Learn to use Copilot in Microsoft Word to streamline your writing process and improve productivity. Copilot combines AI and Microsoft Graph data to turn your words into a powerful tool.
Microsoft Copilot is an AI-powered digital assistant that aims to provide personalized assistance to users for a range of tasks and activities. Copilot is built on technologies from a company called OpenAI and is designed to help users with their tasks by providing suggestions and automating processes. Copilot combines the power of large language models with your data in the Microsoft Graph and the Microsoft 365 apps to turn your words into a powerful productivity tool. Embedded in the Microsoft 365 apps you use every day, including Word, Copilot works alongside you to help unleash your creativity, unlock productivity, and uplevel your skills. In this course, you will learn how to use Copilot in Microsoft Word to streamline your writing process and improve your productivity.
Course Outline ( Free Preview)
Module 00 - Introduction
Amelia introduces Copilot in Microsoft Word and explains how it can support drafting, editing, summarizing, and document interaction. You’ll get a clear overview of the course workflow and the core features learners will explore. This module sets expectations for using Copilot as a helpful writing assistant while still reviewing and refining its output.
Module 01 - Draft with Copilot
Learn how to use Copilot to create a first draft in Word. Amelia explains how to give Copilot enough context to produce useful starting content, whether you’re drafting a memo, proposal, summary, or other business document. This module helps learners move past the blank page and build stronger drafts faster.
Module 02 - Ground Your Draft in Your Files10 min.
Explore how grounding a draft in existing files can make Copilot’s output more relevant and specific. Amelia shows how source material can guide the content Copilot creates, helping documents reflect the right context, details, and background information. This module helps learners understand the value of connecting Copilot to the information they already have.
Module 03 - Summarize a Document9 min.
Learn how Copilot can summarize Word documents so users can understand key points more quickly. Amelia explains how summaries can help with reviewing long documents, identifying main ideas, and catching up on content without reading every section first. This module focuses on using summaries as a starting point while still verifying important details.
Module 04 - Rewrite, Refine & Reformat14 min.
Use Copilot to improve existing content in Word. Amelia shows how to rewrite text, adjust tone, refine clarity, and reformat content for different needs. You’ll learn how Copilot can support revision work while still leaving final judgment, accuracy, and voice in the hands of the user.
Module 05 - Chat with Copilot in Word10 min.
Learn how to use Copilot Chat directly inside Word to ask questions, explore document content, and get writing support. Amelia explains how chat can help users clarify ideas, request improvements, or better understand what’s already in a document. This module helps learners use Copilot as an interactive partner during the writing process.
Module 06 - Prompting Best Practices & Choosing the Right Action4 min.
Get better Word results by learning how to prompt Copilot clearly and choose the right feature for the task. Amelia covers practical prompting habits, including giving context, defining the desired output, and being specific about tone or format. This module also helps learners decide when to draft, summarize, rewrite, reformat, or chat.
Module 07 - Class Wrap Up2 min.
Congratulations on completing Copilot in Microsoft Word. You’ve explored drafting, file grounding, document summaries, rewriting, reformatting, Copilot Chat, and prompting best practices. Use these skills to work more efficiently in Word while continuing to review, edit, and validate Copilot’s suggestions.
Amelia Roberts holds a Master's Degree in Education and spent more than a decade teaching students in K-12 classrooms before bringing her passion for learning and technology to Pragmatic Works. Her background as an educator gives her a unique ability to break down complex topics, connect with learners of all skill levels, and help people feel confident adopting new technologies.
Today, Amelia specializes in Microsoft Copilot, Copilot Studio, AI adoption, and custom agent development. She works with organizations to help them move beyond the hype of AI and focus on practical ways to increase productivity, improve business processes, and solve real-world challenges. Whether she's leading an executive workshop, building a custom AI solution, or teaching a hands-on training course, Amelia is focused on helping people find meaningful ways to use technology in their everyday work.
In addition to her AI expertise, Amelia has extensive experience with Microsoft Power Platform and Power BI, helping organizations automate processes, connect systems, and turn data into actionable insights. She enjoys partnering with both business and technical teams to identify opportunities for innovation and create solutions that deliver lasting value.
Known for her energetic and engaging teaching style, Amelia believes learning should be practical, interactive, and immediately applicable. Her goal is simple: help people leave every session feeling empowered, inspired, and ready to put what they've learned into action.
Outside of work, Amelia enjoys reading, trying new foods, exploring new places, and spending time with family and friends.
