For assistants

Copilot training for EAs & Office Managers

Use Copilot Chat to triage an executive's Outlook inbox, draft replies in their voice and prepare meeting briefs. The course also explains which recap tools need Teams Premium or Microsoft 365 Copilot.

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Format
In person · Live online
Time
Usually 2–3 hours
Tools
Microsoft Copilot, Microsoft Outlook, Microsoft Teams

What you’ll learn

  • Copilot Chat for another person's Outlook inbox triage and replies in the executive's voice
  • Meeting briefs from invites, attachments and recent correspondence
  • Teams Intelligent Recap/minutes and scheduling/rescheduling
  • License limits: what is available in Copilot Chat versus Teams Premium/M365 Copilot

What does the learning look like?

  • Includes live practice on real tasks and example prompts
Example to try

A meeting that starts prepared

  1. 01Start with

    A brief and a few documents

  2. 02Make a first pass

    An agenda + useful questions

  3. 03Make it yours

    Check what needs a decision

Use a fictional example to practise the workflow.

Cost, access and setup

Course cost

  • Quote/inquiry only

What you’ll need

  • License differences are part of the content
  • Paid M365 Copilot is not needed for the described Copilot Chat inbox practice, while some Teams recap features require other licenses.

How you’ll learn

  • Usually 2–3 hours
  • Repeated for cohorts.
  • Custom team training on-site or live remote
  • Inquiry/quote form, no open public date or individual booking listed.

Instructor

  • Senior consultant delivery is stated

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