1. Welcome and Framing
• Introductions and objectives
• Quick recap of what they already know (email summarisation, document drafting, data insights)
• What’s next: using Copilot to connect tasks, save time, and create repeatable processes

2. Understanding AI-Powered Workflows
• What we mean by a “workflow” in Microsoft 365
• Common workflow opportunities for roles like HR, Finance, and Operations
o HR: onboarding checklists, summarising candidate feedback, creating performance review summaries
o Finance: expense reporting, variance analysis, budget commentary generation
• Demo: how multiple Copilot interactions can be chained across Word → Excel → Teams → Outlook

3. Hands-On Exercise: Building a Mini-Workflow
Goal: automate a small cross-app process using standard Copilot features.
Examples (choose one scenario per group):

• HR scenario: Create a new-starter welcome pack
o Use Word Copilot to draft a welcome letter
o Use Excel Copilot to summarise payroll or holiday data
o Use Outlook Copilot to draft a communication to the hiring manager

• Finance scenario: Prepare a monthly finance update
o Use Excel Copilot for insights
o Use PowerPoint Copilot to generate slides
o Use Outlook Copilot to send the update summary

Discussion points:
• What worked well?
• Where did human judgment still matter?
• What could be repeated next month?

4. Using Copilot in Teams to Coordinate Work
• Summarising meeting notes automatically
• Turning discussions into task lists
• Sharing Copilot-created outputs with colleagues

5. Designing Repeatable AI Workflows
• Tips for standardising prompts and outputs (prompt libraries, templates)
• How to guide colleagues to reuse your workflow
• Best practices for governance, consistency, and versioning

6. Wrap-Up and Next Steps
• Group sharing: most valuable workflow idea
• Next actions: how to identify other workflow candidates
• Optional follow-up learning: Copilot Studio or Power Automate