There are three patterns of work where Cowork in Microsoft 365 can help. First, ad hoc multi-step tasks: one-off jobs that string several actions together, for example research a topic, write it up as a PDF, save it to a Microsoft SharePoint folder, and email the link to the team. Second, scheduled tasks: recurring work such as a weekly pipeline report or a Monday morning Microsoft Dynamics 365 update. Third, Cowork Skills: repeated tasks you trigger yourself, such as a proposal prep skill or a discovery call prep skill. Our workshop walks your team through each of these patterns with live examples.

Yes. Scheduled tasks are one of the three core patterns. You can ask Cowork in Microsoft 365 to run a job every day, week, month, or year. A common example we cover in the workshop is a Friday evening sales pipeline report that scans your inbox, your Microsoft Teams meetings, and Microsoft Dynamics 365 opportunities, then produces a Microsoft Word or PDF report and emails it to you. The workshop shows your team how to design, test, and govern these scheduled tasks safely.

A Cowork Skill is a saved set of instructions that Cowork in Microsoft 365 follows every time you trigger it. Think of it as a trained junior assistant who never forgets the steps. Practical examples include: a discovery call prep skill that pulls account history, web research, and persona insights into a single brief; a proposal prep skill that reads a client meeting transcript and builds a draft proposal in your template; a data operations skill that handles saving and tidying files across Microsoft OneDrive and Microsoft SharePoint. The workshop covers how to build, test, and refine your own skills, with a 50-skill ceiling per user to plan around.

Cowork in Microsoft 365 is still in preview, so honesty matters. It can hallucinate, its memory is not yet reliable, and it sometimes thinks it cannot do things it can. The workshop covers all of this directly. You learn a quality workflow for reviewing, correcting, and editing every output before it reaches a client or a system of record, plus practical workarounds for the current limits. Used with that discipline, your team gets the productivity gain without the reputational risk.