Preparation
The training works with concrete workflows from your own practice. You'll work in small groups and collectively choose one workflow to develop into a working prototype.
We'll review your workflow beforehand and contact you if adjustments are needed.
What do you need to do?
10-15 min 1
Describe a workflow (choose one):
- - Download the form, or
- - Use the prompt below
2
Send it at least 3 days in advance to hello@copilot-academy.com
3
Bring example source materials to the training
Preparation prompt
Is your workflow suitable?
Suitable
- You perform it regularly
- It has clear input and output
- It involves text or knowledge work
Less suitable
- Complex processes with many branches
- Automation, building agents or GPTs
- One-time or rare tasks
Examples by role
Click on a role for concrete workflow ideas.
HR / L&D Business Analysis Marketing Finance Managers
HR / Learning & Development
- Onboarding materials: Compiling role-specific onboarding documentation for new employees.
- Training needs analysis: Creating an analysis based on evaluation forms and conversations.
Business Analysis
- Requirements document: Translating stakeholder interviews into structured requirements.
- Impact analysis: Creating an analysis of the consequences of a proposed change.
Marketing
- Campaign briefing: Creating a briefing for a new campaign based on input.
- Content calendar: Planning social media content for a specific period.
Finance
- Management reporting: Creating a monthly report with analysis and recommendations.
- Budget justification: Writing a justification for a budget request.
Managers
- Stakeholder update: Writing a periodic update for stakeholders on project progress.
- Team meeting preparation: Creating an agenda and discussion points for team meetings.
Prerequisites
- You've completed Workshop 1 and 2 of the AI Fundamentals Training (or have equivalent experience)
- You already work with AI tools like Copilot, ChatGPT, or Claude
- You bring a laptop with access to an AI tool