Course Outline
Module 1: Foundations & Everyday Use Cases (9:00 AM – 10:30 AM)
· The Copilot Ecosystem: Explore the capabilities of Copilot across Windows, Web, and Microsoft 365 Apps.
· Prompt Engineering Essentials: Techniques for structuring prompts to elicit accurate, context-aware responses.
· Common Copilot Use Cases:
o Examination of real-world case studies in Finance, Banking, Admin, and Sales.
o Identifying immediate opportunities and quick wins for your specific daily role.
· Privacy & Security: Best practices for securely handling sensitive corporate data with AI tools.
Module 2: Document Review & Presentation Building (10:45 AM – 12:30 PM)
· Enhancing Document Review Efficiency:
o Summarizing extensive PDFs, Word documents, and SharePoint files.
o Extracting critical data points, potential risks, and actionable items.
o Drafting responses, memos, or executive summaries based on source documents.
· Presentation Creation:
o Generating complete PowerPoint presentations from a single prompt or existing Word document.
o Enhancing existing slides through text rewriting, image generation, and speaker note creation.
o Organizing data into engaging charts and visual layouts.
· Practical Exercise: Transform a lengthy report into a concise 5-slide executive presentation.
Module 3: Efficiency Setups & Automation (1:30 PM – 3:00 PM)
· Automating Daily Workflows:
o Utilizing Copilot in Outlook for email triage and drafting.
o Applying Copilot in Excel for data analysis, formula generation, and formatting.
o Leveraging Copilot in Teams for meeting summaries and chat catch-ups.
· Creating Efficiency Setups:
o Establishing reusable prompts and templates.
o Integrating Copilot with Power Automate to set up basic workflow triggers.
o Scheduling automated reports and reminders.
· Practical Exercise: Build a daily automation workflow, such as auto-summarizing morning emails and generating a to-do list.
Module 4: Building Follow-Up & Priority Lists (3:15 PM – 4:15 PM)
· Mastering Prioritization with AI:
o Consolidating emails, chats, and tasks into a single, prioritized list.
o Using Copilot to distinguish between urgent and important tasks based on context.
o Tracking action items from meetings and assigning follow-ups.
· Daily & Weekly Planning:
o Prompting Copilot to create realistic daily schedules.
o Generating weekly progress reports and status updates.
· Practical Exercise: Use Copilot to process a simulated inbox and generate a prioritized daily action plan.
Module 5: Building Your Own Agent (4:15 PM – 5:00 PM)
· Introduction to Copilot Studio & Custom Agents:
o Understanding the concept of agents and their potential benefits for Maybank Securities.
o Identifying use cases, such as HR bots, IT helpdesk, Market Research assistants, or Internal Policy checkers.
· Step-by-Step Agent Development:
o Defining the agent's persona and operational instructions.
o Connecting knowledge sources, including SharePoint, websites, and specific documents.
o Testing and refining agent responses for accuracy.
· Practical Exercise: Create a simple "Document Review Agent" or "Internal FAQ Agent" using Copilot Studio.
· Q&A and Action Planning: Next steps for deploying agents within your team.
Testimonials (1)
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