Exploring Copilot Agents
Want to stop typing the same prompts day after day? Join this practical workshop to build your own custom Copilot 'Agents' and turn repetitive tasks into streamlined AI workflows.
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Course Overview
1.5 hour course
Certificate of Attendance
Private
Tired of repeating the same instructions to AI every time you start a new task? This hands-on workshop is designed for business users who want to move from manual prompting to efficient, repeatable AI workflows.
You’ll start by learning what Agents are and why they are useful for creating consistency across recurring tasks. Using our “listen, see, do” approach, we’ll explain the concepts, demonstrate them live, and guide you through practical exercises to build your own.
You’ll also learn how to map a work process visually and turn existing Standard Operating Procedures into precise AI instructions.
By the end of this 90-minute session, you’ll understand the anatomy of an effective Agent prompt, know how to build a supporting knowledge base, and have the skills to deploy custom AI assistants in your role.
Our Exploring Copilot Agents workshop is available as a private training session that can be delivered virtually or at a location of your choice in the UK.
What you'll learn
By the end of this course, you will be able to:
- Understand what an 'Agent' is and how it streamlines repetitive business tasks
- Translate real-world workflows into clear, structured AI instructions
- Build and feed a custom knowledge base to accurately ground your Agent’s responses
- Visually map out your Standard Operating Procedures (SOPs) to identify AI opportunities
- Apply the core anatomy of an Agent prompt: Persona, Task, Context, and Format
- Build, test, and refine your own custom Agent for immediate use in your daily role
Course agenda
Introduction to Copilot Agents
- What are Agents and why are they useful for business users?
- Real-world examples of how an Agent works in practice
- Moving from manual prompting to automated consistency
Designing Your AI Workflow
- Visually mapping out a specific work process into a diagram
- Exploring how Standard Operating Procedures (SOPs) turn into AI instructions
- Identifying the right tasks to hand over to an Agent
Building Your Agent
- Using your process diagram to write the instructions for a Agent
- The anatomy of a prompt for an Agent (Persona, Task, Context, Format)
- Building a knowledge base to feed the Agent and ground its responses
Practical Application (Listen, See, Do)
- Live instructor demonstrations of Agent creation
- Hands-on exercises: Building and testing your own custom Agent
- Troubleshooting, refining outputs, and instructor feedback
Who it's for
This course is for marketing professionals, social media managers, creative teams, content creators, designers, sales and business development teams, small business owners - and anyone curious about using AI to streamline their work.
No prior AI experience is required.
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Private training for your team
Bring our expert-led training to your team alone, on dates that suit you. Run it live online or in person at a location of your choice, following the standard agenda or shaped around your goals. More about private learning.
Private Course
An exclusive session for your team, led by one of our expert trainers. You choose the dates, format and location, and we'll make sure the day fits what your team needs to achieve. Get in touch to plan it with our team.
- Just your team in the room
- Your dates, online or in person
- Content tailored if you need it