Using Copilot at Work
Using Copilot at work helps streamline tasks like drafting emails, summarising documents and generating ideas, allowing you to focus on more complex and strategic activities. Microsoft Copilot is an AI-powered assistant designed to support everyday work tasks—helping you write, summarise, analyse and organise information more efficiently.
🧠Introduction to Copilot
- AI assistant to support writing, summarising, and analysing
- Generates likely answers (not always correct)
- Available on web, Copilot for Work and Microsoft 365 apps
- Do not enter sensitive data in web version
- Supports your work—does not replace judgement
💬 Using Copilot Effectively
- Provide clear context (goal, audience, tone)
- Be specific in prompts
- Refine outputs with follow-up prompts
- Treat responses as drafts, not final answers
🛠️ Core Tasks
- Draft emails, documents and spreadsheets
- Edit and improve writing or formulas
- Use it to get started quickly
- Always review and sense-check outputs
⚖️ Responsible Use
- Follow data protection policies
- Avoid sharing confidential information
- You remain accountable for final outputs
🧠 AI Assistive Thinking
- Best for drafting, summarising, brainstorming
- Less suitable for critical decisions or specialist tasks without review
✔️ Accuracy & Checking
- Outputs may be incomplete or incorrect
- Verify information and cross-check sources
- Use judgement before sharing or acting
📄 Word & Excel Use Cases
- Summarise documents and emails
- Draft and rewrite content
- Support meetings with agendas, summaries and actions
⚙️ Customising Copilot
- Specify role, tone and format
- Example: “Summarise in bullet points for a senior manager”
Introduction to Copilot- Course Details
This is a one-day company specific course running from 9:30 am – 4:00 pm. Courses run in Swansea, on-site and online. Please email for further information.
Prerequisites
Attendees will gain the maximum benefit if they are familiar with using a laptop and email.
Qualification
Computeraid certificate of achievement.
Who is this course for?
This course is for staff who use Microsoft 365 in their day-to-day work and want to improve efficiency using AI tools.
More specifically, it’s suitable for:
- Employees in administrative, operational or project roles
- Managers who need help with communication, reporting or meetings
- Teams working with documents, emails or data regularly
- Anyone new to Copilot or looking to build confidence using it responsibly
In short, it’s for anyone who wants practical, safe and effective ways to use Copilot in a workplace setting.
Contact [email protected] for further information.