Techwerks 30–24 June 2026

Designer

CIAOPS Techwerks face to face returns to Melbourne CBD on Wednesday the 24th of June 2026.

The course is limited to 20 people and you can sign up and reserve your place now! You reserve a place by completing this form:

http://bit.ly/ciaopsroi

or by sending me an email (director@ciaops.com) expressing your interest.

The content of these all day face to face workshops is driven by the attendees. That means we cover exactly what people want to see and focus on doing hands on, real world scenarios. Attendees can vote on topics they’d like to see covered prior to the day and we continue to target exactly what the small group of attendees wants to see. Thus, this is an excellent way to get really deep into the technology and have all the questions you’ve been dying to know answered. Typically, the event produces a number of best practice take aways for each attendee.

Recent testimonial – “I just wanted to say a big thank you to Robert for the Brisbane Techworks day. It is such a good format with each attendee asking what matters them and the whole interactive nature of the day. So much better than death by PowerPoint.” – Mike H.

The cost to attend is:

Gold Enterprise Patron = $50 ex GST

Gold Patron = $90 ex GST

Silver Patron = $180 ex GST

Bronze Patron = $360 ex GST

Non Patron = $720 ex GST

I hope to see you there.

Maybe Lists is a better tool?

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Most SMBs I walk into are tracking something important in the worst possible place.

An Excel file pinned to a Teams channel. A shared OneNote page. A SaaS tracker they pay for monthly because no one told them there was already one in the tenant.

Then they wonder why nothing gets logged, why two people overwrote each other’s edits, and why the boss can’t see what’s going on.

That’s not a process problem. That’s a tooling problem.

There’s a free, already-licensed, surprisingly capable tracker sitting in every Microsoft 365 plan you sell. Most of your clients have never opened it.

What is Microsoft Lists, really?

It’s a structured tracker. Rows and columns, like a spreadsheet — but every column has a type (date, person, choice, number, attachment), so nobody fat-fingers a status into the wrong column.

It lives in SharePoint underneath, surfaces in Teams as a channel tab, and has its own icon on the Microsoft 365 app launcher. Same list, three doors in.

And it brings two things Excel will never give you: a built-in form for people who shouldn’t see the whole list, and built-in rules that fire emails when things change. No Power Automate. No premium connector. No developer.

A spreadsheet in a Teams channel isn’t a tracker. It’s a graveyard with column headers.

Step-by-Step: build a working tracker in ten minutes
Open Lists from the app launcher

Hit the waffle in Microsoft 365, pick Lists, click + New list. You’re at the list creation chooser.

Pick a template, not a blank list

I know — you want to start from scratch. Don’t. Templates ship with sensible columns, conditional formatting, and views already done. Issue tracker and Work progress tracker cover most SMB scenarios. Adjust later.

Save it to a SharePoint site, not “My lists”

The one step everyone gets wrong. My lists is personal storage — the list can’t easily be moved to a team site later. Save it under the SharePoint site behind the relevant Team. Future-you will thank present-you.

Share the form, not the list

Open your new list and click Forms on the toolbar. The list’s own form pops up. Hit Share form, copy the link, send it to your client, your supplier, the new starter — anyone who shouldn’t see the whole pipeline. Their answers land as new rows. They never see the list itself.

Add a rule from the Automate menu

Click Automate > Rules > Create a rule. Pick a trigger — a column changes, a new item is created, an item is deleted, a date approaches. Pick the column, the value, the person to notify. Done. Microsoft’s own guide walks the same path.

When Status changes to Blocked
notify Assigned To

Notice what’s missing? Power Automate. Premium licensing. A developer. Rules cover the boring 80% of automation. Save Power Automate for the genuinely complex 20%.

Pin it as a tab in Teams

In the relevant channel, click + at the top, pick Lists, choose Add an existing list, paste the SharePoint URL. Now the team uses it where they already work. The official Teams guide spells it out.

Why this actually changes behaviour

“I’ll just email it to you.”

That’s the line that kills every SMB tracker. People email instead of logging.

A Lists form sitting on a channel tab fixes that in a way a spreadsheet never will. Anyone clicks + New, fills four fields, presses save. The rule emails the right person automatically. The boss opens the same list and sees everything, in real time, sortable, filterable, with history.

Meet people where they already are.

Lists isn’t there to compete with your project management tool. It’s there to replace the spreadsheet your clients are pretending is one.

If you’re rolling out Microsoft 365 Business Premium and you’re not showing clients this, you’re leaving value on the table they already paid for.

Align — Your Team Has To Be In On It

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I’ve been watching a pattern play out in MSP after MSP lately, and it’s worth naming. The owner or managing director is genuinely switched on about AI. They’re up early on a Saturday tinkering with prompts. They’re subscribed to half a dozen newsletters. They’ve run a pilot on quoting, or proposal drafts, or ticket triage. They can tell you, with real confidence, what GPT-5 does differently to Claude.

Then Monday morning rolls around.

You walk past the techs’ desks and someone is printing a spreadsheet out to “have a proper look at it”. The account manager is manually copying fields from one system into another. The service coordinator is re-reading a long email thread for the third time trying to figure out what the client actually agreed to. Not one of them has opened an AI chat today. Maybe not this week.

The leader has moved. The business hasn’t.

The solo-operator trap

This is where most MSP AI journeys quietly stall. The owner is thinking AI-first. The team is still thinking the way they thought in 2022. And because the owner is the one doing all the experimenting, they can tell themselves a comforting story — we’re on it, we’re ahead of the curve, we’re investing in AI. On paper, yes. In the business, no.

Real adoption isn’t measured by how many prompts the boss has saved or how many pilots are running. It’s measured by what an average Tuesday looks like for the people doing the work. If the first instinct when someone hits a hard problem is to ring a colleague, send an email, or open a spreadsheet — AI hasn’t arrived yet. It’s just a hobby the owner has.

That’s a confronting thought, but it’s the honest one.

You are the coach now

The shift that moves the needle isn’t another tool or another pilot. It’s a change in your job description. At the next team meeting, you stop reporting on AI and start teaching it.

Walk your people through what you tried this week. Show them the prompt that didn’t work, then the one that did. Show them the output that saved you forty minutes on a scope. Let them see you thinking out loud. You don’t need to be an expert — you need to be visibly in motion. That’s what gives them permission to start moving too.

If you’re the most AI-literate person in the building and you keep it to yourself, you’re not leading. You’re collecting.

Make AI the front door

Here’s the non-negotiable I’d put in place this week, and it costs nothing. Every person in the business sets an AI chat — Claude, ChatGPT, or Gemini, pick one — as their browser homepage. Not Google. Not the intranet. Not the weather.

Every single time someone opens a browser, an AI chat window is the first thing they see. A blinking cursor, waiting for a question.

It sounds small. It’s not. Most of the friction stopping people from using AI isn’t capability, it’s habit. They forget it’s there. A homepage removes the remembering. It puts the tool under their nose, dozens of times a day, until asking it first stops feeling like a new behaviour and starts feeling like the normal one.

The real alignment test

So here’s the question I’d sit with. If I walked into your office on a random Tuesday and watched your team for an hour — not you, them — would I see an AI-first business, or would I see a business with an AI-first owner?

If the answer isn’t the same for both, that’s your next piece of work.

Copilot in Teams meetings

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People keep telling me Copilot in Teams “writes notes for them”.

That’s not what it does. That’s what an action item list does.

What Copilot does is let you ask a meeting questions. Live, while it’s happening. Or three days later when someone CCs you in and asks for an opinion.

Most SMBs I work with have it switched on and have no idea. Staff have a Copilot license, the meeting has a transcript ticking along, and the Copilot pane sits there unused while everyone scrambles to take their own notes.

Notice what’s missing? The bit where someone actually uses it.

What is Copilot in Teams meetings, really?

It’s a question box that knows what was just said.

You open the Copilot pane during a call, type a question — what have we decided?, what did Sarah commit to?, am I even needed on this one? — and it answers from the live transcript.

After the meeting, that same pane becomes the intelligent recap: chapters, AI-generated notes, suggested follow-ups, and timestamps that jump you straight to the moment someone said the thing that matters.

That’s the whole product. Live Q&A on the meeting, plus a navigable recap after. There’s a broader catalogue of AI features in Teams, but this is the one that earns the license on day one.

Step-by-Step: Turning it on properly

Two things have to be true for any of this to work: a Copilot license on the user, and transcription enabled for the meeting. Without a transcript, the Copilot pane has nothing to read.

Here’s the order I run it.

Enable transcription in the meeting policy

In the Teams admin centre, go to Meetings → Meeting policies, open the policy that applies to your Copilot users, and switch Allow transcription to On. The default global policy is off in some tenants. Check.

Turn Copilot on in the same policy

Same screen, scroll down. Set Copilot to On with or without transcription for genuine flexibility, or On only with transcription if you want a paper trail every time. My recommendation? The second one, especially for any regulated client.

Set the room expectation

Drop one line into the meeting invite: This meeting uses Microsoft Copilot. A transcript will be generated. Teams shows attendees a banner anyway when transcription starts, but writing it once removes the awkward moment.

Show people the pane

Open a meeting. Click the Copilot icon in the toolbar. Ask it something live. Then do it again from the recap tab after the meeting ends. Two clicks. That’s the training.

Why this actually changes behaviour

The win isn’t the summary. The win is what people stop doing.

Here’s the real one. They stop typing notes mid-meeting. They stop joining meetings they didn’t need to be in, because the recap takes two minutes afterwards. They stop emailing what did we agree? — they ask Copilot, and it answers with a timestamp.

Can I just ask what I missed? Yes. That’s the whole point.

Copilot doesn’t replace the meeting. It replaces the scramble around the meeting.

For regulated clients, the privacy notes for intelligent recap are worth ten minutes — they’re the answer when a client asks “but is this safe?”

Copilot in Teams meetings isn’t there to take notes for you. It’s there to make notes optional.

If you’re not showing your SMB clients this in their next review, someone else will.

Absorb — You Can’t Use What You Don’t Know

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The other day, a business owner told me he’d “heard” that AI could now write emails. He said it like it was news. That capability has been sitting on his desktop for well over two years. He wasn’t behind because he lacked tools. He was behind because he didn’t know what was already available to him, inside software he was paying for every month.

This is the quiet problem with AI right now. The technology is moving faster than most people’s awareness of it. The models shipping today can do things that would have sounded like science fiction six months ago. But if your mental picture of AI was formed from a dinner-party conversation eighteen months back, you’re trying to build on a map that no longer matches the territory.

You can’t use what you don’t know exists.

Second-hand AI is a losing game

Most people I talk to get their AI news the same way they get most news — accidentally. A friend mentions something at a barbecue. Their teenager shows them a clip. The barber has an opinion between the scissors and the mirror. By the time a capability filters through that chain, it has been misunderstood, exaggerated, or it has already been replaced by something newer.

That gap between what AI can actually do today and what you think it can do is not a small thing. It’s the entire opportunity. The people who will get real leverage out of AI in the next twelve months are not the ones with the biggest budgets or the fanciest titles. They’re the ones with the clearest, most current picture of what’s possible right now.

The good news is that closing the gap doesn’t require a course, a certification, or a consultant. It requires a habit. And the habit hides inside something you’re probably already doing too much of — scrolling.

Use your feed to feed your mind

The same social platforms that eat your attention can be quietly retrained to deliver a daily education. Two tactics I recommend to anyone who asks.

Schedule it. Open YouTube and search “AI + [your industry].” Subscribe to the top three channels that come up. Then put a twenty-minute block in your calendar called AI Absorb Time. Treat it like a meeting you cannot cancel, because that’s exactly what it is — a standing appointment with the thing that is going to reshape your work. Twenty minutes a day is a hundred minutes a week. Inside a month, you’ll know more about what’s actually shipping than ninety percent of the people in your industry.

Hack the algorithm. Find the strongest AI videos in your niche and drop “FYP” in the comments. It stands for For You Page. Engaging with those videos tells the recommendation engine what you want more of. Do it for a week and your feed quietly rewires itself into an online university, delivered free, on your phone, in the margins of your day. You are paying for social media with your attention anyway. You might as well buy something useful with it.

The habit is the edge

AI literacy is not a one-time event. It’s a drip. The people who stay current are not smarter than everyone else — they’re just in the flow. They’ve built a small, boring habit of absorbing what’s new, and it compounds quietly in the background of their week.

Before you automate anything, build anything, or spend anything, do this first. Know what’s actually possible this week. That is where every real AI decision starts.

Need to Know podcast–Episode 365

In this episode, we dig into Cowork Skills and why they represent a genuine shift from “AI as a novelty” to “AI as part of how work actually gets done.” Not more prompts. Not more tools. But fewer decisions, less friction, and more consistency across the business.
If you’ve ever thought “Copilot is interesting, but it’s not really embedded yet”, this episode is for you.

Brought to you by www.ciaopspatron.com

you can listen directly to this episode at:

https://ciaops.podbean.com/e/episode-365-skills-not-apps/

Subscribe via iTunes at:

https://itunes.apple.com/au/podcast/ciaops-need-to-know-podcasts/id406891445?mt=2

or Spotify:

https://open.spotify.com/show/7ejj00cOuw8977GnnE2lPb

Don’t forget to give the show a rating as well as send me any feedback or suggestions you may have for the show

Resources

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CIAOPS MSP Skills

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Choose how OneNote opens Microsoft 365 file links

How Storm-2949 turned a compromised identity into a cloud-wide breach

Disrupting Fox Tempest: A cybercrime service that turned “verified” software into a pathway for ransomware

Exposing Fox Tempest: A malware-signing service operation

A faster, more efficient Editor experience with Narrator in Word

Launched: Microsoft 365 Copilot Adoption Hub Redesign

Copilot prompt libraries for your tenant

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Most Copilot rollouts I see have a strange shape. The licences are bought. The admin centre is half-configured. And nobody is using it.

Six months in, a few power users are saving an hour a week. Everyone else opens Copilot, stares at a blank box, and closes the tab.

That’s not a Copilot problem. That’s a prompting problem.

And the worst part? Microsoft has already shipped the fix. Most tenants haven’t turned it on.

What is a tenant prompt library, really?

A prompt library is a list of known-good prompts pinned inside the Copilot experience itself. Your users see them when they open Copilot — in chat, in Word, in Excel, in Outlook, wherever you’ve published them.

Two layers matter for SMBs and MSPs.

The first is the Microsoft Copilot Prompt Gallery — the public set Microsoft maintains. Useful. Generic.

The second is promoted prompts — your own prompts, pushed to your own users from the Microsoft 365 admin centre. This is the layer almost nobody uses, and it’s the one that actually changes behaviour.

Think of it as the difference between handing someone a generic cookbook and putting a Post-it on their fridge that says “this is how we make pasta”.

Step-by-Step: publishing a tenant prompt library

Portal walkthrough, no PowerShell.

Open the admin centre

Sign in to the Microsoft 365 admin centre as a Global or Copilot admin. Expand Copilot in the left nav, then Settings, then Promoted prompts.

Write the prompt your users actually need

Don’t reach for a clever one. Reach for the boring one your help desk keeps explaining. “Summarise this week’s emails from my customers and group by client.” “Draft a weekly status update for my manager based on my meetings and Teams chats.” Plain English, written the way a non-technical user would actually type it.

Pin it to the right app

You can target the prompt to Microsoft 365 Copilot chat, Word, Excel, PowerPoint, Outlook, Teams, or OneNote. Pin one prompt per app where it’s actually useful. Five great prompts beats fifty mediocre ones.

Set the audience

Use a group, not “everyone”. Roll it to a pilot. Sales gets the sales prompts. Finance gets the finance prompts. The prompt is the training material.

Publish and watch adoption move

Promoted prompts surface at the top of the Copilot prompt UI for the assigned users within a few hours. Microsoft’s Copilot Prompt Gallery documents the surfaces they show up on.

Title: Weekly client summary
App:   Microsoft 365 Copilot chat
Prompt:
Summarise emails and Teams messages from
my customers this week. Group by client.
Highlight any unanswered questions.

Notice what’s missing? No mention of how Copilot does the work. No file picker. No talk of Work IQ. The user just asks once and gets the outcome. That’s the brief.

Why this actually changes behaviour

Most adoption programmes hand out PDFs nobody reads. Promoted prompts put the training inside the product, at the moment of use.

“I don’t know what to ask Copilot for.”

That sentence kills more rollouts than any licensing or governance issue. A prompt library answers it.

Three things shift the day you publish one:

  • New users see a starting point on day one instead of a blinking cursor.

  • Power users stop reinventing the same prompt twelve different ways.

  • You finally have a measurable, governable surface to iterate on.

That last one matters for MSPs. You can review the prompt library quarterly with your client, the same way you review a security baseline. Copilot doesn’t get tired. Use that.

For the deeper guidance on what makes a prompt land, Microsoft’s own write effective prompts page is worth lifting language from when you draft yours.

One closing thought

If you’re rolling out Copilot to a client and you haven’t published a single promoted prompt, you’re charging them for a tool and shipping them a blank page.

Promoted prompts aren’t there to teach people how to use Copilot. They’re there to remove the moment of not knowing what to ask completely.

Director or Doer? The AI Question Nobody’s Asking

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Most of the AI conversations I have these days start the same way. Someone leans in and quietly asks, “Do you think AI is going to take my job?” I understand the worry — it’s everywhere, and it’s loud. But I think it’s the wrong question. The one worth asking is sharper and far more uncomfortable. Are you using AI, or is AI using you? That single reframing changes the whole game. And the window to land on the right side of it is narrowing faster than most people realise.

The Doer Trap

I see the Doer pattern everywhere. Someone types a rushed prompt, reads whatever comes back, tidies up a comma or two, and ships it. The email goes out. The deck gets shared. The summary lands in a meeting. The person feels productive because something got done — but they didn’t really direct any of it. The tool picked the angle, the structure, the tone, even the conclusion. They just drove the delivery truck.

The thing that makes this dangerous is that it feels like progress. Output is going up. Calendars are clearing. But the thinking is going down. The muscles that matter — judgement, taste, point of view — quietly shrink while everyone is busy celebrating how much faster the work moves. If AI is setting the pace, choosing the framing, and deciding what “good” looks like, you are no longer in charge of your own work. You are assisting it.

The Director Shift

The people I watch pulling away from the pack work very differently. They treat AI the way a good manager treats a capable team. They brief it properly. They tell it the audience, the constraint, the outcome they want, and what to leave out. They read the output the way an editor reads a draft — with scepticism, not relief. They push back. They ask it to try a sharper angle, to argue the opposite, to shorten by half. They know what great looks like before they ask for it, and they recognise when the answer is merely adequate.

Being the Director is harder. It takes domain knowledge, taste, and the patience to iterate. But the work that comes out the other side is genuinely yours. The ideas are yours, the standards are yours, the reasoning is yours. AI is doing the heavy lifting on the mechanics while you do the heavy lifting on the thinking. That’s the right shape of the partnership.

The Window Is Closing

Here’s what I think people underestimate. The gap between Directors and Doers is compounding. Every week spent actively learning how to brief, evaluate, and steer these tools is a week of skill you’re banking. Every week spent passively accepting output is a week of skill you’re quietly losing. Six months from now, a year from now, that gap will be visible from across the room — in the quality of decisions, the confidence of arguments, the crispness of output.

The people who dig in now, who actually invest the hours to learn this properly, aren’t just getting better at AI. They’re becoming more valuable than they were before AI existed. Their judgement is sharper. Their output is broader. Their leverage is higher. The people waiting for it to settle down are going to wake up behind, and it will take a lot more than a weekend of prompting tutorials to catch up.

So I’d stop asking whether AI is coming for your job. Ask instead who’s running whose day. Because that answer — today, this week, this month — is the one that decides where you end up.