Copilot Update: Agents, Search & Prompts
2025-08-27 11:00 - 11:15 (America/New_York) | https://youtu.be/OGDSh_OxhHc
Copilot Update: Agents, Search & Prompts
Join Teal’s CTO and Microsoft solutions expert Reid Johnston for a 15-minute event built specifically for IT professionals looking to turn Microsoft Copilot into a true productivity partner.
In this event, our cofounders explore some of the latest updates to Microsoft 365 Copilot.
Join us to explore:

Copilot search enhancements
AI agent enhancements
Scheduling recurring prompts to automate weekly updates

Reserve your spot now and share the event with colleagues who can benefit.

About Reid Johnston
Reid Johnston, a seasoned IT consultant and CTO with over two decades of experience, specializes in helping SMBs drive growth and efficiency using Microsoft solutions like Copilot.

Microsoft 365 Tips & Tricks - September
2025-09-04 11:00 - 11:20 | https://youtu.be/pwsOU7U1JqE
Join small business tech experts, Reid Johnston and Gar Whaley, for a 20-minute virtual event on how to set up a team within Microsoft Teams! Save your spot now to transform how your organization works.

Copilot Prompt Gallery, Custom Instructions & Memory
2025-09-24 11:00 - 11:15 | https://events.zoom.us/ev/Aif1-N_qXUJ2xjn3czqQUdSm1njJhhVHrgMCNhnWMU6NUQjIiydH~An_AXzBOdDe7GoVIYfgwxBH1tZ6pELHU1tU5XrofMXh-RywlIho_bXEpoQ
Microsoft Copilot is evolving quickly and staying ahead of its new capabilities can mean the difference between experimenting with AI and actually transforming how your business works.
In this month’s Copilot Series session, Teal’s co-founders Reid Johnston and Gar Whaley, will show you how to take advantage of recently released features inside Microsoft 365 Copilot.
Reserve your spot today to learn how small- and mid-sized business leaders are personalizing Copilot, working faster, and enhancing their business’s success.

What You’ll Explore:

Custom Instructions

Copilot Memory

Editing and Sharing Prompts in Loop and Word

Creating and Saving Prompts

Finding Agents in Copilot Chat

Microsoft 365 Tips & Tricks - October 2025
2025-10-02 11:00 - 11:20 | https://events.zoom.us/ev/Ak9UI3axNLVK3YS26dBzZc9p_aayJSgZSLlle96-0ChgCh2WiBTJ~AuQKje7xytavL5Mwrbvxn-zxCKSTJe21sNx3AABMUQsCQPjGCVdP53PmhA
Join small business tech experts, Reid Johnston and Gar Whaley, for a 20-minute session packed with a ton of Microsoft 365 tips!

Unlock Copilot Time-savers: Voice Mode, Prompts & More
2025-10-22 11:00 - 11:15 | https://youtu.be/YW2hf0iGVxY
Why join us?
Copilot changes weekly. In 20 minutes, Teal cofounders Gar Whaley and Reid Johnston will demonstrate how SMB teams use Microsoft Copilot capabilities to save more time than imaginable.
You’ll leave able to:

Find information quickly with the new Copilot Search experience across Teams, SharePoint, OneDrive, and calendar.
Turn outputs into action using one-click prompts on files.
Automate your prep with saved & scheduled prompts (e.g., “summarize this week’s meetings” or “catch me up on last week’s urgent emails”).
Work while moving using the Copilot mobile app and emerging Voice Mode for conversational updates.
Make AI sound like you with custom instructions (tone, style, rules) and Copilot Memory for preferences.

Reserve Your Seat
Who should attend

CEOs / COOs / Business Leaders
IT Directors / SMB IT Pros

Speakers

Reid Johnston, Teal CIO & Cofounder
25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365, automation and secure adoption of AI at work.

Gar Whaley, Teal CRO & Cofounder
Helps leadership teams translate AI capabilities into pipeline, productivity, and outcomes.

Microsoft 365 Tips & Tricks - November 2025
2025-11-06 11:00 - 11:20 | https://youtu.be/cg8GeUeSNAQ

Copilot Success Series
2025-11-19 11:00 - 11:15 | https://youtu.be/0ex_XOs0ldg
Why join us?
Copilot changes weekly. In 20 minutes, Teal cofounders Gar Whaley and Reid Johnston will demonstrate how SMB teams use Microsoft Copilot capabilities to save more time than imaginable.

Who should attend

CEOs / COOs / Business Leaders
IT Directors / SMB IT Pros

Speakers

Reid Johnston, Teal CIO & Cofounder
25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365, automation and secure adoption of AI at work.

Gar Whaley, Teal CRO & Cofounder
Helps leadership teams translate AI capabilities into pipeline, productivity, and outcomes.

Microsoft 365 Q&A for SMBs | Ask the Experts Live
2025-12-04 11:00 - 11:20 | https://youtu.be/YYkNrcQdK6E
Our Microsoft 365 Q&A event is designed to solve the real challenges small and mid-sized businesses face every day – from SharePoint access issues to Copilot rollouts and licensing confusion.
Submit your question ahead of time, then join us live on Wednesday, December 4 at 11:00 AM EST. Our Microsoft specialists will share practical, plain-language answers that help you strengthen strategy, productivity, and adoption across your organization.

Reserve My Seat

Hosted by Teal’s Microsoft 365 Experts
With over 25 years of experience helping businesses leverage Microsoft technology, our team has guided hundreds of leaders through smarter, more secure M365 adoption. From Copilot readiness to everyday Teams management, they bring practical solutions to small and mid-sized businesses.

Meet the Experts

Reid Johnston, Teal CIO & Cofounder
For more than 25 years, Reid has helped SMBs modernize securely with Microsoft 365. He specializes in automation, Copilot readiness, and the practical adoption of AI at work.

Gar Whaley, Teal CRO & Cofounder
Gar helps leadership teams translate technology investments into measurable growth, productivity, and stronger business outcomes.

Save My Spot Now

Copilot Success Series - December
2025-12-17 11:00 - 11:15 | https://youtu.be/wBIWZQqnK9w

Microsoft 365 Tips & Tricks - January 2026
2026-01-08 11:00 - 11:20 | https://youtu.be/EY1KDkw2hzM

Copilot Success Series - January
2026-01-28 11:00 - 11:15 | https://youtu.be/KFk2cC2mpr8

Microsoft 365 Tips & Tricks - Feb 2026
2026-02-05 11:00 - 11:20 | https://youtu.be/l-Tkaqz6tcU

Copilot Success Series - February
2026-02-25 11:00 - 11:15 | https://youtu.be/Q34-sBtjnr8
Why join us?
Copilot changes weekly. In just 20 minutes, Teal cofounders Gar Whaley and Reid Johnston will demonstrate how SMB teams use Microsoft Copilot capabilities to save more time than imaginable.

Join them this month to:

Transform raw spreadsheets instantly with Copilot’s new Agent Mode
Generate full financial dashboards in seconds
Connect Copilot to third‑party tools like HubSpot and Salesforce
Use Copilot settings for deeper, more accurate reasoning

Who should attend

CEOs / COOs / Business Leaders
IT Directors / SMB IT Pros

Speakers

Reid Johnston, Chief Intelligent Transformation Officer & Teal Cofounder
25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365, automation and secure adoption of AI at work.

Gar Whaley, Chief Revenue Officer & Teal Cofounder
Helps leadership teams translate AI capabilities into pipeline, productivity, and outcomes.

Microsoft 365 Tips & Tricks - March 2026
2026-03-05 11:00 - 11:20 | https://youtu.be/tgHIZS3SfQY

Copilot Success Series - March
2026-03-25 11:00 - 11:15 | https://youtu.be/U2UbmmQnbQs
Why join us?
Copilot changes weekly. In 20 minutes, Teal cofounders Gar Whaley and Reid Johnston will demonstrate how SMB teams use Microsoft Copilot capabilities to save more time than imaginable.

Who should attend

CEOs / COOs / Business Leaders
IT Directors / SMB IT Pros

Speakers

Reid Johnston, Chief Intelligent Transformation Officer & Teal Cofounder
25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365, automation and secure adoption of AI at work.

Gar Whaley, Chief Revenue Officer & Teal Cofounder
Helps leadership teams translate AI capabilities into pipeline, productivity, and outcomes.

Microsoft 365 Tips & Tricks - April 2026
2026-04-02 11:00 - 11:20 | https://youtu.be/xJgWsimGBbw

Copilot Success Series - April
2026-04-23 11:00 - 11:15 | https://events.zoom.us/ev/AvnBeHSFMGl97Q-mW7gGKtPWPltD5fu0lvMTjENzUq69BzC-i2NL~AnGoB8Y6GytpY96qOBfbCR4ujksy7AeJhylwL48alzCS8446OQeoBBvdmw

Stop Guessing: Get Claude AI Working for Your Business
2026-05-21 11:00 - 11:15 | https://events.zoom.us/ev/AtzKR6FfcqGVnKoFKIfGODieslaCvl-E4HI3SeQVdUpcf70MyXhw~Ai4TCh6FrjHaDG4_xIC0F7qjQFQtLNvwn5_r3JC5LcStwx3_Vh9aOdVyBw
Most business leaders have heard of Claude, but few know how to use it in a way that actually saves time.

This 20-minute virtual event is built for executives and technology leaders who want to get work done with AI – without spending hours figuring it out on their own. Reid Johnston, Teal’s Chief Intelligent Transformation Officer and cofounder, walks you through the setup, features, and workflows he uses every day.

What you’ll explore:

The three settings to configure before you do anything else (most people skip these).
When to use Chat, Cowork, and Code.
How to use Projects and Skills to give Claude persistent context across your work.
How to generate research reports, build artifacts, and run repeatable workflows without writing a single line of code.
The shortcuts and dictation features that make Claude faster than typing.

Register now
