AI Business Assistant - Pays hours per week thanks to Microsoft Copilot (AIOB)

AI - Artificial Intelligence, AI for Professions

THIS TRAINING COURSE WILL HELP YOU:

  • Use Microsoft Copilot and generative AI in Microsoft 365
  • Build your own AI sales assistant
  • Prepare sales meetings in minutes, not hours
  • Automatically create notes, emails and CRM entries
  • Speed up reporting and find new leads with AI

WHO SHOULD ATTEND?

  • Salespeople and sales consultants
  • Account and key account managers
  • Sales representatives
  • Sales team leaders
  • Anyone working with customers, meetings and CRM

COURSE LOCATION AND AVAILABLE DATES



Private training

This course is not scheduled as a public course.
It is delivered exclusively as customised training. The content, duration, date, and delivery format are tailored to the customer's requirements and can also be provided in English.

Request customised training

Course content:

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  • Introduction to AI and Copilot principles
    1. Basics of AI and how generative models work
    2. Working with context, data properties and data handling
    3. Limits, hallucinations and writing accurate queries
    4. How Copilot uses emails, documents and meeting notes
  • Prompting basics for salespeople
    1. Prompt techniques: chaining, reflection, decomposition
    2. Ensuring precise outputs: bullets, tables, step lists
    3. Repeated queries, rewriting and corrections
    4. Practical prompt patterns for sales use
  • Preparing for a sales meeting
    1. Summarising prior customer interactions
    2. Drafting questions, agenda and talking points
    3. Cross-sell, up-sell, roles and stakeholder analysis
    4. Workshop: prepare a meeting from a real context
  • Meeting notes, summaries and action items
    1. Meeting dictation (e.g., in the car) → automatic summary
    2. Short and detailed meeting notes
    3. Identifying action items, tasks and risks
    4. How to fill in missing information
    5. Workshop: three types of notes by scenario
  • Workshop: difficult customers and Copilot solutions
    1. Produce outputs ready for CRM (system-agnostic)
    2. Lead, contact, meeting note, follow-up and tasks
    3. CRM prompting toolkit for salespeople
    4. Workshop: personal CRM prompt set
  • Follow-up communication and next steps
    1. Automated next-step suggestions by situation
    2. Follow-up emails (brief / detailed / formal)
    3. Persuasive text for existing and potential clients
    4. Workshop: create follow-ups in three styles
  • Weekly sales reporting
    1. Weekly activity overview: meetings, segments, highlights
    2. Plan for the coming week
    3. Reporting for management
    4. Workshop: reporting from an export/data extract
  • Finding potential customers
    1. Intelligent queries to find customers by region and criteria
    2. Segmentation, prioritisation and outreach approach
    3. Workshop: define a segment and outreach plan
  • Meeting simulations and training customer
    1. Create a model customer by role, sector and relationship
    2. Simulate a sales meeting
    3. Workshop: handling difficult customers with Copilot
Schedule:
2 days (9:00-17:00)

Training and learning environment

IT classroom with desks, computer monitors, and a projection screen at the front.
What does the environment for in-person IT courses look like?We hold training courses in our own classrooms equipped with modern computer equipment for each participant and a large projection screen. Each workstation is fitted with a powerful computer for seamless practical exercises, and the environment supports a calm, friendly atmosphere during training.
IT classroom with desks, computer monitors, and a projection screen at the front.
Do I need to bring my own laptop to the classroom IT course?Our training rooms are fully equipped, so you do not need to bring your own laptop. A modern computer with all necessary hardware and software is ready for you at your workstation.
Sample ICT Pro certificate of successful completion of an IT training course.
Will you receive an official certificate after completing an IT course?Yes, upon successful completion of the training course, you will receive an official ICT Pro certificate confirming your participation and acquired technical skills. You can use it to verify your qualifications or add it to your professional profile.
Exterior view of the COMGUARD office building on Sochorova Street in Brno.
Where can you find our training center in Brno?The premises of the ICT Pro training center are located on the 1st floor of the COMGUARD building at Sochorova 38 in Brno. Positioned on the border of Žabovřesky and Komín, the location is easily accessible by both car and public transport.
Exterior view of the Opatov Park office building in Prague, Chodov.
Where can you find our training center in Prague?The premises of the ICT Pro training center are located on the 1st floor of the Opatov Park building at Líbalova 1, Prague 11 – Chodov. The location provides a comfortable environment for your education with convenient access.
Fully equipped kitchenette with a coffee machine, microwave, sink, and shelves with cups and glasses.
What facilities and refreshments are available to you during training breaks?Our training centers feature a fully equipped kitchenette for a comfortable break during your courses. The facilities include a coffee machine, microwave, kettle, and a wide selection of drinks and snacks.
Coffee station featuring an automatic coffee machine, yellow and white cups, glasses, and syrups.
What beverage refreshments are available during your course?A beverage station with a coffee machine, teas, syrups, and water is at your disposal throughout the entire training session. You can enjoy a coffee or another drink of your choice anytime during breaks.
Table with sweet pastries, fruit syrups, a water dispenser, and glasses set up for training participants.
What light refreshments are provided for you during the courses?During course breaks, participants can enjoy light sweet snacks, pastries, and fruit syrups to mix their own drinks. Fresh water dispenser and plates are also available for your convenience.
Wicker baskets filled with packaged savory snacks, sweet biscuits, and snack bars.
Should I bring my own snacks to ICT Pro training?There is no need to. A wide selection of savory snacks, sweet biscuits, and snack bars is available for you during breaks. Boost your energy for all-day focus right inside the training center premises.
Outdoor wooden terrace with green surroundings by the glass building of the training center.
Can you spend training breaks in the fresh air?Yes, an outdoor terrace is available at our training center. During breaks between learning sessions, you can relax in the fresh air in a pleasant green environment.
Spacious outdoor wooden terrace with seating and views of the surrounding area.
Where can you relax during course breaks?Our training center features a spacious outdoor terrace with seating options. During breaks between learning sessions, you can step outside to relax and recharge in the fresh air.