Day 4

Power Automate Playbook: Turn Repetitive Tasks into Click-and-Go Flows
25/10/2024 • 0 Comment

Stop wasting hours on manual admin. In this session, you’ll learn how to spot automation opportunities, map a simple process, and turn it into reliable, reusable flows with Microsoft Power Automate. We’ll build core patterns live—email triage, approvals, reminders, and file routing—then add guardrails with error handling, dynamic content, and triggers. You’ll see how to connect Outlook, SharePoint, Teams, Forms and Planner without writing code, and how to test, monitor, and safely roll out flows for your manager or team. Walk away with the confidence to replace repetitive clicks with automations that stick—and scale. Plus quick tips for licensing and governance.

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OneNote as a Team Brain: Meeting Notes, Tags, and Search That Actually Works
24/02/2017 • 0 Comment

Turn OneNote into your team’s living brain. In this session, you’ll build a simple but robust structure for shared notebooks, sections and pages that keeps everyone aligned. Learn a repeatable meeting-notes framework with agendas, decisions and actions, then supercharge retrieval with tags, @mentions, and powerful search filters that actually surface what you need. We’ll connect OneNote with Outlook, Teams and SharePoint so notes, tasks and files flow automatically, and show how to use templates, links and page versions to maintain consistency and accountability. Leave with a ready-to-use OneNote workspace, a tagging taxonomy your team can adopt tomorrow, and habits that make knowledge stick. Perfect for busy executive assistants.

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Windows Recall Explained: Productivity Wins with Privacy in Mind
24/02/2017 • 0 Comment

Windows Recall is a new timeline-style memory for your PC, capturing snapshots so you can find anything you’ve seen, typed, or opened—without hunting through folders or browser history. In this practical session, we’ll demystify how Recall works, what it stores, and the quickest ways to search with natural language to retrieve emails, files, web pages and meeting content in seconds. You’ll learn real workflows for assistants: preparing briefs, rebuilding context after interruptions, tracing decisions, and recovering lost details. Crucially, we’ll cover privacy and governance: local processing, data boundaries, exclusions, policy controls, and safe setup for work devices. Leave confident, faster, and in control. We’ll address limitations and responsible use.

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Stop Copy-Paste: Bulletproof Outlook Mail Merge for Busy Pros
24/02/2017 • 0 Comment

Tired of copying and pasting the same message a hundred times? This fast-paced session shows you how to run rock-solid mail merges in Outlook without breaking formatting or leaking personal data. We cover the full workflow: clean source data in Excel, Word templates with fields and rules, and Outlook delivery that respects signatures, attachments, and send limits. Learn list hygiene, conditional content, dynamic subject lines, per-recipient attachments, and safe testing. We tackle common errors, throttling, and compliance, plus smart send strategies. Leave with practical tips for tracking results with categories and search. Send targeted, personalised emails in minutes—not hours.

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