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Building a Copilot Agent You Can Use Right Away in Your Work

Build your own Copilot Agent to automate the repetitive reading, organizing, summarizing, and drafting tasks that occur every day in a Microsoft 365 work environment. Learn how to create a practical work automation agent that delivers immediate ROI—not an ambitious AI project—and use it as your digital work partner.

1 learners are taking this course

Level Basic

Course period 3 months

microsoft365
microsoft365
agents
agents
Microsoft Copilot
Microsoft Copilot
AI Agent
AI Agent
microsoft365
microsoft365
agents
agents
Microsoft Copilot
Microsoft Copilot
AI Agent
AI Agent

What you will gain after the course

  • Understand the core features and applications of Agent Builder

  • Ability to create various Copilot Agents for work purposes

  • How to Write Effective Instructions for Building Smarter Agents

  • Ability to identify and expand Agent ideas suited to the work


What if AI agents took care of repetitive tasks?

Instead of handling repetitive reading and organizing tasks yourself every day, try
building your own work agents, from document summarization to meeting minutes.


Design a document summarization agent to quickly organize the key points and necessary information from lengthy documents.

Automate tasks that convert text in images into text and refine sentences to be clearer and more natural.

Create agents tailored to your department’s tasks, from document searches, information gathering, and meeting-minute preparation to responding to customer inquiries.

Create an agent through conversation alone, refine its instructions, and complete it as your own digital work partner.


From document summarization and image information extraction to search, meeting minutes, and question answering
Create your own work copilot agent with Agent Builder.

Reduce the time spent on repetitive tasks and create
your own digital work partner that you can use right away in your work.




By the end of this course, you will be able to


You can create your own copilot agentto handle repetitive tasks for you.

  • Implement recurring daily tasks—such as reading documents, summarizing key content, and drafting—with agents.
    You will create a document summarization agent and a sentence-polishing agent yourself, learning how to configure instructions suited to your work and use them as digital
    work partners.


✔️

A hands-on course that transforms repetitive document tasks into your own copilot agent

Design reading, organizing, and answering tasks as
workplace agents

Learn everything from the core features of Agent Builder to the creation workflow, then build agents yourself for document summarization, extracting information from images, and polishing sentences. Design search instructions and prompts to suit your business objectives, and develop concrete agent ideas that can be expanded for each department.

From drafting meeting minutes to
building agents that even respond to customer inquiries

In the Microsoft 365 environment, you will create agents for document search and information organization, and practice building an agent that automatically creates structured meeting minutes and an agent that supports consistent responses to customer inquiries. You will learn how to create agents through conversation alone and structure their instructions, connecting repetitive tasks to practical workflows.

Agent design materials and instruction-writing examples completed in the exercise

You can create your own workflow automation plan based on the purpose, conversation flow, search scope, and response guidelines of the agent developed in each exercise. In the final mission, you will plan an agent that will help your future self the most and turn it into an actionable plan that can be applied immediately to document and information organization tasks.


Section 1

Course Introduction

Introduces the concept and learning objectives of Copilot agents that automate repetitive document tasks in the Microsoft 365 environment. Explores practical approaches to work automation and use cases that can be applied immediately.


Section 2

Understanding Agent Builder

Understand the latest updates and core features of Agent Builder, and learn the entire process of designing and creating agents tailored to your work objectives. Get an overview of the components of an agent and the creation workflow.


Section 3

Creating Agents to Improve Work Productivity

Build agents that automate repetitive tasks such as document summarization, image-to-text conversion, and sentence refinement. Learn how to improve document processing speed and writing quality through information extraction and content enhancement.


Section 4

Building a Search and Information Organization Agent

Build an agent that supports document search and information collection and organization. Learn how to accurately find the necessary information from scattered materials and manage it in a systematic format.


Section 5

Create an Agent to Automate Work Processes

Create a meeting minutes agent that automatically organizes meeting content and a response agent that consistently answers customer inquiries. Explore practical automation solutions for streamlining post-meeting tasks and customer communications.


Section 6

Using the Agent Builder and Improving Performance

Learn how to use the latest agent builder to create agents through conversation alone, and improve agent response quality through prompt engineering and instruction design. Learn how to create more intelligent agents by structuring clear roles and processing procedures.


Section 7

Additional Agent Ideas and Missions

Explore how to discover and expand agent ideas that can be applied to your own work. Based on the capabilities you have learned, complete a hands-on mission to create your own agent that will most effectively support your future work.


💁 The concerns of people like this can be
solved!

📌

New office worker

Those who search through multiple documents every day to find and summarize the information they need and draft reports, but
don’t know how to design a Copilot agent for their work or make its instructions more specific, leaving them burdened with repetitive tasks.

📌

Department Process Improvement Manager

Those whose team materials are scattered across multiple documents and storage locations, requiring them to search for and answer each team member’s question themselves,
and who want to build document search, information gathering, and meeting minutes agents tailored to their department’s work.

📌

Organizational AI Work Innovation Manager

Those who are promoting the adoption of Copilot but need to go beyond simple conversational use by connecting it to customer inquiries and meeting minutes,
and systematically develop agent ideas and performance improvement guidelines suited to actual workflows

Notes Before Taking the Course


Practice Environment

  • Prepare a PC running Windows.

  • We use Microsoft 365 and Microsoft Copilot.

  • If you do not have a Microsoft Copilot license, you cannot add ‘knowledge (data)’.

  • A stable internet connection is also required.

Learning materials

  • We provide the Agent instruction file created in the course.


Recommended for
these people

Who is this course right for?

  • An office worker who wants to automate repetitive document tasks

  • Practitioners looking to use Copilot and AI Agents in their work

  • A planner who wants to create a department-specific Agent directly

  • Personnel responsible for tasks involving extensive document searches, summaries, and information organization

  • Personnel seeking to streamline meeting minutes preparation and customer inquiry responses

  • Team leaders and managers driving AI-powered work innovation and automation within their organizations

Need to know before starting?

  • No prior knowledge is required; all you need is the desire to automate your repetitive tasks.

Hello
This is omas

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Courses

Nice to meet you! I am ""Omas"", a Microsoft 365 expert.
As a Microsoft 365 expert, I will help you work more easily and smartly.

Introducing Omas's instructors!!
 

Instructor Hyunjung Ko
Microsoft MVP (Microsoft 365 Apps&Services, 2016 ~ Present)
Microsoft Certified Trainer (Active)

 

Official Blog & Café

 

YouTube

 

Books 

  • Microsoft 365 Business for Users & Admins

  • My Smart Work using Office 365, OMAS

  • Office 365 Quick Series 1. Creating a SharePoint Site for Collaboration

  • Office 365 Quick & Easy Series 2. BI that business practitioners can apply to work immediately without expert help

  • Office 365 Quick & Easy Series 3. From Basics to Practical Use All at Once! OneDrive for Business

  • Office 365 Quick & Easy Series 4. Creating mobile apps your company needs with PowerApps

  • Office 365 in SMBs: My Smart Work Using Office 365

  • OneNote 2016 Utilization! - Basic Edition 

  • OneNote 2016 Tips & Tricks! - Advanced Guide

  • Female professionals, never do this! A cheerful and unconventional take on the secrets to success in the workplace.

 

Recognitions

  • MS-102 - Microsoft 365 Certified: Administrator Expert

  • MS-100 - Microsoft 365 Identity and Services

  • Teams Meetings and Meeting Rooms Technical Assessment

  • MS-700 - Microsoft 365 Certified: Teams Administrator Associate

  • MS-900 - Microsoft 365 Certified: Fundamentals

  • AZ-104 - MS Azure Administrator Associate

  • AZ-900 - Microsoft Certified: Azure Fundamentals

  • SC-900 - Microsoft Certified: Security, Compliance, and Identity Fundamentals

  • PL-900 - Microsoft Certified: Power Platform Fundamentals

  • Exam 347: Enabling Office 365 Services

  • Microsoft Office Specialist Word 2016 Expert

  • Microsoft Office Specialist PowerPoint 2016 Core

  • Certificate of Qualification. Presentation Speech 1st  Level

Other Qualifications

  • Presentation Speech 1st Level (Korea Vocational Competency Test Association, Ministry of Employment and Labor)

  • CS Instructor Level 1 (Korea Vocational Competency Assessment Association, Ministry of Trade, Industry and Energy)

  • e-Learning Master Consultant (Korea U-Learning Association)

  • e-Learning Instructor Level 2 (Korea U-Learning Association)

  • Computer Science Teacher Certification (Minister of Education)

  • Lifelong Education Specialist Level 2 (Seoul World University of Culture and Arts)

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Curriculum

All

14 lectures ∙ (3hr 14min)

Course Materials:

Lecture resources
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