Using Microsoft Copilot to Effectively Automate Tasks (2 days)

This one-day consultancy-focused course teaches participants how to use Microsoft CoPilot to automate tasks in organisations. It will cover the creation and management of Copilot agents, an introduction to PowerAutomate, and how to integrate Copilot with PowerAutomate for enhanced automation capabilities. The course will include hands-on exercises to create automated workflows using Copilot and PowerAutomate, as well as strategies for effective collaboration using Copilot in team-based automation projects. The expected outcome from the training is to have some real world useful automated examples that will be of benefit in the work environment.

Prerequisites

Familiarity with Microsoft 365 and CoPilot as an end-user

Microsoft Copilot Overview

Introduce course objectives and outcomes
Overview of Microsoft CoPilot capabilities and architecture
Copilot architecture and how it relates to tool usage

Microsoft Copilot Architecture and Tool Usage

Understand the architecture of Microsoft CoPilot and how it relates to tool usage
Introduction to the Graph API and its role in Copilot integration
The Copilot process and how it interacts with various tools and applications
How copilot handles data and ensures security and compliance in regulated environments

Prompt Engineering and the RICE FACT Framework

The importance of prompt engineering in effective AI interactions
Introduction to the RICE FACT framework for effective prompting
Role: Defining the AI's role or expertise
Input: Providing clear input and questions
Context: Setting the background and situation
Expectation: Specifying what you want as output
Format: Defining output structure (lists, tables, paragraphs, etc.)
Audience: Identifying who the response is for
Constraints: Setting boundaries and limitations
Tone: Defining the style and voice of the response

Designing a Production-Ready Agent

Define a clear business use case and success criteria for an organisational agent
Navigate the Microsoft 365 Copilot Agent Builder and Copilot Studio interfaces
Create a declarative agent with structured system instructions and persona definition
Apply prompt and instruction engineering techniques to improve reliability and control
Test and iteratively refine agent behaviour using realistic scenarios

Introduction to PowerAutomate

Learn the basics of PowerAutomate and its capabilities
Understand how PowerAutomate can be used to automate workflows
Explore the integration of PowerAutomate with Microsoft 365 applications

Integrating Copilot with PowerAutomate

Learn how to integrate Copilot with PowerAutomate for enhanced automation capabilities
Explore use cases for combining Copilot and PowerAutomate
Hands-on exercises to create automated workflows using Copilot and PowerAutomate