Course

Copilot as a Teammate: Do More in Microsoft 365 with AI Agents

Fay Bordbar

Teaching AI, one skill at a time

Most people are still prompting. Agents are the next step. Let me show you how.

Most Copilot users are still doing everything themselves.

You've asked Copilot to rewrite an email, look up a few facts, and summarise some meetings.

But when it comes to actual work, you're still the one doing all of the heavy lifting.

If that sounds familiar, you're directing an AI assistant. And maybe that's all you need.

But if you want to use AI as a teammate, you need to start using Copilot Agents.

This course focuses on getting more out of your Copilot licence without costing additional credits. You'll build the skills and understanding to get agents working alongside you rather than waiting to be asked at every step.

Four focused sessions that get you using the agents already available to you in Microsoft 365, on real work, straight away.

By the end you will know which Agents work best alongside you, a clear picture of what each one is good for, and build your first configured agent built around your own work to go even further.

This course is designed for people who have a Copilot licence, are confident using the basics, and have access to Agents and the desire to use them.

Not ready for this? Check out How to Actually Use Microsoft Copilot.

What you’ll learn

Go from prompting Copilot for small tasks to running a team of agents that handle your heavy lifting with less input.

  • Learn the difference between automation, AI, and agentic AI

  • Understand the three levels of Copilot and know where each type of agent sits

  • Use agentic features already built into Word, Excel, and PowerPoint

  • Use Researcher for deep, source-cited research on real topics

  • Use Analyst to explore data without writing a formula

  • Use Surveys to draft questions, generate a form, and analyse responses

  • Configure a no-code agent around a real recurring task in Agent Builder

  • Ground it in your own files so it only draws on what you intend

  • Test, refine, and share it with colleagues when it's ready

  • Spot when an agent gets it wrong and know how to verify its work

  • Understand where each agent is reliable and where you still need to step in

  • Build review habits that keep you accountable without slowing you down

Learn directly from Fay

Fay Bordbar

Fay Bordbar

Contact

Host of The Global Excel Summit, Founder @ Excellence AI, Excel and AI Trainer

See all products from Fay

Who this course is for

  • Capable Copilot Users

    You're past the basics. Now you want Copilot doing real work, not just tidying up your emails.

  • Time-Poor Professionals

    You're still doing everything yourself. You know AI should be taking more off your plate. This is how.

  • Team Leads
    Your team is already exploring AI. You want the practical knowledge to use it well and help others do the same.

Prerequisites

  • Confidence using Microsoft Copilot

    This course is for people who are already confident using Copilot for everyday tasks and want to use agents to help them do more.

  • M365 Copilot Licence

    You'll need an M365 Copilot Licence with access to Microsoft Agents to be able to follow along with everything we cover.

  • Not sure if you have everything you need?

    Use the "Contact Fay" link in the popup to reach out to me directly and we can talk it through.

What's included

Fay Bordbar

Live sessions

Learn directly from Fay Bordbar in a real-time, interactive format.

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

Maven Guarantee

Your purchase is backed by the Maven Guarantee.

Course syllabus

5 live sessions • 23 lessons

Week 1

Jul 20—Jul 26

    Understanding the Agent Landscape

    • Jul

      20

      Understanding the Full Agent Landscape: Copilot as a Teammate Session 1

      Mon 7/204:30 PM—5:45 PM (UTC)
    7 more items

Week 2

Jul 27—Aug 2

    Built-in and Pre-Built Agents

    • Jul

      27

      Built-in and Pre-Built Agents: Copilot as a Teammate Session 2

      Mon 7/274:30 PM—5:45 PM (UTC)

    • Jul

      27

      Optional: Copilot as a Teammate: Office Hours

      Mon 7/275:45 PM—6:45 PM (UTC)
      Optional
    7 more items

Schedule

Live sessions

1 hr / week

One focussed, 75 minute session per week. These are supplemented with optional Office Hours to best support your work.

    • Mon, Jul 20

      4:30 PM—5:45 PM (UTC)

    • Mon, Jul 27

      4:30 PM—5:45 PM (UTC)

    • Mon, Jul 27

      5:45 PM—6:45 PM (UTC)

Projects

1 hr / week

Small homework tasks between sessions to help you develop your understanding faster.

Frequently asked questions

Maven for Teams

Reimbursement

Get your company to pay

Everything L&D needs: email template, receipts, and certificate of completion.

Get reimbursed

Team discount

Learn with your teammates

Save 20%+ when 2 or more teammates enroll in the same cohort.

Save 20%+ with a team

Private cohort

Run a cohort for your org

A dedicated cohort with a custom schedule and curriculum, tailored to your team.

Book a private cohort

£250

GBP

Jul 20—Aug 10
Enroll