Copilot Essentials: From AI Beginner to Proficient

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


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Your Step-by-Step Guide to Copilot Mastery

"This fast-paced, lively and at times humorous course is a great introduction to improving your Copilot use. You get helpful cheat sheets. 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.

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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.

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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.

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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?

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MEET YOUR TEACHER

David Fortin

I am a Microsoft MVP and Chartered Professional Accountant. Two of my key projects involved raising $30M in Series B Venture Capital and playing a key role in a company’s $200M exit, all achieved using Excel, PowerPoint, and the Microsoft Office suite.

People often say, “You don’t look like an accountant!” Maybe it’s my energy. As a CPA, I’ve completed countless hours of training to maintain my credentials. Most of those classes were dull, and I knew I could do better. My YouTube videos caught attention, and I became a Microsoft MVP, a title awarded by Microsoft to fewer than 3,000 people worldwide.

I’m also a LinkedIn Learning Instructor, featured alongside some of the top-tier instructors in the world.

With AI transforming the way we work, I’ve trained over 500 professionals in ChatGPT & Copilot in just the last six months. The feedback? Unanimously positive.

Welcome to my world. My courses are built to make you more productive, help you get results faster, and most importantly, help you finish with a smile and excitement.

Cheers,
Dave

Can you see everyone listening!!! 😂

Me explaining how Copilot saves you hours (and a few headaches).

When training ends, but everyone still wants to talk AI.

Learning Objectives

Here is what you should expect to learn in this course

  • Explain what Microsoft Copilot is and understand the fundamental concepts of artificial intelligence, simplifying complex ideas for easier comprehension.

  • Assess Copilot’s capabilities, including summarizing meeting notes, digitizing handwritten documents, and streamlining email management, to determine their relevance in your specific use cases.

  • 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.

  • Evaluate Copilot’s strengths and limitations, enabling you to make informed decisions on when and how to use it effectively.

  • Apply Microsoft Copilot in programs like PowerPoint, Excel, Word, Outlook, and OneNote to efficiently handle tasks like data analysis, presentation creation, and text organization.

Bonus Material

On top of the 2-hour Copilot video course, you also get the following:

  • Templates & Guides ($199 value)
  • My Prompt Dictionary ($150 value)

Let Copilot be your shortcut to productivity.

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AI is here. Don’t get left behind.

Perfect for finance professionals, administrative assistants, and other business professionals who want to become proficient with Copilot and enhance their productivity.

$97
Total Value: $499.00

Join Today & Start Using Copilot Like a Pro

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 🤣)

Just imagine never taking meeting notes again.. yes Copilot can do it for you!

  • 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)
  • Certificate of Completion

🚀 See you inside!

David

Click this button to let Copilot manage your emails, take meeting notes for you and nail your Excel formulas.

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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.


Copilot is here. Will you use it to save countless hours?

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