Copilot implementation — from real-world practice.
With proven Copilot expertise and personal advice we accompany companies in introducing Microsoft Copilot — from the first use to lasting integration in existing processes.
Three building blocks — from the first prompt to productive use.
Copilot is not just a tool but a new way of working. We accompany you from the first inventory through hands-on training to a tailor-made custom agent.
AI ideas workshop
Together we prioritise relevant AI opportunities and develop use cases at the intersection of employee needs and management vision.
Learn moreCopilot practice workshops
Structured AI orientation training as well as hands-on prompting and Copilot training — as live or online micro-workshops.
Learn moreAgent development
We build Copilot agents in Copilot Studio based on dedicated data sources — tailor-made to your use cases.
Learn moreWhat is keeping you from doing the truly important work?
Based on a focused, single-question employee survey we identify relevant problems and develop them into actionable AI use cases in an interactive workshop — at the intersection of employee needs and management vision.
The result is not a deck of slides but a prioritised backlog: concrete use cases, sorted by effort and impact, with a recommendation on whether Copilot directly, a custom agent or a deeper technical implementation is the right path.
What you take away
- Copilot potential ready for your team to use
- Scenarios for agent-based solutions (Copilot Studio)
- Topics that need deeper technical implementation
- Prioritised backlog with effort and impact estimates
From prompt to productive use.
With the Aeberli method we run you through the same training we use internally and show hands-on workflows for the modern use of AI.
In the workshop your team learns to use Copilot and the associated company access effectively. We build a clear foundation on how AI works and from there develop targeted prompting skills with Copilot features.
Full-day or half-day format
We deliver the training directly at your office — the entire content in one day, or selected focus areas in half a day.
Weekly 20-min sessions over 2 months
Step-by-step rollout with weekly mini-trainings plus supporting material and tasks.
What your team takes away
- Understanding of how Copilot works (and what it cannot do)
- Concrete prompting techniques for everyday work
- Confident handling of company data and access rights
- Concrete workflows for Mail, Word, Excel, Teams, PowerPoint
- Acceptance and enthusiasm instead of hesitation
Custom agents in Copilot Studio.
A Copilot custom agent is a company-specific AI assistant that extends Microsoft 365 Copilot purposefully and supports employees or customers.
We design, build and integrate agents in Copilot Studio — based on your own data sources, your tone of voice and your processes. The result: an AI assistant that knows your reality instead of giving generic answers.
Use of internal documents, websites and databases as a knowledge source.
Interaction with users — or triggered by events or schedules.
Deployment in Microsoft Teams, Microsoft 365 Copilot, SharePoint or on a website.
Examples from real-world practice
- Client agent with access to fiduciary documentation
- HR assistant for onboarding and employee questions
- Sales agent with current price lists and product specs
- Support agent on the website — directly on your knowledge base
- Reporting agent: daily KPIs on trigger or schedule
What our clients say.
The AI workshop with Aeberli Treuhand AG was extremely valuable and practical for us. The content was conveyed in a clear, structured manner and tailored precisely to our needs as a fiduciary and auditing company.
You have Copilot — but no clear use case?
With the Aeberli method you benefit from a proven training approach that makes hands-on AI workflows understandable and immediately usable. We show not only what Copilot can do — but how it actually gets used in everyday work. That eases the start, strengthens team acceptance and creates the foundation for effective use.
"We test every solution ourselves before recommending it — Aeberli Treuhand is our Copilot test lab."