Copilot For Marketers - 5 Ways To Get More Value

  • 07 July 2026
  • 12:30 PM - 1:30 PM
  • Online

Registration

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  • Please note that the recording of the webinar is available to watch on demand for AMI members only. Please contact membership@ami.org.au if you wish to hear more about AMI membership benefits.

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If you've been using Copilot and thinking "is this it?" - you're not alone.

Let’s be honest: Copilot used to feel… clunky and underwhelming. Most people tried it, got average results, and gave up.

But in the past year, it’s levelled up massively.

Memory, notebooks, voice, built-in agents, integrations, automations and personalisation. It’s quickly becoming a completely underrated – and hugely underutilised - enterprise AI platform for marketers..

This free, hands-on mini masterclass is for marketing teams using Microsoft 365 - who want better outputs, smarter workflows, and more confidence using Copilot.

What You'll Learn 

Learn how to set-up Copilot properly, use its most valuable features, and start getting better results straight away inside your day-to-day marketing tasks.

Why You Should Join

  1. Train AI to Think & Work Like You. Optimise your AI setup - understand memory, custom instructions, and personalisation - so Copilot thinks and works like you.
  2. Practical Workflows You Can Use. Simple shortcuts and repeatable workflows that save hours across research, analysis, meetings, email, and planning.
  3. Real Copilot Use Cases. Research, briefing, voice and ready-to-go agents you can use in everyday tasks like reporting, stakeholder updates and more
  4. Which Plan Is Right For You? Understand what’s available in free vs paid Copilot - and whether an upgrade makes sense for you or your team.

 What you'll take away 

  • Properly Configured System. See exactly how to set up so Copilot understands what you need without repeating yourself 

  • Practical Tasks For Marketers. Simple use cases and system short cuts that you can apply straightaway and will save you hours every week

  • Real Use Cases. See analysis, voice, notebooks, and agents in action -actual workflows you'll use

  • More Confidence In What You've Got. Free vs paid breakdown, what's worth using now, and what's coming next

  • Understand Context & Notebooks Stop the constant back-and-forth - get more relevant results first time.

Who Is This For?

This session is for marketing teams using Microsoft 365 who know Copilot should be doing more for them:

● Anyone who tried Copilot once, got fed up and ditched it

● Marketers who’ve been given access to Microsoft Copilot but barely use it

● Marketing teams whose company only allows Microsoft 365 AI tools

● CMOs & Leaders trying to drive AI adoption safely inside Microsoft tools

FAQS

What will I actually learn in this session?

You’ll learn how to set up Copilot properly, use memory and personalisation, unlock hidden features like agents and notebooks, and apply a prompt framework that saves time and frustration.

Is it hands-on?

Yes - if you want it to be. You can follow along live, or just watch and apply later. Either way, you'll get the replay for 48 hours.

Do I need the paid version of Copilot?

No. We cover both free and paid versions, what each includes, and how to get the most out of whichever one you’re using.

About the presenters 

Catherine Toms

AI Growth Academy - CoFounder
AI Advisor, Educator & Speaker
Empowering Leaders & Teams with AI Skills & Strategies

Catherine is a marketing AI expert, educator, and strategic consultant with over 25 years’ experience - both agency and in-house - leading transformation and growth for global and national brands.

She’s co-founder of AI Growth Academy, where she helps marketing teams, and leaders build confidence with AI and embed tools, working habits and strategies that stick. The result? Teams working smarter, immediate productivity gains, and tangible revenue growth.

She advocates for safe, ethical AI and is active on industry advisory boards, government initiatives and NAIC pilot programmes - helping shape future AI adoption pathways for the Australian Marketing Industry.

She brings direction and depth to every session - helping marketers get clarity, focus, and implement AI that actually works.


Stephen Toms

AI Growth Academy - CoFounder
AI Marketing Strategy, Educator & Speaker
Empowering Leaders & Teams with AI Skills & Strategies

Steve has 25 years’ experience across education and digital, helping businesses grow through smarter strategy, marketing, and AI.

He’s worked with global brands like Adobe and Salesforce, and advised hundreds of Marketers - consultants, founders and small business teams - on safe, effective AI adoption for growth.

Steve combines the tried-and-tested strategies used by big brands with hands-on lessons from applying AI across every part of the AI Growth Academy - to share exactly what’s working and delivering results.

With a background in education, Steve’s a natural energy-raiser with a knack for making AI accessible and actionable. Over the past decade he’s led more than 10,000 students through digital marketing, data, and AI training.

Whether you're feeling overwhelmed or frustrated with your results, you’ll leave with clarity, confidence, and practical strategies you can put to work straight away

*This course qualifies for 4 CPD points under the AMI’s Certified Practicing Marketer program

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