Mastering AI Automation in Microsoft 365 for Future-Proof Productivity
You're not falling behind because you’re not working hard enough. You're falling behind because the rules of productivity have changed, and no one showed you the new playbook. While you’re managing emails, chasing approvals, and drowning in spreadsheets, high-performing teams are automating 70% of that work - silently, consistently, and without burning out. AI in Microsoft 365 isn’t science fiction. It’s here. And if you don’t master it now, you risk becoming invisible in your own organisation. But if you do, you gain the ability to deliver outcomes 10x faster, position yourself as a strategic thinker, and future-proof your career against disruption. Mastering AI Automation in Microsoft 365 for Future-Proof Productivity is your exact blueprint for making that shift. This is not a theoretical course. It’s a tactical, step-by-step guide to going from overwhelmed operator to AI-powered productivity leader - with a board-ready automation strategy and verified certification in under 30 days. Just ask Sarah Kim, Senior Project Manager at a global consulting firm. She used the methodology in this course to automate her team’s status reporting, freeing up 12 hours per week. Her CFO noticed. Two months later, she was promoted and given oversight of their AI enablement initiative. You don’t need a data science degree or coding skills. You just need the right system. This course gives you that - along with the credibility, confidence, and Certificate of Completion issued by The Art of Service, recognised in 148 countries. Here’s how this course is structured to help you get there.Course Format & Delivery Details Self-paced, permanent access, zero time pressure This course is designed for professionals who need results without disrupting their workweek. You gain immediate online access to all materials the moment you enroll. The entire experience is on-demand - no live sessions, no fixed dates, and no deadlines. You control when, where, and how fast you progress. Most learners complete the core certification track in 20–25 hours, with many implementing their first high-impact automation within the first 72 hours. The system is designed so you can apply concepts the same day you learn them. Lifetime Access & Ongoing Updates
Once you enroll, you own lifetime access to the course, including every future update at no additional cost. Microsoft evolves fast. Your training should too. We continuously refresh content to reflect new features in Copilot, Power Automate, and AI-driven apps so your knowledge never expires. Mobile-Friendly, 24/7 Global Access
Access the course from any device - desktop, tablet, or smartphone. Whether you’re on a flight, in a coffee shop, or between meetings, your progress syncs seamlessly. The interface is optimised for fast loading, low bandwidth, and intuitive navigation. Instructor Support & Guided Progression
You're not alone. You receive direct access to our team of AI automation specialists for clarification, feedback, and implementation guidance. Our structured escalation support ensures you get responses within 24 business hours to keep your momentum going. Certificate of Completion by The Art of Service
Upon finishing, you earn a Certificate of Completion issued by The Art of Service - a globally recognised credential in enterprise productivity and digital transformation. This certificate is shareable on LinkedIn, verifiable by employers, and increasingly requested in AI adoption RFPs. No Hidden Fees, One Simple Price
The pricing is straightforward. One inclusive payment. No subscriptions, no upsells, no hidden fees. Everything you need is inside. No premium tiers, no locked content. Secure, Trusted Payment Options
We accept all major payment methods, including Visa, Mastercard, and PayPal. All transactions are encrypted and processed through PCI-compliant gateways for your protection. 100% Satisfied or Refunded - 30-Day Guarantee
Try the course risk-free for 30 days. If you don’t find immediate value, if the tools don’t work in your environment, or if you simply change your mind, just contact us. We’ll issue a full refund - no questions asked. Your only risk is not trying. No Rush. No Pressure. You’re Covered.
After enrollment, you’ll receive a confirmation email. Your access credentials and entry instructions are delivered separately once your course materials are fully provisioned. This ensures a smooth, error-free start - no technical hiccups, no broken links. Will this work for me? Yes - even if you’ve never built an automation before. Even if your IT team restricts admin access. Even if you’re not “technical.” This course is used by project managers, operations leads, HR specialists, finance analysts, and executives across regulated industries. Our learners include a compliance officer at a major bank who automated audit documentation using AI in Word and SharePoint, and a supply chain analyst who cut monthly reporting time from 40 hours to under 3. The system works because it’s not about tools - it’s about strategy, precision, and following a proven framework. With clear pathways for non-admin users, role-based templates, and permission-safe workflows, this course meets you where you are and accelerates you to where you need to be.
Module 1: Foundations of AI-Driven Productivity in Microsoft 365 - Understanding the new era of knowledge work and AI augmentation
- Identifying the 3 core layers of Microsoft 365 AI capabilities
- Differentiating between AI, automation, and intelligent workflows
- Navigating the Microsoft 365 ecosystem: Apps, licenses, and access levels
- Assessing your current productivity bottlenecks using the AI Readiness Scorecard
- Defining the ROI of automation: Time saved, error reduction, and audit compliance
- Understanding data governance and AI safety in regulated environments
- Introducing the Future-Proof Productivity Framework
- Planning your personal automation roadmap with end-state clarity
- Using the course workbook to track progress and set milestones
Module 2: Microsoft 365 AI Tools & Capabilities Deep Dive - Copilot in Outlook: Smart summarisation and priority email triage
- Copilot in Word: AI drafting, tone adjustment, and document structuring
- Copilot in Excel: Formula generation, data insight extraction, and trend prediction
- Copilot in PowerPoint: Slide creation from outlines and speaker note generation
- Copilot in Teams: Meeting recap summarisation and action item extraction
- Copilot in Loop: Real-time collaborative content refinement
- AI-powered search across SharePoint and OneDrive
- Using Delve to surface relevant people and content
- Understanding the Microsoft Graph and its role in intelligent automation
- Access levels for Copilot: Licensed vs. unlicensed capabilities
- Setting up organisational prerequisites for AI features
- Customising Copilot prompts for role-specific accuracy
- Securing AI-generated content with sensitivity labels
- Managing AI hallucinations and validating output reliability
- Version history integration with AI edits
Module 3: Designing Automation Workflows with Power Automate - Introduction to workflow logic: Triggers, actions, conditions
- Building your first automation: Approval request from email
- Using templates to accelerate deployment
- Creating flows that start in Outlook and update SharePoint lists
- Setting up automated file archiving in OneDrive
- Mapping data structures between Microsoft 365 apps
- Handling file attachments and metadata in flows
- Using dynamic content to personalise messages
- Adding conditional logic to skip steps based on criteria
- Creating multi-step approval chains with escalation paths
- Setting time delays and recurrence schedules
- Using expressions to manipulate text and numbers
- Using the flow checker to debug and optimise
- Testing flows with simulated inputs
- Tracking run history and error resolution
- Sharing flows with colleagues securely
- Using connections securely without exposing credentials
- Best practices for flow naming and documentation
Module 4: Intelligent Document Automation with AI Builder - Introduction to AI Builder in Power Platform
- Training a document processing model with sample invoices
- Extracting key fields from unstructured PDFs and scans
- Validating AI extraction accuracy with confidence scoring
- Exporting extracted data to Excel or SharePoint
- Combining AI Builder with Power Automate for end-to-end processing
- Creating templates for contracts, receipts, and forms
- Setting up automatic classification of document types
- Handling exceptions with human-in-the-loop workflows
- Versioning and retraining models over time
- Securing sensitive information in processed documents
- Monitoring model performance and drift
- Integrating OCR with multi-language support
- Building approval workflows for AI-processed documents
- Scaling document automation across departments
Module 5: Data Integration & Cloud Storage Automation - Automating file synchronisation between OneDrive and SharePoint
- Creating folder structures based on metadata
- Automated file renaming based on content or date
- Backing up Teams chat files to central repositories
- Version control automation for collaborative documents
- Auto-tagging files with sensitivity labels
- Migrating legacy data into structured SharePoint libraries
- Triggering flows when files are modified or deleted
- Generating automatic file indexes and navigation hubs
- Syncing Excel tables with SharePoint lists
- Auto-populating forms from existing data sources
- Using Power Query to clean and transform imported data
- Setting up proactive data freshness alerts
- Automating permission updates when team members change
- Archiving inactive projects with retention policies
- Encrypting sensitive data in transit and at rest
Module 6: AI-Powered Email & Communication Workflows - Automating email triage with smart rules and AI scoring
- Responding to common queries with AI-generated drafts
- Routing emails to appropriate team members based on content
- Creating auto-follow-up sequences for pending responses
- Generating meeting summaries and sending them via Outlook
- Setting up email digests for daily or weekly updates
- Integrating Outlook tasks with Planner and To Do
- Flagging urgent emails using natural language detection
- Suppressing low-priority newsletters and notifications
- Automating signature updates across teams
- Converting email threads into formal documentation
- Tracking response times and SLA compliance
- Archiving external communications by legal category
- Securing external email sharing with compliance policies
Module 7: Teams & Collaboration Automation - Automated team provisioning from HRIS or request forms
- Populating new Teams with standard templates and channels
- Synchronising Planner tasks across multiple Teams
- Converting meeting notes into action items in To Do
- Archiving inactive Teams with data retention rules
- Automating membership changes based on project status
- Creating recurring meeting agendas from templates
- Posting automated reminders for pending tasks in chat
- Generating monthly team performance summaries
- Integrating Power BI dashboards into Teams tabs
- Auto-inviting subject matter experts to relevant discussions
- Monitoring engagement levels and flagging inactivity
- Translating chat messages for multilingual teams
- Summarising long chat threads with Copilot
- Secure handling of confidential chats and data leaks
Module 8: Advanced Analytics & Reporting Automation - Automating monthly financial reports from Excel to PowerPoint
- Creating real-time dashboards with Power BI
- Scheduling automatic data refreshes from cloud sources
- Generating executive summaries from raw data
- Using Copilot to interpret visualisations and detect anomalies
- Sending automated report distributions by role
- Setting up alerts for KPI deviations
- Exporting reports to PDF and email in one click
- Versioning historical reports for audit trails
- Integrating survey results from Forms into live dashboards
- Correlating data across departments for cross-functional insights
- Automating dashboard access based on user permissions
- Documenting data sources and methodology for compliance
- Embedding reports into SharePoint sites
- Archiving outdated reports securely
Module 9: AI Automation for HR & People Operations - Onboarding automation: Welcome emails, access requests, training setup
- Auto-scheduling orientation meetings with room booking
- Generating personalised offer letters from templates
- Tracking probation milestones with automated check-ins
- Processing leave requests with approval workflows
- Analysing engagement survey results with AI sentiment detection
- Identifying retention risks from communication patterns
- Automating compliance training assignments and reminders
- Generating performance review summaries from feedback
- Updating org charts based on HR data changes
- Managing offboarding checklists and access revocation
- Tracking equipment loans and returns
- Documenting HR processes for audit readiness
- Securing sensitive employee data in AI processing
Module 10: Finance & Procurement Automation - Processing purchase requests with multi-level approvals
- Matching invoices to purchase orders automatically
- Flagging budget overruns with real-time alerts
- Automating expense report validation
- Generating month-end close checklists
- Creating forecast summaries from historical data
- Reconciling data across systems with Power Query
- Generating board-level financial presentations
- Archiving financial records with legal hold options
- Enforcing segregation of duties in workflows
- Exporting audit-ready transaction logs
- Automating tax code validation
- Updating vendor master data in sync with contracts
- Monitoring payment due dates and initiating reminders
- Handling currency conversion in global invoices
Module 11: Project & Task Management Automation - Auto-creating project plans from proposal templates
- Syncing tasks between Planner, To Do, and Excel
- Setting up milestone countdowns and email alerts
- Automating risk register updates
- Generating Gantt charts from task lists
- Updating stakeholders with progress snapshots
- Escalating overdue tasks to managers
- Tracking resource allocation across projects
- Automatically archiving completed projects
- Generating lessons learned documents post-project
- Linking tasks to budget and timeline data
- Using AI to predict project delays
- Creating RACI matrices from team data
- Integrating customer feedback into project adjustments
- Migrating data to knowledge repositories
Module 12: Security, Compliance & Governance Automation - Automated sensitivity label application based on content
- Detecting and flagging regulated data in communications
- Enforcing encryption standards in file sharing
- Archiving communications for legal discovery
- Automating data subject access requests (DSARs)
- Managing consent records for GDPR and CCPA
- Generating compliance audit trails automatically
- Revoking access for terminated employees instantly
- Monitoring unauthorised app usage in Microsoft 365
- Alerting on suspicious login activity
- Enforcing multi-factor authentication policies
- Automating retention policy applications
- Creating incident response workflows
- Reporting on compliance gaps monthly
- Documenting controls for SOC 2 or ISO 27001
Module 13: Advanced Copilot Customisation & Prompt Engineering - Principles of effective prompt design for Microsoft 365
- Using role-specific personas in Copilot interactions
- Chaining prompts for multi-step reasoning
- Reducing hallucinations with grounding techniques
- Setting tone, length, and format constraints
- Using context windows effectively in long documents
- Iterative refinement of AI output
- Creating prompt libraries for repeat use
- Sharing prompts across teams with governance
- Testing prompt reliability across document types
- Validating AI suggestions against source data
- Customising prompts for legal, finance, and technical roles
- Using Copilot to translate and localise content
- Generating FAQs from product documentation
- Summarising customer contracts with key clause extraction
Module 14: Real-World Automation Projects & Use Cases - Complete case study: Automating quarterly board reporting
- Complete case study: End-to-end invoice processing
- Complete case study: Employee onboarding at scale
- Project: Designing a customer feedback analysis workflow
- Project: Building a compliance monitoring dashboard
- Project: Creating an AI-powered knowledge base
- Project: Automating sales proposal generation
- Project: Streamlining meeting lifecycle from invite to follow-up
- Project: Reducing helpdesk ticket resolution time
- Project: Centralising project documentation with AI tagging
- Project: Automating regulatory submission preparation
- Project: Monitoring brand mentions across Teams and emails
- Project: Creating dynamic contract repositories
- Project: Building an AI assistant for IT support queries
- Project: Automating CSR report compilation
- Project: Reducing time to hire with recruitment workflows
- Project: Managing ESG data collection and reporting
- Project: Supporting M&A integration with document automation
Module 15: Implementation, Change Management & Adoption - Creating a business case for AI automation in your department
- Stakeholder mapping and communication planning
- Running pilot projects to demonstrate ROI
- Gathering user feedback and iterating workflows
- Training colleagues using standard operating procedures
- Documenting automation processes for knowledge transfer
- Measuring adoption with usage analytics
- Overcoming resistance to change with empathy
- Scaling successful automations enterprise-wide
- Creating internal certification programs
- Building a Centre of Excellence for AI automation
- Establishing governance and approval workflows
- Managing version control and updates
- Ensuring continuity during team changes
- Reporting results to executive leadership
Module 16: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice assessment: Identifying automation opportunities
- Case-based exam simulation with scoring rubric
- Preparing your professional portfolio of automations
- How to showcase your certification on LinkedIn and resumes
- Talking about AI automation in job interviews
- Negotiating higher compensation using ROI evidence
- Positioning yourself as a digital transformation leader
- Joining the global alumni network of The Art of Service
- Accessing exclusive job boards and partner opportunities
- Receiving notification of advanced courses and updates
- Using your certification in consulting or freelancing
- Presenting your automation strategy to leadership
- Continuing education pathways in AI and automation
- Final certification requirements and submission process
- Understanding the new era of knowledge work and AI augmentation
- Identifying the 3 core layers of Microsoft 365 AI capabilities
- Differentiating between AI, automation, and intelligent workflows
- Navigating the Microsoft 365 ecosystem: Apps, licenses, and access levels
- Assessing your current productivity bottlenecks using the AI Readiness Scorecard
- Defining the ROI of automation: Time saved, error reduction, and audit compliance
- Understanding data governance and AI safety in regulated environments
- Introducing the Future-Proof Productivity Framework
- Planning your personal automation roadmap with end-state clarity
- Using the course workbook to track progress and set milestones
Module 2: Microsoft 365 AI Tools & Capabilities Deep Dive - Copilot in Outlook: Smart summarisation and priority email triage
- Copilot in Word: AI drafting, tone adjustment, and document structuring
- Copilot in Excel: Formula generation, data insight extraction, and trend prediction
- Copilot in PowerPoint: Slide creation from outlines and speaker note generation
- Copilot in Teams: Meeting recap summarisation and action item extraction
- Copilot in Loop: Real-time collaborative content refinement
- AI-powered search across SharePoint and OneDrive
- Using Delve to surface relevant people and content
- Understanding the Microsoft Graph and its role in intelligent automation
- Access levels for Copilot: Licensed vs. unlicensed capabilities
- Setting up organisational prerequisites for AI features
- Customising Copilot prompts for role-specific accuracy
- Securing AI-generated content with sensitivity labels
- Managing AI hallucinations and validating output reliability
- Version history integration with AI edits
Module 3: Designing Automation Workflows with Power Automate - Introduction to workflow logic: Triggers, actions, conditions
- Building your first automation: Approval request from email
- Using templates to accelerate deployment
- Creating flows that start in Outlook and update SharePoint lists
- Setting up automated file archiving in OneDrive
- Mapping data structures between Microsoft 365 apps
- Handling file attachments and metadata in flows
- Using dynamic content to personalise messages
- Adding conditional logic to skip steps based on criteria
- Creating multi-step approval chains with escalation paths
- Setting time delays and recurrence schedules
- Using expressions to manipulate text and numbers
- Using the flow checker to debug and optimise
- Testing flows with simulated inputs
- Tracking run history and error resolution
- Sharing flows with colleagues securely
- Using connections securely without exposing credentials
- Best practices for flow naming and documentation
Module 4: Intelligent Document Automation with AI Builder - Introduction to AI Builder in Power Platform
- Training a document processing model with sample invoices
- Extracting key fields from unstructured PDFs and scans
- Validating AI extraction accuracy with confidence scoring
- Exporting extracted data to Excel or SharePoint
- Combining AI Builder with Power Automate for end-to-end processing
- Creating templates for contracts, receipts, and forms
- Setting up automatic classification of document types
- Handling exceptions with human-in-the-loop workflows
- Versioning and retraining models over time
- Securing sensitive information in processed documents
- Monitoring model performance and drift
- Integrating OCR with multi-language support
- Building approval workflows for AI-processed documents
- Scaling document automation across departments
Module 5: Data Integration & Cloud Storage Automation - Automating file synchronisation between OneDrive and SharePoint
- Creating folder structures based on metadata
- Automated file renaming based on content or date
- Backing up Teams chat files to central repositories
- Version control automation for collaborative documents
- Auto-tagging files with sensitivity labels
- Migrating legacy data into structured SharePoint libraries
- Triggering flows when files are modified or deleted
- Generating automatic file indexes and navigation hubs
- Syncing Excel tables with SharePoint lists
- Auto-populating forms from existing data sources
- Using Power Query to clean and transform imported data
- Setting up proactive data freshness alerts
- Automating permission updates when team members change
- Archiving inactive projects with retention policies
- Encrypting sensitive data in transit and at rest
Module 6: AI-Powered Email & Communication Workflows - Automating email triage with smart rules and AI scoring
- Responding to common queries with AI-generated drafts
- Routing emails to appropriate team members based on content
- Creating auto-follow-up sequences for pending responses
- Generating meeting summaries and sending them via Outlook
- Setting up email digests for daily or weekly updates
- Integrating Outlook tasks with Planner and To Do
- Flagging urgent emails using natural language detection
- Suppressing low-priority newsletters and notifications
- Automating signature updates across teams
- Converting email threads into formal documentation
- Tracking response times and SLA compliance
- Archiving external communications by legal category
- Securing external email sharing with compliance policies
Module 7: Teams & Collaboration Automation - Automated team provisioning from HRIS or request forms
- Populating new Teams with standard templates and channels
- Synchronising Planner tasks across multiple Teams
- Converting meeting notes into action items in To Do
- Archiving inactive Teams with data retention rules
- Automating membership changes based on project status
- Creating recurring meeting agendas from templates
- Posting automated reminders for pending tasks in chat
- Generating monthly team performance summaries
- Integrating Power BI dashboards into Teams tabs
- Auto-inviting subject matter experts to relevant discussions
- Monitoring engagement levels and flagging inactivity
- Translating chat messages for multilingual teams
- Summarising long chat threads with Copilot
- Secure handling of confidential chats and data leaks
Module 8: Advanced Analytics & Reporting Automation - Automating monthly financial reports from Excel to PowerPoint
- Creating real-time dashboards with Power BI
- Scheduling automatic data refreshes from cloud sources
- Generating executive summaries from raw data
- Using Copilot to interpret visualisations and detect anomalies
- Sending automated report distributions by role
- Setting up alerts for KPI deviations
- Exporting reports to PDF and email in one click
- Versioning historical reports for audit trails
- Integrating survey results from Forms into live dashboards
- Correlating data across departments for cross-functional insights
- Automating dashboard access based on user permissions
- Documenting data sources and methodology for compliance
- Embedding reports into SharePoint sites
- Archiving outdated reports securely
Module 9: AI Automation for HR & People Operations - Onboarding automation: Welcome emails, access requests, training setup
- Auto-scheduling orientation meetings with room booking
- Generating personalised offer letters from templates
- Tracking probation milestones with automated check-ins
- Processing leave requests with approval workflows
- Analysing engagement survey results with AI sentiment detection
- Identifying retention risks from communication patterns
- Automating compliance training assignments and reminders
- Generating performance review summaries from feedback
- Updating org charts based on HR data changes
- Managing offboarding checklists and access revocation
- Tracking equipment loans and returns
- Documenting HR processes for audit readiness
- Securing sensitive employee data in AI processing
Module 10: Finance & Procurement Automation - Processing purchase requests with multi-level approvals
- Matching invoices to purchase orders automatically
- Flagging budget overruns with real-time alerts
- Automating expense report validation
- Generating month-end close checklists
- Creating forecast summaries from historical data
- Reconciling data across systems with Power Query
- Generating board-level financial presentations
- Archiving financial records with legal hold options
- Enforcing segregation of duties in workflows
- Exporting audit-ready transaction logs
- Automating tax code validation
- Updating vendor master data in sync with contracts
- Monitoring payment due dates and initiating reminders
- Handling currency conversion in global invoices
Module 11: Project & Task Management Automation - Auto-creating project plans from proposal templates
- Syncing tasks between Planner, To Do, and Excel
- Setting up milestone countdowns and email alerts
- Automating risk register updates
- Generating Gantt charts from task lists
- Updating stakeholders with progress snapshots
- Escalating overdue tasks to managers
- Tracking resource allocation across projects
- Automatically archiving completed projects
- Generating lessons learned documents post-project
- Linking tasks to budget and timeline data
- Using AI to predict project delays
- Creating RACI matrices from team data
- Integrating customer feedback into project adjustments
- Migrating data to knowledge repositories
Module 12: Security, Compliance & Governance Automation - Automated sensitivity label application based on content
- Detecting and flagging regulated data in communications
- Enforcing encryption standards in file sharing
- Archiving communications for legal discovery
- Automating data subject access requests (DSARs)
- Managing consent records for GDPR and CCPA
- Generating compliance audit trails automatically
- Revoking access for terminated employees instantly
- Monitoring unauthorised app usage in Microsoft 365
- Alerting on suspicious login activity
- Enforcing multi-factor authentication policies
- Automating retention policy applications
- Creating incident response workflows
- Reporting on compliance gaps monthly
- Documenting controls for SOC 2 or ISO 27001
Module 13: Advanced Copilot Customisation & Prompt Engineering - Principles of effective prompt design for Microsoft 365
- Using role-specific personas in Copilot interactions
- Chaining prompts for multi-step reasoning
- Reducing hallucinations with grounding techniques
- Setting tone, length, and format constraints
- Using context windows effectively in long documents
- Iterative refinement of AI output
- Creating prompt libraries for repeat use
- Sharing prompts across teams with governance
- Testing prompt reliability across document types
- Validating AI suggestions against source data
- Customising prompts for legal, finance, and technical roles
- Using Copilot to translate and localise content
- Generating FAQs from product documentation
- Summarising customer contracts with key clause extraction
Module 14: Real-World Automation Projects & Use Cases - Complete case study: Automating quarterly board reporting
- Complete case study: End-to-end invoice processing
- Complete case study: Employee onboarding at scale
- Project: Designing a customer feedback analysis workflow
- Project: Building a compliance monitoring dashboard
- Project: Creating an AI-powered knowledge base
- Project: Automating sales proposal generation
- Project: Streamlining meeting lifecycle from invite to follow-up
- Project: Reducing helpdesk ticket resolution time
- Project: Centralising project documentation with AI tagging
- Project: Automating regulatory submission preparation
- Project: Monitoring brand mentions across Teams and emails
- Project: Creating dynamic contract repositories
- Project: Building an AI assistant for IT support queries
- Project: Automating CSR report compilation
- Project: Reducing time to hire with recruitment workflows
- Project: Managing ESG data collection and reporting
- Project: Supporting M&A integration with document automation
Module 15: Implementation, Change Management & Adoption - Creating a business case for AI automation in your department
- Stakeholder mapping and communication planning
- Running pilot projects to demonstrate ROI
- Gathering user feedback and iterating workflows
- Training colleagues using standard operating procedures
- Documenting automation processes for knowledge transfer
- Measuring adoption with usage analytics
- Overcoming resistance to change with empathy
- Scaling successful automations enterprise-wide
- Creating internal certification programs
- Building a Centre of Excellence for AI automation
- Establishing governance and approval workflows
- Managing version control and updates
- Ensuring continuity during team changes
- Reporting results to executive leadership
Module 16: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice assessment: Identifying automation opportunities
- Case-based exam simulation with scoring rubric
- Preparing your professional portfolio of automations
- How to showcase your certification on LinkedIn and resumes
- Talking about AI automation in job interviews
- Negotiating higher compensation using ROI evidence
- Positioning yourself as a digital transformation leader
- Joining the global alumni network of The Art of Service
- Accessing exclusive job boards and partner opportunities
- Receiving notification of advanced courses and updates
- Using your certification in consulting or freelancing
- Presenting your automation strategy to leadership
- Continuing education pathways in AI and automation
- Final certification requirements and submission process
- Introduction to workflow logic: Triggers, actions, conditions
- Building your first automation: Approval request from email
- Using templates to accelerate deployment
- Creating flows that start in Outlook and update SharePoint lists
- Setting up automated file archiving in OneDrive
- Mapping data structures between Microsoft 365 apps
- Handling file attachments and metadata in flows
- Using dynamic content to personalise messages
- Adding conditional logic to skip steps based on criteria
- Creating multi-step approval chains with escalation paths
- Setting time delays and recurrence schedules
- Using expressions to manipulate text and numbers
- Using the flow checker to debug and optimise
- Testing flows with simulated inputs
- Tracking run history and error resolution
- Sharing flows with colleagues securely
- Using connections securely without exposing credentials
- Best practices for flow naming and documentation
Module 4: Intelligent Document Automation with AI Builder - Introduction to AI Builder in Power Platform
- Training a document processing model with sample invoices
- Extracting key fields from unstructured PDFs and scans
- Validating AI extraction accuracy with confidence scoring
- Exporting extracted data to Excel or SharePoint
- Combining AI Builder with Power Automate for end-to-end processing
- Creating templates for contracts, receipts, and forms
- Setting up automatic classification of document types
- Handling exceptions with human-in-the-loop workflows
- Versioning and retraining models over time
- Securing sensitive information in processed documents
- Monitoring model performance and drift
- Integrating OCR with multi-language support
- Building approval workflows for AI-processed documents
- Scaling document automation across departments
Module 5: Data Integration & Cloud Storage Automation - Automating file synchronisation between OneDrive and SharePoint
- Creating folder structures based on metadata
- Automated file renaming based on content or date
- Backing up Teams chat files to central repositories
- Version control automation for collaborative documents
- Auto-tagging files with sensitivity labels
- Migrating legacy data into structured SharePoint libraries
- Triggering flows when files are modified or deleted
- Generating automatic file indexes and navigation hubs
- Syncing Excel tables with SharePoint lists
- Auto-populating forms from existing data sources
- Using Power Query to clean and transform imported data
- Setting up proactive data freshness alerts
- Automating permission updates when team members change
- Archiving inactive projects with retention policies
- Encrypting sensitive data in transit and at rest
Module 6: AI-Powered Email & Communication Workflows - Automating email triage with smart rules and AI scoring
- Responding to common queries with AI-generated drafts
- Routing emails to appropriate team members based on content
- Creating auto-follow-up sequences for pending responses
- Generating meeting summaries and sending them via Outlook
- Setting up email digests for daily or weekly updates
- Integrating Outlook tasks with Planner and To Do
- Flagging urgent emails using natural language detection
- Suppressing low-priority newsletters and notifications
- Automating signature updates across teams
- Converting email threads into formal documentation
- Tracking response times and SLA compliance
- Archiving external communications by legal category
- Securing external email sharing with compliance policies
Module 7: Teams & Collaboration Automation - Automated team provisioning from HRIS or request forms
- Populating new Teams with standard templates and channels
- Synchronising Planner tasks across multiple Teams
- Converting meeting notes into action items in To Do
- Archiving inactive Teams with data retention rules
- Automating membership changes based on project status
- Creating recurring meeting agendas from templates
- Posting automated reminders for pending tasks in chat
- Generating monthly team performance summaries
- Integrating Power BI dashboards into Teams tabs
- Auto-inviting subject matter experts to relevant discussions
- Monitoring engagement levels and flagging inactivity
- Translating chat messages for multilingual teams
- Summarising long chat threads with Copilot
- Secure handling of confidential chats and data leaks
Module 8: Advanced Analytics & Reporting Automation - Automating monthly financial reports from Excel to PowerPoint
- Creating real-time dashboards with Power BI
- Scheduling automatic data refreshes from cloud sources
- Generating executive summaries from raw data
- Using Copilot to interpret visualisations and detect anomalies
- Sending automated report distributions by role
- Setting up alerts for KPI deviations
- Exporting reports to PDF and email in one click
- Versioning historical reports for audit trails
- Integrating survey results from Forms into live dashboards
- Correlating data across departments for cross-functional insights
- Automating dashboard access based on user permissions
- Documenting data sources and methodology for compliance
- Embedding reports into SharePoint sites
- Archiving outdated reports securely
Module 9: AI Automation for HR & People Operations - Onboarding automation: Welcome emails, access requests, training setup
- Auto-scheduling orientation meetings with room booking
- Generating personalised offer letters from templates
- Tracking probation milestones with automated check-ins
- Processing leave requests with approval workflows
- Analysing engagement survey results with AI sentiment detection
- Identifying retention risks from communication patterns
- Automating compliance training assignments and reminders
- Generating performance review summaries from feedback
- Updating org charts based on HR data changes
- Managing offboarding checklists and access revocation
- Tracking equipment loans and returns
- Documenting HR processes for audit readiness
- Securing sensitive employee data in AI processing
Module 10: Finance & Procurement Automation - Processing purchase requests with multi-level approvals
- Matching invoices to purchase orders automatically
- Flagging budget overruns with real-time alerts
- Automating expense report validation
- Generating month-end close checklists
- Creating forecast summaries from historical data
- Reconciling data across systems with Power Query
- Generating board-level financial presentations
- Archiving financial records with legal hold options
- Enforcing segregation of duties in workflows
- Exporting audit-ready transaction logs
- Automating tax code validation
- Updating vendor master data in sync with contracts
- Monitoring payment due dates and initiating reminders
- Handling currency conversion in global invoices
Module 11: Project & Task Management Automation - Auto-creating project plans from proposal templates
- Syncing tasks between Planner, To Do, and Excel
- Setting up milestone countdowns and email alerts
- Automating risk register updates
- Generating Gantt charts from task lists
- Updating stakeholders with progress snapshots
- Escalating overdue tasks to managers
- Tracking resource allocation across projects
- Automatically archiving completed projects
- Generating lessons learned documents post-project
- Linking tasks to budget and timeline data
- Using AI to predict project delays
- Creating RACI matrices from team data
- Integrating customer feedback into project adjustments
- Migrating data to knowledge repositories
Module 12: Security, Compliance & Governance Automation - Automated sensitivity label application based on content
- Detecting and flagging regulated data in communications
- Enforcing encryption standards in file sharing
- Archiving communications for legal discovery
- Automating data subject access requests (DSARs)
- Managing consent records for GDPR and CCPA
- Generating compliance audit trails automatically
- Revoking access for terminated employees instantly
- Monitoring unauthorised app usage in Microsoft 365
- Alerting on suspicious login activity
- Enforcing multi-factor authentication policies
- Automating retention policy applications
- Creating incident response workflows
- Reporting on compliance gaps monthly
- Documenting controls for SOC 2 or ISO 27001
Module 13: Advanced Copilot Customisation & Prompt Engineering - Principles of effective prompt design for Microsoft 365
- Using role-specific personas in Copilot interactions
- Chaining prompts for multi-step reasoning
- Reducing hallucinations with grounding techniques
- Setting tone, length, and format constraints
- Using context windows effectively in long documents
- Iterative refinement of AI output
- Creating prompt libraries for repeat use
- Sharing prompts across teams with governance
- Testing prompt reliability across document types
- Validating AI suggestions against source data
- Customising prompts for legal, finance, and technical roles
- Using Copilot to translate and localise content
- Generating FAQs from product documentation
- Summarising customer contracts with key clause extraction
Module 14: Real-World Automation Projects & Use Cases - Complete case study: Automating quarterly board reporting
- Complete case study: End-to-end invoice processing
- Complete case study: Employee onboarding at scale
- Project: Designing a customer feedback analysis workflow
- Project: Building a compliance monitoring dashboard
- Project: Creating an AI-powered knowledge base
- Project: Automating sales proposal generation
- Project: Streamlining meeting lifecycle from invite to follow-up
- Project: Reducing helpdesk ticket resolution time
- Project: Centralising project documentation with AI tagging
- Project: Automating regulatory submission preparation
- Project: Monitoring brand mentions across Teams and emails
- Project: Creating dynamic contract repositories
- Project: Building an AI assistant for IT support queries
- Project: Automating CSR report compilation
- Project: Reducing time to hire with recruitment workflows
- Project: Managing ESG data collection and reporting
- Project: Supporting M&A integration with document automation
Module 15: Implementation, Change Management & Adoption - Creating a business case for AI automation in your department
- Stakeholder mapping and communication planning
- Running pilot projects to demonstrate ROI
- Gathering user feedback and iterating workflows
- Training colleagues using standard operating procedures
- Documenting automation processes for knowledge transfer
- Measuring adoption with usage analytics
- Overcoming resistance to change with empathy
- Scaling successful automations enterprise-wide
- Creating internal certification programs
- Building a Centre of Excellence for AI automation
- Establishing governance and approval workflows
- Managing version control and updates
- Ensuring continuity during team changes
- Reporting results to executive leadership
Module 16: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice assessment: Identifying automation opportunities
- Case-based exam simulation with scoring rubric
- Preparing your professional portfolio of automations
- How to showcase your certification on LinkedIn and resumes
- Talking about AI automation in job interviews
- Negotiating higher compensation using ROI evidence
- Positioning yourself as a digital transformation leader
- Joining the global alumni network of The Art of Service
- Accessing exclusive job boards and partner opportunities
- Receiving notification of advanced courses and updates
- Using your certification in consulting or freelancing
- Presenting your automation strategy to leadership
- Continuing education pathways in AI and automation
- Final certification requirements and submission process
- Automating file synchronisation between OneDrive and SharePoint
- Creating folder structures based on metadata
- Automated file renaming based on content or date
- Backing up Teams chat files to central repositories
- Version control automation for collaborative documents
- Auto-tagging files with sensitivity labels
- Migrating legacy data into structured SharePoint libraries
- Triggering flows when files are modified or deleted
- Generating automatic file indexes and navigation hubs
- Syncing Excel tables with SharePoint lists
- Auto-populating forms from existing data sources
- Using Power Query to clean and transform imported data
- Setting up proactive data freshness alerts
- Automating permission updates when team members change
- Archiving inactive projects with retention policies
- Encrypting sensitive data in transit and at rest
Module 6: AI-Powered Email & Communication Workflows - Automating email triage with smart rules and AI scoring
- Responding to common queries with AI-generated drafts
- Routing emails to appropriate team members based on content
- Creating auto-follow-up sequences for pending responses
- Generating meeting summaries and sending them via Outlook
- Setting up email digests for daily or weekly updates
- Integrating Outlook tasks with Planner and To Do
- Flagging urgent emails using natural language detection
- Suppressing low-priority newsletters and notifications
- Automating signature updates across teams
- Converting email threads into formal documentation
- Tracking response times and SLA compliance
- Archiving external communications by legal category
- Securing external email sharing with compliance policies
Module 7: Teams & Collaboration Automation - Automated team provisioning from HRIS or request forms
- Populating new Teams with standard templates and channels
- Synchronising Planner tasks across multiple Teams
- Converting meeting notes into action items in To Do
- Archiving inactive Teams with data retention rules
- Automating membership changes based on project status
- Creating recurring meeting agendas from templates
- Posting automated reminders for pending tasks in chat
- Generating monthly team performance summaries
- Integrating Power BI dashboards into Teams tabs
- Auto-inviting subject matter experts to relevant discussions
- Monitoring engagement levels and flagging inactivity
- Translating chat messages for multilingual teams
- Summarising long chat threads with Copilot
- Secure handling of confidential chats and data leaks
Module 8: Advanced Analytics & Reporting Automation - Automating monthly financial reports from Excel to PowerPoint
- Creating real-time dashboards with Power BI
- Scheduling automatic data refreshes from cloud sources
- Generating executive summaries from raw data
- Using Copilot to interpret visualisations and detect anomalies
- Sending automated report distributions by role
- Setting up alerts for KPI deviations
- Exporting reports to PDF and email in one click
- Versioning historical reports for audit trails
- Integrating survey results from Forms into live dashboards
- Correlating data across departments for cross-functional insights
- Automating dashboard access based on user permissions
- Documenting data sources and methodology for compliance
- Embedding reports into SharePoint sites
- Archiving outdated reports securely
Module 9: AI Automation for HR & People Operations - Onboarding automation: Welcome emails, access requests, training setup
- Auto-scheduling orientation meetings with room booking
- Generating personalised offer letters from templates
- Tracking probation milestones with automated check-ins
- Processing leave requests with approval workflows
- Analysing engagement survey results with AI sentiment detection
- Identifying retention risks from communication patterns
- Automating compliance training assignments and reminders
- Generating performance review summaries from feedback
- Updating org charts based on HR data changes
- Managing offboarding checklists and access revocation
- Tracking equipment loans and returns
- Documenting HR processes for audit readiness
- Securing sensitive employee data in AI processing
Module 10: Finance & Procurement Automation - Processing purchase requests with multi-level approvals
- Matching invoices to purchase orders automatically
- Flagging budget overruns with real-time alerts
- Automating expense report validation
- Generating month-end close checklists
- Creating forecast summaries from historical data
- Reconciling data across systems with Power Query
- Generating board-level financial presentations
- Archiving financial records with legal hold options
- Enforcing segregation of duties in workflows
- Exporting audit-ready transaction logs
- Automating tax code validation
- Updating vendor master data in sync with contracts
- Monitoring payment due dates and initiating reminders
- Handling currency conversion in global invoices
Module 11: Project & Task Management Automation - Auto-creating project plans from proposal templates
- Syncing tasks between Planner, To Do, and Excel
- Setting up milestone countdowns and email alerts
- Automating risk register updates
- Generating Gantt charts from task lists
- Updating stakeholders with progress snapshots
- Escalating overdue tasks to managers
- Tracking resource allocation across projects
- Automatically archiving completed projects
- Generating lessons learned documents post-project
- Linking tasks to budget and timeline data
- Using AI to predict project delays
- Creating RACI matrices from team data
- Integrating customer feedback into project adjustments
- Migrating data to knowledge repositories
Module 12: Security, Compliance & Governance Automation - Automated sensitivity label application based on content
- Detecting and flagging regulated data in communications
- Enforcing encryption standards in file sharing
- Archiving communications for legal discovery
- Automating data subject access requests (DSARs)
- Managing consent records for GDPR and CCPA
- Generating compliance audit trails automatically
- Revoking access for terminated employees instantly
- Monitoring unauthorised app usage in Microsoft 365
- Alerting on suspicious login activity
- Enforcing multi-factor authentication policies
- Automating retention policy applications
- Creating incident response workflows
- Reporting on compliance gaps monthly
- Documenting controls for SOC 2 or ISO 27001
Module 13: Advanced Copilot Customisation & Prompt Engineering - Principles of effective prompt design for Microsoft 365
- Using role-specific personas in Copilot interactions
- Chaining prompts for multi-step reasoning
- Reducing hallucinations with grounding techniques
- Setting tone, length, and format constraints
- Using context windows effectively in long documents
- Iterative refinement of AI output
- Creating prompt libraries for repeat use
- Sharing prompts across teams with governance
- Testing prompt reliability across document types
- Validating AI suggestions against source data
- Customising prompts for legal, finance, and technical roles
- Using Copilot to translate and localise content
- Generating FAQs from product documentation
- Summarising customer contracts with key clause extraction
Module 14: Real-World Automation Projects & Use Cases - Complete case study: Automating quarterly board reporting
- Complete case study: End-to-end invoice processing
- Complete case study: Employee onboarding at scale
- Project: Designing a customer feedback analysis workflow
- Project: Building a compliance monitoring dashboard
- Project: Creating an AI-powered knowledge base
- Project: Automating sales proposal generation
- Project: Streamlining meeting lifecycle from invite to follow-up
- Project: Reducing helpdesk ticket resolution time
- Project: Centralising project documentation with AI tagging
- Project: Automating regulatory submission preparation
- Project: Monitoring brand mentions across Teams and emails
- Project: Creating dynamic contract repositories
- Project: Building an AI assistant for IT support queries
- Project: Automating CSR report compilation
- Project: Reducing time to hire with recruitment workflows
- Project: Managing ESG data collection and reporting
- Project: Supporting M&A integration with document automation
Module 15: Implementation, Change Management & Adoption - Creating a business case for AI automation in your department
- Stakeholder mapping and communication planning
- Running pilot projects to demonstrate ROI
- Gathering user feedback and iterating workflows
- Training colleagues using standard operating procedures
- Documenting automation processes for knowledge transfer
- Measuring adoption with usage analytics
- Overcoming resistance to change with empathy
- Scaling successful automations enterprise-wide
- Creating internal certification programs
- Building a Centre of Excellence for AI automation
- Establishing governance and approval workflows
- Managing version control and updates
- Ensuring continuity during team changes
- Reporting results to executive leadership
Module 16: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice assessment: Identifying automation opportunities
- Case-based exam simulation with scoring rubric
- Preparing your professional portfolio of automations
- How to showcase your certification on LinkedIn and resumes
- Talking about AI automation in job interviews
- Negotiating higher compensation using ROI evidence
- Positioning yourself as a digital transformation leader
- Joining the global alumni network of The Art of Service
- Accessing exclusive job boards and partner opportunities
- Receiving notification of advanced courses and updates
- Using your certification in consulting or freelancing
- Presenting your automation strategy to leadership
- Continuing education pathways in AI and automation
- Final certification requirements and submission process
- Automated team provisioning from HRIS or request forms
- Populating new Teams with standard templates and channels
- Synchronising Planner tasks across multiple Teams
- Converting meeting notes into action items in To Do
- Archiving inactive Teams with data retention rules
- Automating membership changes based on project status
- Creating recurring meeting agendas from templates
- Posting automated reminders for pending tasks in chat
- Generating monthly team performance summaries
- Integrating Power BI dashboards into Teams tabs
- Auto-inviting subject matter experts to relevant discussions
- Monitoring engagement levels and flagging inactivity
- Translating chat messages for multilingual teams
- Summarising long chat threads with Copilot
- Secure handling of confidential chats and data leaks
Module 8: Advanced Analytics & Reporting Automation - Automating monthly financial reports from Excel to PowerPoint
- Creating real-time dashboards with Power BI
- Scheduling automatic data refreshes from cloud sources
- Generating executive summaries from raw data
- Using Copilot to interpret visualisations and detect anomalies
- Sending automated report distributions by role
- Setting up alerts for KPI deviations
- Exporting reports to PDF and email in one click
- Versioning historical reports for audit trails
- Integrating survey results from Forms into live dashboards
- Correlating data across departments for cross-functional insights
- Automating dashboard access based on user permissions
- Documenting data sources and methodology for compliance
- Embedding reports into SharePoint sites
- Archiving outdated reports securely
Module 9: AI Automation for HR & People Operations - Onboarding automation: Welcome emails, access requests, training setup
- Auto-scheduling orientation meetings with room booking
- Generating personalised offer letters from templates
- Tracking probation milestones with automated check-ins
- Processing leave requests with approval workflows
- Analysing engagement survey results with AI sentiment detection
- Identifying retention risks from communication patterns
- Automating compliance training assignments and reminders
- Generating performance review summaries from feedback
- Updating org charts based on HR data changes
- Managing offboarding checklists and access revocation
- Tracking equipment loans and returns
- Documenting HR processes for audit readiness
- Securing sensitive employee data in AI processing
Module 10: Finance & Procurement Automation - Processing purchase requests with multi-level approvals
- Matching invoices to purchase orders automatically
- Flagging budget overruns with real-time alerts
- Automating expense report validation
- Generating month-end close checklists
- Creating forecast summaries from historical data
- Reconciling data across systems with Power Query
- Generating board-level financial presentations
- Archiving financial records with legal hold options
- Enforcing segregation of duties in workflows
- Exporting audit-ready transaction logs
- Automating tax code validation
- Updating vendor master data in sync with contracts
- Monitoring payment due dates and initiating reminders
- Handling currency conversion in global invoices
Module 11: Project & Task Management Automation - Auto-creating project plans from proposal templates
- Syncing tasks between Planner, To Do, and Excel
- Setting up milestone countdowns and email alerts
- Automating risk register updates
- Generating Gantt charts from task lists
- Updating stakeholders with progress snapshots
- Escalating overdue tasks to managers
- Tracking resource allocation across projects
- Automatically archiving completed projects
- Generating lessons learned documents post-project
- Linking tasks to budget and timeline data
- Using AI to predict project delays
- Creating RACI matrices from team data
- Integrating customer feedback into project adjustments
- Migrating data to knowledge repositories
Module 12: Security, Compliance & Governance Automation - Automated sensitivity label application based on content
- Detecting and flagging regulated data in communications
- Enforcing encryption standards in file sharing
- Archiving communications for legal discovery
- Automating data subject access requests (DSARs)
- Managing consent records for GDPR and CCPA
- Generating compliance audit trails automatically
- Revoking access for terminated employees instantly
- Monitoring unauthorised app usage in Microsoft 365
- Alerting on suspicious login activity
- Enforcing multi-factor authentication policies
- Automating retention policy applications
- Creating incident response workflows
- Reporting on compliance gaps monthly
- Documenting controls for SOC 2 or ISO 27001
Module 13: Advanced Copilot Customisation & Prompt Engineering - Principles of effective prompt design for Microsoft 365
- Using role-specific personas in Copilot interactions
- Chaining prompts for multi-step reasoning
- Reducing hallucinations with grounding techniques
- Setting tone, length, and format constraints
- Using context windows effectively in long documents
- Iterative refinement of AI output
- Creating prompt libraries for repeat use
- Sharing prompts across teams with governance
- Testing prompt reliability across document types
- Validating AI suggestions against source data
- Customising prompts for legal, finance, and technical roles
- Using Copilot to translate and localise content
- Generating FAQs from product documentation
- Summarising customer contracts with key clause extraction
Module 14: Real-World Automation Projects & Use Cases - Complete case study: Automating quarterly board reporting
- Complete case study: End-to-end invoice processing
- Complete case study: Employee onboarding at scale
- Project: Designing a customer feedback analysis workflow
- Project: Building a compliance monitoring dashboard
- Project: Creating an AI-powered knowledge base
- Project: Automating sales proposal generation
- Project: Streamlining meeting lifecycle from invite to follow-up
- Project: Reducing helpdesk ticket resolution time
- Project: Centralising project documentation with AI tagging
- Project: Automating regulatory submission preparation
- Project: Monitoring brand mentions across Teams and emails
- Project: Creating dynamic contract repositories
- Project: Building an AI assistant for IT support queries
- Project: Automating CSR report compilation
- Project: Reducing time to hire with recruitment workflows
- Project: Managing ESG data collection and reporting
- Project: Supporting M&A integration with document automation
Module 15: Implementation, Change Management & Adoption - Creating a business case for AI automation in your department
- Stakeholder mapping and communication planning
- Running pilot projects to demonstrate ROI
- Gathering user feedback and iterating workflows
- Training colleagues using standard operating procedures
- Documenting automation processes for knowledge transfer
- Measuring adoption with usage analytics
- Overcoming resistance to change with empathy
- Scaling successful automations enterprise-wide
- Creating internal certification programs
- Building a Centre of Excellence for AI automation
- Establishing governance and approval workflows
- Managing version control and updates
- Ensuring continuity during team changes
- Reporting results to executive leadership
Module 16: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice assessment: Identifying automation opportunities
- Case-based exam simulation with scoring rubric
- Preparing your professional portfolio of automations
- How to showcase your certification on LinkedIn and resumes
- Talking about AI automation in job interviews
- Negotiating higher compensation using ROI evidence
- Positioning yourself as a digital transformation leader
- Joining the global alumni network of The Art of Service
- Accessing exclusive job boards and partner opportunities
- Receiving notification of advanced courses and updates
- Using your certification in consulting or freelancing
- Presenting your automation strategy to leadership
- Continuing education pathways in AI and automation
- Final certification requirements and submission process
- Onboarding automation: Welcome emails, access requests, training setup
- Auto-scheduling orientation meetings with room booking
- Generating personalised offer letters from templates
- Tracking probation milestones with automated check-ins
- Processing leave requests with approval workflows
- Analysing engagement survey results with AI sentiment detection
- Identifying retention risks from communication patterns
- Automating compliance training assignments and reminders
- Generating performance review summaries from feedback
- Updating org charts based on HR data changes
- Managing offboarding checklists and access revocation
- Tracking equipment loans and returns
- Documenting HR processes for audit readiness
- Securing sensitive employee data in AI processing
Module 10: Finance & Procurement Automation - Processing purchase requests with multi-level approvals
- Matching invoices to purchase orders automatically
- Flagging budget overruns with real-time alerts
- Automating expense report validation
- Generating month-end close checklists
- Creating forecast summaries from historical data
- Reconciling data across systems with Power Query
- Generating board-level financial presentations
- Archiving financial records with legal hold options
- Enforcing segregation of duties in workflows
- Exporting audit-ready transaction logs
- Automating tax code validation
- Updating vendor master data in sync with contracts
- Monitoring payment due dates and initiating reminders
- Handling currency conversion in global invoices
Module 11: Project & Task Management Automation - Auto-creating project plans from proposal templates
- Syncing tasks between Planner, To Do, and Excel
- Setting up milestone countdowns and email alerts
- Automating risk register updates
- Generating Gantt charts from task lists
- Updating stakeholders with progress snapshots
- Escalating overdue tasks to managers
- Tracking resource allocation across projects
- Automatically archiving completed projects
- Generating lessons learned documents post-project
- Linking tasks to budget and timeline data
- Using AI to predict project delays
- Creating RACI matrices from team data
- Integrating customer feedback into project adjustments
- Migrating data to knowledge repositories
Module 12: Security, Compliance & Governance Automation - Automated sensitivity label application based on content
- Detecting and flagging regulated data in communications
- Enforcing encryption standards in file sharing
- Archiving communications for legal discovery
- Automating data subject access requests (DSARs)
- Managing consent records for GDPR and CCPA
- Generating compliance audit trails automatically
- Revoking access for terminated employees instantly
- Monitoring unauthorised app usage in Microsoft 365
- Alerting on suspicious login activity
- Enforcing multi-factor authentication policies
- Automating retention policy applications
- Creating incident response workflows
- Reporting on compliance gaps monthly
- Documenting controls for SOC 2 or ISO 27001
Module 13: Advanced Copilot Customisation & Prompt Engineering - Principles of effective prompt design for Microsoft 365
- Using role-specific personas in Copilot interactions
- Chaining prompts for multi-step reasoning
- Reducing hallucinations with grounding techniques
- Setting tone, length, and format constraints
- Using context windows effectively in long documents
- Iterative refinement of AI output
- Creating prompt libraries for repeat use
- Sharing prompts across teams with governance
- Testing prompt reliability across document types
- Validating AI suggestions against source data
- Customising prompts for legal, finance, and technical roles
- Using Copilot to translate and localise content
- Generating FAQs from product documentation
- Summarising customer contracts with key clause extraction
Module 14: Real-World Automation Projects & Use Cases - Complete case study: Automating quarterly board reporting
- Complete case study: End-to-end invoice processing
- Complete case study: Employee onboarding at scale
- Project: Designing a customer feedback analysis workflow
- Project: Building a compliance monitoring dashboard
- Project: Creating an AI-powered knowledge base
- Project: Automating sales proposal generation
- Project: Streamlining meeting lifecycle from invite to follow-up
- Project: Reducing helpdesk ticket resolution time
- Project: Centralising project documentation with AI tagging
- Project: Automating regulatory submission preparation
- Project: Monitoring brand mentions across Teams and emails
- Project: Creating dynamic contract repositories
- Project: Building an AI assistant for IT support queries
- Project: Automating CSR report compilation
- Project: Reducing time to hire with recruitment workflows
- Project: Managing ESG data collection and reporting
- Project: Supporting M&A integration with document automation
Module 15: Implementation, Change Management & Adoption - Creating a business case for AI automation in your department
- Stakeholder mapping and communication planning
- Running pilot projects to demonstrate ROI
- Gathering user feedback and iterating workflows
- Training colleagues using standard operating procedures
- Documenting automation processes for knowledge transfer
- Measuring adoption with usage analytics
- Overcoming resistance to change with empathy
- Scaling successful automations enterprise-wide
- Creating internal certification programs
- Building a Centre of Excellence for AI automation
- Establishing governance and approval workflows
- Managing version control and updates
- Ensuring continuity during team changes
- Reporting results to executive leadership
Module 16: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice assessment: Identifying automation opportunities
- Case-based exam simulation with scoring rubric
- Preparing your professional portfolio of automations
- How to showcase your certification on LinkedIn and resumes
- Talking about AI automation in job interviews
- Negotiating higher compensation using ROI evidence
- Positioning yourself as a digital transformation leader
- Joining the global alumni network of The Art of Service
- Accessing exclusive job boards and partner opportunities
- Receiving notification of advanced courses and updates
- Using your certification in consulting or freelancing
- Presenting your automation strategy to leadership
- Continuing education pathways in AI and automation
- Final certification requirements and submission process
- Auto-creating project plans from proposal templates
- Syncing tasks between Planner, To Do, and Excel
- Setting up milestone countdowns and email alerts
- Automating risk register updates
- Generating Gantt charts from task lists
- Updating stakeholders with progress snapshots
- Escalating overdue tasks to managers
- Tracking resource allocation across projects
- Automatically archiving completed projects
- Generating lessons learned documents post-project
- Linking tasks to budget and timeline data
- Using AI to predict project delays
- Creating RACI matrices from team data
- Integrating customer feedback into project adjustments
- Migrating data to knowledge repositories
Module 12: Security, Compliance & Governance Automation - Automated sensitivity label application based on content
- Detecting and flagging regulated data in communications
- Enforcing encryption standards in file sharing
- Archiving communications for legal discovery
- Automating data subject access requests (DSARs)
- Managing consent records for GDPR and CCPA
- Generating compliance audit trails automatically
- Revoking access for terminated employees instantly
- Monitoring unauthorised app usage in Microsoft 365
- Alerting on suspicious login activity
- Enforcing multi-factor authentication policies
- Automating retention policy applications
- Creating incident response workflows
- Reporting on compliance gaps monthly
- Documenting controls for SOC 2 or ISO 27001
Module 13: Advanced Copilot Customisation & Prompt Engineering - Principles of effective prompt design for Microsoft 365
- Using role-specific personas in Copilot interactions
- Chaining prompts for multi-step reasoning
- Reducing hallucinations with grounding techniques
- Setting tone, length, and format constraints
- Using context windows effectively in long documents
- Iterative refinement of AI output
- Creating prompt libraries for repeat use
- Sharing prompts across teams with governance
- Testing prompt reliability across document types
- Validating AI suggestions against source data
- Customising prompts for legal, finance, and technical roles
- Using Copilot to translate and localise content
- Generating FAQs from product documentation
- Summarising customer contracts with key clause extraction
Module 14: Real-World Automation Projects & Use Cases - Complete case study: Automating quarterly board reporting
- Complete case study: End-to-end invoice processing
- Complete case study: Employee onboarding at scale
- Project: Designing a customer feedback analysis workflow
- Project: Building a compliance monitoring dashboard
- Project: Creating an AI-powered knowledge base
- Project: Automating sales proposal generation
- Project: Streamlining meeting lifecycle from invite to follow-up
- Project: Reducing helpdesk ticket resolution time
- Project: Centralising project documentation with AI tagging
- Project: Automating regulatory submission preparation
- Project: Monitoring brand mentions across Teams and emails
- Project: Creating dynamic contract repositories
- Project: Building an AI assistant for IT support queries
- Project: Automating CSR report compilation
- Project: Reducing time to hire with recruitment workflows
- Project: Managing ESG data collection and reporting
- Project: Supporting M&A integration with document automation
Module 15: Implementation, Change Management & Adoption - Creating a business case for AI automation in your department
- Stakeholder mapping and communication planning
- Running pilot projects to demonstrate ROI
- Gathering user feedback and iterating workflows
- Training colleagues using standard operating procedures
- Documenting automation processes for knowledge transfer
- Measuring adoption with usage analytics
- Overcoming resistance to change with empathy
- Scaling successful automations enterprise-wide
- Creating internal certification programs
- Building a Centre of Excellence for AI automation
- Establishing governance and approval workflows
- Managing version control and updates
- Ensuring continuity during team changes
- Reporting results to executive leadership
Module 16: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice assessment: Identifying automation opportunities
- Case-based exam simulation with scoring rubric
- Preparing your professional portfolio of automations
- How to showcase your certification on LinkedIn and resumes
- Talking about AI automation in job interviews
- Negotiating higher compensation using ROI evidence
- Positioning yourself as a digital transformation leader
- Joining the global alumni network of The Art of Service
- Accessing exclusive job boards and partner opportunities
- Receiving notification of advanced courses and updates
- Using your certification in consulting or freelancing
- Presenting your automation strategy to leadership
- Continuing education pathways in AI and automation
- Final certification requirements and submission process
- Principles of effective prompt design for Microsoft 365
- Using role-specific personas in Copilot interactions
- Chaining prompts for multi-step reasoning
- Reducing hallucinations with grounding techniques
- Setting tone, length, and format constraints
- Using context windows effectively in long documents
- Iterative refinement of AI output
- Creating prompt libraries for repeat use
- Sharing prompts across teams with governance
- Testing prompt reliability across document types
- Validating AI suggestions against source data
- Customising prompts for legal, finance, and technical roles
- Using Copilot to translate and localise content
- Generating FAQs from product documentation
- Summarising customer contracts with key clause extraction
Module 14: Real-World Automation Projects & Use Cases - Complete case study: Automating quarterly board reporting
- Complete case study: End-to-end invoice processing
- Complete case study: Employee onboarding at scale
- Project: Designing a customer feedback analysis workflow
- Project: Building a compliance monitoring dashboard
- Project: Creating an AI-powered knowledge base
- Project: Automating sales proposal generation
- Project: Streamlining meeting lifecycle from invite to follow-up
- Project: Reducing helpdesk ticket resolution time
- Project: Centralising project documentation with AI tagging
- Project: Automating regulatory submission preparation
- Project: Monitoring brand mentions across Teams and emails
- Project: Creating dynamic contract repositories
- Project: Building an AI assistant for IT support queries
- Project: Automating CSR report compilation
- Project: Reducing time to hire with recruitment workflows
- Project: Managing ESG data collection and reporting
- Project: Supporting M&A integration with document automation
Module 15: Implementation, Change Management & Adoption - Creating a business case for AI automation in your department
- Stakeholder mapping and communication planning
- Running pilot projects to demonstrate ROI
- Gathering user feedback and iterating workflows
- Training colleagues using standard operating procedures
- Documenting automation processes for knowledge transfer
- Measuring adoption with usage analytics
- Overcoming resistance to change with empathy
- Scaling successful automations enterprise-wide
- Creating internal certification programs
- Building a Centre of Excellence for AI automation
- Establishing governance and approval workflows
- Managing version control and updates
- Ensuring continuity during team changes
- Reporting results to executive leadership
Module 16: Certification Preparation & Career Advancement - Review of all key concepts and frameworks
- Practice assessment: Identifying automation opportunities
- Case-based exam simulation with scoring rubric
- Preparing your professional portfolio of automations
- How to showcase your certification on LinkedIn and resumes
- Talking about AI automation in job interviews
- Negotiating higher compensation using ROI evidence
- Positioning yourself as a digital transformation leader
- Joining the global alumni network of The Art of Service
- Accessing exclusive job boards and partner opportunities
- Receiving notification of advanced courses and updates
- Using your certification in consulting or freelancing
- Presenting your automation strategy to leadership
- Continuing education pathways in AI and automation
- Final certification requirements and submission process
- Creating a business case for AI automation in your department
- Stakeholder mapping and communication planning
- Running pilot projects to demonstrate ROI
- Gathering user feedback and iterating workflows
- Training colleagues using standard operating procedures
- Documenting automation processes for knowledge transfer
- Measuring adoption with usage analytics
- Overcoming resistance to change with empathy
- Scaling successful automations enterprise-wide
- Creating internal certification programs
- Building a Centre of Excellence for AI automation
- Establishing governance and approval workflows
- Managing version control and updates
- Ensuring continuity during team changes
- Reporting results to executive leadership