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Copilot Training for Executive Assistants

Plan Microsoft Copilot training focused on briefs, documents and everyday assistant workflows. Discuss your goals and workshop scope with Power Concepts.

By Power Concepts. Course sources reviewed .

Scope Copilot practice for executive assistants

Executive assistants need reliable drafts that preserve responsibilities, dates and confidential boundaries. Focus on one controlled workflow, such as preparing a briefing from approved notes.

An illustrative practice exercise

In a fictional diary-planning example, the notes contain two confirmed meetings and one tentative request. Prepare a briefing that does not present the tentative request as booked.

  1. Label confirmed and provisional information.
  2. Draft an executive summary with action owners.
  3. Compare the summary with the original notes before sharing.

Check the result

Check time zones, participant names and decisions requiring executive approval. Use invented names during training and keep restricted diary details out of unapproved materials.

Confirm the right training scope

Tell us whether Outlook correspondence, Word briefings or PowerPoint preparation is the priority. Delegated mailbox access and application features need confirmation for your environment.

Related options: Microsoft Copilot Training Courses; Corporate training; Excel skills assessment.

Compare the published course pathways

These public outlines are starting points for the skills discussed above. A role-specific example or requested workshop topic is not automatically included in every public session. Check the outline and confirm any must-have requirement before booking.

Copilot for Excel

Use Copilot in Excel to explore data, draft formulas and develop charts or PivotTables. This hands-on course is for experienced Excel users who already have access to Copilot and can check the results it produces.

Listed duration: 2 hours

  • Analyse and summarise worksheet data
  • Draft formulas with natural-language prompts
  • Generate and modify charts
View dates and fees

Copilot in Word

Use Copilot in Word to draft, summarise, rewrite and refine documents. Practise prompts that draw on available information, then review the content and structure before using or sharing the result.

Listed duration: 2 hours

  • Create drafts from prompts
  • Summarise and rewrite content
  • Research using available organisational and online sources
View dates and fees

Copilot for Outlook

Use Copilot in Outlook to work through email conversations, drafts and follow-up tasks. Practise summarising threads, finding action items and preparing for meetings while keeping control of the messages you send.

Listed duration: 2 hours

  • Summarise email conversations
  • Draft emails and concise replies
  • Extract action items and commitments
View dates and fees

Copilot for PowerPoint

Use Copilot in PowerPoint to develop and improve presentations. Practise detailed prompts, review slide structure and speaker notes, then refine wording, visuals and design through follow-up instructions.

Listed duration: 2 hours

  • Recognise Copilot capabilities and limitations
  • Write detailed prompts
  • Generate presentations and speaker notes
View dates and fees

Discuss your training needs

Send the work task, learner count and software version. Power Concepts can confirm whether a public course or a scoped workshop is suitable, along with availability and a written quote.

Prepare an email enquiryCall 1-877-954-8433

Your email app opens with a draft for you to edit and send. No information is submitted by this page. You can also email info@powerconcepts.ca directly.

Sources and booking details

Practice scenarios on this page are illustrative. Fees, dates, delivery arrangements, feature availability and custom scope must be confirmed for your booking.