If you’re like a lot of small business owners I know, you’re hearing a lot about AI — but you haven’t had time to explore it yourself. Meanwhile, your staff might already be experimenting with artificial intelligence tools like ChatGPT, and you’re starting to feel like you’re a few steps behind.
Let’s change that.
I’m hosting a free, live event and virtual event — a webinar featuring CoPilot AI expert Mike Davies — on Monday, June 10 from 10:00 to 11:00 a.m. EDT. The webinar is designed for business owners and managers to get up to speed on how to use Microsoft CoPilot AI.
- Audiences of all experience levels are welcome and encouraged to participate.
- As an attendee, you’ll have access to practical examples, live demonstrations, and actionable details in each session.
- Importantly, the session will be interactive and provide personal insights to help you better understand and apply what you learn.
- Follow ups will be provided after the event to reinforce your learning. No hype. No jargon. Just clear explanations, real-world examples, and a roadmap you can start using the same day.
Interested business owners are encouraged to join and participate actively to develop the ability to use CoPilot AI effectively.
Click here to register
Why CoPilot AI — and Why Now?
Let’s start with a reality check: AI isn’t a passing fad. It’s already transforming multiple industries and every type of organization, changing how business gets done.
It took the internet seven years to reach 100 million users. It took AI only three months.
And this isn’t just about automation or tech gadgets. It’s about time, energy, and competitive advantage. Adopting AI requires an investment of time and resources, and the costs of not keeping up can be significant for any business.
- 64% of workers say they don’t have enough time or energy to get their work done.
- 87% of organizations believe AI gives them a competitive edge.
Leveraging AI can help businesses make better use of their assets, optimizing operations and maximizing value.
But here’s the thing: AI won’t help you if you don’t use it. Whether you’re an entrepreneur looking to scale or an established organization, both can benefit from adopting AI tools like CoPilot. New opportunities are created when you embrace these innovations, and using CoPilot AI can help drive sales and improve business outcomes.
If you’re a Microsoft user — Word, Excel, Outlook, Teams — then CoPilot AI is the easiest place to start. CoPilot integrates with marketing automation systems and other web-based tools, making it a powerful tool and service that supports business growth. Working with the right partners can also accelerate your AI adoption journey.
In this webinar, we’ll walk you through how CoPilot AI actually works, what it can do, and how to use it to save time and improve results — starting immediately.
What You’ll Learn in this CoPilot AI Webinar
This isn’t a theoretical discussion. You’ll experience real examples, live demonstrations, and Q&A. The entire webinar will be broadcast live to all participants, who will have opportunities to engage, ask questions, and provide feedback. The organization of the webinar is designed to maximize practical learning.
Here’s a quick rundown of what we’ll cover:
1. The Big Picture: Why AI Matters Now
We’ll open with a brief look at how fast AI adoption is accelerating — and what that means for small businesses. Gaining insight into AI trends is crucial for staying competitive, as it helps businesses understand emerging opportunities and challenges. In most cases, businesses that show interest in AI adoption are better positioned to serve the customer and adapt to change. Spoiler: it’s not something you can afford to ignore.
2. Why Microsoft CoPilot AI Is a Smart Starting Point
CoPilot is the user interface (UI) for AI inside the Microsoft tools you already use every day, providing you with access to powerful AI features directly within familiar applications. As a service designed to enhance productivity, CoPilot AI seamlessly integrates as a tool into your workflow. By using CoPilot, you improve your ability to work efficiently without needing to learn a new system or platform. If you know Word, Outlook, or Teams, you’re already halfway there.
3. Data Privacy: With CoPilot, You Stay in Control
One of the biggest concerns I hear from clients is about data security and AI. You should know this: CoPilot does not use your business data to train its AI, and you’re protected from AI-related copyright and security risks. Importantly, your organization retains full control over its data assets, ensuring privacy and security are always top priorities. This means you can work confidently and securely within your Microsoft environment.
4. Free vs. Paid Versions of CoPilot AI: What’s the Difference?
We’ll explain what you can do with the free version of CoPilot, and when it makes sense to consider the paid version. The good news? There’s a lot you can accomplish at no cost, so you can get started without spending any money or needing additional funding.
However, if your business requires advanced features, consider upgrading to the paid version. We’ll show you what’s included so you can decide whether it benefits you.
5. Chat and Agents — What They Are and Why They Matter
You’ll learn the difference between Chat (prompt-based interaction) and Agents (task-based AI helpers). Think of Chat as a conversation and Agents as mini virtual assistants that can take different forms to suit various business needs.
Each agent interaction can be considered a session with specific goals. We’ll highlight how agents can automate tasks, increasing efficiency and flexibility.
We’ll show you how to:
- Use retrieval agents for simple info lookups
- Build task agents for repeatable processes
- Understand what advanced autonomous agents can do
6. Prompting: It’s Not as Complicated as You Think
You don’t have to be a tech wizard to “talk” to AI. We’ll give you quick tips on how to prompt CoPilot AI effectively, helping you improve how you communicate with AI. Prompts can be tailored for a more personal interaction, allowing you to connect with the AI in a way that suits your style. Interested attendees are encouraged to experiment with different prompting styles to see what works best and to keep the conversation going so you get better results.
7. Real Business Uses: Content, Storytelling, Insights
Once you learn the basics, CoPilot AI can help you:
- Generate content ideas that spark interest among your audience
- Improve messaging or storytelling to drive sales and attract more customers
- Gain insights from data to better understand customer needs
- Translate communication across languages or tones for enhanced customer communication and support
- Solve simple business problems faster and enhance your service delivery
8. CoPilot AI in Microsoft 365 Apps: See It in Action
We’ll walk you through how CoPilot AI works in:
— Word – Summarize, rewrite, or polish documents
— Outlook – Draft or respond to emails faster
— Teams – A presenter can use CoPilot AI to take automatic meeting notes, summarize discussions, and track next steps. Presenters can collaborate during a session, and meetings can be broadcast live to remote attendees. Each meeting session allows CoPilot to capture and organize notes.
This is where things get fun — and where most attendees say, “Oh wow, I could really use that.”
9. What Agents Can Do for You
We’ll go deeper into Agents, including how to create them for recurring tasks in your business. These agents have the ability to automate repetitive processes, saving you time and effort. Agents can also take the form of different task-specific helpers, each designed to handle particular functions efficiently. If you’ve ever wished you could clone yourself to get more done — this is your moment.
10. Training and Scenario Library
We’ll show you how to continue your learning with CoPilot AI’s built-in training guides and a Scenario Library filled with practical use cases, each offering a real-world example and comprehensive details, including step-by-step guides that you can adapt to your own business.
11. Q&A
Have a specific use case or question? Bring it. During the Q&A session, participants can ask questions live and we’ll help you figure out how CoPilot AI might work in your unique situation.
What You’ll Walk Away With
By the end of the webinar, you’ll:
- Understand how CoPilot AI fits into the Microsoft tools you already use
- Know what’s possible with both the free and paid versions
- Gain the ability to prompt CoPilot AI to save time, write better, and work more efficiently
- See how to use CoPilot AI during meetings to automatically capture notes and next steps
- Experience a personal and adaptable learning journey
- Have access to further training materials and templates for ongoing learning
In short: You’ll go from “I’ve heard of it” to “I know how to use it.”
Who Should Attend?
This webinar is designed for:
- Small business owners and decision-makers
- Key managers within those businesses (typically companies with up to 100 employees)
- Anyone in a leadership role who wants to start using AI themselves — not just delegate it
You don’t need to be tech-savvy. You just need to be curious and ready to catch up.
Reserve Your Spot
Date: Monday, June 10
Time: 10:00–11:00 a.m. EDT
Location: Live event, virtual event hosted on Microsoft Teams
Guest Speaker: CoPilot AI expert Mike Davies
Format: Live event presentation + Demos + Q&A
Click here to register
You’ll get a confirmation email and a link to join the webinar.
