Lunch & Learn: Copilot Beyond the Basics

Executives already have Microsoft 365 Copilot. Many use it like a search bar (or not at all) - typing quick questions and getting mediocre answers. The real value unlocks when you learn to work with documents, not just text prompts.

In 30 minutes, we'll show you how to use attachments and reference files to get genuinely useful outputs from Copilot — whether you're summarising a 200-page contract, extracting insights from multiple reports, or drafting documents in your own voice.

What You'll Learn

Working with Attachments

How to feed Copilot the context it needs. We'll cover attaching documents, referencing files from SharePoint and OneDrive, and combining multiple sources in a single prompt. You'll see how a well-constructed prompt with the right attachments transforms Copilot from a novelty into a genuine productivity tool.

Analysing Complex Documents

Moving beyond simple summaries. We'll demonstrate how to extract specific information from lengthy documents, compare details across multiple files, and ask follow-up questions that drill into the detail. Practical examples include contract review, financial report analysis, and consolidating feedback from multiple stakeholders.

Generating Documents in Your Voice

Copilot can help you generate entirely new documents, while you retain the cognitive load to ensure what’s generated is aligned to your intent. We’ll show you how to do this, saving you hours a week.

Who This Is For

Sales teams — Quickly digest RFP requirements, summarise competitor materials, draft personalised proposals

Finance professionals — Extract key figures from lengthy reports, compare budget versions, summarise board papers

Senior executives — Get across briefing documents faster, maintain consistent communication style across all correspondence

Anyone with a Microsoft 365 Copilot licence who wants to move beyond basic prompts

What You'll Receive

Everyone who registers receives a Personal Voice Template — a ready-to-use prompt template you can customise with your own writing style, tone preferences, and communication patterns. Use it to ensure every email and document Copilot drafts sounds authentically like you.

Copilot Training for your Teams

We help Australian organisations get practical value from AI — starting with the tools they already have. For many businesses, Microsoft 365 Copilot delivers substantial productivity gains without the complexity of custom development. The key is knowing how to use it properly.

This session content offers you a taste of what is in our Microsoft 365 Copilot training, which we deliver for teams and organisations looking to accelerate adoption across their workforce. If you'd like to discuss training for your people, we're happy to chat after the session.