Lunch and Learn- AI Assisted Workflow in Copilot

Created by Kolin Hayes, Modified on Wed, 22 Jul at 11:05 AM by Kolin Hayes

    (Click to watch presentation in a new window)

Join us as we take a deeper look at how AI tools like Microsoft Copilot can help streamline everyday work processes. Building on our previous AI sessions, we'll explore practical ways to use AI for productivity, automation, document processing, data analysis, and content creation while maintaining appropriate security controls and human oversight.

Whether you're just getting started with Copilot or looking to develop more advanced AI-assisted workflows, this session provides real-world examples and best practices to help you work more efficiently and confidently.

We will cover:

  • Practical ways to use AI in everyday work
  • AI automation safeguards and prompting best practices
  • Document processing, reporting, and data analysis workflows
  • Content creation and communication with Copilot
  • Microsoft 365 Copilot and Power Automate capabilities
  • Resources for building secure and effective AI-assisted processes

Review resources and the recap by viewing below:

Link to resources- L+L AI Assisted Workflow in Copilot Resources
Presentation Link- L+L AI Assisted Workflow in Copilot Slidedeck
View the recorded session- L+L AI Assisted Workflow (March 2026 Session)
View Expensify Automation Process- Expensify Automated Upload Process

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