Creating AI Business and Leadership Agents with Copilot
Intended Organizations
Intended Organizations
Organizational type shows which workplace or sector each group training program best aligns with. Most courses adapt across settings to support unique goals and outcomes.
Corporate & Business GroupsProfessional development for small groups, large business teams, and enterprises across industries focused on building valuable skills.
Federal GovernmentCreated for federal agencies and employees, with practical training that helps build job-relevant skills for the federal workplace.Course pricing is available for federal agencies through the GSA Schedule.
State & Local GovernmentTraining for state, county, municipal, and other public-sector teams, focused on building skills that support government and public service work.
Intended Organizations
Organizational type shows which workplace or sector each group training program best aligns with. Most courses adapt across settings to support unique goals and outcomes.
Federal GovernmentCreated for federal agencies and employees, with practical training that helps build job-relevant skills for the federal workplace.Course pricing is available for federal agencies through the GSA Schedule.
State & Local GovernmentTraining for state, county, municipal, and other public-sector teams, focused on building skills that support government and public service work.
Corporate & Business GroupsProfessional development for small groups, large business teams, and enterprises across industries focused on building valuable skills.
Intended Organizations
Organizational type shows which workplace or sector each group training program best aligns with. Most courses adapt across settings to support unique goals and outcomes.
State & Local GovernmentTraining for state, county, municipal, and other public-sector teams, focused on building skills that support government and public service work.
Federal GovernmentCreated for federal agencies and employees, with practical training that helps build job-relevant skills for the federal workplace.Course pricing is available for federal agencies through the GSA Schedule.
Corporate & Business GroupsProfessional development for small groups, large business teams, and enterprises across industries focused on building valuable skills.
Skill LevelGeneral Workforce
Virtual | Live Trainer4 hours/day, 1 Day
In-Person | Onsite4 hours/day, 1 Day
Skill Level & Progression
Skill level reflects the recommended course experience and helps match training to your team's needs. Most training courses support all learning levels.
General Workforce(this course)Develops team-ready capabilities across business roles and experience levels while strengthening skills and organizational results.
FundamentalsBuilds introductory proficiency in essential terminology, core concepts, and workplace best practices for real-world application.
IntermediateStrengthens existing knowledge through advanced functions, skill strategies, and deeper exploration of core concepts.
AdvancedDeepens expertise through complex subject matter, specialized skills, advanced analysis, and higher-level instruction.
Course Formats
Train on your terms. Choose virtual or onsite delivery, schedule sessions around your team’s availability, and align course content with your objectives and real-world challenges.
Virtual Training4 hours/day, 1 DayLive, interactive, instructor-led training delivered through a secure videoconferencing platform.
Onsite Training4 hours/day, 1 DayEngaging, instructor-led training delivered in person at the location of your choice.
Course Duration
Course duration varies by training format and time needed to effectively cover the material, with hours per day and total days listed.
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Course Overview
Creating AI Business and Leadership Agents with Copilot equips leaders with the skills to design, build, and deploy AI agents that support decision-making, communication, and operational workflows. Participants will explore how leadership-focused agents are structured, how they integrate with business processes, and how to design agents that are reliable, secure, and aligned with organizational goals. The course includes hands-on activities in which participants create agents for real-world leadership scenarios, such as briefings, workforce insights, and meeting preparation. By the end, participants will be able to develop and scale AI agents that enhance leadership effectiveness and organizational performance.
Learning Objectives
Understand Copilot agents and how they support workflows.
Design and build leadership-focused AI agents using Copilot.
Apply best practices for reliability, security, and governance.
Identify key leadership use cases for AI agents.
Deploy, monitor, and scale AI agents across the organization.
Who It's For
Business leaders seeking to integrate AI agents into decision-making and daily leadership workflows.
Managers aiming to automate meeting preparation, briefings, and workforce insights using Copilot.
IT professionals responsible for developing, integrating, and maintaining AI-powered business solutions.
Digital transformation teams exploring secure, reliable, and scalable AI agent implementations.
Organizational leaders focused on improving operational efficiency, governance, and AI adoption across teams.
Our facilitators are committed to delivering the latest industry trends, job-specific best practices, and the essential soft and hard skills needed in today’s workforce. PTR offers small and large organizations the choice between onsite and virtual training. Collaborate with our specialists to address challenges, bridge skill gaps, and tailor the learning experience to meet your company’s goals.
What is the Creating AI Business and Leadership Agents with Copilot course about?
This course teaches participants how to design, build, test, and deploy AI agents using Copilot to support leadership decisions, streamline business workflows, improve communication, and enhance organizational performance.
How long does the Creating AI Business and Leadership Agents course take?
The course runs for one day, with four hours of live virtual training or six hours of in-person training.
What types of AI agents will I learn to create during the course?
The course includes practical activities focused on creating a Leadership Briefing Agent, a Workforce Insights Agent, and a Meeting Preparation and Follow-Up Agent.
Does the course cover AI security, privacy, and governance?
Yes. Participants explore security, privacy, compliance, risk management, governance, and oversight practices to help ensure AI agents operate reliably and align with organizational requirements.
How can AI agents improve leadership and business productivity?
AI agents can support tasks such as preparing leadership briefings, gathering workforce insights, organizing meeting preparation, and managing follow-up workflows, helping leaders save time and focus on strategic priorities.
Creating AI Business and Leadership Agents with Copilot
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