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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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