Microsoft Copilot: Advanced Prompting, Agents and Automation
Overview
Many organisations have begun introducing Microsoft Copilot to improve productivity, yet most users only apply it to simple tasks such as drafting emails or summarising documents. As a result, much of Copilot’s potential remains untapped. Without the right knowledge and approach, organisations risk underutilising a powerful tool that could significantly improve efficiency, insight and decision-making.
To realise the real value of Copilot, users need to move beyond basic prompting and learn how to work with AI more strategically. Advanced use allows employees to produce higher-quality outputs, automate routine tasks, analyse complex information and streamline everyday workflows. Developing these capabilities helps organisations maximise their investment in Microsoft 365 while enabling staff to work more effectively and confidently alongside AI.
This course supports delegates who already have some experience with Copilot and want to deepen their skills. It focuses on helping participants understand how to use Copilot more intelligently and responsibly, enabling them to generate better results, identify opportunities for automation and apply AI in ways that support productivity, innovation and informed decision-making across their roles.
To get the most out of this course please make sure you have a paid version of Microsoft Copilot.
Learning Outcomes:
- Understand how advanced Copilot use can improve productivity and decision-making
- Design structured prompts that generate more consistent, high-quality outputs
- Use Copilot as a critical reviewer and thinking partner in business tasks
- Identify opportunities to automate recurring tasks and workflows
- Apply advanced Copilot capabilities across Microsoft 365 applications
- Build and manage Copilot Agents to support specific work activities
For more information or to make a booking please call 0330 0947 344
Agenda
-
Welcome and Introduction
- Introduction of trainer and participants
- Overview of course objectives and outcomes
- What differentiates standard and advanced use of Copilot
-
Designing High-Quality Prompts
- Moving from prompting to context engineering
- Structuring prompts for consistent, high-quality outputs
- Using Copilot as a critical reviewer and innovator
- Practical exercise: upgrading a weak business prompt
-
Break
-
Building and Managing Copilot Agents
- What Copilot Agents are and when to use them
- Overview of Microsoft Copilot Studio (Lite and Full experience)
- Defining roles, rules and behavioural boundaries
- Practical exercise: building a working agent
-
Break
-
Scheduled Prompts and Task Automation
- Creating recurring prompts for reporting, research and updates
- Managing notifications and structured outputs
- Demonstration: setting up a weekly policy or industry summary
- Identifying practical automation opportunities
-
Advanced Copilot Capabilities
- Think Deeper vs Auto reasoning
- Advanced use across Excel, Word and PowerPoint
- Using Researcher for multi-source analysis
- Generating executive-ready reports and visual summaries
-
Governance, Security and Responsible AI
- Managing data access and permissions
- Reducing hallucinations and bias
- Embedding human oversight and review processes
- Drafting advanced usage principles
-
Wrap-Up and Next Steps
- Practical next steps for implementation
- Further learning resources
- Final Q&A
Get in Touch
Book Now
- Half Day £290
Trainer
Jonathan Pollinger
Jonathan Pollinger is an experienced freelance AI Trainer and Consultant based in Cardiff, South Wales. He specialises in AI Alongside digital marketing, social media, helping businesses, charities, colleges, local government and public figures to achieve their objectives through effective use of digital channels. He is also the co-owner of Boost Social Agency, a firm dedicated to creating, managing, and promoting social media content for B2B clients.
Jonathan holds a BA (Hons) in Modern English Studies with Language and Communication from the University of Wales Institute of Science and Technology (UWIST). With over 15 years of experience, he has become a well-connected figure in the digital marketing industry, regularly sharing his insights on BBC local radio regarding social media, AI and technology.
Jonathan’s training sessions are known for their engaging and practical approach. His enthusiasm for digital marketing and AI shines through in his dynamic workshops and bespoke sessions, combining theoretical knowledge with hands-on practice. This approach has made him a highly sought-after trainer and consultant.
Throughout his career, Jonathan has successfully supported a diverse range of clients including BAM Nuttall, Howden Insurance, National Trust, University of the West of England (UWE) and Mind providing them with actionable insights and strategies to enhance their digital presence.
