Working with Microsoft 365 Copilot Cowork: AI for Everyday Productivity

Duration

1 Day

Course Code

BDT637

Available Formats

Instructor-Led Online and Classroom

Microsoft 365 Copilot Cowork is an AI-powered digital coworker designed to help users complete everyday workplace tasks. It can assist with analyzing information, creating documents, organizing work, preparing communications, and carrying out multi-step workflows across Microsoft 365.

In this course, participants will learn how to work effectively with Copilot Cowork as a productivity partner. Through demonstrations and hands-on exercises, learners will practice delegating tasks, reviewing proposed plans, working with files and Microsoft 365 applications, and evaluating completed work.

The course is designed for beginners and does not require coding experience.

Learning Objectives

After completing this course, participants will be able to:

Understand what Copilot Cowork is and how it differs from a traditional AI chatbot
Navigate the Copilot Cowork interface
Describe tasks using clear, natural-language instructions
Delegate simple and multi-step workplace tasks
Work with documents, files, email, meetings, and other Microsoft 365 content
Review, refine, and approve Cowork’s work
Apply security and responsible-use practices

Basic familiarity with workplace productivity tools such as documents, spreadsheets, email, and calendars
No programming experience required
Experience using AI chat tools is helpful but not required
Access to Microsoft 365 Copilot Cowork

. Introduction to Microsoft 365 Copilot Cowork

Topics Covered

What Copilot Cowork is
How Cowork differs from traditional chat-based AI tools
Common workplace uses
Overview of Cowork capabilities:
- Information gathering
- File and document analysis
- Document creation
- Communication preparation
- Task coordination
- Multi-step workflow execution

Demonstration

Opening Copilot Cowork
Exploring the interface
Delegating a simple workplace task

How Copilot Cowork Works

Topics Covered

Conversational AI versus agentic AI
How Cowork plans multi-step tasks
Using workplace context and source materials
Permissions and access to Microsoft 365 content
Reviewing Cowork’s proposed plan
Monitoring task progress
Approval before important actions

Demonstration

Provide Cowork with a task
Review the proposed approach
Observe task execution
Review the completed output

Delegating Work to Copilot Cowork

Topics Covered

Task Framing

Clear objective
Relevant context
Source information
Desired output
Constraints and boundaries
Approval requirements

Delegation Patterns

Research and information-gathering tasks
Document creation
Meeting preparation
Email and communication drafting
Data analysis
Workflow coordination

Hands-On Lab

Write a clear Cowork request
Review the proposed plan
Refine the instructions
Generate a structured deliverable

Working with Files and Documents

Topics Covered

Reading one or more documents
Comparing information across files
Extracting key facts and insights
Summarizing documents
Creating new documents
Organizing files and folders

Hands-On Lab

Use sample meeting notes and project documents to generate:

A summary
Key decisions
Action items
Risks or issues
A follow-up email draft

Working with Microsoft 365 Applications

Topics Covered

Using Cowork with Word
Preparing information for Excel
Creating presentation content for PowerPoint
Drafting messages in Outlook
Preparing meeting agendas and invitations
Working with Microsoft 365 files and organizational information

Hands-On Lab

Prepare a meeting package containing:

Meeting objective
Agenda
Suggested attendees
Pre-read summary
Draft invitation
Follow-up message

Automating Multi-Step Workflows

Topics Covered

Research → Analysis → Report
Meeting notes → Action items → Follow-up communication
Data extraction → Formatting → Document creation
Project updates → Risk review → Status report
File review → Organization → Summary
Defining when Cowork should stop and ask for approval

Hands-On Lab

Review several source files
Extract important information
Generate a summary report
Create an action-item table
Draft a stakeholder communication
Review all outputs before approval

Reviewing and Improving Cowork’s Work

Topics Covered

Reviewing Cowork’s plan
Checking facts, names, dates, and numbers
Identifying unsupported conclusions
Correcting incorrect assumptions
Adding missing context
Requesting revisions
Pausing or redirecting a task
Separating verified facts from recommendations

Hands-On Activity

Review an incomplete or inaccurate result and provide follow-up instructions to improve it.

Plugins, Connections, and Business Tools

Topics Covered

Connections to Microsoft 365 applications
Organizational data and workplace context
Available plugins and integrations
How permissions affect available actions

Examples

Research support
Marketing analysis
Project coordination
Customer support workflows
Internal knowledge gathering
Meeting and communication preparation

Best Practices for Working with AI Coworkers

Topics Covered

Collaborating effectively with AI
Providing clear instructions
Reviewing before approving
Protecting confidential information
Following organizational policies
Verifying important information
Maintaining human accountability
Recognizing tasks that should not be delegated

Training material provided: Yes (Digital format)

1. What is Big Data Trunk?

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I completed the Big Data Developer and Mentorship Program. The course is very informative and interactive. A well defined plan, course contents (labs, extra course material, offshore support team) and tracking system help us learn each component with ease and helps us stay focused.

Java/Hadoop Developer

Overall the content of this training was very good and it provided all details required in slideshow. The trainer was also knowledgeable and was able to clarify the questions raised during the training.

Director

This was an excellent introductory class for a non-specialist that provided me with exactly the kind of foundation and background I was seeking. I would recommend it highly to anyone who wants to understand more about the subject or to use it as the first steps in getting into the field. It will help me evaluate proposals we receive and also guide faculty, staff and students on whether they might benefit from using ML/AI in their work.

Senior Manager

It was extremely helpful to have the beginning of the day explaining more about the background of data governance/etc. I did find that the Tableau exercise was helpful conceptually but I still don’t know if I feel like I know anything about the product. Overall, this was extremely helpful though! Thank you!

Data Architect

I thought Instructor did a great job in these difficult times. One suggestion would be to come up with a uniform plan for acknowledging questions and stick to it throughout the course. I feel like this course met my needs as a beginner to AWS and can’t wait to do more labs. Thanks.

Data Engineer

I love the way he taught Machine Learning class. He started with theory and followed up with some hands-on example of his own. Then he gave students to do some work based on the topics he covered. Also, he always tried to make class interactive, encouraged students to ask questions and clarified almost unlimited time if there are any questions. He is a great instructor and I love to take class with him in future.

Software Developer

I am very interested in further training in Machine Learning and Neural Network and would like to know which course to take next. This is exactly the class I have been looking for to try and set up my project of creating a “smart” medical record system. I would love to be in touch with Instructor in the future to get more advice.

Healthcare Practitioner

Run-through of all concepts. Learning the basic concept of GCP and connecting dot with my work. Simple concepts explained. Holding students attention in an 8 hours virtual class is not easy. I appreciate Instructor’s calm attitude and answering every question asked.

Director

The course was very well presented. An all-day Zoom class is challenging but it was interesting. I thought some of the exercises and quizzes could be made a little more advanced or challenging, but they are good for a general audience.

Software Developer

Large bulk of information being provided in the course as well as really good in depth explanations. The practice exercises are very helpful and I will be referring to them post the class completion.

Software Architect

We just wanted to reiterate our thanks for providing the Intro to ChatGPT training! We had so many individuals very interested in this topic and appreciate your guidance and graciousness in facilitating their learning. We hope to work with you in the future to provide additional sessions.

Project Manager

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