Copilot agent workshop: find the recurring tasks, build the agents, link them into one workflow
A hands-on Microsoft 365 Copilot workshop for teams that already use Copilot. We analyse the recurring tasks in every role, check which ones earn an agent, build those agents in the room and link them into a workflow in which agents work alongside your people. On site or live online, in English or German.
Independent training by SkillDay, not affiliated with Microsoft.
The workshop
Map the recurring tasks in every role and sort them: protect, amplify, automate.
Check each task against one rule: does it earn an agent, or is a prompt enough?
Build the agents in the room, each with a mission, inputs, rules and output.
Connect them into one workflow: agents prepare, draft and check, your people decide.
Agents take the recurring work. Your team decides.
The promise of the workshop: for every role we find the tasks that keep coming back, check which of them an agent should take, build those agents and connect them into a workflow. After the session your team works with agents alongside its people, not with a tool on the side.
A map of recurring tasks per role
Every role leaves with its own list of recurring tasks, sorted into what to protect, what to amplify and what to hand to an agent.
Agents for the tasks that earn one
Everyone builds at least one Copilot agent for a task that keeps coming back, and knows the rule for when an agent is worth it and when a prompt will do.
One workflow, agents and people side by side
The agents are linked into a system: one briefs, one researches, one drafts, one checks, and every step ends with a decision that stays with a person.
Results that stay in the team
A shared prompt and agent library keeps what works in the company, not only on individual laptops.
A Copilot workshop for teams that already use Copilot every day
Most Copilot sessions explain the tool. This one builds with it. Three things make the difference.
Role-specific, not generic
Every exercise runs on scenarios from your team's real work. The briefing decides which ones.
Hands-on from the first minute
Own laptops open, own Copilot running. Short inputs, long practice, results in your files.
From one agent to a system
The workshop goes past single agents: the agents hand over to each other and form a workflow in which people keep every decision.
Seven modules, one system
The full workshop runs all seven modules. Shorter formats pick the modules that matter most for your team. Every module ends with something participants keep.
Where your team stands
Everyone starts by asking their own Copilot what they use it for most and which tasks repeat. The answers are sorted with one lens: what to protect, what to amplify, what to automate. This is the raw material for the rest of the workshop.
Role-specific prompting
A prompt structure that works for your role: context, task, format and an example of what good looks like. Participants rewrite three of their everyday prompts, compare results and keep a prompt that optimises prompts.
Personalise Copilot
Copilot drafts your personal instructions from the way you have been working with it, you shorten them. From then on every answer starts in your role, your tone and your format.
Copilot across Microsoft 365
The handful of moves per app that pay off right away: meeting notes and follow-ups in Teams, inbox triage in Outlook, first drafts in Word, a deck from a source in PowerPoint, a quick analysis in Excel.
Hands-on scenarios from your work
Realistic cases from the briefing, worked in pairs: preparing a customer visit, turning notes into a follow-up, drafting a market update, summarising a long report for a decision. Each pair presents its result and its prompt.
Which tasks earn an agent, and building them
The rule first: an agent pays off when the result was good, the task recurs and it runs the same way each time. Then participants harvest an agent from a chat that already worked, give it a mission, inputs, rules and an output format, and build a creator and a critic.
Linking the agents into one workflow
The agents are connected into a workflow: one briefs, one researches, one drafts, one checks, and a person decides at every step. Prompts and agents go into a shared library, and everyone names the one thing they will use right away.
This agenda is a proposal. In a short briefing we decide together which scenarios, apps and recurring tasks your team works on, and what a successful workshop looks like for you.
Copilot agent workshop: one agent per step, in the order that works
Each agent has one job and hands on a finished piece of work. You read every output and decide before you pass it on. The example below is built for a customer-facing team; in the briefing we rename the steps and agents for your roles.
The agents are built in the workshop as Copilot agents, each with a mission, inputs, rules and output format. The pattern follows the five-agent chain for presentations that SkillDay developed with FIFA.
From a 90-minute impulse to a full-day Copilot agent workshop
Every format is hands-on and runs on your own laptops with your own Copilot. On site in your offices anywhere in Europe, or live online.
Impulse
1,5 to 2 hours. The four stages, one live build, three prompts to keep. A strong opener for a team day or a conference.
Half-day workshop
3,5 hours. The standard format: prompting, personalisation, scenarios and the first agent.
Full workshop
5 to 6 hours. All seven modules with the deepest agent and workflow part, plus a team library at the end.
Ready to use right away
- Your personal Copilot instructions
- Three saved prompts for your role
- At least one working agent
- An agent profile template
- The team's prompt and agent library
- One next action, decided in the room
Teams SkillDay works with
SkillDay trains teams at companies such as these, on site and live online across Europe.
Drylock Technologies
Hands-on Copilot workshops for product management and sales teams: role-specific prompting, personal instructions and the first agents for recurring tasks, built in the room.
FIFA
A chain of Copilot agents for presentation creation, from brief and structure to design and critique, developed with the team as part of its presentation training.
Questions before you book
Our team already uses Copilot every day. Is this still the right workshop?
Yes, that is the audience this workshop is built for. The basics take a few minutes; the time goes into role-specific prompting, personalisation and building agents for recurring tasks. Teams starting from scratch begin with our Copilot workshop on the foundations.
What do participants need?
A Microsoft 365 Copilot licence on their work account, their own laptop and the ability to create agents in Copilot Chat. We check the setup together in the briefing so the first exercise starts without delays.
How large can the group be?
Groups of 8 to 12 get the most individual feedback. Larger teams work in pairs on shared scenarios; we agree the setup for your group size in the briefing.
On site or live online?
Both. On site in your offices anywhere in Europe, or live online in sessions of 1,5 to 3 hours. Hybrid teams can join online while the room works on site.
In which language?
English or German. Prompts and agents are built in the language your team works in.
How is the workshop tailored to our team?
A 30-minute briefing call decides the scenarios, the apps that matter most and which recurring tasks are agent candidates. The agenda above is a proposal that we adapt together.
Is this an official Microsoft training?
No. SkillDay is an independent training provider and is neither affiliated with, nor authorized, sponsored or approved by, Microsoft Corporation. Microsoft, Microsoft 365, Copilot, Teams, Outlook, Word, PowerPoint and Excel are trademarks of the Microsoft group of companies.
Jörn Steinz
Trainer for Microsoft 365 Copilot, founder of SkillDay
Jörn worked as a consultant at Accenture and in corporate development at XING and the freenet Group before going independent in 2014 and founding SkillDay. He has facilitated more than 1.000 workshops for teams at companies such as Allianz, Lufthansa and Siemens. In his Copilot workshops the group builds with the tool from the first minute: one real task at a time, until the prompt, the agent and the result sit in your own Microsoft 365.
Give your team a Copilot workshop that goes beyond the basics
Tell us about your team and the tasks that keep coming back. We reply with a proposal and a short briefing call.
Or write to jsteinz@skillday.com
SkillDay is an independent training provider and is neither affiliated with, nor authorized, sponsored or approved by, Microsoft Corporation. Microsoft, Microsoft 365, Copilot, Teams, Outlook, Word, PowerPoint and Excel are trademarks of the Microsoft group of companies.