AI Roadshow: "More than ChatGPT, Creating Agents in Microsoft Copilot"

AI Roadshow: "More than ChatGPT, Creating Agents in Microsoft Copilot"

Sparkhound’s AI Roadshow is traveling to Birmingham, AL. Join Matt Meyer and Derrick Helms as they bridge the gap between general AI tools like ChatGPT and enterprise-ready solutions with Microsoft Copilot. While businesses have embraced ChatGPT for basic tasks, Copilot takes AI integration to the next level by connecting directly with your organization’s data and workflows.

This full-day, hands-on workshop guides participants through practical applications of Copilot across Microsoft 365, covering essential prompting techniques, security considerations, and the creation of custom agents that automate complex business processes. From morning sessions on Copilot fundamentals to afternoon deep dives into agent development, you’ll leave with actionable strategies to transform productivity and decision-making in your organization. Don’t miss this opportunity to move beyond basic AI experimentation toward strategic implementation that delivers measurable business results.

Morning:

8:30–9:00 — Welcome, Setup, & Success Metrics

• Outcomes: what you’ll be able to do by day’s end; how we’ll measure success (time saved on emails/docs, meeting notes quality, faster deck creation).
• Quick setup: sign in, verify Copilot access, open the sample files.

9:00–9:25 — Copilot in M365: The Tour & Top Use Cases

• Where Copilot lives (Outlook, Teams, Word, PowerPoint, Excel, SharePoint).
• “Best jobs for Copilot” (draft, summarize, transform, analyze, find).

9:25–9:45 — Using Copilot Safely (Plain-English Security)

• “Copilot only sees what you can see” and why that matters.
• Good sharing habits, sensitive content basics, what not to paste into prompts.
• Red/Yellow/Green data examples.

9:45–10:30 — Prompting Essentials (Hands-On)

• Mini-framework: Context → Role → Examples → Direction → Review.
• Practice: rewrite a vague ask into a clear prompt; compare results.

10:30–10:45 — Break

10:45–11:30 — Copilot in Microsoft 365

• Summarize long threads; propose replies; extract action items and owners.
• Meeting “prep and debrief”: generate agenda from a brief; create follow-ups.
• Word
• Excel
• PowerPoint
• Outlook

11:30–12:00 — SharePoint for Business Users (No Jargon)

• Findability: “Ask Copilot to find it” only works if we share right.
• Quick hits: Sharing posture, Restricted Access (RAC) in business terms.
• Sensitivity Labels in plain English (Confidential vs. Public).
• Purview + SharePoint “better together”: compliance that follows the file.

12:00–1:00 — Lunch & Ask-the-Coach

Afternoon:

1:00–1:35 — Agents

• SharePoint Agents
• Iterate: tone, length, bullets vs. narrative; cite sources.

1:35–2:30 — M365 Agents

• Agent Templates
• Custom Agents

• • Instructions
  • Knowledge

2:30–2:45 — Break

2:45–3:15 — SharePoint Premium Features (Business Wins)

• eSignature: cut turnaround time; track status in the library.
• OCR & Autofill: turn PDFs into searchable, structured info.
• Archive/Backup: retention without headaches (what users need to know).

3:15–3:35 — Copilot Heavy Lifting (Concept + Demo)

• What an agent is (no code): task + rules + data = repeatable help.
• Declarative Agents & Graph Data Agent in business terms.
• Demo: “SOW Helper” or “Project Status Brief” from files + Graph people/data.

3:35–4:20 — Stump the Chump!! Choose-Your-Scenario Matt To Build

• Pick one:

• • Sales/RFP response starter
  • Weekly project status brief
  • Executive summary of a long report
  • Policy recap with action items

4:20–4:30 — Wrap-Up, Commitments, & 30-Day Plan

• Questions
• Private sessions

Host or Publisher Alex Drozd