Learn what workflows are, how inputs and outputs work, and how agents support employee onboarding, weekly prioritization, Teams workflows, and administration.
In Copilot Agents: The Workflow Agent, Greg Trzeciak introduces how workflow agents can help users move beyond simple AI conversations and into structured, repeatable business processes. This course explains what workflows are, why they matter, and how they can connect user requests to defined inputs, outputs, and actions. The focus is helping learners understand how workflow agents support real productivity by guiding tasks, automating steps, and making work easier to manage.
You’ll explore how to access workflows, configure inputs and outputs, and see practical demonstrations of workflow agents in action. Greg walks through real-world examples like employee onboarding, weekly work prioritization, using workflows in Teams, and administering workflows from an organizational perspective. By the end, you’ll understand how workflow agents fit into Microsoft 365 Copilot scenarios and how they can help teams standardize processes, reduce manual effort, and improve follow-through.
Course Outline ( Free Preview)
Module 01 - Introduction
Greg introduces the Workflow Agent and explains what learners will cover throughout the course. You’ll get a high-level look at how workflow agents fit into Copilot agent scenarios and why structured processes matter. This module sets expectations for using workflow agents to support repeatable tasks, business processes, and team productivity.
Module 02 - What, Why, and How of Workflows
Learn what workflows are, why they are useful, and how they help connect AI assistance to real business processes. Greg explains how workflows can standardize steps, reduce manual effort, and create more consistent outcomes. This module gives learners the foundation needed to understand when a workflow agent makes sense.
Module 03 - Accessing, Outputs, and Inputs for Workflows3 min.
Explore how users access workflows and how inputs and outputs shape the workflow experience. Greg explains why clear inputs matter for collecting the right information and how outputs define what the workflow should produce. This module helps learners understand the structure behind a useful workflow agent.
Module 04 - Workflows Demo6 min.
See a workflow agent in action through a guided demonstration. Greg walks through how a workflow is launched, how information is provided, and how the agent supports the process from start to finish. This module helps learners connect the earlier concepts to a practical working example.
Module 05 - Employee Onboarding Workflow12 min.
Explore a real-world workflow example focused on employee onboarding. Greg demonstrates how a workflow agent can help organize steps, gather required information, and support a more consistent onboarding process. This module shows how workflow agents can reduce administrative friction and improve process follow-through.
Module 06 - Weekly Work Prioritization5 min.
Learn how a workflow agent can support weekly planning and prioritization. Greg shows how workflows can help organize tasks, clarify priorities, and create a more structured plan for the week. This module highlights how workflow agents can improve personal and team productivity by turning scattered work into a clearer action plan.
Module 07 - Workflows in Teams2 min.
Explore how workflows can be used inside Microsoft Teams to support collaboration where work is already happening. Greg explains how Teams-based workflows can help users trigger processes, share updates, and keep tasks connected to conversations. This module helps learners understand the value of bringing workflow agents into everyday team spaces.
Module 08 - Administering Workflows2 min.
Learn the administrative side of workflows, including how organizations can manage access, usage, and governance. Greg explains why administration matters when workflows support business processes across teams. This module helps learners understand how to keep workflow agents controlled, useful, and aligned with organizational standards.
Module 09 - Conclusion1 min.
Greg wraps up the course by reviewing the key concepts behind Copilot Workflow Agents. You’ll leave with a clearer understanding of workflows, inputs, outputs, demonstrations, Teams usage, real-world process examples, and administration. This final module helps learners identify where workflow agents could support their own business processes.
Gregory Trzeciak holds a Master's Degree in Education from the University of Florida and brings over a decade of experience teaching at the high school, college, and professional development levels. Throughout his career, he has been recognized for his ability to make complex technical concepts accessible, engaging, and actionable for learners of all experience levels.
As a Senior Trainer at Pragmatic Works, Greg specializes in helping organizations adopt and get value from Microsoft Copilot and AI technologies. He works closely with executives, business users, and technical teams to transform AI from an interesting concept into a practical tool that saves time, improves decision-making, and increases productivity. In addition to his deep expertise in Microsoft Copilot, Greg is also an experienced instructor in Microsoft Fabric, Power BI, and the broader Microsoft data and analytics platform.
Known for his energetic teaching style and hands-on approach, Greg focuses on building confidence through real-world scenarios, personalized coaching, and practical application. His goal is to help every learner move beyond theory and successfully integrate AI and analytics into their daily work.
Outside of work, Greg enjoys fantasy football, walking his dog, and training for half-marathons.