Microsoft AI and Automation for Admins

Effective communication, whether through emails, phone calls, chats, or other live interactions, can be difficult to master when considering the speed and volume of the modern workplace. To successfully handle the information coming across your desk each day, leverage automations and AI to simplify and systematize your work.

In this session, you will learn how to:

• Create email rules and automations to categorize and respond to messages
• Convert chat messages into action items in seconds
• Build real-world support systems for live interactions
• Automate regular reporting and responses

Bonus Resource: Modern Communication Tools and Skills in Microsoft 365

The flow of files through an office and out to external parties can be complex and tiresome to track. Whether through internal approval processes or the management of external vendors and clients, administrative professionals today would be well-served to add automation tools to their personal skill set. In this session, we’ll discuss some very useful tools for everyday scenarios.

In this session, you will learn how to:

• Find useful files and information with Copilot integration
• Automate approval processes with no technical know-how
• Create a flow to handle external vendors and clients
• Integrate new information from interested parties with just a few clicks

Bonus Resources: Microsoft 365: Collaboration; Leveraging Microsoft 365 Copilot; and Power Automate: Workflow Automation in Microsoft 365

With so many meetings now held virtually, there are more opportunities to leverage software tools that enhance the success of online meetings. From scheduling and sharing information before the meeting to leading it effectively and following up on action items, automations and integrations can enhance the entire meeting process—making it smoother, more engaging, and less frustrating for administrative professionals.

In this session, you will learn about:

• Services for scheduling and arranging online meetings
• Tools for automating pre-meeting information and check-ins
• How to leverage AI during and after meetings to find insights
• How to follow up after meetings with automated workflows

Bonus Resources: Microsoft Teams: Collaboration; Introduction to Microsoft Loop

Each day, administrative professionals create, edit, and manage files, follow up on critical tasks, and gather information from across their organization—and sometimes beyond. All of these processes can be significantly enhanced with automation tools such as macros, scripts, flows, and AI-powered solutions like Microsoft Copilot. In this final session, participants will discover how to boost productivity in file creation, task management, and information collection.

In this session, you will learn how to:

• Create files in less time with Microsoft 365 Copilot
• Leverage new Office Scripts for in-file automations
• Track tasks more effectively with the New Planner
• Collect essential data with Microsoft Forms

Bonus Resource: Microsoft Planner