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Artificial Intelligence for Auditors: Foundations & Skills with Microsoft 365 Copilot

Course Length: 16 hours.

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Transform audit processes with intelligent automation and AI-powered insights.

This course enables auditors to integrate AI into their day-to-day activities using Microsoft 365 Copilot and intelligent agents. Through practical labs and real-case simulations, participants learn to automate documentation reviews, generate audit reports, evaluate compliance, manage evidence, and accelerate the closing of nonconformities. The program empowers auditors to transition into an agile, high-impact, AI-enhanced auditing practice, while operating within ethical, secure, and compliant frameworks.

AI for Auditors

Audience

  • Internal auditors
  • Compliance officers
  • Risk managers
  • IT and cybersecurity auditors
  • Governance leaders
  • Control specialists
  • Audit consultants

Objectives

By the end of the course, you will be able to:

  • Apply practical M365 Copilot skills to auditing tasks
  • Configure agents for automated review and follow-up activities
  • Generate audit checklists, programs, and final reports automatically
  • Use AI to evaluate international standards and internal policies
  • Identify patterns and inconsistencies in audit evidence
  • Simulate corrective actions and verify their effectiveness
  • Automate reminders, data collection, and other repetitive tasks

Course Content

  • Key learning objectives
  • Introduction to artificial intelligence
  • Microsoft 365 Copilot: A productivity revolution
  • M365 Copilot: An intelligent AI assistant
  • Key benefits for organizations
  • General capabilities across Microsoft 365
  • AI value drivers in audits
  • Auditor Copilot scenarios
  • Essential elements for Copilot success
  • Anatomy of the “Responsible AI Standard – RAI”
  • Overview of the RAI standard
  • Roles and responsibilities of an AI Center of Excellence
  • M365 Copilot prompts and best practices
  • Core components of a prompt
  • Effective prompts

Exercise 1: Practicing effective prompts

  • Exercise 2: Developing an annual audit program
  • Exercise 3: Developing an audit plan
  • Exercise 4: Creating audit checklists
  • Exercise 5: Drafting an internal audit communication
  • Exercise 6: Preparing a final internal audit report
  • Exercise 7: Performing pattern and inconsistency analysis in evidence
  • Exercise 8: Simulating corrective actions and closure of nonconformities
  • Exercise 9: Conducting management review of nonconformities and document analysis
  • Exercise 10: Generating a risk and control matrix
  • Automating audit processes with Copilot Studio
  • Core concepts: Copilot and AI agents
  • Summary of key points about AI agents
  • How AI agents work and their capabilities
  • Types of AI agents
  • Benefits of AI agents in workflows
  • Implementing AI agents in the organization
  • Transforming business operations with AI agents
  • Agent instructions and best practices
  • Governance requirements for Copilot Studio
  • Exercise 11: Building an agent in Copilot Studio to handle large-scale information searches
  • Exercise 12: Generating automated periodic reports using Topics in an agent
  • Best practices for auditors using AI
  • Conclusions

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