About the Course:

This session shows how to move from manual updates to fully automated Excel workflows. Participants will learn to connect Excel to other Microsoft 365 apps using Power Automate, create reusable automations with Office Scripts, and experiment with Copilot Studio to build lightweight custom agents. The focus is on practical business scenarios like report distribution, data refreshes, and task notifications, all built without code.

Course Objectives:

• Automate Excel processes using Power Automate and Office Scripts.
• Connect Excel with Teams, Outlook, and SharePoint.
• Create, edit, and reuse Office Scripts for recurring workbook tasks.
• Build simple Copilot agents for Excel-specific workflows.
• Manage automation securely within an organization.

Who is the Target Audience:

• Intermediate Excel users, analysts, and team leads looking to streamline reporting and daily processes.

Basic Knowledge:

• Intermediate Excel proficiency, including structured tables and file organization.
• Familiarity with Microsoft 365 apps such as Teams, Outlook, and SharePoint.
• Access to Power Automate, Copilot Studio, and Office Scripts through a Microsoft 365 business or enterprise account.
• No coding experience required.