self-paced

Microsoft 365 Copilot 201: Role Workflows

Apply Copilot to role-based workflows across Outlook, Teams, Word and Excel.

This page is the course itself. Commercial AI training for UK companies is owned by the AI training hub.

Delivered by AI Build

Learning platform: SAVI.education

Certificate issued by SAVI.education

Duration
3 hours
Price
£59
Level
Intermediate

Who this course is for

Who it's for
People whose work sits in AI Tools for Business and who want a practical, workplace-focused course rather than a generic overview.
Prerequisites
No specialist background required. A laptop and an approved workplace AI tool will help you practise the exercises.
What you'll be able to do
  • Complete “Data Boundaries and Safe Use” and apply it to a real task at work.
  • Complete “From One-Off Prompt to Repeatable Workflow” and apply it to a real task at work.
  • Complete “AI in Outlook, Teams and SharePoint” and apply it to a real task at work.
  • Complete “Drafting and Improving Email” and apply it to a real task at work.
Duration & level
3 hours · Intermediate
  • Self-paced lessons
  • Credential

Course syllabus

Lessons are grouped into clear steps with visual cues, so each course is easier to scan before you start.

Lessons unlock after purchase. Create your account with the same email you paid with — no course code is required — or choose “Already purchased?” above.

  1. Step 1 · Lesson

    Data Boundaries and Safe Use

    Set clear boundaries for personal, confidential and regulated data in AI tools.

  2. Step 2 · Lesson

    From One-Off Prompt to Repeatable Workflow

    Turn useful prompts into reusable, governed workplace workflows.

  3. Step 3 · Lesson

    AI in Outlook, Teams and SharePoint

    Learn how to use AI in Outlook, Teams and SharePoint to reduce communication overload, capture decisions and find organisational knowledge faster. You will practise turning emails, meetings and shared content into clear actions, while understanding when to use Microsoft 365 Copilot and when to move into OfficeMaker for polished business documents.

  4. Step 4 · Lesson

    Drafting and Improving Email

    Learn how to use AI to draft, shorten, clarify and improve everyday business emails without losing your own judgement or professional tone. You will practise turning rough notes into useful messages, adapting tone for different audiences, and checking AI-generated email before sending.

  5. Step 5 · Lesson

    Meeting Preparation and Follow-up

    Learn how to use AI to prepare focused meeting agendas, clarify objectives and create useful pre-reading from scattered notes. You will also practise turning meeting notes into action lists, follow-up emails and decision records while keeping human accountability clear.