Short Course

Artificial Intelligence

Basic Copilot Agentic AI Automation

Overview

This beginner-level course introduces professionals to the fundamentals of agentic AI and Copilot automation. It focuses on understanding what AI agents are, how they differ from simple chatbots, and how they can support everyday business tasks. Learners will explore Copilot Studio basics, simple workflows, and guided exercises to build their first AI-powered assistants. The course emphasizes practical, non-technical skills such as prompt design, workflow mapping, and connecting copilots to common business tools. By the end of the course, participants will be able to design simple agentic AI systems that improve productivity and automate routine processes.

Who Should Attend

This course is intended for

  • Business Operations Managers and professionals who want to scale automation beyond repetitive tasks into decision-support and process orchestration
  • HR, training & support leaders and teams that need intelligent Copilots for workforce engagement, employee self-service, and compliance automation
  • Cross-functional business teams and professionals who already use AI in daily work and want to advance into workflow-centric automation
  • Administrators and technical champions and staff tasked with piloting and deploying AI Copilots across their organizations

Pre-requisites

  • Basic familiarity with AI tools, Copilots, or chatbots (e.g., Copilot Studio, ChatGPT, or equivalent)
  • Understanding of business workflows and how processes can be automated
  • Comfort with intermediate-level digital tools (Excel, Power BI, or CRM systems)
  • No coding background required, but prior exposure to APIs, connectors, or integration platforms is advantageous

1 Day

8 Hours

Level

Beginner

What You Will Learn

Understand The Fundamentals of Agentic AI and Microsoft Copilot Studio

Learners will be able to explain the core concepts of Agentic AI, describe how autonomous AI agents differ from traditional chatbots, and identify the key features and capabilities of Microsoft Copilot Studio.

Identify Appropriate Business Use Cases for AI Copilots

Learners will be able to recognize common workplace scenarios where AI copilots can improve productivity, automate repetitive tasks, and enhance customer or employee experiences.

Create Simple AI Copilots Using Microsoft Copilot Studio

Learners will be able to design, build, and publish basic copilots that can answer frequently asked questions, provide guided assistance, or automate simple business processes.

Design Effective Conversational Experiences

Learners will be able to structure conversations, define user intents, and create clear dialogue flows that provide intuitive and engaging interactions for end users.

Apply Prompt Engineering Techniques to Improve AI Responses

Learners will be able to write, refine, and evaluate prompts that generate accurate, relevant, and context-aware responses from generative AI models.

Integrate Copilots With Common Business Applications

Learners will be able to connect copilots with everyday business tools such as email, CRM systems, spreadsheets, and cloud services to retrieve information and perform automated actions.

Implement Basic Workflow Automation Using Copilots

Learners will be able to configure copilots to trigger simple workflows, execute predefined actions, and streamline routine business tasks with minimal manual intervention.

Test, Troubleshoot, and Refine AI Copilots

Learners will be able to evaluate copilot performance, identify errors or gaps in responses, and iteratively improve conversational flows and prompts based on testing results.

Apply Responsible AI and Governance Principles

Learners will be able to recognize key considerations related to privacy, security, data governance, and ethical AI practices when designing and deploying copilots.

Course Outline

Day 1
  • Getting started with Copilot Studio
    • Introduction to agentic AI and Copilot
    • Navigating Copilot Studio basics
    • Creating simple prompts and responses
    • Building your first FAQ-style copilot
  • Designing simple workflows
    • Mapping routine business tasks into workflows
    • Using topics and variables at a beginner level
    • Connecting Copilots to basic tools (email, spreadsheets)
    • Testing and refining simple workflows
  • Practical applications and next steps
    • Use cases for HR, support, and operations
    • Ensuring responsible and ethical use of AI Copilot
    • Preparing for advanced agentic AI automation

Trainers Profile

 
Peter goh

Peter Goh

Peter Goh is an experienced system administrator, developer, trainer, and consultant with over 20 years of expertise in cutting-edge software development. He specializes in creating and deploying customized applications for desktop, web, and mobile platforms. Additionally, he is an ACTA certified trainer.

 

Peter

Victor Tan

Victor Tan brings a remarkably interdisciplinary academic and professional profile to his current role as a PhD scholar in Artificial Intelligence at Murdoch University. He holds multiple advanced degrees from Nanyang Technological University, including a Master of Science in Information Systems.