AI Essentials:
Do you want to stay ahead of your competition? Learning how to use AI to become more efficient is the first step. Learn how to talk to your AI agent to get the best results.
10 Quick Prompts to Get Better AI Results
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Summarize this document in 3 bullet points.
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Write a friendly follow-up email.
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Create a checklist for onboarding a new client.
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Explain this concept like I’m 5.
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Generate 5 blog title ideas.
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Translate this into Spanish.
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Draft a social media caption.
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Help me brainstorm product names.
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Create a weekly meal plan.
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Make this message sound more confident.
🚀 1. Automate Repetitive Tasks to Free Up Time for Strategic Work
Use AI tools like Microsoft Copilot, Power Automate, or ChatGPT to:
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Draft emails, reports, and meeting summaries.
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Schedule tasks and manage calendars.
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Automate data entry, file organization, and follow-ups.
Why it matters: You’ll spend less time on busywork and more time on creative, strategic, or relationship-driven tasks that AI can’t replicate.
📊 2. Upskill Continuously with AI-Powered Learning
Leverage AI to:
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Get personalized learning paths (e.g., LinkedIn Learning, Microsoft Learn).
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Ask AI to explain complex topics in simple terms.
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Simulate real-world scenarios for practice (e.g., role-playing customer service or sales calls).
Why it matters: Staying curious and adaptable makes you irreplaceable — AI helps you learn faster and smarter.
💡 3. Use AI to Generate Ideas and Solve Problems Creatively
Tap into AI for:
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Brainstorming new product ideas, marketing campaigns, or business strategies.
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Analyzing trends and generating insights from data.
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Enhancing presentations, visuals, and storytelling.
Why it matters: AI is a creativity booster — those who know how to collaborate with it will outthink and outpace the competition.
Artificial Intelligence won’t take your job,
but someone using AI will.
What can you do to stay ahead of your competition?
Carlos Martinez
Founder / Digital Workplace Engineer / Security Operations Engineer
My teaching style is practical, visual, and step-by-step. This is not your normal tech training where you're shown a 1-hour slide show followed by 5min demo. This training is interactive and designed specifically for you. My goal is for you to retain the information I give you so that you leave with confidence and clarity — no tech jargon, just real solutions.
Sample Demo Clip - Reporting a message
Gain a competitive edge with expert guidance from a seasoned Digital Workplace Engineer and AI strategist. With over a decade of hands-on Microsoft 365 experience—most of it spent supporting and training a multi-billion-dollar enterprise—you’ll learn proven strategies to streamline operations, boost productivity, and future-proof your business. Whether you're leading a small business or managing a corporate team, this is your chance to harness the power of AI and modern workplace tools to work smarter, not harder.
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Take Control of AI. Take Control of Your Future
🚀 What our Copilot Essentials will teach you:
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What AI actually is — and what it’s not
Understand the basics of artificial intelligence, common myths, and how it fits into modern tools like Microsoft Copilot.
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How to write effective prompts
Learn how to communicate clearly with AI to get accurate, helpful, and creative responses.
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Using AI to save time on everyday tasks
Discover how AI can help with email drafting, meeting notes, file organization, and more.
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Real-world demos using your own files
Hands-on walkthroughs showing how AI can assist with documents, spreadsheets, and presentations.
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How AI boosts—not replaces—human creativity
Explore how AI can help brainstorm ideas, generate content, and enhance your unique voice.
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Privacy and security basics when using AI tools
Learn what data AI tools can access, and how to use them safely and responsibly.
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How to use Microsoft Copilot across apps
See how Copilot works in Word, Excel, Outlook, and Teams to streamline your workflow.
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Smart file management with OneDrive + AI
Learn how AI can help organize, search, and share files more efficiently.
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How to spot and fix AI mistakes
Understand AI limitations and how to verify, refine, or correct its output.
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How to stay ahead by integrating AI into your daily routine
Build habits that make AI a natural part of your productivity toolkit.
🤖 Who Is AI Essentials Training For?
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Entrepreneurs – Use AI to automate tasks, draft content, and make smarter decisions without hiring a full team
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Solopreneurs – Boost productivity with Copilot and ChatGPT to manage emails, documents, and client communications efficiently.
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Small Business Owners – Learn how to integrate AI into daily operations to save time and scale smarter.
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Office Managers – Streamline workflows, summarize meetings, and manage team communications with AI tools
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Department Leads – Train your team to use AI for reporting, task management, and internal documentation.
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Remote Workers – Use Copilot to stay organized, summarize emails, and manage files while working from anywhere.
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Freelancers & Consultants – Prompt Copilot to generate proposals, summarize client feedback, and analyze project data.
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Nonprofits & Community Leaders – Use AI to manage donor communications, simplify reporting, and create outreach materials.
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Anyone Using Microsoft 365 – Learn how to unlock the full potential of Copilot and AI tools built into Word, Excel, Outlook, and Teams.
🎁 Exclusive Bonuses Included with Your AI Essentials Training
🧠 AI Prompting Cheat Sheets
Quick-reference guides for crafting effective prompts, refining AI responses, and avoiding common mistakes.
📂 Access to the Simplified365 Internal Hub
Members-only portal with curated AI resources, walkthrough videos, and prompt libraries.
🧩 Customized Training Tailored to Your Needs
Personalized walkthroughs based on your business goals, preferred tools, and workflows.
💬 Exclusive Access to Lead Instructor
Direct access to discuss your unique use cases, ask questions, and get guidance inside the Simplified365 Internal Hub.
⚙️ AI Toolkit Recommendations
A curated list of trusted AI tools, browser extensions, and integrations to boost productivity.
📊 Mini AI Use Case Planner
A simple worksheet to help you identify and prioritize AI opportunities in your daily work.
🎥 Replay Access (Optional)
Recording of your session for future reference (if applicable).
💡 Bonus Tip Pack
Extra AI tips not included in the flyer—only available to booked clients.
Clients Love My Training Style
“I recently took a OneDrive class with Carlos as the instructor, and I cannot recommend it enough! From the start, Carlos made the learning experience incredibly engaging and approachable. His ability to break down complex concepts into simple, easy-to-understand explanations made the class enjoyable for both beginners and more experienced users."
Tabatha / IT / Oklahoma City, OK
“I had a great training recently with Simplified365 on how to get more out of Copilot (AI), and it was eye-opening. I got to pick what I wanted to learn about, and the training was curated to me and real-world use cases. One of the best takeaways for me was learning how to have Copilot go through all my sent emails within a timeframe, pull out the contacts, drop them into Excel, including a 'notes' section and then export them into VCF files I can load onto my phone. What?! That alone will save me hours I think."
Gentry / Healthcare / Arlington, TX
❓ Do I need to be tech-savvy to benefit from this training? Absolutely not. This session is designed for real people—not tech experts. Carlos breaks down security concepts in a simple, relatable way so you can confidently protect your business, even if you're not "techy."
❓ What happens after I book and pay for my session? You’ll receive a welcome email with next steps. This includes a link to schedule your onboarding interview, where we’ll discuss your goals, use cases, and any specific areas you want to focus on during training.
❓ How long is the AI Essentials training? The session lasts about 90 minutes, including time for Q&A and personalized guidance. You’ll leave with actionable steps and resources you can use right away.
❓ How does Simplified365 customize my session? Every training starts with a personalized onboarding interview. We ask targeted questions about your business, tools, workflows, and AI concerns to tailor the session to your specific needs—so you get relevant, actionable guidance that fits your environment.
❓ What if I already use Microsoft 365 or don't use Microsoft? Perfect! This training is designed to help you use the integrated AI in the tools you already use. We’ll walk through prompting inside each 365 app, refining your prompts to get the results that best meet your needs, and follow best practices tailored to your setup.
❓ Can I bring my team or staff? Yes! Group sessions are available. Whether you’re training a small team or an entire department, we’ll customize the experience to fit your needs.
❓ What happens after training? Do you provide additional support? You’ll receive an offboarding questionnaire to reflect on your progress. We’ll ask for feedback, offer a chance to share a testimonial, and provide access to any post-training support you purchased—plus options to continue learning if you’re ready for more.