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TOO MANY ROBOTS
AI Hand Stretching
Copilot Training Academy

COPILOT
TRAINING
SERIES.

Helping corporate marketing and communications teams integrate Copilot into daily workflows, making work more manageable and effective.

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80% of Copilot users are not using these tools to their full potential.

By not using these incredible tools properly, you're leaving innovation and efficiency on the table.

02 — Our_Workshops

Our Workshops.

Our three workshops will guide you from your very first prompt to seamlessly integrating Copilot as a powerful, everyday strategic partner.

Foundation Series
MS Copilot

Copilot Fundamentals.

WHO IS IT FOR?
Copilot newcomers and individuals who need a non-technical, clear understanding of what LLMs actually are, how to manage risk, and how to choose the right tool to deliver immediate business value.
Foundation for Daily Use.

How It Works

In the 3-hour session, we cut through the hype to cover:

  • The Truth about Copilot: Why it’s powerful "glorified autocomplete" (and why that matters).
  • The Golden Rules: Setting the 60-80% expectation and managing the risks of hallucinations and bias.
  • Sidekick Selection: A clear comparison of the top tools and agents and a framework for choosing the right one for your task.

Outcomes

A clear path to AI Value. Your team gains a shared understanding of AI's role, risk management essentials, and a prioritised action plan to pilot your first high-impact Copilot use cases immediately.

Requirements

MS365 Enterprise License Copilot Licence
MS Copilot

Prompt Engineering.

WHO IS IT FOR?
Frequent Copilot users and "graduates" of Part 1. Anyone frustrated by mediocre outputs who wants to master the art of asking and consistently get high-quality results.
Mastering Inputs for Optimal Outputs.

How It Works

2-hour applied workshop: We turn guesswork into a repeatable skill by covering:

  • The Copilot Mindset: A short, practical breakdown of how Copilot processes prompts and why most outputs fail.
  • The CRISP Framework: Learning and applying our proven, repeatable prompt-writing framework to your own real-world tasks.
  • Immediate Application: An interactive prompt-off and real-time application of the framework to generate immediate, high-quality outputs.

Outcomes

A universal prompting framework. Walk away with a reusable template and a shared language for briefing. You will instantly turn vague ideas into clear, predictable, and actionable outputs.

Requirements

MS365 Enterprise License Copilot Licence
MS Copilot

Copilot Strategic Partner.

WHO IS IT FOR?
Frequent users & anyone who has a good grasp of prompting (Part 2 graduates) and are ready to move beyond generic chats to build a custom, non-generic AI tool for complex, sensitive, or repetitive strategic projects.
Advanced Strategic Integration.

How It Works

3-hour applied workshop: Participants learn the three-part architecture of a Copilot Agent:

  • Knowledge Base Integration: Safely feeding your AI-specific data (e.g., company knowledge, professional profiles) to give it a unique perspective.
  • Instruction Layering: Defining its objective, function, and detailed operational steps so it "thinks" a certain way (e.g., situational analysis, board simulation, strategic recommendations).
  • Rigorous Evaluation: Mastering testing and tweaking to ensure your custom tool delivers high-quality, predictable, and strategic outputs.

Outcomes

Your own AI strategic partner. Walk away with the blueprint and initial setup for a custom Copilot agent designed to work exclusively for you. You will know how to protect sensitive data and leverage AI to tackle high-level challenges with layered analysis and diverse perspectives.

Requirements

MS365 Enterprise License Copilot Licence
MS Copilot

Leading With AI.

WHO IS IT FOR?
Decision-makers and executives who want to move past tech-intimidation to lead AI-empowered teams. It is designed for leaders who want to stop AI from being a shortcut and start using it as a high-impact strategic asset.
For Leadership Who Want to Level Up AI Fluency.

How It Works

3-hour Executive Strategy Session: We bridge the gap between leadership and technology:

  • The Leadership Mindset Shift: A 20-minute keynote on preparing your team for AI with strategic intent rather than just for efficiency.
  • The Potential vs. Readiness Framework: A "gate-by-gate" analysis of how people, data, and systems can either lead to the 80% failure bucket or create a genuine competitive advantage.
  • Internal Audit & Reflection: Interactive pauses to honestly assess where the organisation sits today, moving from inspiration to a grounded readiness profile.
  • Executive AI Toolkit: Hands-on exercises building custom strategic partners (Gemini, ChatGPT, or Copilot) to enhance decision-making and problem-solving.
  • The Art of the Possible: Real-world case studies demonstrating how AI transforms both employee experience and customer satisfaction.

Outcomes

A confident, empowered leadership team with a clear vision for AI integration. You will walk away with the practical tools to lead eager teams, a personalised strategic AI partner, and a defined "lighthouse project" to immediately demonstrate AI’s value in your department.

Requirements

MS365 Enterprise License Copilot Licence
Specialist Series
PowerPoint

Copilot and PowerPoint.

WHO IS IT FOR?
Professionals, managers, and corporate storytellers who use PowerPoint daily but want to move beyond "death by bullet point." This session is designed for those who need to shift from simply sharing information to driving action, changing behavior, or securing executive buy-in through high-stakes visual communication.
Deep PowerPoint Integration.

How It Works

3-hour Strategic Presentation Workshop: We bridge the gap between slide design and psychological influence:

  • The Persuasion Mindset Shift: A 20-minute keynote on why "pretty slides" alone don’t make a presentation and how to use Copilot to anchor your presentation in a specific audience outcome rather than just a topic.
  • Narrative Reconstruction: Learn to use Copilot to transform dry data or scattered notes into a "Problem-Solution-Impact" narrative arc that keeps stakeholders engaged and moves them toward a decision.
  • Strategic Visual Hierarchy: Hands-on coaching on using Copilot to replace dense text with high-impact visuals and SmartArt that direct the audience's attention to what actually matters for the bottom line.
  • The "Executive-Ready" Filter: Practice using Copilot’s rewrite and condense features to strip away corporate jargon, ensuring your message is clear enough for a 5-minute C-suite briefing.
  • Real-Time Iteration & Rehearsal: Use AI-driven speaker notes and "Speaker Coach" to refine your delivery, ensuring your verbal cues align with your slides to create a cohesive, authoritative presence.

Outcomes

A refined, high-impact presentation deck that is strategically structured to influence. You will walk away with a mastery of Copilot’s "Draft from File" capabilities, a toolkit of prompts for persuasive storytelling, and the ability to cut slide-creation time by 50% while doubling your communication effectiveness.

Requirements

MS365 Enterprise License Copilot Licence
Excel

Copilot and Excel.

WHO IS IT FOR?
Data-heavy professionals, financial analysts, and spreadsheet power users who spend significant time managing complex workbooks. This is designed for corporate teams ready to transition from manual data entry and formula troubleshooting to high-level strategic analysis by leveraging AI to handle the "heavy lifting" of Excel.
Intelligent Data Analysis.

How It Works

4-hour workshop: Participants learn to integrate Copilot into Excel to automate workflows and improve accuracy. The session focuses on three core pillars:

  • Prompt-to-Formula Conversion: Master generating complex formulas (from XLOOKUPs to nested IF statements) using plain English to eliminate syntax errors.
  • Dynamic Data Visualisation: Instantly create professional charts and dashboards by asking Copilot to highlight specific trends or key performance indicators.
  • Automated Data Cleaning: Learn to use Copilot to identify duplicates, format inconsistent data types, and prepare messy spreadsheets for analysis automatically.
  • Predictive "What-If" Analysis: Rapidly model different business scenarios and forecasts to see how changing variables impact your bottom line.
  • Python in Excel Integration: Leverage Copilot to write and run Python scripts directly within your workbook for advanced statistical analysis and machine learning without needing to be a coder.

Outcomes

Your own AI strategic partner. Walk away with the blueprint and initial setup for a custom Copilot agent designed to work exclusively for you. You will know how to protect sensitive data and leverage AI to tackle high-level challenges with layered analysis and diverse perspectives.

Requirements

MS365 Enterprise License Copilot Studio Licence
Teams Outlook Word

Teams, Outlook & Word.

WHO IS IT FOR?
High-frequency users, who manage complex schedules and high volumes of information. This module is designed for professionals at any level who need to reclaim their time by moving beyond basic chat to integrated, multi-app AI automation. This module is also great for PAs or EAs to assist managing executives.
Communication + Document Mastery.

How It Works

In this 4-hour workshop, you’ll learn:

  • Meeting Synthesis (Teams): Mastering the ability to "catch up" on missed meetings or long threads by generating instant summaries that identify specific action items and sentiment.
  • Real-time Support (Teams): Using Copilot during live sessions to draft questions, check for unresolved points, and organise notes into structured tables for immediate post-meeting distribution.
  • Referential Drafting (Word): Learning to "Draft with Copilot" by referencing up to three existing files (e.g., meeting notes or data sheets) to create tailored memos, reports, or proposals.
  • Structural Transformation (Word): Mastering the instant conversion of lengthy, dense documents into executive summaries or professional, polished tables and lists for easier consumption.
  • Inbox Triage (Outlook): Utilising "Coaching by Copilot" to refine the tone and clarity of sensitive emails, and "Summary by Copilot" to digest complex, multi-person email threads in seconds.
  • Briefing Preparation (Outlook): Learning to draft detailed meeting agendas and executive briefing notes based on historical email correspondence and calendar context.

Outcomes

You’ll create your own AI productivity engine. Walk away with the blueprint and immediate application of Copilot features designed to work exclusively for your workflow. You will know how to protect sensitive data and leverage AI to tackle high-level administrative challenges with layered analysis and professional precision.

Requirements

MS365 Enterprise License Copilot Studio Licence
03 — Our_Impact

Our Impact.

Too Many Robots

We don't just 'implement AI' to create theoretical efficiency. We deploy it to collapse the operational chaos that rapid growth inevitably creates. Here is what happens when a corporate team stops fighting the system and starts using it to reclaim their strategic capacity.

Creative Agency Hits New Velocity.

80%
Reduction in Content Creation Time
71%
Open Rate on Cold Outreach (Shattering 60% Ind. High)
20%
Proposal Conversion Rate (4x Ind. Average)

The Problem

A leading creative agency had the vision but lacked the hours. Manual, repetitive tasks and long lead times were stalling their ability to win new briefs.

The Fix

We embedded AI-powered habits directly into their marketing and sales workflows.

The Result //
5+ New High-Value Meetings Secured In The First 30 Days

Healthcare Provider Scales Operations Seamlessly.

+88%
Increase in Website Visitors
800+
Form Submissions Generated Daily
30k+
Chat Flows Initiated Monthly

The Problem

Record-breaking growth buried a healthcare provider's reception team under 800+ daily form submissions. The sheer volume put extreme pressure on staff and risked a breakdown in patient interaction quality.

The Fix

We implemented scalable, POPI-compliant chat flow automation seamlessly integrated with their existing WordPress forms, guiding patients and automating bookings without losing the human touch.

The Result //
Dramatically Reduced Manual Query Load & 100% Automated Confirmation

Home Safety Service Scales Outreach.

60%
Reduction in Campaign Planning and Writing Time
AUTO
Marketing Content Engines Deployed
1:1
Hyper-Personalised Data for Sales Outreach

The Problem

The team had the expertise but were bogged down by manual campaign planning. Without specific, tailored data, their sales outreach remained generic, stalling their ability to connect with clients.

The Fix

We built automated marketing content engines and a hyper-personalised outreach data system that turned their expertise into a scalable competitive advantage.

The Result //
Fully Automated Content Pipeline & Personalised Sales Intelligence at Scale

Real Estate Agency Unlocks Strategic Bandwidth.

5×
Faster Property Listing Creation
40%
Reduction in Admin Time Per Agent
100%
Team Adoption Within 6 Weeks

The Problem

Agents were spending the majority of their week on admin: writing listings, composing follow-up emails, and compiling market reports. High-value client relationships suffered as a result.

The Fix

We ran a full Copilot training series — Fundamentals, Prompt Engineering, and the Teams/Outlook/Word specialist workshop — embedded directly into their existing M365 environment.

The Result //
Agents Reclaimed 8+ Hours Per Week For High-Value Client Work
Ready When You Are

READY TO PUT
COPILOT
TO WORK?

Stop leaving innovation and efficiency on the table. Your team deserves training that actually changes how they work.

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