SI Assistants and Copilots for Workplace Productivity
Hands-on use of SI assistants and enterprise copilots in email, documents, meetings, spreadsheets and presentations, turned into repeatable daily workflows.
- Duration
- 2 daysor 4 half-day virtual sessions
- Level
- Foundation
- Formats
- Public workshop, Private corporate, On-site, Live virtual, Blended
- Public dates
- To be announced
01 — Overview
The challenge
Organizations invest in enterprise copilot licenses, but adoption often stalls after the first weeks. Employees lack concrete workflows for their own tasks, and time savings remain anecdotal. The gap is rarely access; it is practical, task-level skill.
About this workshop
Focused on the tools employees already have, this workshop moves participants from occasional experimentation to consistent, measurable productivity. Each session works through one category of daily work — communication, documents, meetings, data and presentations — and ends with a reusable workflow participants can apply the next morning.
02 — Who it is for
- All professionals
- People managers
- Functional specialists
- 02.1Professionals in any function whose organization provides an SI assistant or enterprise copilot.
- 02.2Team members nominated as early adopters or SI champions.
- 02.3Administrative and coordination roles with high volumes of written communication.
- 02.4Managers who want to model effective SI use for their teams.
Recommended prerequisites
- SI Foundations for Business Professionals, or equivalent everyday experience with an SI assistant.
- Access to the organization’s approved assistant or copilot. Private sessions are configured around the client’s tools.
Level: Foundation
No prior SI experience required. Builds a shared baseline.
Competency families
Technical, Behavioral
03 — Learning objectives
By the end of the workshop, participants will be able to:
- 01Apply SI assistants to email, documents, meetings, spreadsheets and presentations using proven workflows.
- 02Use enterprise copilots that work with organizational content (mail, files, calendars) within permission boundaries.
- 03Design reusable instructions and templates for recurring tasks.
- 04Estimate and track time saved and quality gained in personal workflows.
- 05Identify tasks where SI support adds risk rather than value.
04 — Curriculum
2 days, 6 modules. In live virtual delivery each day runs as two half-day sessions.
Day01
Communication workflows
- Drafting, rewriting and adjusting tone
- Inbox triage and reply preparation
- Hands-on: building a reply template set
Documents and knowledge
- Summaries for different audiences
- Comparing documents and extracting commitments
- Working with organizational files through a copilot
Meetings
- Agendas and pre-reads from source material
- From transcript to decisions, owners and deadlines
- Follow-up communication in minutes, not hours
Day02
Data and spreadsheets
- Asking questions of data in natural language
- Formulas, pivots and charts with SI support
- Checking numerical output for errors
Presentations and reports
- From outline to first draft
- Structuring arguments for decision-makers
- Keeping control of messaging and accuracy
Making it stick
- Custom assistants for recurring tasks
- Measuring time saved and quality
- Sharing workflows and templates in the team
05 — Practice & tools
Hands-on exercises
- 01Inbox sprint: process a realistic set of messages with SI-assisted replies.
- 02Meeting conversion: produce minutes, decisions and a follow-up email from a recorded meeting.
- 03Spreadsheet investigation: answer five business questions from a dataset and verify each answer.
- 04Deck build: create a decision presentation from a briefing document within one hour.
- 05Workflow design: configure a custom assistant for one of your recurring tasks.
Practical skills developed
- 01Drafting and replying to communication in the right tone and level of detail.
- 02Turning meeting recordings, transcripts and notes into decisions and action lists.
- 03Analyzing spreadsheets with natural-language questions and checking the results.
- 04Creating first drafts of presentations and reports from source material.
- 05Building custom assistants or saved instructions for repeated tasks.
Tools, technologies and workflows
- Enterprise copilots
- e.g. Microsoft 365 Copilot or Gemini for Google Workspace
- General-purpose assistants
- e.g. ChatGPT, Claude or Gemini in team and enterprise editions
- Custom assistants
- saved instructions, custom GPTs, Projects, Gems or equivalent features
- Meeting tools
- transcription and summary features of the organization’s meeting platform
Product names are examples, not endorsements. Private workshops use your organization’s approved tools; our teaching is vendor-neutral.
Technology maturity: Established
Built on generally available assistant and copilot features. Feature names and availability differ by vendor and license, so private sessions are configured to the client’s environment.
Maturity map06 — Outcomes
Participants apply SI support to their daily work consistently rather than occasionally.
Expected outcomes
- Recurring tasks take less time with equal or better quality.
- Teams gain shared templates and custom assistants they can reuse.
- Participants can show measured time savings from their own workflows.
Participants leave with
- 01Five documented personal workflows with instructions and quality checks.
- 02One configured custom assistant for a recurring task.
- 03A personal productivity baseline and tracking sheet.
07 — Dates & delivery
Public sessions
No public dates are published yet.
Register your interest below and we will contact you as soon as a session is scheduled. Dates, venue and fees are confirmed before you commit to anything.
Available formats
- Public instructor-led workshopsIndividual professionals building their own skills.Available
- Private corporate workshopsTeams and departments learning together.Available
- On-site corporate trainingLarger groups and several cohorts in sequence.Available
- Live virtual instructor-led trainingDistributed and international teams.Available
- Blended learning journeysSkills that must change daily working habits.By arrangement
For your organization
This workshop can be delivered privately for your teams — on-site, at a venue or live virtual — with cases and exercises adapted to your context.
Request a proposal08 — Register interest
Register interest
Tell us that you would like to join this workshop. Registering interest is not a booking: we contact you when dates are confirmed, and you decide then.