AI Copilot and Workflow Automation Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Business Analysts, Process Improvement Managers and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-AI-046

Before you join: Participants should be comfortable using Microsoft 365 applications, including Outlook, Teams, Word, Excel and SharePoint, and should understand the work processes in their own team.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Knowledge workers are under pressure to produce accurate documents, analyse information, coordinate decisions and complete repeatable administrative tasks faster. AI copilots can reduce drafting and search effort, while workflow automation can route requests, approvals and records without manual chasing. The operational challenge is selecting suitable tasks, protecting sensitive information, checking outputs and retaining clear human accountability.

This course teaches participants to use Microsoft 365 Copilot and workflow automation methods for real work processes. Participants learn to write structured prompts, ground responses in approved sources, verify generated content and identify where human review is necessary. They map current workflows with SIPOC and swimlanes, identify automation candidates, build controlled Power Automate flows, and define measures for time saved, quality, adoption and exceptions. Governance topics include data classification, prompt injection, audit trails, acceptable use and NIST AI RMF controls.

Teaching combines short technical briefings with sector-based cases, guided configuration work, group process analysis and realistic simulations. Cases include drafting policy responses, processing customer requests, summarising project meetings, routing procurement approvals and managing service exceptions. Participants leave with a reusable Copilot use-case assessment, prompt library, workflow specification, automation control checklist and 90-day implementation plan. The five-day instructor-led course runs from 08:30 to 16:30 in classrooms across 50+ cities or live online, with approximately 6.5 contact hours each day. Participants receive a certificate of completion.

The course suits professionals responsible for knowledge-work processes, digital productivity, service operations, business analysis, process improvement or technology adoption. It is particularly relevant where teams need practical AI assistance and automation without weakening data controls, approval standards or operational accountability.

What you will be able to do

  • Design structured prompts using task, context, constraints and output specifications
  • Assess Copilot use cases with impact, effort, risk and data-readiness criteria
  • Create source-grounded Microsoft 365 Copilot outputs and verify their accuracy
  • Map manual processes using SIPOC, swimlanes, decision points and exception paths
  • Build controlled Power Automate flows using triggers, conditions, approvals and connectors
  • Apply data classification, human-review and audit-trail controls to AI-assisted workflows
  • Measure Copilot and automation value using cycle-time, quality, adoption and exception metrics
  • Produce a 90-day Copilot and workflow automation implementation plan

Benefits of attending

For you

  • Produce reliable Copilot prompts for drafting, analysis, meeting follow-up and research tasks
  • Identify automation opportunities without treating every manual task as automation-ready
  • Build and test basic Power Automate approval and routing flows
  • Apply practical checks for hallucinations, sensitive data exposure and prompt injection
  • Present a credible AI productivity proposal with measures, controls and implementation milestones

For your organisation

  • Shorter turnaround times for recurring requests, approvals and knowledge-work deliverables
  • Better consistency in drafted communications, meeting actions and structured records
  • Reduced manual handoffs and follow-up effort through controlled workflow routing
  • Clearer governance for sensitive data, generated outputs and human approvals
  • A prioritised pipeline of AI and automation use cases linked to measurable business value

Course modules

10 modules over 5 days

Participants can distinguish suitable Copilot, automation and human-review tasks using operational criteria.

  • Copilot, generative AI and workflow automation distinguished by task boundary
  • Transformer-based generation, retrieval and tool calling explained without mathematical detail
  • Map knowledge-work tasks using frequency, risk, variability and judgment
  • Select augmentation, automation or human review using decision-rights criteria
  • Identify failure modes: hallucination, stale context, prompt injection and overreliance
  • Define measurable use cases with baseline time, quality and risk

Participants can write, test and maintain prompts for recurring business tasks.

  • Write task, context, constraints and output prompts for defined work
  • Set audience, tone, source boundaries and acceptance criteria explicitly
  • Use few-shot examples to stabilise classification, extraction and drafting outputs
  • Apply chain-of-verification prompts before acting on consequential generated content
  • Request structured outputs with tables, JSON fields and named assumptions
  • Version prompt assets and document tested changes in a prompt library

Participants can use Microsoft 365 Copilot effectively across common knowledge-work applications.

  • Ground Microsoft 365 Copilot responses in selected files, meetings and emails
  • Draft Word documents from source material while preserving author accountability
  • Analyse Excel tables with natural-language questions and formula verification
  • Create PowerPoint storylines from approved content and speaker-note prompts
  • Summarise Teams meetings into decisions, actions, owners and due dates
  • Compare Chat, Word, Excel and Teams Copilot strengths and limits

Participants can apply practical controls to protect information and validate AI-assisted outputs.

  • Classify public, internal, confidential and restricted information before prompting
  • Apply least-privilege access and source selection to Copilot grounding
  • Recognise prompt injection, data exfiltration and poisoned-document attack patterns
  • Use PII minimisation, redaction and retention rules for sensitive tasks
  • Verify generated citations, calculations, policies and factual claims against sources
  • Escalate high-impact outputs through approval, audit and exception routes

Participants can document current processes and select viable automation opportunities.

  • Document an as-is workflow using SIPOC, swimlanes and decision points
  • Quantify handoffs, rework, wait time and exception volumes before automation
  • Separate deterministic rules from judgment tasks requiring human intervention
  • Prioritise candidates with an impact-effort-risk scoring matrix
  • Define future-state controls, service levels and exception ownership
  • Write automation requirements as triggers, inputs, actions and outputs

Participants can design and configure controlled cloud flows for recurring business processes.

  • Build cloud flows from event triggers, conditions, actions and connectors
  • Configure approvals with assigned owners, deadlines, reminders and escalation paths
  • Transform forms and emails into structured SharePoint or Dataverse records
  • Use expressions, variables and dynamic content for reliable field mapping
  • Implement error handling with scopes, retries, logging and notifications
  • Test flows against normal, incomplete and exception data paths

Participants can combine AI-assisted drafting and extraction with workflow routing and review controls.

  • Combine Copilot drafting with Power Automate routing and approval controls
  • Design human-in-the-loop checkpoints for decisions, payments and external communications
  • Extract unstructured request details into standardised workflow fields
  • Route generated drafts through policy checks before publication or dispatch
  • Create reusable prompt-action patterns for recurring knowledge-work requests
  • Measure automation completion, intervention rates and rejected-output reasons

Participants can define ownership, governance and evidence requirements for AI-assisted workflows.

  • Assign process owner, data owner, model user and approver responsibilities
  • Apply RACI matrices to workflow changes and escalation decisions
  • Use NIST AI RMF functions to structure AI risk controls
  • Maintain prompt, source, output and approval records for auditability
  • Assess vendor, copyright and intellectual-property risks before deployment
  • Set acceptable-use rules for customer data and regulated decisions

Participants can plan adoption and measure the operational value of Copilot and automation initiatives.

  • Build role-based adoption plans around priority tasks and support channels
  • Define baseline metrics for cycle time, quality, cost and satisfaction
  • Calculate benefits using time saved, adoption rates and avoided rework
  • Create a KPI dashboard for usage, value, risk and exceptions
  • Plan communications that distinguish assistance, automation and accountability
  • Review pilot evidence before scaling workflows across business units

Participants can produce an accountable implementation plan for a selected work process.

  • Select one work process using impact, feasibility, data and risk criteria
  • Draft a 90-day implementation plan with milestones, owners and dependencies
  • Specify pilot scope, success metrics, control checks and review cadence
  • Prepare a stakeholder map covering sponsors, users, risk and technology teams
  • Sequence training, communications, support and feedback loops for adoption
  • Present an operating model for sustained Copilot and automation ownership

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Copilot use-case assessment template
  2. Structured prompt library template
  3. SIPOC and swimlane workflow model
  4. Power Automate flow specification template
  5. AI-assisted workflow control checklist
  6. 90-day implementation plan

Who should attend

  • Business Analysts — translate manual processes into AI-assisted workflow requirements
  • Process Improvement Managers — identify, prioritise and control automation opportunities
  • Operations Managers — reduce administrative delays while retaining service accountability
  • Microsoft 365 Power Users — apply Copilot and Power Automate to recurring work
  • Digital Transformation Leads — plan practical adoption across teams and functions
  • Risk and Compliance Professionals — assess controls for AI-assisted decisions and information handling

Skills and tools covered

Prompt designCopilot productivityWorkflow mappingPower Automate configurationAI risk controlsBenefits measurement

Tools and standards

Microsoft 365 Copilot, Power Automate, NIST AI Risk Management Framework, SIPOC

How the course runs

Training methodology

The course uses short instructor briefings to establish methods, followed by guided case work, group process analysis, configuration demonstrations and simulations. Participants assess realistic knowledge-work tasks, improve prompts, map workflows and design controlled automation patterns. Cases can be adapted for public services, banking, NGOs, corporate functions and regulated operations. Trainers use peer review to test source selection, output quality, exception handling and approval design. The course closes with individual application planning tied to participants' own processes and organisational controls.

Requirements and prerequisites

Participants should be comfortable using Microsoft 365 applications, including Outlook, Teams, Word, Excel and SharePoint, and should understand the work processes in their own team. Experience documenting requirements, coordinating approvals or improving administrative processes is useful. Participants should be able to describe common inputs, decisions, outputs and exceptions in a process. No programming, data science, machine learning, Power Automate development or prior Copilot experience is required. The course explains technical concepts at a level suitable for business and operational professionals.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should be comfortable with everyday Microsoft 365 use and familiar with at least one work process in your team. Programming, data science, prior Copilot use and Power Automate development experience are not required.

Bring a laptop suitable for using Microsoft 365 and taking part in online configuration activities. You may also bring a non-sensitive example of a repetitive process, such as an approval, request or reporting workflow.

The course is designed for business analysts, operations managers, Microsoft 365 power users, process improvement professionals and digital transformation leads. Risk, compliance and technology professionals will also benefit where they govern AI-assisted work.

General generative AI courses focus mainly on prompting and content generation, while Power Automate courses often focus on flow construction. This course connects both areas with process selection, verification, data controls, approval design and adoption planning.

Participants can assess a recurring task, create a controlled Copilot prompt, map the supporting workflow and define a suitable automation design. The takeaways support discussions with business owners, IT teams, information security and compliance functions.

The course runs 08:30 to 16:30 each day, providing approximately 6.5 contact hours daily. Time is divided among Copilot methods, workflow analysis, Power Automate design, risk controls, case work and implementation planning.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.

Ask on WhatsApp info@skillsetdevelopment.com

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