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Copilot for Admin: The Inbox, Letters and Minutes

Training Duration   2 days

Learning Objectives

  • Use the RCR framework and 5W1H checklist to brief Copilot Chat for administrative tasks.
  • Use conversational prompting when a request is too complex to describe in one prompt and distinguish company-data answers from public-web answers.
  • Turn scattered notes and an old letter into a finished memo or notice in Word.
  • Revise individual document sections without disturbing the rest and retain the finished document as a reusable template.
  • Summarise long Outlook email threads, identify key decisions, and draft replies in an appropriate tone.
  • Catch up on missed Teams meetings and question completed meeting recaps for decisions and unresolved items.
  • Turn meeting discussions into structured minutes and action items with named owners and deadlines.
  • Audit recurring administrative work and rebuild one task end to end using Copilot.

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Copilot for Admin: The Inbox, Letters and Minutes

2

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