Global

Copilot at work: Safe, effective use of your office-suite AI assistant

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 8 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
40 min
Lessons
6 lessons
Frequency
At licence roll-out, at onboarding for licensed roles
Last reviewed
21 Oct 2026
Handling confidential files, missed decisions and consumer accounts
What would you do?

You need a summary of a file marked confidential

Try it: this is one of 18 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 40 minutes
  • Scenario, tabs, sorting activity, process and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Poll, quiz, word cloud, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 106.0Achieve ≥ 80% on the final assessment-Whole course
SO 106.1Write prompts using goal, context, source and expectationsBest practiceWhole course
SO 106.2Explain grounding and why the assistant can only see what you can seeVendor documentation (see verification list)Whole course
SO 106.3Apply the data classification rule before referencing internal files + your infoISO/IEC 27001:2022 (information classification); GDPR Art. 5Whole course
SO 106.4Review and take responsibility for every draft before it is sent or relied onEU AI Act Art. 4 (as amended); best practiceWhole course
SO 106.5Choose between chat, in-app assistant, notebooks and agents for a task + your infoOrganisation's AI policyWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 8 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 40 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Spotting an over-shared file in a summary

3 pages

8 min
Before you beginNoteList
An invented storyTextImage
What went wrong?ChecklistKey factQuiz
2

What the assistant can see and how it is protected

3 pages

8 min
GroundingTabs
True or false?Sorting activityYour info
CheckFlashcardsMatching quiz
3

Classifying data and prompting with goal, context, source, expectations

3 pages

8 min
Traffic-light ruleAccordionYour info
Prompt frameworkProcessText
Classify and promptSorting activityQuiz
4

Handling confidential files, missed decisions and consumer accounts

3 pages

8 min
ScenarioScenario
ScenarioScenarioQuiz
ScenarioScenarioMulti-select quiz
5

Reporting over-sharing and getting help

2 pages

5 min
Report pathProcessYour infoKey fact
Which tool for which taskTabsQuiz
6

Final assessment and AI use acknowledgement

1 page

3 min
PracticeQuizChecklistYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda
PollHave you started using Copilot?
Word cloudWhat would you ask it to do first?
ContentGoal, context, source, expectations with one weak and one strong example
QuizWhich file can you reference freely? (A published price list ✔ · Payroll export · Interview notes · Board draft)
QuizYour summary shows a salary table you should not see. You… (Report and do not use ✔)
PollTrue or false: the assistant remembers everything I told it last week
ScaleHow confident are you about what data Copilot can see?
Q&AAsk the trainer anything
Content · customiseClosing {{COPILOT_REPORT_CONTACT}}, {{AI_HELP_CONTACT}}, {{SURVEY_1_URL}}, {{SURVEY_2_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Which feature saved the most time? multiple choice
  6. A restricted file shows up in a summary. What do you do? multiple choice
  7. How confident are you applying the goal, context, source, expectations framework? 1-5 scale
  8. I would report an over-shared file without worrying about blame. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the data classification rule and report contact? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

8 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • Copilot data protection link{{COPILOT_DATA_PROTECTION_LINK}}
  • Data classification policy link{{DATA_CLASSIFICATION_POLICY_LINK}}
  • Copilot report contact{{COPILOT_REPORT_CONTACT}}
  • AI help contact{{AI_HELP_CONTACT}}
  • Approved AI tools{{APPROVED_AI_TOOLS}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
Show all 8 fields
  • Survey 1 URL{{SURVEY_1_URL}}
  • Survey 2 URL{{SURVEY_2_URL}}

FAQ

Common questions

Can I run copilot at work: Safe, effective use of your office-suite AI assistant training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At licence roll-out, at onboarding for licensed roles, and as a refresher after feature changes.

Who needs this training?

All staff licensed for Copilot or Copilot Chat in the office suite.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Related templates

Often taught together

All AI Training for Employees templates →
US federal

AI acceptable use at work

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European UnionRequired by law

EU: AI literacy (EU AI act article 4)

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How generative AI works: Essentials for every employee

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Last reviewed: 21 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck