Sourcepass Blog

[Webinar] How to Personalize Copilot to Your Workflow | Sourcepass

Written by Courtney Noonan | Sep 23, 2025

AI is no longer one-size-fits-all—and with Microsoft Copilot, it doesn’t have to be.

In this training session, learn how to tailor Copilot’s capabilities to match your unique business workflows. Learn how to use intuitive, no-code tools to build intelligent agents that support your team’s day-to-day processes and streamline repetitive tasks.

Whether you're in operations, IT, marketing, or customer support, this session will show you how to turn AI into a customized productivity engine that drives real results.

 

What You’ll Learn

  • How to personalize Microsoft Copilot using no-code customization tools
  • Ways to build AI agents that reflect your business rules and priorities
  • Automation tips to reduce manual work and enhance responsiveness
  • Workflow design strategies to integrate AI with your existing tools and systems
  • Real-world examples of how teams are using Copilot for smarter, faster decisions

 

This Session is Perfect for:

This session is ideal for business and IT leaders, team managers, and professionals looking to:

  • Improve team efficiency and reduce repetitive work
  • Build custom automations without writing code
  • Align AI tools with their department’s unique goals