In case you missed it:
If you’re at a company running Microsoft, Copilot is already there.
Sitting in the sidebar… collecting dust!
Built into Excel, Outlook, Teams, Word, PowerPoint.
But most people don’t touch it.
I brought in Microsoft Copilot trainer, Sharee Brockington, to teach you FOR FREE. She’s taught over 60,000+ people how to master Copilot and generously shared 2 HOURS of her expertise. Connect with Sharee: https://www.linkedin.com/in/sharee-ai
As usual - no slide decks, no theory, 2 hours of actual features, actual outputs, 100% hands-on, in the Microsoft apps.
Who this is for:
People using Microsoft 365 who want to get time back. Corporate professionals, managers, ops people, anyone whose workday lives inside MSFT Office apps. People who don’t want to switch tools. They want the tools they already have to stop sucking.
Who this is NOT for: people fully outside the Microsoft ecosystem with no plans to use it. This one’s not for you.
Below is a preview of what this course covers.
1. The Copilot Home Page is a hub, not a chatbot
Most people open Copilot, type a question, close it. And leave most of it completely unused.
The Home Page has a Prompt Gallery tied to your internal company files.
It has Custom Instructions. Here’s the part I loved: Copilot will draft those custom instructions FOR you, so no blank-page problem.
There are Saved Memories so Copilot learns your preferences.
There’s Copilot Search vs. Copilot Chat. They work completely differently, in meaningful ways for finding work information.
And there’s a scheduled prompts feature; you can set a prompt to run automatically on a recurring basis.
Sharee walks through the ENTIRE home page, feature by feature. Most people skip right past this section. Which is why they get un-inspiring results.
2. Wave 3 is a big meaningful upgrade
Wave 3 is rolling out NOW, and it’s very promising!
Excel: Generate a complete project tracking dashboard from a single prompt. Formulas, summary sheets, and an insights tab all created together. We also uploaded raw unstructured data from a Word doc and watched Copilot restructure it into a clean spreadsheet.
Word: Paste in a 150-page report. Get an executive brief in minutes. Then reorganize entire sections with a prompt, no cutting and pasting.
PowerPoint: Generate a full deck from scratch, OR enhance slides you already have with design suggestions, OR use the Designer Agent to create custom slide images.
Outlook: Set custom tone rules so AI-drafted emails sound like you. Get a morning summary of inbox priorities. Research supporting data mid-email, without switching tabs.
Teams: The Facilitator Agent records, transcribes, and writes your meeting notes. You don’t do anything. It handles the whole thing.
3. Agents do tasks. Copilot chat talks.
Most people use Copilot as a chatbot. Back and forth. Ask, answer. Ask again, answer again.
Yap yap yap…
Agents are conceptually different.
Give them a task, context, & tools. They go do it.
Microsoft has pre-built agents to start with. Although we don’t dive deep into agents in this course, at least you’ll know where to find them and can start experimenting.
In the future, you can BUILD your own custom agents tied to your company’s specific documents and workflows.
There’s also Copilot Notebooks, a mini knowledge base you build yourself. Upload your documents, ask questions grounded in YOUR content. Kinda like NotebookLM :)
If you spend lots of time hunting through company files to find information… this section is a must-watch!
4. Microsoft Copilot in Outlook and Teams will save you REAL hours
Last hour of the video gets into everyday stuff for corporate users.
Outlook:
Daily inbox summary with priorities and next actions
Auto-generated meeting agendas before you draft the invite
Talking points pulled from attendee context
Email history search across mailboxes before a call
Teams:
Meeting prep: pre-read summaries, attendee background, key questions to walk in with
The Facilitator Agent handles the ENTIRE meeting notes workflow
Copilot Pages:
Edit and collaborate on AI-generated content in a shared canvas
Convert a Copilot Pages doc into a full PowerPoint in 1 click
Plus the backslash command for tagging files and people mid-conversation, and the Copilot Sidebar for jumping between apps without losing your place.
In Conclusion
Microsoft Copilot is ALREADY embedded in tools you’re spending hours in every day.
Instead of switching workflows…
Instead of learning a new system…
Stop doing the slow version of things you’re already doing.
Sharee’s advice: adopt an AI-first mindset.
Stop reaching for AI… AFTER you’ve done the work manually.
Make it your FIRST step for every task.
This mindset shift is what gets results, not the tool itself.
If you’re already paying for Microsoft 365 Copilot… use it.
Because someone else at your company is starting to.
Watch the full 2-hour course with Sharee here:
P.S. Need More Help? 👋
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Hi Sabrina, just want to say a huge thank you to you and Sharee for the great tutorial. I use CoPilot daily at work and learnt so many new tips and tricks! I am excited to dive deeper into the App builder and honestly, to show my coworkers how to use CoPilot more effectively. Appreciate you facilitating this session.
Wow - I completely appreciate all that you do to help people understand AI Sabrina. I have a Sabrina folder on my local PC where I store and keep your vids.
It's taken me a bit longer than I figured to get going with it all - but your videos are the ones I always turn to. So, thanks for that ...