Lanter Training
Getting started with Copilot
This video series is a practical introduction to Microsoft 365 Copilot for business users who want to get more value from the tools they already use every day. Created by Kane Baden – Lanter Technologies’ Business Automations Consultant, the series shows how to use Copilot across Microsoft 365 apps including Outlook, Teams, Word, Excel, and PowerPoint to save time, reduce repetitive work, and improve everyday productivity.
These videos focus on real workflows, not theory. You’ll see how Copilot can help with email drafting, meeting follow-up, document formatting, spreadsheet automation, presentations, and task capture, while also highlighting the importance of review, accountability, and secure, practical AI use in the workplace.
1. Introduction (00:53)
In this introductory video, Kane takes you through the purpose of this Copilot video series. Preview key learnings, including what Copilot is, where to find it, and how to get the most out of a variety of Microsoft 365 apps.
2. M365 Copilot App (09:01)
Gain a practical introduction to the M365 Copilot app, including how to open the right version, use prompts, manage web and work data sources. Get started with key features like scheduled prompts and the Researcher agent.
3. Excel (06:23)
Discover how to use Microsoft Copilot in Excel to automate spreadsheet work, including extracting invoice data from Documents or PDFs, populating templates, checking for duplicates, and using Copilot to analyse data or help with formulas.
4. PowerPoint (05:21)
This video deep dives into how to use Microsoft Copilot in PowerPoint to apply company branding, improve slide design, and refine presentation layouts while keeping the presenter focused on content accuracy.
5. Word (04:53)
Learn how to use Microsoft Copilot in Word to extract information from emails and attachments, fill templates automatically, make document updates, and keep formatting consistent while still reviewing changes before finalizing.
6. Teams (05:41)
Discover how to use Microsoft Copilot in Teams to work with meeting recordings and transcripts, generate custom summaries, pull out action items, and speed up post-meeting follow-up while still reviewing the results for accuracy.
7. Outlook (08:08)
This video deep dives into how to use Microsoft Copilot in PowerPoint to apply company branding, improve slide design, and refine presentation layouts while keeping the presenter focused on content accuracy.
8. Summary (11:01)
This video wraps up the core Microsoft Copilot tools and shares practical ways to use AI in daily work, from capturing tasks and moving information between systems to setting expectations for review, accountability, and team etiquette.
9. Next Steps (05:27)
This final video explores how to leverage Copilot as a powerful learning tool, gain actionable insights on how to integrate Copilot into your daily operations and enhance your productivity.