Copilot for Executive Assistants and Admins

About the Course:

In this 60-minute course, learn to manage schedules, draft professional communications, and organize documents faster, so you can stay ahead and support your team with ease.

Are you juggling schedules, emails, and endless requests? This 60-minute course is designed to show Executive Assistants and Admins how to save time and boost productivity with Microsoft Copilot. You’ll see how AI can draft polished emails, summarize meetings, organize documents, and help you manage calendars and projects more effectively. We’ll start with simple tasks to get you comfortable, then move into advanced examples that show how Copilot can help you anticipate needs and deliver value. By the end, you’ll walk away with ready-to-use prompts and practical strategies that will make your work easier, faster, and more impactful.

Course Objectives:

• How Copilot integrates into Microsoft 365 tools used daily (Outlook, Word, Teams, Excel)
• Writing prompts that help organize meetings, emails, and action items
• Drafting professional communications in seconds
• Summarizing meetings and creating follow-up notes
• Automating document prep, travel itineraries, and task lists
• Best practices for privacy, professionalism, and accuracy

Who is the Target Audience?

• Executive Assistants and Administrative Professionals supporting teams and leaders
• Office Managers and Coordinators looking to streamline day-to-day tasks
• Business Support Staff who want to improve communication, scheduling, and document management with AI

Basic Knowledge:

• A working knowledge of Microsoft Outlook, Word, and Teams for daily tasks.
• Familiarity with basic scheduling, email, and document management.
• No prior Copilot or AI experience is required - we’ll start simple and build to advanced use cases.