Excel Training Taranaki is pleased to announce a new two-hour workshop on Copilot Chat Agents in Microsoft 365 business.
Improve Business Reporting and Decision-Making with Your Own Copilot Chat Data Cleaning and Analysis Agents
Workshop Overview
It is a practical business analysis workshop where participants learn how to design and build AI agents that improve data quality, generate business insights, and support better decision-making using Microsoft Copilot Chat. (Copilot Chat is available free with all business Microsoft 365 subscriptions.)
The focus is on developing analytical capability and creating reusable business assets that continue delivering value long after the workshop ends.
This workshop goes beyond teaching prompts and focuses on developing practical business analysis capability.
Rather than learning generic AI skills, attendees will create structured workflows that help them:
Clean and validate business data
Identify data quality issues
Generate consistent business analysis
Produce executive-ready insights
Support data-driven decision making
By the end of the workshop, every participant will have two reusable Microsoft Copilot Chat Agents tailored to their own business requirements.
Business Benefits
After the workshop, participants will be able to:
Reduce time spent preparing data
Improve consistency of reporting
Identify trends more quickly
Produce better management insights
Create repeatable AI-assisted business processes
Adapt the supplied agents for multiple business scenarios
What You Will Learn
Most AI workshops teach people how to write prompts. This workshop teaches people how to create repeatable business analysis processes using AI. Participants leave with practical Copilot Chat agents that can continue delivering value long after the workshop has finished.
Participants will learn how to:
Think like a business analyst
Design structured AI workflows
Improve the quality of business data
Apply consistent analytical methods
Generate more reliable business insights
Create reusable analytical assets for their organisation
Who Should Attend?
Many organisations struggle with:
Data exported from multiple systems
Inconsistent spreadsheet formats
Time spent manually cleaning data ((e.g. errors in columns with numbers and dates, incorrect headings, duplicate entries and other row and column errors)
Variable quality business reporting
Difficulty turning data into meaningful insights
This workshop demonstrates how Copilot Chat Agents can help create repeatable workflows that improve both data quality and analysis consistency
This workshop is ideal for:
Business Managers
Anyone working with business data especially when the data is regularly obtained that needs adapting “cleaning” and analysis.
Anyone involved in:
Sales analysis
Customer analysis
Operational reporting
Financial reporting
Management reporting
What Makes This Workshop Different?
Most AI training focuses on:
Writing better prompts
Understanding AI tools
General productivity tips
This workshop focuses on:
Business analysis thinking
Data quality management
Structured analytical processes
Building repeatable AI Agents
Solving real business problems
Participants leave with practical tools, not just theoretical knowledge.
Workshop Outcomes:
Participants will learn how to:
Understand AI Agent Design
What an AI Agent is
How business agents differ from simple prompts
How to create repeatable and reliable outcomes
Develop a Data Cleaning Agent
Participants will create a reusable agent that can:
Clean imported business data
Identify quality issues automatically
Standardise inconsistent records
Prepare datasets for reliable reporting and analysis
Develop a Business Analysis Agent
Participants will create a reusable agent that can:
Analyse sales and operational data
Detect trends and performance changes
Highlight risks and opportunities
Generate management-ready recommendations
Customise Agents for Their Business
Participants will learn how to adapt both agents for:
Their own industry
Their own data structures
Their own reporting requirements
Their own business goals
What Participants Take Away
Every attendee receives:
A completed Data Cleaning Agent framework
A completed Business Analysis Agent framework
Guidance for adapting agents to their own business
Real-world business examples
A framework for creating additional agents
Workshop details and requirements:
Attendees must bring their own laptops with Microsoft 365.
Please ensure you can access Microsoft 365 apps from your desktop outside of your workplace (e.g. you have the necessary passwords etc.).
Licensing: Requires a Microsoft 365 Business plan Basic/Standard/Premium/Enterprise) with access to Copilot Chat at https://m365.cloud.microsoft/chat.
No programming or technical Copilot Chat experience required but attendees should be regular users of business data and some understanding of Excel.
To be able to adapt the supplied Agent Templates, attendees should have access to a typical database that they work with that requires cleaning and/or analysis.
Duration: 2 hours
Level: Intermediate/Advanced