Microsoft 365 Copilot · in-house or live online
Copilot workshop: from prompting to productive systems
Four stages, one day, on your team's own laptops and own recurring tasks: instructions, prompts, agents, workflows. Each one builds on the last, and by the end the principle has landed – what you do well once, you never do from scratch again. No coding required.
The four stages, prompt to system
Instructions
Copilot learns your role, your team and what "good" looks like in your house – once, and every chat starts there.
Prompts
The prompts that worked become master prompts your team saves, shares and reuses.
Agents
One agent that drafts, one agent that checks. The second one is where the quality comes from.
Workflows
Agents hand the work on to each other. That is the productive system: an afternoon's task, set up once, done in minutes.
Outcomes
What your team does differently the next working day
Every block ends with something of their own on the screen. These are the things your people take back to their desk, not the topics we cover.
Write a prompt that lands on the first try
Role, task, source, format, standard – and the one prompt that improves the next prompt.
Set Copilot up once, benefit in every chat
Standing instructions, drafted by Copilot from their own past work, then cut to what matters.
Turn a good chat into a reusable master prompt
The three-part rule for when a chat has earned it: the result was good, the task recurs, the task runs the same way.
Build an agent for one recurring task
The brief on a single page: job, trigger, inputs, rules, output. Built from a chat that already works.
Pair a creator with a critic
Almost everyone builds an agent that produces. The quality arrives with the agent that reviews.
Build a presentation from a source document
Eight moves from brief to finished draft – including the benchmark that tells Copilot what good means here.
Why teams book it
Three reasons teams book a Copilot workshop
Most teams already have the licence and a handful of people quietly doing impressive things with it. The workshop turns that into a shared way of working.
Content
The six blocks of the Microsoft 365 Copilot training
We pick the blocks and the depth with you in the briefing. This is the full set.
Block 1
The landscape
What Copilot is and what makes it different: the Office integration in Word, PowerPoint, Excel, Outlook and Teams, plus the library, notebooks and finding a chat again three weeks later.
Block 2
Prompting that holds up
The anatomy of a prompt that returns usable work, how to iterate instead of starting over, and the three to five prompts per application that carry most of the load.
Block 3
Personalising Copilot
Standing instructions, and the shortcut most people miss: letting Copilot propose them from the work you have already done together, then cutting them back.
Block 4
Workflows in practice
From a source document to a finished presentation in eight moves – brief, benchmark, research, selection, core message, build, check, adjust.
Block 5
Agents
Creator and critic, the agent brief on one page, and the honest rule for what deserves an agent: clearly recurring tasks that run the same way every time.
Block 6
Your own system
Instructions, prompts, agents, workflow – as four steps to climb. Plus the team prompt library that keeps the results in the company.
How the day runs
One stage at a time, and your people build every one
Nobody learns Copilot by watching someone else prompt. Every ten minutes there is a task of their own on the screen, and every block closes with a round of what came back. Build, measure, learn – the same loop your teams know from product work, now pointed at their own way of working.
The group works in pairs on real tasks, compares results out loud, and keeps what held up. We bring the structure, the master prompts and the agent briefs; your team brings the work that actually fills their week.
Compact · 3.5 hours
One focused block on site, own laptops, one agent per participant. The format we run most often.
Full day
All four steps with room to practise, a second agent, and time for the team prompt library.
Kick-off plus follow-up
A first session, four to six weeks of real use, then a follow-up on what worked and what broke.
What they take home
The parts of the system they leave with
Concrete things, saved in their own Copilot before they leave the room.
Proposed agenda
How a 3.5-hour Copilot workshop climbs the four stages
A proposal, not a fixed script. In the briefing we agree what success looks like four weeks after the workshop, and adjust the blocks to that.
Where you are
Participants ask their own Copilot what they use it for most and which tasks would suit an agent. The answers go on the wall.
The landscape
What the paid Copilot actually reaches inside Office, and the four features most people have never opened.
Prompting
The anatomy of a working prompt, iterating instead of restarting, and the prompt that rewrites your prompt.
Personalising
Standing instructions: let Copilot draft them from your history, then cut. Break.
From source to slides
The eight moves, run live on a document the group brings.
Agents
Mapping a recurring task into five to seven steps, then the agent brief. Creator and critic.
Your system
What each person builds first on Monday, and how the team prompt library gets its first ten entries.
Times are shown here for planning. On the slides in the room there are none – the timing stays with the trainer.
Clients
Teams we work with
FAQ
Questions we get about the Copilot workshop
Who is this workshop for?
Teams that already have Microsoft 365 Copilot and use it unevenly – product management, marketing, sales, HR, operations, leadership teams. No technical background needed. We have run it for groups who had never opened it and for groups who were already three months in; the briefing decides where we start.
Do participants need a paid Microsoft 365 Copilot licence?
For the hands-on parts inside Word, PowerPoint, Excel, Outlook and Teams, yes – that integration is what the paid licence unlocks. If only part of your team is licensed, tell us in the briefing and we pair people up so everyone still builds something.
Can we work on our own tasks and documents?
That is the point. Participants bring a recurring task and, where your policies allow it, a real document. The exercises run on that, which is also why what they build still works on Monday.
Do we need to write code to build an agent?
No. An agent here is a clear brief in plain language – job, trigger, inputs, rules, output – harvested from a chat that already produced a good result. No developer and no separate agent-building platform needed.
What about Copilot Vision?
We show it where it fits. On work accounts, Vision in Microsoft Copilot needs a paid Microsoft 365 Copilot licence and runs in voice mode: start a voice chat, share your screen, ask what it sees. Audio and video are deleted after 48 hours, and your administrator can switch the feature off – worth checking before the day.
Where does the workshop take place?
In your offices anywhere in Europe, or live online. On site works best for the hands-on blocks, because people help each other across the table; online works well for the kick-off-plus-follow-up format.
Which language?
German or English, both delivered by native-level trainers. Mixed groups usually run in English with German available in the room.
How big can the group be?
It is a working session, so everyone needs screen time and a trainer who can look over their shoulder. Tell us your group size in the briefing and we will tell you whether one trainer is right or whether we split the group.
What stays in the company after the day?
The master prompts and agent briefs the participants saved, the starter prompt library for the team, and the public companion page with the copy-ready prompts. Nothing about the day depends on a handout nobody opens again.
Can you combine it with our AI guidelines?
Yes. Send us your internal guidance before the briefing and we work inside it – which data may go in, which tools are approved, what has to stay out. It usually makes the workshop more useful, because the rules become concrete instead of abstract.
Your trainer
Jörn Steinz
Founder, SkillDay · MBA
Jörn worked at Accenture and XING AG before he trained anyone – building analyses, running client work and presenting to decision-makers who push back. Since 2014 he has run trainings for corporate teams across Europe, in German and English.
He builds his own AI workflows the way he teaches them: prompts that get saved, agents for the tasks that come back, and a critic in front of everything that goes to a client. SkillDay is a network of around six trainers, so a larger group can run in parallel tracks.
Bring the Copilot workshop to your team
Tell us the group, the tasks that eat the most time and a possible date. You get a concrete proposal, usually the same day, and a briefing call before anything is booked.
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Microsoft, Microsoft 365, Microsoft 365 Copilot and Copilot are trademarks of the Microsoft group of companies. SkillDay is an independent training provider and is not affiliated with, sponsored by or endorsed by Microsoft. Client names are organisations SkillDay trainers have worked with; they imply no endorsement of this workshop.