?

Delegating work to AI - You will learn how to hand complex, multi-step tasks to Copilot Cowork so it can build a plan, carry out the steps, and deliver a usable result with far less manual follow-up.

Better prompting - You will learn to write clear instructions with goals, context, constraints, and expected outcomes, helping you get more accurate results and reduce time spent on corrections.

Control over execution - You will master how to plan stages, priorities, and task order, then monitor progress, adjust the plan, and approve AI-generated outputs while the work is still in progress.

Faster work in Teams and Outlook - You will practice using Copilot Cowork for email handling, meeting planning, summaries, and team updates, so you can organize daily communication and collaboration more efficiently.

Faster content creation - You will learn how to build Word documents, PowerPoint presentations, Excel reports, and summaries from multiple sources without manually moving content between Microsoft 365 apps.

Connecting Microsoft 365 data - You will see how to combine information from OneDrive, SharePoint, messages, meetings, and files to create analyses, summaries, and reports based on real organizational data.

Support for projects and processes - You will discover how to use Copilot Cowork to build timelines, track statuses, spot risks, and prepare progress reports, making it easier for you to coordinate team activities.

Safe use of AI - You will learn how to control data access, protect company information, verify AI outputs, and avoid common delegation mistakes when using Copilot Cowork in Microsoft 365.

Training programme

1. Introduction to Microsoft 365 Copilot Cowork

what is Copilot Cowork and how does it change the way of working with AI?
differences between Copilot Chat, Copilot Cowork and AI agents,
from generating responses to independent task execution,
examples of Cowork applications in everyday office work.

2. Delegating complex tasks to artificial intelligence

how to formulate commands concerning multi-stage processes?
defining the goal, context, expected result and constraints,
creating effective instructions for Copilot Cowork,
dividing complex projects into tasks carried out by AI.

3. Planning and execution of work with Copilot Cowork

automatic creation of action plans based on commands,
setting stages, priorities and order of execution,
monitoring progress and modifying the plan during work,
controlling results and approving actions performed by AI.

4. Copilot Cowork in Outlook and Teams

managing correspondence and preparing responses to messages,
planning meetings, deadlines and tasks in the calendar,
creating meeting summaries and lists of actions to be completed,
preparing communications and updates for teams.

5. Automatic preparation of documents and presentations

creating Word documents based on multiple sources,
generating PowerPoint presentations from project materials,
preparing summaries and reports in Excel,
updating and adapting materials to the needs of recipients.

6. Working with data and information from various sources

searching for information in the Microsoft 365 environment,
using documents from OneDrive and SharePoint,
combining information from messages, meetings and files,
creating analyses, compilations and summaries based on the collected data.

7. Coordinating projects and business processes

preparing schedules and project implementation plans.
monitoring statuses, deadlines and the most important activities.
identifying risks, delays and tasks requiring attention.
automatic preparation of project progress reports.

8. Automation of repetitive and multi-step tasks

identifying processes that can be delegated to Copilot Cowork,
creating recurring tasks and automation schedules,
triggering actions based on specified events,
combining several activities into one coherent business process.

9. Security and control of work performed by AI

permissions and access to organizational data,
rules for the protection of confidential and company information,
verification of results and approval of Copilot Cowork actions,
technology limitations and the most common errors when delegating tasks.

10. Practical application of Copilot Cowork – from task to result

preparation of a comprehensive report based on various materials,
planning a meeting along with documentation and communication,
execution of a multi-step task involving several Microsoft 365 applications,
development of your own scenario for using Copilot Cowork in daily work.

What are the prerequisites for participating in the training?

Microsoft 365 basics - You should be comfortable using Outlook, Teams, Word, Excel, and PowerPoint so you can focus on working with Copilot Cowork rather than learning the apps themselves.

Working with files and data - You should know how to find files, open documents, and work with basic company data in OneDrive or SharePoint, because the training relies on combining multiple sources.

Office work experience - You should be familiar with typical office tasks such as email handling, meeting planning, reporting, and preparing materials so you can apply the exercises in your own work.

Readiness to use AI - You should have basic experience with AI tools or chatbots so you can write prompts more easily and assess the results generated by Copilot with greater confidence.