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Copilot and AI training for staff

Copilot training teaches staff to use Microsoft 365 Copilot and other approved AI tools well in their own roles. Umbrella Tech runs practical AI workshops for Australian organisations, built around real tasks and your acceptable-use rules, covering what to ask, what information may be used and how to check outputs. Staff leave confident, careful and ready to apply AI to their work.

The problem

The challenge we help you address

Generic demonstrations leave people unsure how AI applies to their own work. Staff also need to know which information they may use, when to verify an answer and where to ask for help, or adoption stalls and risky habits fill the gap.

The outcome

What the engagement should deliver

Staff gain a clear understanding of useful AI tasks and the limits that call for judgement. AI training for employees works best when it is tied to your deployment plan and policies, so we align content with your Microsoft 365 Copilot rollout and your AI Governance & Acceptable Use rules.

How we can help

Role-based workshops

Hands-on exercises built around the tasks participants actually perform, from drafting and summarising to analysis in Excel.

Safe use

Approved tools, information boundaries, data handling and how to check AI output.

Builders and champions

Deeper sessions for staff who will create agents in Copilot Studio or automations in Power Automate.

Adoption support

Reference material, feedback collection and follow-up sessions where needed.

Security and governance considerations

Training is a control as well as a skill. We cover what not to paste into AI tools, how sensitivity labels and permissions affect what Copilot can see, and how to report a problem. Exercises use approved tools and information suitable for a training environment.

Frequently asked questions

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What is Copilot training?

Practical instruction in using Microsoft 365 Copilot across Word, Excel, PowerPoint, Outlook and Teams, focused on the tasks staff actually do. Good Copilot training also covers checking outputs and the information rules that apply in your organisation.

When should a business run AI training for staff?

Ideally alongside a Copilot pilot or rollout, so people learn with the tools they will use. Training also helps when staff are already experimenting with AI and need clear, shared rules.

Can training be delivered before a full rollout?

Yes. Workshops can support a pilot or readiness programme. Exercises should use approved tools and information suitable for the training environment.

What does a training engagement include?

A short needs analysis, tailored workshop content, delivery to each group, reference material and a summary of feedback and further training needs.

How long does an AI workshop take?

It depends on the audience, the tools covered and how much hands-on practice is included. We confirm format and timing when we scope the training.

Plan the training

Tell us who needs training and which tools they use, and we will shape workshops around their work.