| Central Time (CT) Online | November 20, 2025 | $895.00 + tax |
Course Overview
Duration: 6.5 Hours (Full-Day Workshop Online or In Person for Organizations)
Format: Interactive Training with Hands-On Exercises, Case Studies, and Group Discussions
Course Summary:
As casework grows in volume and complexity, investigators face increasing pressure to manage data efficiently, generate consistent reports, and maintain policy compliance. This updated 6.5-hour course delivers a practical, hands-on approach to applying Microsoft Copilot and other AI platforms in your investigative workflows.
Using real-world scenarios, live Copilot demonstrations, and guided exercises, participants will learn to create
- effective prompts,
- extract insights from evidence, and
- produce professional investigation reports
— all while aligning with
- policy,
- privacy, and
- ethical guidelines.
Why Attend?
✅ Master Prompting Techniques: Learn how to write investigation-ready prompts for Microsoft Copilot and other platforms. How to get accurate information and minimizing inaccurate information so important in investigations. Pitfalls in thinking that AI will be a substitute for your intelligence and strategy.
✅ Streamline Your Workflow: Reduce time spent on emails, logs, interviews, and reporting
✅ Understand Policy & Privacy Compliance: Stay aligned with common industry standards and security constraints
✅ Build AI Literacy: Develop the skills needed to evaluate, test, and safely integrate AI into investigative work
✅ Take Home Tools: Leave with a ready-to-use prompt library, worksheet templates, and a reference handbook
Course Highlights
🔍 Investigator-Focused: Use of Copilot capabilities tailored to investigative tasks for private and public sector roles
🛠️ Hands-On Exercises: Practice with real case data (e.g., transcripts, access logs, code of conduct)
📄 Prompt Engineering Workshop: Build and refine prompts using step-by-step methodology
📈 Cross-Application Integration: Learn to use Copilot in Word, Excel, Outlook, and Teams
🧠 Knowledge You Can Use: Tools and examples you can apply immediately after the session
What You’ll Gain
- Fluency in Copilot features that support investigations
- Structured methodology for writing effective AI prompts
- Templates and examples for use in your organization
- A downloadable prompt reference guide and digital handbook
- Confidence to apply AI tools ethically, securely, and strategically
Who Should Attend?
- HR Investigators and Professionals
- Investigators with Case Oversight
- Compliance & Ethics Officers
- Case Review Teams
- Security, Risk, and Internal Audit Units
- Legal Advisors & Corporate Counsels
- Administrative Review Boards
- Managers with Investigative Oversight
- IT & Data Governance Officers
Training Session Outline
Module 1: Introduction to Copilot and AI in Investigations
- What is Microsoft Copilot?
- Common use cases
- Overview of AI tools in investigations workflows
- AI limitations, ethics, and human-in-the-loop review
Module 2: Prompt Engineering for Investigators
- Anatomy of an effective prompt
- Mistakes to avoid when prompting
- Application-specific prompt examples (Word, Excel, Outlook, Teams)
- Workshop: Building and refining prompts
Module 3: Using Copilot to Triage and Summarize Evidence
- Outlook: Complaint intake and issue triage
- Word: Interview summary generation
- Excel: Identifying access anomalies and inconsistencies
- Teams: Reviewing chat logs for misconduct
- Exercise: Analyze, summarize, and extract red flags from case files using prompts
Module 4: Drafting Reports with Copilot
- Building executive summaries
- Drafting factual findings from notes
- Flagging potential gaps or inconsistencies
- Report formatting and clarity refinement
- Exercise: Use Word to draft a case summary from provided evidence
Module 5: Ethical Use and Oversight of AI Tools
- Role-based access and content classification
- Prompt auditing and documentation
- Managing privacy risks and sensitive content
- Ethics in automation: where human review is essential
Module 6: Building Sustainable Copilot Workflows (45 minutes)
- Designing Copilot-assisted workflows
- Copilot capabilities per application
- Working within Microsoft 365 constraints (e.g., firewalls, permissions)
- Prompt logging and team prompt libraries
- Resource: Receive a reference glossary and prompt playbook
Module 7: Planning Ahead – Skills, Policy & Readiness
- Training plans and skill development
- Common Policy alignment and updates
- Privacy reviews and risk registers
- Internal enablement strategy
Closing Remarks & Q&A
- Summary of key concepts
- Final feedback and knowledge check
- Resource list and certification