Automating Daily Office Tasks with Microsoft Copilot

Overview

Option 1 - Practical Daily Automation Focus: This session, led by Ray, shows you exactly which daily office tasks are worth automating with Copilot, and how. You move through automating document drafting, data cleanup and routine email, then build repeatable prompt-based workflows you can rely on every day. By the end, you'll see exactly how this applies to the repetitive tasks that fill your day, with nothing left theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later.

Key Benefits:

• Identify exactly which daily tasks are worth automating
• Automate drafting, data cleanup and routine email with Copilot
• Build repeatable workflows that keep saving time after the webinar

OR

Option 2 - Real Time-Savings Focus: Built for professionals buried in repetitive daily tasks, this session is guided by Ray. You learn to automate document drafting, data entry and correspondence with Copilot, then measure the real time saved - so the value of automation isn't just theoretical. The pace stays practical throughout, so every idea ties back to a real task you'll use again after the webinar. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to the repetitive tasks that fill your day, ready to use straight away. Expect a hands-on pace, plenty of real examples, and time to ask questions specific to your own role.

Key Benefits:

• Cut time spent on repetitive daily office tasks
• Apply Copilot responsibly to real data and correspondence
• Measure and demonstrate the real time savings you've achieved

OR

Option 3 - Easy Start with Copilot Automation Focus: A clear, no-jargon starting point for automating daily tasks with Copilot, delivered by Ray. You cover the essentials, then move straight into practical automation - drafting, data cleanup and email - so nothing stays theoretical. The focus stays on outcomes you can apply the same day, not just concepts to remember later. You finish with concrete skills tied to the repetitive tasks that fill your day, ready to use straight away. Expect a hands-on pace, plenty of real examples, and time to ask questions specific to your own role. By the end, you'll see exactly how this applies to the repetitive tasks that fill your day, with nothing left theoretical.

Key Benefits:

• Get a simple, practical starting point for daily task automation
• Learn techniques that work from your very first automated task
• Build lasting confidence automating everyday office work

Why should you Attend

• Understand which daily tasks are genuinely worth automating
• Learn Copilot licensing, costs and limits before automating more widely
• Automate document and report drafting with Copilot
• Automate repetitive data entry and cleanup tasks
• Automate routine email and correspondence
• Build repeatable, prompt-based workflows you can rely on
• Understand data privacy and responsible-use essentials for automation

Areas Covered in the Session

• Microsoft Copilot Explained - how it works and where daily automation genuinely helps
• Reusable Project Toolkit - build a personal library of your best prompts and responses with the referenced project record template provided, organised for reuse across any platform
• Projects - Understand, Create and Manage - structure your files, instructions and conversations properly, the way a power user would, for real productivity gains
• Upload a File for Analysis - understand exactly how uploading to a project differs from uploading to a chat
• Copilot Plans, Costs and Licensing - understand Microsoft 365 Copilot licensing and key limitations
• Identify Tasks Worth Automating - spot the repetitive work that's actually worth handing off
• Automate Document and Report Drafting - generate first drafts without starting from a blank page
• Automate Data Entry and Cleanup - handle repetitive data tasks in a fraction of the time
• Automate Email and Correspondence - draft and triage routine messages faster
• Build Repeatable Prompt-Based Workflows - turn a one-off prompt into a reusable process
• Data Privacy and Responsible Use - practical essential protections when automating with business data
• Measure the Time You've Saved - track the real impact of your new automated workflows

NOTES:

• Topic sequence may be subject to slight variation
• All Learning Guides include a wide range of keyboard shortcuts for Windows and Mac

Who Will Benefit

• Professionals with repetitive daily office tasks who want real, measurable time back
• Administrative Staff
• Business Users
• Analysts
• Coordinators
• Managers
• Anyone handling routine documents, data or correspondence will benefit