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Explain what Microsoft Copilot is and understand the fundamental concepts of artificial intelligence, simplifying complex ideas for easier comprehension.
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Assess Copilot’s capabilities, including summarizing meeting notes, digitizing handwritten documents, and streamlining email management, to determine their relevance in your specific use cases.
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Utilize proven frameworks to create precise and effective prompts for Copilot, ensuring more accurate results for tasks such as drafting emails, preparing for meetings, and organizing information.
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Evaluate Copilot’s strengths and limitations, enabling you to make informed decisions on when and how to use it effectively.
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Apply Microsoft Copilot in programs like PowerPoint, Excel, Word, Outlook, and OneNote to efficiently handle tasks like data analysis, presentation creation, and text organization.
AI Feels Overwhelming? Let’s Fix That.
AI is everywhere. Your company is using it. Your coworkers are testing it. And you… still don’t know where to start?
Copilot? ChatGPT? Something else? You’ve seen the Copilot symbol everywhere, but what does it actually do?
Maybe you’ve even tried AI before... but the results weren’t great. What if the problem wasn’t AI, what if you just weren’t using it the right way?
The Microsoft Copilot button has appeared for everyone in the 365 apps. Microsoft's AI tool is now following every one of us, and it's there to help!
In the past 6 months, 500+ professionals have attended my in-person AI trainings.
Welcome to...
Microsoft Copilot Essentials
A practical, step-by-step course that demystifies AI and gives you the skills to use Copilot with confidence so you can work smarter, faster, and stress-free.
Here’s What You’ll Unlock
✅ AI Clarity, Not Confusion. Finally understand what AI can (and can’t) do for you
✅ The Perfect Prompt Formula. Get better AI results with prompts that actually work
✅ Spreadsheets Without the Struggle. Let Copilot handle Excel formulas for you
✅ No More Last-Minute PowerPoint Panic. Create polished presentations in seconds
✅ Effortless Email and Meeting Notes. Summarize meetings, draft emails, and manage documents instantly
Designed for real professionals including finance pros, administrative assistants, project managers, HR specialists, and anyone who wants to go from AI beginner to AI proficient fast
Your Step-by-Step Guide to Copilot Mastery
"This fast-paced, lively and at times humorous course is a great introduction to improving your Co-pilot use. You get helpful cheat sheets. The Do's and Don't section is concise and instructive. I loved the section on providing effective prompts. My only complaint is I want even more."
Grainne Duggan
Certified Microsoft Excel Expert
This course is made of 4 clear & concise modules
1. Copilot Basics
Feeling overwhelmed by all the AI tools out there? Unsure how Microsoft Copilot fits into your workflow? This module breaks it all down, step by step.
- Master the fundamentals: Understand what Copilot is, how it works, and why it’s a game-changer for productivity.
- Understand Copilot’s licensing and availability: Learn which Copilot plan fits your needs, whether you're using it as an individual or within a business environment.
- Set up for success: Learn essential Copilot setup tips so you can integrate AI into your daily workflow effortlessly.
2. The Prompt School
Most people get poor results from AI, not because the tool is bad, but because they don’t know how to ask the right questions.
AI is only as smart as your prompts. If you’re not structuring your questions correctly, you’re missing out on precise, high-quality answers that could save you hours.
This module teaches you how to unlock AI’s full potential by mastering the art of prompting.
- Master the ideal prompt formula: Learn the proven Goal, Context, Expectation, Source (GCES) framework to get clear, accurate, and useful answers every time.
- Understand Copilot's best practices and pitfalls: Poor prompts lead to misleading, generic, or even completely wrong answers. Discover how to phrase your requests properly to eliminate AI mistakes & get reliable results.
- Apply Copilot to real-world tasks: Save time by using Copilot to prepare meetings, draft high-impact emails, and complete tasks faster.
3. Game-changer Features
This module shows you hidden features and use cases that most people miss. You know, the ones that instantly boost your productivity and change the way you work. Side note: This section is for people who don’t have the paid version of the tool! You can still do a lot with the free version.
- Create stunning slides in seconds: No more wasting hours designing PowerPoint presentations. Copilot helps you a solid draft, professional-looking visuals in seconds.
- Email management made easy: Struggling to keep up with emails? Let Copilot search, organize, and even draft responses for you so you never stare at a blank page again.
- Use AI to read your handwritten documents: Got messy notes? AI can read and convert handwritten documents into Excel spreadsheets (or plain text!) in no time.
- Summarize meetings: Missed a meeting? No problem. Copilot summarizes key takeaways for you, saving you from digging through long transcripts.
- Copilot on the Go: Seamlessly switch between your computer and mobile device to stay connected with Copilot. Keep up with conversations and tasks, no matter where you are.
4. Copilot in 365 Apps
Microsoft 365 apps are loaded with hidden and complex features. Copilot makes it easier to go through your day without burning out 😂
- Excel Made Easy: Struggling with spreadsheets? Just ask Copilot to generate formulas, analyze data, and create charts in seconds, no more Googling how to fix that formula! (it actually DOES IT FOR YOU).
- Master Text with Copilot: Drafting documents in Word, managing emails in Outlook, or organizing notes in OneNote? Copilot helps you summarize, rewrite, and create polished text instantly. Say goodbye to blank page syndrome.
- Build PowerPoints in a Click: Need a presentation fast? Copilot generates professional slide decks with structured content, so you can focus on the finishing touches. You can even create a presentation based on a PDF, how cool is that?
DAVID TAUGHT AI TO HUNDREDS OF PROFESSIONALS 🤖🚀
David Fortin is a Microsoft MVP who brings AI & Excel to life with humor and real-world insights. He played a key role in a $200M+ company exit, co-authored the 2024 Microsoft Excel World Championship final case, and has delivered keynotes at the Global Excel Summit and Active Cell Conference. Through his courses and content, David makes AI & Excel easy to learn—and fun to master.
In the past 6 months, 500+ professionals have attended his in-person AI trainings.
Learning Objectives
Here is what you should expect to learn in this course
Bonus Material
On top of the 2-hour Copilot video course, you also get the following:
- 6 HIGH-QUALITY cheat sheets ($70 value)
- My Prompt Dictionary ($150 value)
- 50% discount on my Excel Charts Masterclass Course ($50 Value)
AI is here. Don’t get left behind.
Perfect for finance professionals, administrative assistants, and other business professionals who want to become AI proficient and enhance their productivity.
Say goodbye to AI fear and welcome to productivity (I wish that this would be "bad marketing" but it's just true)
14-day Money Back Guarentee
I sold hundreds of copies of this course and never had a refund asked. I am so confident in the quality of this course and I'm happy to provide you with a refund if you're not satisfied for any reason. This is HANDS DOWN the best Copilot course on the market (No I am not biased 🤣)
The perfect course to become AI Proficient and impress your boss at work!
- 2 hours of straight-to-the-point, high-quality video lessons
- FULL access to my Prompt Dictionary
- BONUS Cheat Sheets & PDFs for quick, insightful, and visual learning
- Real-life AI use cases I apply with my clients daily
- English closed captions (Reviewed by REV)
- Bonus: 50% Off My Excel Charts Masterclass
- Certificate of Completion
Click this button to get started ➡️➡️➡️➡️➡️➡️
Frequently Asked Questions
This course is perfect for any office professional new to AI who wants to understand how Microsoft Copilot works. You'll learn to use Copilot to streamline tasks, boost productivity, and achieve impressive results in your work.
I'm David Fortin, a CPA (Chartered Professional Accountant) with over 10 years of experience in the corporate sector. I've successfully facilitated a $30M venture capital raise and played a key role in a $200M company exit, giving me deep insights into business challenges, workflows, and strategic planning. Throughout my career, I've been a proficient user of the Microsoft Office suite, particularly Microsoft Excel, leveraging these tools to enhance productivity and analysis. I've also shared my expertise with over 6000 students on Udemy, consistently receiving high praise with an average rating of 4.5 stars across more than 250 reviews.
Learning AI is crucial because it's becoming essential in every company today. AI technology is rapidly evolving, shaping a new era where companies are even hiring AI specialists to innovate and improve efficiency. Understanding AI helps professionals adapt to these changes, enhancing their skills and staying competitive in the workforce.
The course has a total length of 90 minutes of video lessons. Including practical exercises it should take you around two hours. Best practice is to block 2 x 1hour block in your calendar!
Not at all :) It is a self-paced online course, so you can follow it whenever you feel like it!
Lifetime access! This is forever yours!!!
Please email me directly at [email protected]. (There might be some bulk discounts ;))
No, you don't! 80% of the course is designed so you can learn using the free version of Microsoft Copilot.
Microsoft currently offers a 30-day free trial of Copilot Pro if you want to try it out and follow along! (Subject to change)
I guarantee you are going to get great value out of this course even though you don't have the paid version of the tool.
Yes, this course is perfect for you! It's made for beginners, so you don’t need to be tech-savvy. Everything that seems complicated now will be easy to understand after you take the course. I'll guide you step-by-step, making sure everything is clear and simple.
Click the "Buy now" button below and you can start watching it instantly! Beware, high energy alert!!!
Cheers
-Dave
14-day Money Back Guarantee
If, within the first 14 days of your purchase, the course doesn't fulfill your needs, I'll refund you! No questions asked.
