Microsoft 365 Copilot for Professionals: What Changes Monday

Roisin Bennett

AI Strategist & Digital Workforce Lead

Anish M

AI Solutions Architect & Copilot Expert

Your organisation bought Copilot. Now what?

Most organisations that have purchased Microsoft 365 Copilot are not getting their money's worth — and it is not because the tool does not work. It is because nobody showed their people how to actually use it.

Business professionals spend 50 to 60 percent of their working day in email and meetings. Copilot was built to change that. But between overwhelming features, uncertainty about what is safe to use, and no clear starting point, most teams default to ignoring it entirely.

The license is paid for. The tool is sitting there. And every week it goes unused is a week of productivity left on the table.

This workshop is built around four phases of Copilot adoption — Chat, In-App, Agents, and Cowork. Most professionals are stuck at Phase 1 without knowing it. In 3 hours you will understand exactly where you are, what Phase 2 looks like in your real daily workflow, and what the path to Phase 3 looks like over the next 30 days.

No technical background needed. No prior Copilot experience required. Just three hours and you will know exactly what changes Monday.

What you’ll learn

Go from uncertain about Copilot to confident, faster, and working differently — starting Monday

Use a 5-question decision framework to identify which tasks Copilot should handle — before you even open the app
Understand the four phases of Copilot adoption and where you sit right now
Leave with a clear map of how your relationship with AI at work will evolve

Apply the 4-element prompting framework: goal, context, source, and expectations
Refine outputs conversationally instead of starting over every time
Leave with a personal prompt library built around your specific job

Summarise long email threads, draft replies, and prepare for meetings in seconds using Copilot in Outlook
Get AI-generated meeting notes, action items, and recaps automatically from Teams
Leave knowing exactly how to use both apps from your first day back

Draft Word documents from a prompt or from existing files — no more blank page
Turn a Word document into a formatted PowerPoint presentation in under 5 minutes
Ask Excel questions in plain English and get charts, formulas, and insights instantly

Access Researcher, Analyst, and other pre-built agents inside Copilot Chat — no setup required
Set up a scheduled prompt that runs a weekly briefing automatically before you start work
Leave understanding the difference between Copilot in apps and Copilot Chat

Week-by-week roadmap mapped to the four phases of Copilot adoption
Two structured homework activities to complete within 48 hours of the workshop
Five specific actions to take in your first hour back at your desk

Workshop agenda

The Shift — Why Copilot is different and how to think about it
Understand the four phases of Copilot adoption, where you sit right now, and use a 5-question framework to decide exactly when Copilot belongs in any task on your plate.
Getting your time back — Copilot in Outlook and Teams
Summarise email threads, draft replies, prepare for meetings, and get automatic notes and action items from every Teams meeting — all in the first hour back at your desk.
Producing better work faster — Word, PowerPoint and Excel
Draft documents from a prompt, turn a Word file into a PowerPoint in minutes, and ask Excel questions in plain English. No blank page. No manual formatting. No complex formulas.
Going further — Agents, Copilot Chat and what comes next
Use Microsoft's built-in agents for research and analysis, set up automated weekly briefings, and get a clear preview of Phase 4 — where you delegate entire jobs to Copilot.

Learn directly from Roisin & Anish

Roisin Bennett

Contact

Roisin Bennett is an AI Engineer, AI Strategist, and Chief AI Officer for SMEs.

Anish M

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Microsoft Copilot & AI Agents Expert | Notion & Workflow Automation

See all products from Roisin

Who this workshop is for

A professional with a Copilot license who has never used it, tried it once and got nowhere, or feels lost in the features.
A team lead whose organisation rolled out Copilot but adoption isn't happening — and wants to understand it properly first
Anyone curious about Microsoft 365 Copilot who wants to know what it can do before their organisation rolls it out.

What's included

Live sessions

Learn directly from Roisin Bennett & Anish M in a real-time, interactive format.

Lifetime access

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

Maven Guarantee

Your purchase is backed by the Maven Guarantee.

Testimonials

Anish He first and foremost is so patient before anything else and then also he has deep expertise. He's not afraid to say "I don't know" and he's not afraid to come back to answer questions he didn't know in the first place but he has a lot of understanding and expertise. He doesn't put forth his agenda but he works with your limitations and with your understanding. If you're advanced he will speak at that level; if you're intermediate or if you're a beginner, I've worked with him for many months now and the feedback from my community is amazing. His workshops are so engaging. Again he takes his time; he's very thorough in everything that he delivers and everything that he does as well and just super super helpful. I am looking forward to many more opportunities with him.
Ngozi Cadms
Founder
Roisin delivered a series of highly engaging, practical AI workshops for our business clients on using AI in marketing and sales. The sessions were well structured, full of real examples, and focused on tools people could start using straight away. She made complex ideas easy to grasp and participant feedback was exceptionally positive. We’d happily recommend her to any organisation looking for high‑quality AI training for SMEs.
Carrie O'Donoghue
Development Officer, Ballyhoura Development CLG