Mastering Copilot – Microsoft 365 Integration and Power-User Workflows
Lesson 4: Your Microsoft 365 Copilot Workflow System
Lesson Objectives
By the end of this lesson, students should be able to:
- Map recurring work to the right Microsoft 365 app and Copilot feature.
- Build a weekly workflow with checks at each step.
- Measure time saved honestly.
Lesson Content
A Microsoft 365 Copilot system matches tasks to tools:
- Outlook: inbox triage and reply drafts (check commitments and dates).
- Teams: meeting recaps (check owners and decisions).
- Word: drafts and summaries (check facts and voice).
- Excel: analysis and formulas (check totals and data quality).
- PowerPoint: decks from documents (check every slide claim).
- Pages and Notebooks: shared plans and project references (check sharing and private data).
Features depend on your plan and organization settings. Track time before and after, including checking time.
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