If you enjoyed Neil’s previous course, Microsoft AI and Automation for Admins, which explored a broader range of AI-driven tools, this course hones in on implementing Microsoft AI specifically for information management and meeting coordination—giving you actionable frameworks to apply right away.
AI and automation are transforming how administrative professionals manage information, meetings, and workflows. This course focuses on practical strategies to streamline communication, organize tasks, and optimize collaboration using Microsoft 365 tools like Loop, Power Automate, and Copilot. You’ll learn how to structure and automate key processes, ensuring you stay ahead in an evolving digital landscape.
In this course, we’ll create and fill a framework for admins to manage their daily tasks and interactions with executives and teams within their organization, as well as stakeholders and clients outside their organization—helping you stay efficient, organized, and proactive.
As we look forward to the next 5-10 years of automation, artificial intelligence, and fast-paced change, this course is intended for administrative professionals who understand how important it is to embrace the future and help steer their organization’s approach to technology usage. This will mostly benefit admins who are already working within OneDrive, SharePoint, and Teams on a regular basis, and who are hoping to understand and control these tools in a more informed way.
This course is designed for admins familiar with Microsoft 365 tools like Teams, OneDrive, and SharePoint. While we’ll introduce AI applications for those new to the topic, we’ll also cover advanced use cases, ensuring valuable insights for both beginners and experienced users.
Understand ahead of time that if your organization is a government agency, your installation of Microsoft 365 will be slightly different from the standard subscription, but not so different that it will be difficult to follow the course.
Co-Presented with: Denise Tsamouris, M.Ed, MOS
Microsoft has been pushing us to use Chat and link sharing for our messaging and files, instead of emails with attachments, for years. In this session, we will help you enhance team collaboration by planning and optimizing your communication and file sharing. This keeps your work in the flow of discussion, with simple version control and change tracking, and sets you up to use AI effectively with your business’s data.
In this session, you will learn how to:
Bonus Handout: Microsoft 365 Sharing and Communications; Microsoft 365 Copilot Guide
Co-Presented with: Drew Tattam, M.Ed
As an administrative professional, you know that new tasks and responsibilities flow in from every direction – live discussions, emails, chat messages, meetings, and more. The system that you design to handle those tasks is the difference between success and failure. Ensure that your work doesn’t fall through the cracks by leveraging useful tools like Microsoft Planner, Teams, and Power Automate. Build automated workflows to capture and organize your responsibilities and create a dashboard for your team to visualize progress.
In this session, you will learn how to:
Bonus Handout: Task Management with Microsoft 365; Power Automate Guide
Co-Presented with: Denise Tsamouris, M.Ed, MOS
Microsoft Loop is a revolutionary tool in the collaborative Microsoft environment. It allows the administrative professional to design a living, breathing hub of information that adapts to the dynamic nature of modern work. This session explores how to build an interconnected system of Loop components and workspaces to bring together tasks, notes, project updates, and team coordination in real time.
In this session, you will learn how to:
Bonus Handout: Microsoft Loop Guide
It is critical that the work you do within Microsoft 365 feel simple, integrated into your existing workflows, and immediately rewarding. Because this is collaborative work, your team needs to work alongside you in these applications to see real benefits. In this session, we put the pieces together, designing the perfect systems for you to collaborate with your coworkers. Create a system of file storage and task management that is immediately available to be automated and integrated with artificial intelligence for your future self.
In this session, you will learn how to:
Bonus Handout: Microsoft 365 Owner Guide
Neil Malek is President at Knack Training, a Microsoft Certified Trainer, Adobe Certified Instructor, and CompTIA Certified Technical Trainer with over 20 years of instructional experience. He has been consulting with Fortune 500 clients on Microsoft Office, Microsoft 365, and the Power Platform since their inception. He has a lighthearted and dynamic speaking style, and a deep mastery of the topics covered.
Webinars and courses require membership to attend. Some webinars are available to all members, including free. Certain webinars are exclusive to Professional & Premium Members (starting at $199/year). Courses are included with Premium Membership ($695/year) or can be purchased separately. Learn more about the differences between webinars and courses here, or visit our Resources page for a comprehensive list of training opportunities.
Live sessions: You’ll receive a confirmation email from ON24 and My Webinars will have a direct link to join as well.
On-demand: The post-checkout screen, your order confirmation email, and My Webinars will have links to the on-demand materials.
Yes! Both the recording and certificate can be found under My Webinars. For live sessions, please wait 1 to 3 business days after the live session for these materials to be uploaded (you’ll receive them via email as well). If you can’t attend the live session, you will still have access to recording.