Most teams use Copilot to rewrite emails. Caravan teaches them to hand it real work in Outlook, Excel, and Word, save how they want it done, and build agents their coworkers can use.
Move past rewriting emails and learn to delegate work. These are the six things people ask us for most before a workshop, and each one is part of the day.
Build agents in Agent Builder and recurring tasks in Copilot Cowork, so the work you repeat every week runs without anyone starting it.
See which parts of your own work Copilot can take on, and which parts should stay with you.
Give Copilot complete assignments so you stop going back and forth and re-explaining.
Work from Outlook, Teams, SharePoint, and Excel instead of copying and pasting into a chat.
Check accuracy before anyone relies on the result, and build checks that catch mistakes automatically.
Teach Copilot your standards, voice, and examples so the work sounds like your company.
For teams leaving most of Copilot unused. Participants learn to give Copilot complete assignments, save the instructions that work, and hand off a recurring job from their own work.
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Get tribal knowledge into Copilot. Leaders write down how the organization’s important work gets done, so Copilot and the people they manage can follow it. They also decide which teams train next and what the rules should be.
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Tailored to your department and industry. One team, one kind of work. The examples and exercises come from that department’s own recurring tasks and the language of its industry.
Ask about a role-specific workshop →
One big session or several smaller ones. Most large companies choose a series of smaller hands-on groups, so teams like customer service and logistics stay staffed while their people train. For a conference or retreat, one larger session gets everyone started at once.
Ask about a company-wide workshop →Good for beginner sessions. A focused half day at your office for people getting started.
Good for beginner sessions. A focused half day on video for people getting started.
Great for building agents and building and sharing automations. Everyone builds at their own laptop with instructors in the room.
Great for building agents and building and sharing automations. The full workshop on video, for teams that want to finish in one day.
Same as the full day, with time between sessions to try things at work.
Same as the full day, split across two days on video. Shorter sessions keep people fresh, with time between to try things.
Good for one or two concepts. For a conference, retreat, or team meeting.
Good for one or two concepts. For an all-hands or large group on video.
Each participant needs a Microsoft 365 Copilot license and the Copilot app installed before the workshop. Caravan confirms which license your organization has during preparation.
Copilot Cowork, agents, and connections to other systems are controlled by your tenant administrator. Caravan sends a short checklist so those decisions are made before training day, not during it.
Copilot reads and saves files in OneDrive and SharePoint. Participants should bring real files stored there, or non-sensitive examples if live data is not appropriate.
One person coordinates participants, scheduling, and technical questions. Caravan may send a short questionnaire about each person’s role, experience, and goals.
Work with your Microsoft 365 administrator to decide whether Copilot Cowork, agents, and connections to other systems are available, and what information participants may use with Copilot.
Start with people who know how the organization operates and who will use Copilot often. During training, note which tasks help, which features people request, and where they struggle.
Some agents built in training will be useful to a whole team. Decide who reviews them, where shared agents live, and which groups should train next.
Expand training by role, department, or type of work rather than giving every employee the same program. Finance, sales, operations, and other groups use Copilot on different files and need different examples.
Microsoft adds and changes Copilot features often. Follow-up training and regular reviews help the organization use new features and keep its rules current.
Caravan interviews your people, reviews how work gets done, and recommends where Copilot fits, which tools and settings to approve, what the rules should be, and who to train first.
Ask about an assessment →Caravan builds skills, agents, and automations alongside the employees who will own them. Copilot is set up with your industry’s context and how your company does the work, and your team learns how to run and change what was built.
Ask about a build →Caravan works alongside your team each month to keep Copilot set up as your people, work, and tools change: the industry context it knows, the skills it runs, and the systems it connects to. Your team stays able to run it.
Ask about managed configuration →
| Question | Self-teaching or internal training | Self-paced or recorded content | Live training with Caravan |
|---|---|---|---|
| What is each approach best suited for? | Early exploration, employees who already use Copilot often, and coworkers learning from one another. | Teaching basic features, providing reference material, and allowing people to learn on different schedules. | Helping a group move past drafting emails and build skills and agents coworkers can use. |
| How relevant is it to each person’s job? | Can relate directly to an employee’s job when that person has enough time and judgment to adapt what they find. Results often vary. | Usually follows one broad curriculum and examples chosen in advance. | Prepared around the people attending, their recurring work, and the Copilot features your administrator has turned on. |
| What happens when someone is stuck? | The person keeps searching, experimenting, or asks an available coworker. | The participant can replay the material, but the course cannot diagnose that person’s problem. | Instructors are present while people work and can address confusion and weak results. |
| What work falls on the people leading adoption? | Someone must learn, design, teach, coordinate approvals, answer questions, and keep material current. | The organization still encourages completion, answers company-specific questions, and shows employees how the material applies to their work. | Leaders provide goals and information rules; Caravan prepares and teaches the workshop. |
| What is the principal limitation? | Progress can be slow, uneven, and dependent on a few employees with limited time. | People may finish the content without gaining confidence or changing their work. | Requires scheduling, preparation, and a larger investment than independent or recorded learning. |
Caravan’s research team tests new AI tools and practices. Instructors must also explain unfamiliar ideas clearly, teach people with different levels of experience, and help participants when a result is not good enough.
Caravan does not receive incentives for recommending one AI platform over another. If your organization has standardized on Microsoft 365 Copilot, the training teaches your employees to use Copilot well.
Caravan has trained more than 1,000 people across dozens of industries, including legal, healthcare, manufacturing, financial services, accounting, marketing, and nonprofit organizations.
“The Caravan team understood our business needs, tailored the training to our audience…”
“Working with Caravan… changed what’s possible for a company our size.”
“Taking the Caravan AI training this month has very rapidly escalated my competence and confidence with AI tools.”
Jake WaitzmanParticipant“It was an 8-hour class, but to be honest, it felt like it flew by in about fifteen minutes.”
Lee HandleyParticipant“Took the training. Blew my mind. I had no idea how far things had progressed…”
Morgan ColeParticipantParticipants need a Microsoft 365 Copilot license to use Copilot inside Outlook, Word, Excel, and PowerPoint and to build agents. Some features, such as Copilot Cowork, are turned on separately by your administrator. Caravan confirms what your organization has before the workshop and plans around it.
No. Most rooms include people who have never used Copilot beyond drafting an email and people who use it every day. New users get more instruction on the basics, and experienced users work on more complex assignments in the same workshop.
An agent is a set of instructions for one job, saved in Copilot so anyone it is shared with can use it. For example, an agent can turn rough meeting notes into a follow-up email written the way your team writes them. Participants build agents in Agent Builder during the workshop.
Some Copilot Cowork and agent activity is metered on top of the base license, depending on your agreement with Microsoft. Caravan reviews this with your administrator during preparation and shows participants how to do inexpensive steps in Copilot Chat.
That is common. Caravan plans the workshop around the features your administrator has approved and can share a checklist of settings to review beforehand.
Copilot can use your Microsoft 365 email, calendar, and files. Other systems, such as an ERP or CRM, are available only through connections your administrator approves. Caravan can help you decide which connections to request.
That depends on your Copilot settings and data policy. Caravan and the client agree on the rules before training. When live sensitive data is not appropriate, participants can use non-sensitive, redacted, or representative material.
In person, hands-on sessions are normally limited to 20 participants so instructors can provide individual help. Live virtual sessions can take larger groups. Larger audiences can be divided across several sessions, and Caravan may add instructors where appropriate.
Pricing depends on whether training is onsite or virtual, how long it lasts, how much preparation and travel are required, how many sessions are needed, and whether the organization wants continued support. Caravan provides a written proposal after learning what the organization needs.
The first conversation determines who needs training, whether the required licenses and settings are ready, and which format would work. If training is not the right next step, Caravan should say so before either side invests in a larger process.
Tell us about your team and how you’re using Copilot. We reply within one business day.
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