Microsoft 365 Copilot, Microsoft Copilot Studio and AI automation guides
Practical, plain-English guides for the people responsible for making Microsoft AI work in their organisation: frameworks, checklists and the pitfalls to avoid.
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Guides
Microsoft 365 Copilot adoption playbook
A practical sequence for leaders, end users and champions, with a readiness checklist and the pitfalls that stall rollouts.
Read the guideBuilding Copilot Studio agents that last
Choosing an agent type, the one-page agent design, grounding, testing, governance and lifecycle.
Read the guideHow to run a governed automation programme
Power Automate and Copilot Studio makers: environments, data policies, roles, maker selection, a staged curriculum and a 90-day plan.
Read the guideMeasuring Microsoft Copilot adoption and value
A four-level framework, data sources in the Microsoft stack, a reusable survey and a one-page report.
Read the guideMicrosoft AI certifications explained
Explore the current Microsoft Copilot training pathway for leaders, users and agent builders. Compare courses and prices
Read the guideBuild AI 101: step-by-step guides for your people
These insights are written for the people running a programme. Build AI 101 is for everyone else: short guides in four levels, from a first prompt in Microsoft Copilot to building and governing agents, each checked against Microsoft Learn and listing its sources.
Checklists and templates you can use today
Free, one-page tools from our own scoping and delivery work: a Microsoft Copilot readiness checklist, an agent design one-pager, an agent and automation governance starter, a solution runbook outline and a measurement plan.
Browse resourcesPractical notes, roughly monthly
What changed in Microsoft 365 Copilot, Copilot Studio and AI automation, and what it means for your training plan. Unsubscribe at any time.
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