Copilot AI Skills for Quantity Surveyors
€ 600
This course takes you from occasional Copilot use to a working practice you repeat every week, on the documents that fill a surveyor's day. You build the prompts, the knowledge bases and the agents in the session, on synthesised cost plans, tender returns, valuations and contracts that behave like the real thing.
- Stop getting generic output from Copilot and start getting drafts you would put your name to
- Check valuations, tender returns and cost plans against source documents without the line-by-line slog
- Turn standard forms, correspondence and project files into one searchable source you can interrogate
- Hand the repeat work, minutes, action lists and comparison tables to agents you build yourself
- Know where to trust the output and where sign-off stays with your professional judgement
Who it's for
For quantity surveyors who want Copilot handling the manual work in cost plans, tender returns, valuations and contract administration. No technical AI background needed.
Course structure
Hands-on throughout, with live demos and guided exercises on synthesised surveying documents. A week between each session, with two 30-minute practice slots set by the facilitator and reviewed at the next session.
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Session 1 · 9 Nov, 12pm - 1pm
Setup, safety and first prompts
One hour, one week before the main teaching starts. You confirm your licence works, that you can see Agents and Notebooks, and that Copilot is live in your Office apps. You agree the rules for what can and cannot go into Copilot when the documents belong to a client, and you run your first prompts on a surveying document before the hour is out.
Session 2 · 16 Nov, 12pm - 2pm
Personalisation and prompting
Two hours. You set Custom Instructions and Saved Memories so Copilot knows how you work before you ask it anything. You then build structured prompts using the six moves, and run them across Copilot Chat and inside Word, Excel, Outlook and Teams, on tasks like interrogating a cost plan, summarising a run of meeting minutes and drafting correspondence you would actually send.
Session 3 · 23 Nov, 12pm - 2pm
Agents, knowledge bases and workflows
Two hours. You build a Notebook from standard forms, amendments and project documentation so Copilot works from your material and nothing else. You create Agents that take on recurring work: comparing tender returns, turning minutes into action lists, checking a payment application against the contract. Then you chain the steps across apps so the handoffs stop needing manual stitching, and you see Copilot Cowork demonstrated live.
Session 4 · 30 Nov, 12pm - 1pm
Workshop
One hour. No new teaching. You bring one real task from this week's workload and finish it in the room, with facilitator support and peer learning across cost management, PQS and contract administration. Everyone leaves with at least one output they can use on Monday morning.
"The Microsoft Copilot course was fantastic! The course leader explained complex concepts in a way that was easy to understand and highly practical."
About the instructor
Seehab Ahmed
AI Founder and Sales Leader
Architecture background, with 8+ years in sales including building the sales function at an engineering software firm from zero, selling to VP Engineering and C-suite buyers. At the AI Institute, leads Microsoft Copilot and Claude adoption programmes for contractors and engineering consultancies across the built environment, turning general AI capability into the workflows engineers, project leads and commercial teams use daily. Currently using agentic AI for coding, automation and workflows.
Frequently asked questions
None at all. Our courses are specifically designed for working professionals, executives, and design teams who want practical AI skills, not a computer science lecture.
- If you are taking a Copilot course, basic familiarity with standard Microsoft 365 apps (Word, Excel, Outlook) is all you need.
- For Claude Code, Claude handles the actual coding while you direct it using plain English.
- For industry-specific paths from the Built Environment, we focus entirely on practical workflows, layout options, and project management—never complex programming.
Yes, absolutely. Security and confidentiality are our highest priorities, especially for our AEC and Finance cohorts:
- Data Privacy: Microsoft Copilot and Claude enterprise plans respect your existing corporate IT permissions. The AI only sees data you are already authorized to access, and your inputs are never used to train public models.
- Course Work: Live workshop sessions use anonymized dummy data so you can focus entirely on mastering techniques in a safe environment. You will then be given clear frameworks to confidently apply those exact same prompts to your live, proprietary project files between sessions.
The market is flooded with generic "how to write prompts" videos. Our edge is entirely different:
- Live, Expert Facilitation: You are learning in real-time alongside an executive-level peer group, guided by practitioners from companies actively deploying AI in the real world.
- Always Up-to-Date: The second an AI model drops a new feature, we rebuild our exercises. You are getting a cutting-edge playground, not stale theory.
- Workflow Integration: We don't just teach tools in a vacuum; we show you exactly how they talk to your existing ecosystem - whether that’s integrating Claude with Microsoft 365 or feeding AI-generated concepts downstream into Revit, Rhino, and Photoshop.
We assume zero knowledge and take everyone from 0 to 60. We start at the basics, customising your tool and writing a first prompt that actually returns something useful, then build from there.
- People who arrive more advanced consistently tell us they still pick something up in every session, so we believe we are hitting the right notes.
- You do need a basic level of digital competence: logging in, copying and pasting, moving between windows. We teach the AI, not the computer.
Yes, completely. Governance and ethics are built into every course we deliver rather than bolted on as a closing session.
- What is safe to put into a paid Copilot tenancy and what is not, in the terms your own IT policy uses.
- The safeguards worth having in place before people start using it on live client work.
- Where the output can be trusted, and where sign-off stays with a named human.
Online, live, and led by an instructor. These are not pre-recorded videos. Questions get asked and answered as we go, and our instructors are good at making sure everyone takes part.
- Two screens are worth having: one to watch us on, one to practise on.
- Recordings are provided, usually within 45 minutes of the session ending.
- You keep the session recordings, the slide decks and the workbooks for 60 days after the course finishes.
Several sessions, and deliberately so. We want you to go away and use what you learned between them.
- Run a prompt on a task you were going to do anyway. Try a skill on real work.
- You come back having felt what it is like, which is when the questions get good and the next session lands properly.
- A single long day looks efficient on a calendar and teaches considerably less.
