Copilot in Outlook
Summarise long threads, draft replies and catch up on email faster.
Help your team get real value from Microsoft Copilot. Our practical training shows your people how to use Copilot every day in Outlook, Word, Excel and Teams, and how to build custom agents and skills that take on repetitive work.

Many businesses buy Microsoft Copilot licences and then find staff barely use them. Without training, people do not know what to ask, do not trust the answers, or worry about what data they are sharing.
Our training focuses on real tasks your team does every day, so they quickly see the time Copilot can save. We also cover safe use, so AI adoption does not create new data or privacy risks.


We understand the importance of protecting data, and we set ourselves apart through our ISO 27001 certification and SMB1001 Gold (Level 3) certification with CyberCert. From safeguarding company data to client information, we’re dedicated to upholding the highest standards of information security.
Summarise long threads, draft replies and catch up on email faster.
Draft, rewrite and summarise documents, proposals and reports from your own content.
Analyse data, build formulas and spot trends by asking questions in plain English.
Recap meetings, capture actions and catch up on conversations you missed.
How to ask Copilot clear questions, refine its answers and check what it produces.
What data Copilot can see, what not to share, and how to stay within your AI policy.
Once your team is confident with Copilot, the next step is building your own. We teach power users how to create, connect and manage agents and skills that fit the way your business works.
Create Copilot agents with Agent Builder and Copilot Studio that answer questions from your own policies, procedures and documents.
Package repeatable tasks, such as drafting a proposal or triaging requests, into skills your agents and team can use again and again.
Ground agents in the right SharePoint sites, files and data, so answers are accurate and stay within each person’s permissions.
Decide who can build, share and use agents, and keep them secure, documented and maintained.
We review your Microsoft 365 permissions and data so Copilot only surfaces what each person should see.
We build examples around your team’s real tasks, documents and workflows.
Practical workshops for staff, agent-building sessions for power users, and briefings for leaders.
Follow-up support and tips help new habits stick, so usage grows after the training.
Whether you are trialling a handful of licences or rolling Copilot out across the business, we tailor training to your people and goals.
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Microsoft 365 Copilot is an AI assistant built into apps like Outlook, Word, Excel and Teams. It uses your work data, such as emails, documents and meetings, to help draft, summarise and analyse information.
No. Our training is designed for everyday users and focuses on practical tasks, not technical detail.
Copilot respects your existing Microsoft 365 permissions, so it can surface anything a person already has access to. That is why we review permissions and data access before rollout, and cover safe use in every session.
Yes. Our agent-building sessions show power users how to create, test and share Copilot agents using Agent Builder and Copilot Studio, grounded in your own documents and processes.
An agent is a Copilot assistant set up for a specific purpose, such as answering HR questions from your policies. A skill is a reusable capability, such as a set of instructions for a particular task, that agents can call on to work consistently.
Yes. We build examples around your team’s real tasks and documents, so the training is immediately useful.
Yes. We can check your Microsoft 365 readiness, review permissions and help with licensing and rollout, as well as train your team.
Call us on (08) 6214 0456 or email info@insourceit.com.au to book Copilot training for your team.